About CU WealthNext
CU WealthNext is a company based in Frankenmuth (United States) founded in 2023 by Joshua Herman. CU WealthNext has raised $17.5 million across 2 funding rounds from investors including Neighborhood Income Solutions. CU WealthNext offers products and services including Investment Platform, Modular Solutions, and Automated Investing.
- Headquarter Frankenmuth, United States
- Founders Joshua Herman
- SectorsFinancial Services
- Email••••••••
- Website cuwealthnext.org
- Social LinkedIn
- Total Equity Funding$17.5M (USD)
in 2 rounds
- Latest Funding Round$2.5M (USD), Series B
Jan 2025
Products & Services of CU WealthNext
CU WealthNext offers a comprehensive portfolio of products and services, including Investment Platform, Modular Solutions, and Automated Investing.
All-in-one platform for self-directed and automated investing options
Customizable tools for credit unions to manage member investments
System for convenient, automated financial investment processes
Funding Insights of CU WealthNext
CU WealthNext has successfully raised a total of $17.5M across 2 strategic funding rounds. The most recent funding activity was a Series B round of $2.5 million completed in January 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $17.5M
- Total Rounds 2
- Last Round Series B — $2.5M
- First Round $15M
(Nov 2023)
- Investors Count 1
All 2 funding rounds of CU WealthNext with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2025 | $2.5M | Series B | – | – | |
| Nov 2023 | $15M | Series B | – | – | – |
1 investors in total: 1 institutional.
Investors in CU WealthNext
CU WealthNext has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Neighborhood Income Solutions.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
- | – | neighborhoodincomesolutions.tcc.mode | - |
Investor details for CU WealthNext
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of CU WealthNext
2 people are tracked at CU WealthNext (1 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Joshua Herman | Co-Founder & CEO | Leadership |
Paul Fiore | EVP | Team |
Complete people profiles for CU WealthNext
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of CU WealthNext
3 dated milestones of CU WealthNext across 2 years, from founding to its latest funding, stage changes and deals.
- Founded CU WealthNext is founded.
- Funding First funding round of $15.0M.
- Funding Latest funding round, Series B, of $2.5M.
Latest news on Cu Wealthnext
Complete news archive for CU WealthNext
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to CU WealthNext
10 companies that operate in the same segment as CU WealthNext (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 87 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
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Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about CU WealthNext
CU WealthNext was founded in 2023.
CU WealthNext is headquartered in Frankenmuth, United States. It is registered at Frankenmuth, Michigan, United States.
Joshua Herman is the current CEO of CU WealthNext. They have also founded this company.
CU WealthNext is a funded company, having raised a total of $17.5M across 2 funding rounds to date. The company's 1st funding round was a Series B of $15M, raised on Nov 2023.
CU WealthNext was founded in 2023 and is headquartered in Frankenmuth, Michigan, United States. Operations focus on the financial services sector, where wealthtech solutions are delivered to credit unions and investors. A rebranding from CU Digital One has been undertaken to emphasize digital investing tools. New investments are being sought to support expansion in these areas.
CU WealthNext offers Investment Platform, Modular Solutions, and Automated Investing.
CU WealthNext has 1 investor. Key investors include Neighborhood Income Solutions.