top of page

CUSO Investment Opportunity Board



OPEN

CREDIT UNION BENEFIT

 

Business Model: CUSO

Website: https://www.totalbenefitprefunding.com

Year Started: 2013

Market: Nationwide

Ownership: Credit Union

Products / Services: Employee benefits strategies and prefunding pursuant to NCUA Regulation 701.19 that significantly benefits credit unions and their employees.

Clients: Multiple credit unions coast-to-coast

Contact: tony.streeter@totalbenefitprefunding.com

Comments: Since 2013, highly experienced financial planning and employee benefits strategist Credit Union Benefit has provided expert advise, education and resources that help credit unions increase revenue, attract and reward employees, and improve member services. Today, with over $400 million in assets under management and serving the employee benefits needs of credit unions ranging in asset size from $25 million to over $3.5 billion, we offer a unique opportunity for credit unions to turn a traditional expense into a valuable employee asset.

SALES, SERVICE & LEADERSHIP TRAINING

ServiStar Consulting

 

 

Business Model: CUSO

Website: www.ServiStarConsulting.com

Year Started: Founded in 1998; became a CUSO in 2020

Market: Nationwide

Ownership: Credit Union

Products / Services: Sales, Service and Leadership Training

Clients: We've partnered with over 1,000 credit unions since inception and have 150 active clients.

Contact: Taylor Murray | Taylor.Murray@ServiStarConsulting.com | 231.709.4442

Comments: At ServiStar, we don't just teach credit union sales and service culture, we build it with you. Through hands-on coaching, leadership training, and a credit union-specific approach, we help teams perform better, serve deeper, and lead stronger.

MARKETING SERVICES

storyfi_logo(1).png

Storyfi

 

 

Business Model: CUSO

Website: www.storyfi.com

Year Started: 2023

Market: Nationwide

Ownership: Multiple credit unions

Products / Services: Film, video and media production and distribution; dynamic visual storytelling and content creation.

Clients: 100+ Credit Unions

Contact: Nick Britsky, Chief Revenue Officer | nbritsky@storyfi.com | info@storyfi.com |   313.718.1020

Comments: Many credit unions handle marketing in-house, and even those with agencies of record often struggle to produce high-quality, authentic video content. That's where Storyfi comes in. We're a boutique video agency purpose-built for the credit union industry - combining deep financial expertise with award-winning storytelling to help your brand connect, educate, and inspire across every channel.

LENDING SERVICES

AVANA CUSO

 

 

Business Model: CUSO serving over 200 credit unions

Website: www.avanacuso.com

Market: Nationwide

Ownership: Private and Credit Union

Products / Services: SBA 504 Lending, Loan origination, Credit Administration, Loan Servicing, Commercial Real Estate Loan Participation, Portfolio Management

Contact: Brianna Vaughan, EVP Credit Union Success, 818.836.6313 or brianna.vaughan@avanacompanies.com.

Comments: YOUR SBA 504 LENDING PARTNER. With more than 200 credit union partners, 80 active portfolios, and $5 billion in SBA 504 financing delivered, AVANA CUSO stands as one of the nation's most experienced SBA 504 specialists. Their end-to-end model, advanced technology, and expansive partner network seamlessly connect credit unions with commercial real estate entrepreneurs, brokers, and small business owners ready to grow. AVANA CUSO helps credit unions expand and diversify their lending portfolios, reduce concentration risk, and strengthen loan-to-share ratios - all while making a lasting impact on the communities they serve. AVANA CUSO has helped credit unions and borrowers overcome size, equity, and fee hurdles to close complex deals faster and smoother

AVANA-CUSO-PNG.png

 

LoanStar

Business Model: CUSO

Location: Swarthmore, PA

Website: www.loanstartechnologies.com

Year Started: 2016

Market: Nationwide

Ownership: Multiple Credit Unions

Products / Services: Lending technology and outsourced business development to connect home improvement contractors and medical practitioners to credit unions to create loans at the point-of-sale for larger purchases. Fully integrated to 14 LOS platforms including MeridianLink, Origence, Temenos and Sync1.

Clients: 67 Credit Unions

Contact: andrew.turner@loanstartech.com | 610.331.2462

Comments: LoanStar helps credit unions to diversify their portfolio by working with the CU to establish the types of loans that they'd like to originate - home improvement, elective medical, retail or other niche offerings, at a variable cost to the credit union. We work with the lender to establish a competitive program and can source the merchants for the lender if they desire, or just supply the technology and "know how" for a successful program.  The underwriting and servicing are done by the credit union, who owns the loan and member. Our technology is fully integrated to the existing operation and allows the CU staff to work in their LOS of choice.

ranqx

 

Business Model: CUSO

Location: Nashville, TN

Website: www.ranqx.com

Year Started: 2019

Market: Nationwide

Ownership: Multiple credit unions

Products / Services: SMB/SME Lending

Clients: 29 including lending CUSOs

Contact: Seth Brickman, President | seth@ranqx.com | 425.949.6724

Comments: By partnering with Ranqx, credit unions can efficiently capture $100 billion in SMB/SME working capital loans from other providers while better supporting the success of small business members and helping  to sustain a productive economy. With the Ranqx fully digital experience you go from application to recommended decision in only 5 minutes vs. the traditional 2 weeks.

 

MBL RISK ANALYTICS

 

Business Model: MBL Risk Analytics provides ala carte commercial credit administration services to credit unions.

Location: 1825 NW Corporate Blvd., Ste 110, Boca Raton, FL 33431

Website: www.mblriskanalytics.com

Year Started: 2013

Market: Nationwide

Ownership: Private

Products / Services: rd party loan review and audit, new loan underwriting including participation purchases, and annual credit reviews in addition to consulting services for policies, procedures, risk rating, stress testing and other portfolio management analysis. 

Clients: 41 credit unions

Contact: Robert Hart, President | 954.639.1560 | rhart@mblriskanalytics.com 

Comments: As a boutique firm only providing customized commercial credit administration and portfolio management services, we do not offer "cookie cutter" services and customize every aspect of our programs to each client based upon their needs. We do not provide loan origination, documentation, closing or servicing services and as such we can focus on truly, 3rd party, non-bias analysis and guidance for our clients.

GELDE ADVISORS

 

Business Model: Service Provider

Location: Portland, OR | Seattle, WA

Website: www.gelde.co

Year Started: 2021

Market:  Western U.S.

Products and Services:  Gelde facilitates on behalf of credit unions the sale and recovery of unwanted CRE loans (both performing and non-performing)

Ownership: Privately owned

Contact: John Hancock | jhancock@gelde.co | 503.706.7002 or Marty Treece | mtreece@gelde.co | 503.703.3930

Comments: Gelde loan sale services are specifically designed to address the rapidly changing institution-to-investor loan sales market. Approaching loans as a true real estate asset, our active, hands-on approach helps achieve higher sales, velocity, transparency, and maximum yield for both single asset and portfolio offerings. Our investor base consists of more than 75,000 active individuals and organizations across the country.

​

PCFS SOLUTIONS

 

Business Model: Service Provider

Location: San Diego, CA

Website: www.pcfssolutions.com

Year Started: 1983

Market: Nationwide

Ownership: Private

Products / Services: Business and SBA Loan Origination & Servicing

Contact: Kevin Danker | kevind@pcfssolutions.com | 949.326.7610

Comments: PCFS Solutions provides simplified Business and SBA loan origination (underwriting, packaging and closing), comprehensive loan servicing (SBA, Commercial, USDA Loans, and lines of credit) with advanced accounting functionalities, and seamless API integrations. To accomplish this mission, PCFS Solutions has developed and integrated their latest hosted web solutions, BizLendPro, Loan Manager, Servicing Portal and Special Assets Manager into an end-to-end business lending solution for SBA 7a and 504 loans, USDA guaranteed loans, conventional commercial lending, construction lending and commercial real estate investments.

CAPITAL MANAGEMENT

CU Capital Management

 

Business Model: CUSO

Location: Los Angeles, CA

Website: https://www.cucapitalmanagement.com

Year Started: 2021

Market: Nationwide

Products and Services:  Sale Leasebacks for Credit Unions

Ownership: Multiple Credit Union-owned CUSO

Number of CU Clients: 24

Contact: Mitchell Amsler, CEO | mitchell@cucapitalmanagement.com

Comments: CU Capital Management oversees a credit union sale leaseback network that provides credit unions with a turnkey solution to raise capital and liquidity through a sale and long-term leaseback of their operational real estate (e.g., office properties and branch networks). Credit union sellers receive an immediate increase in Net Income and Net Worth that can be utilized however the credit union chooses, all while seeing no change to their ongoing use and operations of the property. Credit Unions have opportunities to participate not only as sellers/lessors, but also as investors and as lenders in sale leasebacks by other credit unions which allows the full benefits of a sale leaseback to remain within the credit union industry.

CU ATM Services

 

Business Model: CUSO

Location: Albuquerque, NM

Website: www.cuatm.org

Year Started: 2007

Market: Nationwide

Ownership: Multiple Credit Unions

Products / Services: Check proofing services. ATM/ITM Management services including installation, monitoring, cash management, transaction processing, settlement and reconcilliation, dispute processing, and marketing.

Clients: 60 Credit Unions

Contact: Blanca Garcia, Account Representitive | bygarcia@cuatm.org | 505.346.2057

Comments: We are a CUSO dedicated to ATM/ITM device management which gices our credit unions the ability to stay ahead of ever-changing trends, including the capacity to navigate the increased complexity of physical and technical security and compliance. Let us focus on your devices while you focus on your members.

ATM SERVICES

CHARITABLE GIVING / COMMUNITY SUPPORT

 

NETGIVER, LLC

 

Business Model: CUSO

Location: Minneapolis, MN

Website: www.netgiverapp.com

Year Started: 2019

Market: Nationwide

Ownership: Multiple Credit Unions & Dakota CUA

Products / Services: NetGiver's Sponsored Giving platform places credit unions at the center of charitable giving, providing a credit union-branded experience directly to donors. By enabling nonprofits and donors to GiveFreely, NetGiver elevates credit unions as community leaders, driving lead generation and fostering lasting relationships with values-driven consumers.

Clients: 14 Credit Unions

Contact: Eric Berg, CEO | eric@netgiverapp.com

Comments: NetGiver's Sponsored Giving platform goes beyond data gathering and philanthropy by allowing credit unions to share tailored content and offers with donors. This unique approach leverages values alignment to create meaningful connections, converting engaged donors into credit union members. By positioning credit unions as champions of charitable giving, NetGiver fosters trust and drives long-term community impact while simultaneously creating ROI.

SHARED SERVICES

 

MSS

 

Business Model: CUSO

Location: Cranbury, NJ

Website: www.msscuso.com

Year Started: 2013

Market: Nationwide

Ownership: Multiple credit unions

Products / Services: Credit Union shared services

Clients: 3

Contact: Vim Anand | vim.anand@msscuso.com | 314.422.1964

Comments: MSS provides shared technology, lending and collections, operations and member services to partner credit unions. Client credit unions have experienced 25% cost savings in their back- and middle-office functions which typically translates to over 10% to 15% reduction in noninterest expense. There is no need for a common core with MSS.

cuinfluential venn diagram.jpg

DEPOSIT MANAGEMENT

 

FLOWTRACKER ANALYTICS

Business Model: Service Provider

Location: Toronto, Ontario, CA

Website: www.flowtrackeranalytics.com

Year Started: 2021

Market: Nationwide

Ownership: Private

Products / Services: Active Deposit Management

Contact: Boris Misap | boris.misap@flowtrackeranalytics.com | 917.580.3123

Comments:  Deposit Intelligence at your fingertips.Use Deposit Edge to track money flows, predict funding needs, make intelligent pricing decisions, analyze depositor performance, detect and react to demand signals, improve pricing discipline and margins by 10-15bps, increase lending profitability with patented analytics, expert advise and training and support.

TALENT ACQUISITION

TQC TEAM CUSO

 

Business Model: CUSO

Location: Monrovia, CA

Website: www.tqcteam.com

Year Started: 1993. Launched revolutionary hiring model in 2020

Market: Nationwide

Products / Services: Recruiting and Talent Acquisition

Ownership: Multiple credit unions

Clients: 47 credit unions

Contact: Sam Duong, VP of Client Acquisition | sdd@tqcteam.com. (626.921.5273

Comments: TQC Team is the first recruiting and talent acquisition CUSO.  We've developed a hiring model designed to help credit unions hire more, and spend less, for every level of the organization. By reducing costs, improving time-to-hire, and maximizing resources, we're helping credit unions stay ahead in an increasingly competitive market. The most efficient and innovative credit unions are already leveraging our model to drive their growth and better serve their members; don't miss out on the opportunity to join them.

COMPLIANCE MANAGEMENT

 

Comply-YES!

 

Business Model: CUSO

Location: East Lansing, MI

Website: https://www.comply-yes.com

Year Started: 2020

Market: Nationwide

Ownership: Credit Union

Products / Services: Outsourced compliance and audit svcs.

Clients: 45 credit Unions

Contact: Jessie Thelen | jthelen@comply-yes.com | 248.221.1962

Comments:The authority on credit union compliance, Comply-YES! is a CUSO providing credit unions with a vacation from their compliance worries through customized and cost-effective compliance outsourcing and audit services. Whether you are needing support in compliance-related audits, consulting, or even an open compliance position, Comply-YES!'s outsourced compliance services for credit unions allows you to focus on what's important: serving your members.

 

CUinfluentialsm enables Credit Unions, CUSOs, and Service Providers  to collaborate, grow, and succeed.  Our mission is to introduce these entities and encourage them to come together to share knowledge, resources, and ideas.  We are committed to fostering a collaborative community that supports mutual innovation and growth.
​
​Listings on Collaboration Central are provided at no charge. Contact us for information about promoting your CUSO, Service Provider or Fintech.  We'll be happy to help you grow your mutually rewarding relationship with Credit Unions. 
​
CUinfluential@gmail.com    
bottom of page