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

Transcend Wealth Collective

Transcend Wealth Collective was created with one guiding principle in mind: wealth management clients deserve better.

Kawa

Established in Miami, FL in 2007, Kawa Capital Management currently has over $1.3 billion in assets under management. Over the last 12 years, our aim has remained constant: to deliver unparalleled risk-adjusted returns to our investors while maintaining our commitment to transparency, capital preservation, and creativity. Kawa aims to consistently serve customers, be it investors or financial counterparties. On our asset management side, investors can diversify their portfolios with our broad variety of investment opportunities ranging from a multi-strategy hedge fund, special purpose funds and private deals. To date, the firm has deployed over $931 million in 51 different private investment opportunities. Carefully crafted by our team, our deals span several asset classes, with a strong focus on secured finance as well as other diversified single strategies. We negotiate, underwrite and offer each deal on a standalone basis providing investors a way to co-invest directly in curated institutional-quality deals. Over time, our intuitive online platform and mobile application allows investors to build a unique portfolio tailored to their specific needs and actively monitor their investments through tools such as consolidated monthly reporting suite, portfolio visualizations and real-time transaction updates. As a capital solutions provider, we understand that one size does not fit all and invite counterparties to leverage our structuring expertise and establish a lasting partnership. Kawa prides itself in being an experienced and nimble capital provider offering creative solutions that can be deployed quickly. We are constantly seeking new investment opportunities in real estate and structured credit across the capital stack.

galileo investments inc

galileo investments inc is a Almena, WI-based company in the Financial Services sector.

The Coughlin Group

The Coughlin Group, Inc. is a Westlake Village, CA-based company in the Financial Services sector.

Canoe Intelligence

Canoe Intelligence is a first-of-its-kind technology that allows allocators to unlock their data. Canoe reimagines operational workflows and enables clients to transform their processes in order to eliminate manual data entry. By combining industry expertise with the most sophisticated data capture technologies, Canoe automates the digitization of PDF reporting documents into actionable data and intelligence for institutional investors, allocators, and asset servicing firms. With Canoe, clients refocus capital and human resources on business performance and growth. Canoe`s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm, and is relied upon by hundreds of institutional investors, service providers, family offices, and allocators.