Vendor
Copper
Copper Financial Network offers investment and financial planning services to credit union members, utilizing both digital tools and traditional wealth advisor relationships.
Umbergaon, IN
Official websiteSector footprint
One company, every side of the market
WealthThis site
Copper
Copper Financial Network offers investment and financial planning services to credit union members, utilizing both digital tools and traditional wealth advisor relationships.
Capability matrix
| Capability | Copper |
|---|---|
| CRM | ● |
Parent organization
Copper
Founded
2001
Scale
1 sector presence