Copper Financial launches Guided Investing for Credit Unions

In collaboration with Apex Fintech Solutions Inc., credit unions now have a digital wealth management solution offered directly to members.
PRNewswireFebruary 26, 20245 min

Copper Financial Network LLC, an SEC registered investment adviser and FINRA registered broker-dealer, announced it has launched Guided Investing ‚Äď a digital tool that builds and automatically rebalances a diversified and professionally managed portfolio based on a member’s unique goals and risk profile. With Guided Investing, credit unions can offer their members a more convenient way to start investing and help achieve their financial goals.

Copper Financial is one of the first companies to create a digital investing solution designed specifically for credit unions that is completely accessible¬†through a member’s online banking tool. Copper Financial joined with fintech leader¬†Apex Fintech Solutions Inc. (“Apex”) to support the development of Guided Investing.

“Because we are owned by a credit union and have built a top wealth management program of our own, we have extensive experience of how credit unions operate,” said Copper Financial President¬†Justin Steitz. “Focusing on the personal, unique needs of every member is a top priority. With their deep experience and industry leadership, Apex was the natural choice to help us bring our vision to market.”

“Copper Financial’s Guided Investing is a great example of innovation that can drive wealth creation for everyday investors,” said¬†Bill Capuzzi, CEO of Apex. “Apex’s mission is to enable frictionless investing for everyone, and we’re pleased to provide infrastructure to Copper that advances this cause as they enable digital investing for their members.”

With Guided Investing, credit unions have another channel to help improve member engagement, loyalty, and retention as well as provide all members the ability to embark on a wealth journey where financial prosperity is more attainable.

“Credit unions are founded on the principle of people helping people,” added Steitz. “So, they have a unique understanding of their members’ goals and how to address where they are in life to best support their financial future. From the experienced investor to the member who is exploring investment options for the first time, our Guided Investing solution provides a wealth management option that allows credit unions to help members grow their wealth ‚Äď all within their credit union brand and operations. It’s one more example of our commitment to invest in credit unions and their members for years to come.”

Guided Investing expands Copper Financial’s portfolio of investment and financial planning solutions for credit unions. From technology-driven investment offerings to experienced wealth advisors, Copper Financial has built a reputation of delivering sophisticated, innovative results that offer members the choice of how they want to invest.

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