For Credit Unions

We Understand Credit Unions

At Copper Financial, we understand that every credit union is unique. That’s why, through our comprehensive investment program and individualized advice from experienced industry professionals, we’re built to accommodate what sets your credit union apart.

Copper Financial (“CuFi”) is an SEC registered investment adviser, 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. 

Best-in-Class Technology

With updated and integrated software systems, we’re supplying our members and partners unsurpassable technology. Copper Financial offers a proprietary technology stack, built specifically for financial advisors at credit unions.

Partnership

Our goal is to help you better prepare your members for their financial future. We’ll provide the growth strategies, blueprints, and services for you to build an investment program to support your members because we’re committed to your success.

Let us show you the way beyond technology.

It’s difficult finding a partner who has built an investment program from the “inside” and is willing to invest the time. Our investment program offers you direct guidance and oversight from our CuFi executive team. And a partner that has been in your shoes, will be a partner willing to invest in your investment program.

Allow your advisors to invest into their member relationships, not the busy work. We’ll offer our back-office which comes with full clearing, custodial services, streamlined regulatory compliance, and trust services.

Copper Financial prides itself on being a trustworthy name in the world of credit unions. Whether your credit union needs to advance its wealth management practice or start from scratch, we will create a customized program that works for you and your members. 

Adjustable Investment Options

With a wide array of investment options and robust insurance consultations and services, you’ll be able to accommodate investments and advice for each member, providing them with an unmatched experience.

Here is a list of the options we offer: 

All-In-One Integrated Solutions

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Whether your credit union needs to advance its wealth management practice or start from the very beginning, we will create a customized program that works for you and your members.

Copper Financial is the behind-the-scenes business partner that can be trusted.

To make your investments grow, we believe in investing in technology. Our portal is top of its class to meet every member’s financial needs.