CU WealthNext - Crunchbase Company Profile & Funding

Q: Who invested in CU WealthNext?

CU WealthNext is funded by Neighborhood Income Solutions.

Q: When was the last funding round for CU WealthNext?

CU WealthNext closed its last funding round on obfuscated from a Corporate Round round.

Q: How much funding has CU WealthNext raised to date?

CU WealthNext has raised obfuscated.

Overview

CU WealthNext

Total Funding

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Learn more.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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See more interactive data and historical milestones on desktop for the best experience

About CU WealthNext

CB Rank

70918

CU WealthNext is a wealthtech holding company designed for credit union members.

Founded

obfuscation

Private

Corporate Round

Frankenmuth, Michigan, United States

1-10

cuwealthnext.org/

Finance

Hedge Funds

Venture Capital

Funding Rounds

Corporate Round

OBF

obfuscation

Venture - Series Unknown

OBF

obfuscation

Key People

Joshua Herman: CEO

Details

Legal Name

CU WealthNext, LLC

Operating Status

Active

Company Type

For Profit

About the Company

CU WealthNext is a banking and financial services company.

Phone Number

+1 248-571-8343

Predictions & Insights

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

All-in-One Investment Platform

A comprehensive investment platform designed exclusively for credit union members, offering both self-directed and automated investing options.

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Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Corporate Round - CU WealthNext	1	obfuscated obfuscation	Neighborhood Income Solutions	Corporate Round
obfuscated obfuscation	Corporate Round - CU WealthNext	1	obfuscated obfuscation	Neighborhood Income Solutions	Corporate Round
obfuscated obfuscation	Corporate Round - CU WealthNext	1	obfuscated obfuscation	Neighborhood Income Solutions	Corporate Round
obfuscated obfuscation	Corporate Round - CU WealthNext	1	obfuscated obfuscation	Neighborhood Income Solutions	Corporate Round
obfuscated obfuscation	Corporate Round - CU WealthNext	1	obfuscated obfuscation	Neighborhood Income Solutions	Corporate Round

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Corporate Round - CU WealthNext	1	obfuscated obfuscation	Neighborhood Income Solutions	Corporate Round
obfuscated obfuscation	Corporate Round - CU WealthNext	1	obfuscated obfuscation	Neighborhood Income Solutions	Corporate Round
obfuscated obfuscation	Corporate Round - CU WealthNext	1	obfuscated obfuscation	Neighborhood Income Solutions	Corporate Round
obfuscated obfuscation	Corporate Round - CU WealthNext	1	obfuscated obfuscation	Neighborhood Income Solutions	Corporate Round
obfuscated obfuscation	Corporate Round - CU WealthNext	1	obfuscated obfuscation	Neighborhood Income Solutions	Corporate Round

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Neighborhood Income Solutions	Yes	Corporate Round - CU WealthNext	—
Neighborhood Income Solutions	Yes	Corporate Round - CU WealthNext	—
Neighborhood Income Solutions	Yes	Corporate Round - CU WealthNext	—
Neighborhood Income Solutions	Yes	Corporate Round - CU WealthNext	—
Neighborhood Income Solutions	Yes	Corporate Round - CU WealthNext	—

Investments

Investment Breakdown

Number of Investments

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Concreit	Yes	Corporate Round - Concreit	obfuscated obfuscation
obfuscated obfuscation	Concreit	Yes	Corporate Round - Concreit	obfuscated obfuscation
obfuscated obfuscation	Concreit	Yes	Corporate Round - Concreit	obfuscated obfuscation
obfuscated obfuscation	Concreit	Yes	Corporate Round - Concreit	obfuscated obfuscation
obfuscated obfuscation	Concreit	Yes	Corporate Round - Concreit	obfuscated obfuscation

Investment Breakdown

Number of Investments

See investment data for this company, with details on deal size, industry, stage, and more.

Announced Date	Organization Name	Lead Investor	Funding Round	Money Raised
obfuscated obfuscation	Concreit	Yes	Corporate Round - Concreit	obfuscated obfuscation
obfuscated obfuscation	Concreit	Yes	Corporate Round - Concreit	obfuscated obfuscation
obfuscated obfuscation	Concreit	Yes	Corporate Round - Concreit	obfuscated obfuscation
obfuscated obfuscation	Concreit	Yes	Corporate Round - Concreit	obfuscated obfuscation
obfuscated obfuscation	Concreit	Yes	Corporate Round - Concreit	obfuscated obfuscation