CU Strategic Planning Revenue

Financial Services • Tacoma, Washington, United States • 21-50 Employees

CU Strategic Planning revenue & valuation

Annual revenue	$4,297,414
Revenue per employee	$127,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$13,800,000
Total funding	No funding

Key Contacts at CU Strategic Planning

Mark Volz

Director Of Business Development

Tanya Stephens

Director Of Administration

Sharon Hall

Owner And Chief Financial Officer

Carrie Ostrem

Director Of Certification Services

Company overview

Headquarters	535 Dock Street, 209, Tacoma, Washington 98402, US
Phone number	+12532000418
Websites	custrategicplanning.com creditunionstrategicplanning.com
NAICS	52
SIC	606
Keywords	Strategic Planning, Succession Planning, Enterprise Risk Management, Product Design, Competitive Analysis, Market Analysis, Executive Recruiting, Alm Consulting, Partnership Development, Policy Review, Community Summits, Pricing Review, Cdfi Certification, Cdfi Grant Writing, Loan Growth Consulting, Financial Counseling Strategy
Founded	2008
Employees	21-50
Socials

CU Strategic Planning Email Formats

CU Strategic Planning uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@custrategicplanning.com), used 40.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@custrategicplanning.com	40.7%
{first initial}	j@creditunionstrategicplanning.com	33.3%
{first name}{last name}	johndoe@custrategicplanning.com	22.2%
{first name}	john@custrategicplanning.com	3.7%

About CU Strategic Planning

CU Strategic Planning is the top-performing consulting firm working with credit unions in the field of community development. Collectively, its staff has over 300 years of experience. Through collaboration with its clients, the firm has authored and implemented 397 award-winning applications for CDFI credit unions resulting in $945,000,000 in awards from the US Treasury. As part of its community development consulting, CU Strategic Planning unlocks opportunities for credit unions to change their communities by strategically managing credit unions' transition to the community development business model. This includes DEI strategy, executive recruiting, product and policy enhancement to increase the yield on assets and impacts to the community, and developing pipelines of loans from new community partners.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Vice President

Entry

Manager

Employees by Department

CU Strategic Planning has 14 employees across 6 departments.

Departments

Number of employees

Funding Data

CU Strategic Planning has never raised funding before.

CU Strategic Planning Tech Stack

Discover the technologies and tools that power CU Strategic Planning's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

GoDaddy

Hosting

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

HubSpot

Marketing automation

Google Cloud

IaaS

Google Cloud CDN

CDN

Frequently asked questions

CU Strategic Planning is located in Tacoma, Washington, US.

You can reach CU Strategic Planning at +12532000418.

CU Strategic Planning generates an estimated annual revenue of $4,297,414. This revenue figure reflects the company's market position and business performance in its industry.

CU Strategic Planning has an estimated valuation of $13,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

CU Strategic Planning was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

CU Strategic Planning has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.