Pocketnest Forges Strategic Alliance with CU WealthNext | PR Newswire [Video]

Fintech trailblazer partners with CUSO to ignite credit union innovation

, /PRNewswire/ — Pocketnest, the woman-founded financial wellness platform, announces its partnership with CU WealthNext, a credit union service organization (CUSO) holding company designed by and for credit union leaders to revolutionize engagement with the next generation of members.

“Our collaboration with Pocketnest is a perfect match, aligning our missions, values, and deep-rooted commitment to the credit union space,” said Josh Herman, founder and CEO, CU WealthNext. “Together, we’re dedicated to empowering credit unions to innovate, evolve, and ultimately better serve the next generation of members through cutting-edge technology.”

CU WealthNext boasts a suite of investment portfolio companies tailored for the next generation, spanning fractional real estate to wealth management. Pocketnest, another next-gen-focused product, will serve as the introductory financial wellness experience, guiding credit union members toward a comprehensive financial plan while seamlessly connecting them to appropriate CU WealthNext portfolio companies.

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