Resources
Financial News and Insights
Unleashing the Power of Digital Investing | Credit Union Wealth Management
Transforming Credit Unions and Member Wealth In the world of finance, where innovation is the heart of progress, digital investing tools have emerged as a
The Wealth Management Opportunity | Keep Your Credit Union Ahead of the Curve
In this podcast featuring Justin Steitz, President of Copper Financial, discover how misconceptions associated with credit unions and wealth management can lead to member dissatisfaction
Bringing Wealth Management To Credit Unions
Justin Steitz, Chief Operating Officer, spoke with Private Wealth Magazine’s Russ Alan Prince for a Q&A about credit unions and offering wealth management and financial
Press Releases
Copper Financial launches Guided Investing for Credit Unions
In collaboration with Apex Fintech Solutions Inc., credit unions now have a digital wealth management solution offered directly to members. LENEXA, Kan., February 26, 2024 – Copper Financial Network LLC, an SEC registered investment adviser and FINRA registered broker-dealer, announced today it has launched Guided Investing – a digital tool
Copper Financial Launches Wealth Management Solutions for True Sky Federal Credit Union Members
Credit Unions are utilizing Copper Financial to enable their wealth management offering Lenexa, Kan.—(June 22, 2023)— True Sky Federal Credit Union (“True Sky”) has selected Copper Financial’s wealth management platform to provide premier investment and financial services to their 60,000-plus credit union members. Credit union members of Oklahoma City-based True
Copper Financial Named 2022 WealthManagement.com Industry Awards Finalist
Copper Financial Recognized for Wealth Management 360 Portal, Providing Credit Union Members Seamless Access to Multiple Accounts with Single Sign-On Capability Lenexa, Kan.—July 6, 2022—Copper Financial today announced it was named a finalist in the 2022 WealthManagement.com Industry Awards for its Wealth Management 360 Portal. The firm, which is the
