SRM Tech Talks | Paving the Way for Wealthtech in the Credit Union Industry

In this episode of our SRM Tech Talks series, we dive into the innovative world of CU WealthNext, a credit union service organization (CUSO) that’s paving the way for wealthtech in the credit union industry. Joining us is Joshua Herman, CEO of CU WealthNext, who will share insights on how the organization is transforming financial services for credit unions through strategic investments and partnerships.
We also explore one of CU WealthNext’s exciting portfolio companies, Concreit with their CEO, Sean Hsieh. Josh and Sean will discuss how Concreit is revolutionizing access to alternative investments, making them more accessible to every credit union member.

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