The model for serving members has changed.We’ve invested
in
the change.
We back the definitive leaders giving credit unions
their competitive edge.
An Ecosystem of Advantage
The Visionaries We Back
Behind every breakthrough fintech solution is a leader with conviction. These are the founders reshaping the credit union ecosystem.
Kian Sarreshteh
Founder & CEO
InvestiFi
“We're not just adding investment features to banking—we're reimagining how members build wealth through their trusted credit union relationship.”
Sean Hsieh
Founder & CEO
Concreit
“Alternative assets shouldn't be reserved for the ultra-wealthy. We partner with credit unions to democratize access to real estate, a cornerstone of wealth creation.”
Robert Goodyear
Founder & CEO
Aaim
“Credit unions have been lending with one hand tied behind their back. We provide the missing data, the full asset picture, that allows them to lend with confidence and serve more members.”
Kory Kelly
Co-Founder & CEO
Legal Karma
“The great wealth transfer is happening now. Credit unions need to be at the center of these conversations, not on the sidelines.”
Our Conviction
The CU Imperative
Credit unions face an existential choice: evolve with fintech or lose relevance. We invest in companies that ensure credit unions not only survive but lead the digital transformation.
The Platform Advantage
Isolated point solutions create complexity. We curate an integrated ecosystem where each company amplifies the others, creating compound value for credit unions.
The Human Element
Technology without vision fails. We back founders who deeply understand credit union values and can translate them into member-centric innovation.
The Minds Behind the Mission
Leadership Team
Joshua Herman
CEO & Founder
Josh leads the strategic vision of CU WealthNext, focusing on identifying and investing in premier fintech partners that empower credit unions for the future.
Paul Fiore
Strategic Advisor
A seasoned industry veteran, Paul provides invaluable guidance on market trends and partnership strategy, ensuring our portfolio is perfectly aligned with the needs of the credit union movement.
Board of Directors
Vickie Schmitzer
Board Member
Frankenmuth Credit Union
As President and CEO of Frankenmuth Credit Union, Vickie brings decades of executive leadership and deep commitment to member service excellence.
Dana Tell
Board Member
Team One Credit Union
As President of Team One Credit Union, Dana provides strategic oversight and ensures alignment with credit union values and member needs.
Julie Kreinbring
Board Member
Zeal Credit Union
As President and CEO of Zeal Credit Union, Julie brings innovative leadership and passion for digital transformation to guide CU WealthNext's strategic direction.
Our Owner Credit Union Organizations
CU WealthNext is collectively owned by forward-thinking credit union organizations committed to transforming member wealth services
Frankenmuth Credit Union
A Michigan-based credit union committed to innovation and member service excellence, serving as a founding owner of CU WealthNext.
Zeal Credit Union
An innovative credit union focused on digital transformation and member empowerment, partnering as an owner to drive industry evolution.
Neighborhood Income Solutions
A strategic investor bringing $2.5 million in capital and expertise in financial inclusion and community-focused lending solutions.
Through collaborative ownership, these credit union organizations ensure CU WealthNext remains aligned with credit union values while driving innovation in member wealth services.
A Curated Portfolio
Each company in our ecosystem addresses critical strategic imperatives for credit unions. Together, they form a comprehensive platform for competitive advantage.
Transforming deposits into growth engines with embedded investment capabilities that keep wealth within the credit union ecosystem.
Kian Sarreshteh
Founder & CEO
Opening the door to real estate wealth with fractional ownership that makes alternative investments accessible to every member.
Sean Hsieh
Founder & CEO
Providing complete visibility into member wealth to enable confident lending decisions and deeper financial relationships.
Robert Goodyear
Founder & CEO
Securing multi-generational wealth by making estate planning simple, accessible, and embedded in the credit union experience.
Kory Kelly
Co-Founder & CEO
Ready to Lead the Future?
The credit union industry is at an inflection point. Let's discuss how our curated portfolio can position your institution at the forefront of the digital transformation.
Schedule a Strategic Briefing
Connect with our team to explore how our portfolio companies can address your specific strategic imperatives.
partnerships@cuwealthnext.com