CU Financial Management

Finance · Canada · 11-50 Employees

View Company Info for Free

Overview

Headquarters

36 Brookshire Ct Unit 4, Bedford, Nova S...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
2
3
1
1
1

About CU Financial Management

CU Financial Management prioritizes the financial future of its clients by providing simple and effective decision-making support. They offer a range of financial planning services tailored to individual goals, ensuring clients feel confident and excited about their financial journey. The company emphasizes personalized advice through expert financial advisors and guided online portfolio options. CU Financial Management is associated with various credit unions in Atlantic Canada, reflecting their commitment to local values and community support.Explore more
CU Financial Management's Social MediaPopular SearchesCU Financial ManagementCU Financial Management LtdSIC Code 62,628NAICS Code 52,523Show more

CU Financial Management Org Chart

DG
Canada flag for contact location.

Chief Executive Officer

PhoneEmail
DW
Canada flag for contact location.

Director, Wealth Advice

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
MW
Canada flag for contact location.

Manager, Cu Wealth Essentials

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is CU Financial Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to CU Financial Management

Compare insights from companies similar to CU Financial Management, 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

CU Financial Management

<$5M
11-50
Private
-
2019
$5.5M
11-50
Private
-
2018
N/A
<$5M
1-10
Private
-
2019
RK
Rita KelemenManager, Client Services
<$5M
1-10
Private
-
-
CS
Cara SniderLifetime Financial Planning
<$5M
1-10
Private
-
-
TL
Thomas LumbFinancial Advisor
<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
2020
KB
Kristine BeeseFounder & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CU Financial Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CU Financial Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CU Financial Management.

CU Financial Management Tech Stack

A closer look at the technologies used by CU Financial Management

Top Finance Companies

Frequently Asked Questions Regarding CU Financial Management

What is CU Financial Management's official website?
CU Financial Management's official website is www.cufm.ca
What is CU Financial Management's Revenue?
CU Financial Management's revenue is <$5 Million
What is CU Financial Management's SIC code?
CU Financial Management's SIC: 62,628
What is CU Financial Management's NAICS code?
CU Financial Management's NAICS: 52,523
How many employees does CU Financial Management have?
CU Financial Management has 11-50 employees
What industry does CU Financial Management belong to?
CU Financial Management is in the industry of: Finance, Securities Trading
What is CU Financial Management competition?
CU Financial Management top competitors include: Finlay Wark Anthony Wealth Management, Untangle Money, Lumb Financial, SinoCoin Financial
What technology does CU Financial Management use?
Some of the popular technologies that CU Financial Management uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
What does CU Financial Management do?

CU Financial Management prioritizes the financial future of its clients by providing simple and effective decision-making support. They offer a range of financial planning services tailored to individual goals, ensuring clients feel confident and excited about their financial journey. The company emphasizes personalized advice through expert financ... ial advisors and guided online portfolio options. CU Financial Management is associated with various credit unions in Atlantic Canada, reflecting their commitment to local values and community support.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.