According to filings with the U.S. Securities and Exchange Commission, CU WealthNext is raising up to $35,000,000.00 in new funding. Sources indicate that as part of senior management Chief Executive Officer, Joshua Herman played a key role in securing the recent investment and it will aid in aggressively expanding the company, as well as broaden and accelerate product development.

About CU WealthNext
CU WealthNext is a leading wealthtech holding company CUSO dedicated to empowering financial institutions with innovative solutions. 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. 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. 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.

To learn more about CU WealthNext, visit http://www.cuwealthnext.org/
CU WealthNext Linkedin Page: https://www.linkedin.com/company/cu-wealthnext/

Contact:
Joshua Herman, Chief Executive Officer
248-571-8343
https://www.linkedin.com/in/joshua-herman-banking/

SOURCE: http://www.intelligence360.io
Copyright (c) 2024 SI360 Inc. All rights reserved.