Copper Financial
Financial Services • 
Lenexa, Kansas, United States • 21-50 Employees
Company overview
| Headquarters | 9777 Ridge Drive, Lenexa, Kansas 66219, US |
| Phone number | +18886953477 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Advisor, Tax Planning, IRA, Roth Ira, Annuities, Wealth Transfer, Financial Planning, Mutual Funds, Retirement, 401(K), Trust Services, Independent Advice, Investment Advisor, Managed Money, Non-Qualified, 529 College Savings Plan, Wealth Mangement, Rollover, Fee-Based Advisor, Special Needs Center |
| Founded | 2001 |
| Employees | 21-50 |
| Socials |
Key Contacts at Copper Financial
Matt Fitzgerald
Director - Wealth Management | Wealth Management By Community America
Brad Mauderer
Director, Advisory Services & Trading
Joseph Luisi
Director, Investment Professional
Copper Financial Email Formats
Copper Financial uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 45.6% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 22.3% |
{first name}@company.com | john@company.com | 15.1% |
{first name}{last name}@company.com | johndoe@company.com | 9.8% |
{first name}_{last name}@company.com | john_doe@company.com | 7.2% |
About Copper Financial
Copper Financial provides credit unions a member focused experience by delivering a fully integrated investment program that has your members' best interests in mind – and they don’t need to hit a certain income bracket or savings level to get started. With an array of best-in-class technology, coupled with more than 20 years of investment experience, we have built investment programs from the “inside” with direct guidance and oversight from an executive team who has walked in your shoes. Through our Financial Professionals, we offer a comprehensive suite of investment services including Financial Planning, IRAs, Rollovers, Trust Services, and Insurance, to name a few. And Copper Financial is CUSO owned, so we truly understand what it means to put members’ needs first. Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), Member FINRA/SIPC. Copper Financial a SEC registered investment adviser. Products offered through Copper Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Copper Financial is a wholly owned subsidiary of CommunityAmerica Credit Union. Any links to third-party websites are provided for information purposes only. Copper Financial is not affiliated with and does not endorse, authorize, or sponsor the website or its respective sponsors. Copper Financial is not responsible for the content of the website or the collection or use of data the website may collect. For important disclosures from Copper Financial, including our Electronic Communications Guidelines, please visit cu.financial/disclosures.re.
Copper Financial revenue & valuation
| Annual revenue | $3,935,530 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $12,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Copper Financial has 27 employees across 5 departments.
Departments
Number of employees
Funding Data
Copper Financial has never raised funding before.
Copper Financial Tech Stack
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Canada
Saudi Arabia
Spain
Frequently asked questions
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