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CUSO Wealth Strategies Logo
CUSO Wealth Strategies CB Rank
1075393
Heat Score
52
CUSO Wealth Strategies is a financial services firm that offers small to medium-sized credit unions with wealth management solutions
Founded
obfuscation
Private Kelowna, British Columbia, Canada11-50 www.cuwealth.ca/
Finance
Financial Services
Wealth Management
Overview

CUSO Wealth Strategies
Heat Score
52

Growth Score
pts
in past quarter
Heat Score 52
-34 pts
in past quarter

Company Performance Metrics

Score
Trend
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
Learn More >
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 CUSO Wealth Strategies

CB Rank
1075393
CUSO Wealth Strategies is a financial services firm that offers small to medium-sized credit unions with wealth management solutions
Founded
obfuscation
Private Kelowna, British Columbia, Canada11-50 www.cuwealth.ca/
Finance
Financial Services
Wealth Management

Key People

Details

Legal Name cuso wealth strategies inc.
Operating Status Active
Company Type For Profit
Phone Number +1- 250-980-4518
Contact Email admin@cuwealth.ca
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Strategic Partner Network Expansion
A service to help financial advisors identify, evaluate, and integrate qualified professionals into their network to support clients' comprehensive wealth planning needs.
NaviPlan Financial Planning Tools
A suite of financial planning tools and reports supporting various client-specific strategies such as retirement, estate, and tax planning.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 2

Employee Profiles

News
Technology
View Tech Report

IT Spend

$370.8KThis year, CUSO Wealth Strategies is projected to spend $370.8K on IT, according to Aberdeen.

Actively Used Products

9CUSO Wealth Strategies uses 9 technology products and services including HTML5, Google Compute Engine, and  Office 365, according to G2 Stack.

Active Website Tech Count

3CUSO Wealth Strategies is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, Euro, and  CommonCrawl Top 100m.
Sub-Organizations
Frequently Asked Questions

Where is CUSO Wealth Strategies's headquarters? CUSO Wealth Strategies is located in Kelowna, British Columbia, Canada.Who are CUSO Wealth Strategies's competitors? Alternatives and possible competitors to CUSO Wealth Strategies may include Invesco, Desjardins, and  Fidelity Canada.
Who We Are
What We Do
Helpful Links
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