CU WealthNext
Shaping the Future of Financial Empowerment
Shaping the Future of Financial Empowerment
At CU WealthNext, our mission is clear: to be a 100% credit union-owned, nationally branded, all-in-one investment platform. As a CUSO holding company, we specialize in strategic investments and partnerships with leading wealthtech providers.
About Us
Empowering Financial Future
For every investor
CU WealthNext is your gateway to financial empowerment, designed for credit union members ready to take control of their financial future. Whether you’re a seasoned investor seeking self-directed options or someone looking for the convenience of automated investing, CU WealthNext, as a CUSO holding company, ensures that our offering delivers unparalleled solutions.
Solutions
Core Values
BUILT For Credit Unions By Credit Unions
We are a team of experienced Credit Union professionals possessing a deep understanding of the financial industry, regulatory landscape and the most impactful technologies. We are built by credit unions and for credit unions, our core values are rooted in collaboration and community. CU WealthNext is led by industry experts, former credit union executives who have successfully built businesses both inside and outside the credit union industry.
Services
Bring it Home
Bring the best and lowest-cost all-in-one investment solution to your members with CU WealthNext. As a CUSO holding company, we empower credit unions to elevate their offerings, so members don’t have to seek these solutions elsewhere. The message is clear: “Bring it home” with CU WealthNext, ensuring that financial excellence stays within your credit union community.
CU WEALTHNEXT
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Email Address
Support
Address
580 N. Main Street
Frankenmuth
Michigan 48734
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Shape the future of financial empowerment!