CUNA Mutual Group

Madison, United States Founded: 1935 • Age: 91 yrs
Insurance and investment solutions are provided to credit unions.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 11 Brand Intelligence

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
    Locked
  • Phone
    Locked
  • Website
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  • Social
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  • Legal Name Trustage Financial Group, Inc.
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
  • 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.

Product name locked
Category locked
Primary

Provides financial protection for life events and family security.

Product name locked
Category locked
Locked

Offers coverage for vehicles and related accidents.

Product name locked
Category locked
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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

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Detailed funding history for CUNA Mutual Group

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

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.

Investments
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Investment portfolio details for CUNA Mutual Group

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Acquisitions
Company Name Description Domain Location Founded Year Amount
Cloud-based omnichannel lending solutions are offered to banks and institutions.
Locked Locked 2013 Locked
Auto service contract insurance is provided via an online platform.
Locked Locked 2011 Locked
Online mobile banking management is provided for financial institutions.
Locked Locked 2008 Locked
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Complete acquisition details for CUNA Mutual Group

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  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

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Financial Statements - CUNA Mutual Group

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Detailed financials for CUNA Mutual Group

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  • Profit trends
  • Statement rows
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Cuna Mutual Group Comparisons

CUNA Mutual Group Primary company
Description
Insurance and investment solutions are provided to credit un...
Location
Madison, United States
Founded Year
1935
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for CUNA Mutual Group

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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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.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
Locked Locked Locked
Northwestern Mutual is engaged in financial planning and insurance services.
Locked Locked Locked
Retirement, investment, and insurance products and services are provided.
Locked Locked Locked
Asset management and investment advisory services are provided to clients.
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Detailed competitors of CUNA Mutual Group

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Latest news on Cuna Mutual Group

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Complete news archive for CUNA Mutual Group

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Frequently Asked Questions about CUNA Mutual Group

CUNA Mutual Group was founded in 1935.

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

Phillis Meisel is the current CEO of CUNA Mutual Group.

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.

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

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

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

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