Copper Financial Network

Finance · Kansas, United States · 51-200 Employees

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Overview

Headquarters

9777 Ridge Dr Ste 360, Lenexa, Kansas, 6...

Revenue

$9.8 Million

Industry

Finance Securities Trading Lending & Brokerage

About Copper Financial Network

Copper Financial is an SEC registered investment adviser and FINRA registered Broker-Dealer that specializes in providing investment and financial planning services exclusively to credit union members across the United States. The company offers a range of options, including digital investing tools and personalized relationships with wealth advisors, catering to both simple and complex financial needs. As a CUSO owned by CommunityAmerica Credit Union, Copper Financial prioritizes the financial futures of its members, regardless of the amount they invest. With a focus on innovative technology and customized programs, Copper Financial aims to enhance the wealth management practices of credit unions.Explore more
Copper Financial Network's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Copper Financial Network Org Chart

PhoneEmail
HB
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Senior VP, Wealth & Insurance

PhoneEmail
DJ
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Vice President, Compliance

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AA
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Business Administration Vice President, Risk

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BM
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Director, Advisory Services & Trading

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MD
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Director, Finance & Accounting

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Compare Similar Companies to Copper Financial Network

Compare insights from companies similar to Copper Financial Network, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Copper Financial Network

$9.8M
51-200
Private
-
2001
HB
Heath BurchSenior VP, Wealth & Insurance
$15.9M
51-200
Private
-
1993
KB
Kristen BradleyVice President, Family Office Consultant
$5.6M
11-50
Private
<$5M
2012
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
11-50
Private
<$5M
1985
Illustration of an envelope

Copper Financial Network Tech Stack

A closer look at the technologies used by Copper Financial Network

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Frequently Asked Questions Regarding Copper Financial Network

What is Copper Financial Network's official website?
Copper Financial Network's official website is cu.financial
What is Copper Financial Network's Revenue?
Copper Financial Network's revenue is $9.8 Million
What is Copper Financial Network's SIC code?
Copper Financial Network's SIC: 62,628
What is Copper Financial Network's NAICS code?
Copper Financial Network's NAICS: 52,523
How many employees does Copper Financial Network have?
Copper Financial Network has 51-200 employees
What industry does Copper Financial Network belong to?
Copper Financial Network is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Copper Financial Network competition?
Copper Financial Network top competitors include: BOK Financial Private Wealth, Beacon Financial Partners, Bernicke Wealth Management, Beirne Wealth Consulting Services
What companies has Copper Financial Network acquired?
Copper Financial Network has acquired the companies: UNIFY Financial Credit Union, Saint Lukes Credit Union, Toyota Financial Svc, UNIFY Financial Credit Union
What technology does Copper Financial Network use?
Some of the popular technologies that Copper Financial Network uses are: WooCommerce, WordPress.org, iCIMS, PHP
What does Copper Financial Network do?

Copper Financial is an SEC registered investment adviser and FINRA registered Broker-Dealer that specializes in providing investment and financial planning services exclusively to credit union members across the United States. The company offers a range of options, including digital investing tools and personalized relationships with wealth advisor... s, catering to both simple and complex financial needs. As a CUSO owned by CommunityAmerica Credit Union, Copper Financial prioritizes the financial futures of its members, regardless of the amount they invest. With a focus on innovative technology and customized programs, Copper Financial aims to enhance the wealth management practices of credit unions.Read More

What are Copper Financial Network social media links?
Copper Financial Network Linkedin page
Is Copper Financial Network a public company?
Copper Financial Network is private company therefore does not currently have an official ticker symbol
See more information about Copper Financial Network

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