Copper Financial - Crunchbase Company Profile & Funding

Overview

Copper Financial

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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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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About Copper Financial

CB Rank

1924356

Copper Financial is an investment advisory and financial planning firm.

Founded

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Private

Lenexa, Kansas, United States

51-100

cu.financial/

Advice

Financial Services

Wealth Management

Details

Legal Name

Copper Financial Network, LLC

Also Known As

CommunityAmerica Financial Solutions

Operating Status

Active

Company Type

For Profit

Phone Number

1 (888) 695-3477

Contact Email

investments@cu.financial

Predictions & Insights

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Digital Investing Solutions

A digital wealth management tool that allows credit union members to manage investments through an online platform, offering real-time insights and automated portfolio management.

Wealth Management Services

Comprehensive financial planning and investment services provided to credit union members, including access to wealth advisors for personalized financial strategies.