CTOs on the Move

Copper Financial

www.cu.financial

 
Copper Financial ("CuFi") is an SEC-registered investment advisor, FINRA-registered Broker-Dealer, and state-registered insurance agency offering a breadth of investment and financial planning services to credit union members across the country. As a wholly-owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting your members` unique needs wherever they are in their financial journey. Our fully digital experience and best-in-class technology platform allows members access to their accounts from anywhere at any time, and ensures the advisor and member have more time to focus on what matters—the path to financial peace of mind. Additionally, we are the only credit ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million
  • www.cu.financial
  • 4550 North West Newberry Hill Road Suite 101
    Silverdale, WA USA 98383
  • Phone: 360.698.6546

Executives

Name Title Contact Details

Similar Companies

Clara Lending

Clara is a new kind of lender that harnesses the efficiency of technology and the power of data in entirely new ways. By streamlining and customizing the lending process, we strive to give everyone greater confidence over the outcome. We`re starting with one of life`s most important financial decisions a home loan and will apply the same principles of transparency and customized guidance to how people borrow money for school, cars and more.

Abundance Wealth Counselors

Abundance Wealth Counselors is a State College, PA-based company in the Financial Services sector.

Compushare, Inc.

Compushare is the leading national Financial Technology Management solutions provider for the financial services industry.

IQ Furniture

IQ Furniture is a Fayetteville, AR-based company in the Financial Services sector.

Quadra Credit Union

Quadra Credit Union is a Quathiaski Cove, BC-based company in the Financial Services sector.