CUNA Mutual Group

Madison, United States Founded: 1935 • Age: 91 yrs
Insurance and investment solutions are provided to credit unions.
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About CUNA Mutual Group

CUNA Mutual Group is a company based in Madison (United States) founded in 1935.. CUNA Mutual Group has completed 4 acquisitions, including CUneXus, Compliance Systems and ForeverCar. CUNA Mutual Group offers products and services including Life Insurance, Auto Insurance, and Annuities. CUNA Mutual Group operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.

  • Headquarter Madison, United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Trustage Financial Group, Inc.
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
    CUneXus

    & 3 more

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Products & Services of CUNA Mutual Group

CUNA Mutual Group offers a comprehensive portfolio of products and services, including Life Insurance, Auto Insurance, and Annuities. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Provides financial protection for life events and family security.

Offers coverage for vehicles and related accidents.

Delivers income solutions for retirement planning.

People of CUNA Mutual Group
Headcount 1000-5000
Employee Profiles 603
Board Members and Advisors 11
Employee Profiles
People
Stephen Perry
Account Consultant Manager, National
People
Becki Hagerman
Vp, Sales Specialists - Business Experience Team
People
Beth Anne Mandia
Director, Brand And Creative Services
People
Tyler Careem Nelson
Vice President National Sales

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Board Members and Advisors
people
Glenn R. Richter
Director
people
Janet V. Whitehouse
Director
people
Tyrone E. Muse
Director
people
Angela K. Owens
Vice Chair

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Funding Insights of CUNA Mutual Group

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by CUNA Mutual Group

CUNA Mutual Group has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include CUneXus, Compliance Systems and ForeverCar. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Cloud-based omnichannel lending solutions are offered to banks and institutions.
2013
Auto service contract insurance is provided via an online platform.
2011
Online mobile banking management is provided for financial institutions.
2008
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - CUNA Mutual Group

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Cuna Mutual Group Comparisons

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Competitors of CUNA Mutual Group

CUNA Mutual Group operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Retirement, investment, and insurance products and services are provided.
domain founded_year HQ Location
Asset management and investment advisory services are provided to clients.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Cuna Mutual Group

Frequently Asked Questions about CUNA Mutual Group

When was CUNA Mutual Group founded?

CUNA Mutual Group was founded in 1935.

Where is CUNA Mutual Group located?

CUNA Mutual Group is headquartered in Madison, United States. It is registered at Madison, Wisconsin, United States.

Who is the current CEO of CUNA Mutual Group?

Phillis Meisel is the current CEO of CUNA Mutual Group.

What does CUNA Mutual Group do?

Founded in 1935 and headquartered in Madison, United States, CUNA Mutual Group operates in the financial services sector, focusing on credit unions. Protection and insurance services are offered, alongside investment, funding, lending, and retirement solutions. Marketing and technology services, including business analytics, are also provided to support credit union operations across the country.

Who are the top competitors of CUNA Mutual Group?

CUNA Mutual Group's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does CUNA Mutual Group offer?

CUNA Mutual Group offers Life Insurance, Auto Insurance, and Annuities.

How many acquisitions has CUNA Mutual Group made?

CUNA Mutual Group has made 4 acquisitions, including CUneXus, Compliance Systems, and ForeverCar.

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