CUSO Wealth Strategies
Financial Services • 
Kelowna, British Columbia, Canada • 1-10 Employees
Company overview
| Headquarters | 3021B Pandosy Street, Kelowna, BC V1Y 1W3, CA |
| Phone number | +12509804518 |
| Website | |
| NAICS | 52 |
| SIC | 606 |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Key Contact at CUSO Wealth Strategies
Jay Corrado
CEO
CUSO Wealth Strategies Email Formats
CUSO Wealth Strategies uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@cuwealth.ca), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@cuwealth.ca | 50% |
{first name}{last name} | johndoe@cuwealth.ca | 50% |
About CUSO Wealth Strategies
A management and leadership company formed in 2012 by like-minded credit unions under the Credit Union Services Organization (CUSO) model, Wealth Strategies Inc. provides its partners with access to best practice strategy and processes in support of building successful wealth management divisions.
CUSO Wealth Strategies revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
CUSO Wealth Strategies has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
CUSO Wealth Strategies has never raised funding before.
CUSO Wealth Strategies Tech Stack
Discover the technologies and tools that power CUSO Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.
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United Kingdom
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Frequently asked questions
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