Copper Financial announced today that it has been named a Finalist in the WealthManagement.com 2024 Industry Award (the “Wealthies”) in the Broker-Dealers Service category “Wealth Management for Credit Unions”.
Lenexa, Kansas. July 11, 2024 — Copper Financial announced today that it has been named a Finalist in the WealthManagement.com 2024 Industry Award (the “Wealthies”) in the Broker-Dealers Service category “Wealth Management for Credit Unions”.
This recognition is based on the enhancement of Copper Financial’s Wealth Management Platform for Credit Unions. The platform now features Guided Investing — a digital investing solution designed specifically for credit unions that is fully accessible through a member’s online banking tool. And in 2025, Copper Financial is adding a Self-Directed investment option to the platform.
From technology-driven investment offerings to experienced wealth advisors, Copper Financial has built a reputation for delivering sophisticated, affordable, and accessible investment options. And as a result, credit unions have a platform to offer all members convenient, flexible ways to invest their money.
By offering tailored solutions, Copper Financial empowers credit union members to achieve financial well-being and strengthen the relationship with their credit union. This inclusive model creates a robust sales funnel for wealth advisors, positioning them as essential partners for building and transferring wealth. The recent rollout to more than 330,000 members has already demonstrated significant success, with plans to expand further in 2024.
“We’re honored to receive this prestigious recognition from WealthManagement.com,” said Justin Steitz, President of Copper Financial. “The team at Copper Financial has worked tirelessly to offer a high-touch, purposeful investing experience for members of our partner credit unions. It’s an honor to be acknowledged for our efforts.”
This marks the second time Copper Financial has been a finalist in the Wealth Management Industry Awards.
Now in its tenth year, the WealthManagement.com Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges made up of top names in the industry, led by WealthManagement.com director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September 5th.
“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations. “They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”
About Copper Financial
Copper Financial 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. 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 allow 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. To learn more about Copper Financial, visit cu.financial.
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), Member FINRA/SIPC. Copper Financial is an SEC registered investment advisor. Products offered through Copper Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Copper Financial is a wholly owned subsidiary of CommunityAmerica Credit Union.
About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.
Media Contact:
Steve Wujek
Copper Financial
swujek@cacu.com
