CU WealthNext is a leading wealthtech holding company CUSO dedicated to empowering financial institutions with innovative solutions.
| Website | https://www.cuwealthnext.org |
| Employees | 3 (1 on RocketReach) |
| Founded | 2023 |
| Industry | Financial Services |
| Keywords | Wealthtech Solutions, Wealth Management, Wealth Management Technology, Financial Technology, Wealthtech Platform, Innovative Solutions, Financial Services Technology, Digital Wealth Management, Financial Advice Technology, Investment Management, Portfolio Management, Technology Solutions, Credit Union Solutions, Financial Planning, Financial Planning Software, Retirement Planning, Holding Company |
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Joshua Herman is the CEO of CU WealthNext.
1 people are employed at CU WealthNext.
CU WealthNext is based in Frankenmuth, Michigan.