General Info
CU WealthNext is a wealthtech holding company designed for credit union members.
Location: Frankenmuth
Country:
Industries:
Investment Regions:
Investment Stages: late-stage, pre-seed, seed, series-a
Website: https://cuwealthnext.org/
vc
Want to start building warm intros with this investor?
🤖 AI Activity Report
Status: active
AI Reasoning: CU WealthNext invested in Concreit (press release dated Oct 2, 2024) and also lists Concreit among portfolio. The time between Oct 2, 2024 and the reference date is less than 12 months and greater than 3 months (approximately 13 months? Wait compute: From Oct 2, 2024 to Nov 1, 2025 is 13 months – that’s >12 months, but must be careful). However there is also a press item Jan 28, 2025 showing an investment into CU WealthNext by Neighborhood Income Solutions – that’s not CU WealthNext investing. Other partnership press: Aaim partnership dated July 30, 2024 (more than 12 months). The Concreit October 2, 2024 investment was 13 months prior to Nov 1, 2025, which places it in not-active (>12 months). But website may show activity: no investments after Jan 2025 found. The latest outward investment by CU WealthNext found is Oct 2, 2024 in Concreit. Therefore last known investment was ~13 months ago, so classify as not-active.
Here are the thresholds established for the different statuses:
Not Active – No known investments in the last 12 months.
Low Activity – Only known investments between the last 12 and 6 months.
Active – Known investments between the last 6 and 3 months.
Very Active – Known investments in the last 3 months.
Investor Contact
Team Members
Name
Role
Email
LinkedIn
…
…
…
…
…
Investment Regions Map
loading map…
Similar Investors
Other similar investors:
Latest on X (Twitter)
Access all contact details of CU WealthNext
Gain instant access to partner names, verified emails, LinkedIn profiles, and more—all in one place. Dive into their portfolio founders and their LinkedIn information, so you can quickly start your outreach and look for warm intros.
Add custom tags to your investor cards. Label them by investment stage, industry focus, interest level, or any other criteria you want to stay organized.
Trusted by Founders like You
Find your matching investors using AI