Modern WealthTech Solution and Infrastructure built for Credit Unions

WealthCabinet® Financial Technology, LLC. (CUSO) is a provider of customized SaaS embedded wealth technology solution and infrastructure for credit unions.

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Why choose us? 

Enterprise Grade Microservices

We deliver enterprise-grade microservices designed for reliability, scalability, and security in mission-critical environments

Digital Transformation

Create member experiences that break down functional silos, reimagine interactions and redefine expectations by empowering our.

We Help, Not Disrupt

The combination of changing members expectations, technological evolutions, and the emerging new ecosystem of FinTech innovation.

Experienced Team

We are a modular organization by design, comprised of Capital Markets and Banking Technology veterans. Our team of talented seasoned.

Features

Customized Digital WealthTech

Private labeled to meet each Credit Union’s brand and theme

Self Directed Brokerage

Offer credit union members access to stocks, ETFs, and fractional shares, with clear guidance to help them start building wealth confidently.

Digital Assets

Allow credit union members to securely buy and sell cryptocurrency directly from their bank account, giving them simple access to the digital economy without needing third-party platforms.

Auto Invest and Robo Advice

Automated portfolios built around individual goals and risk levels, with ongoing diversification and rebalancing to keep investments on track.

Rewards-to-Investing

Turn everyday rewards like cashback or points into automatic investments in stocks, ETFs, or fractional shares, helping savings grow seamlessly.

Direct Indexing

Invest directly in the individual stocks of an index, allowing customization for personal values, tax strategies, and specific financial goals.

Investing Education for Members

Give credit union members simple, guided lessons on how investing works, helping them build confidence and start growing wealth through accessible tools.

Security

Security is the highest priority for us

256-Bit Encryption

We maintain Bank level security to protect and secure personal data & information

24/7 Monitoring

We conduct system-wide, automatic monitoring to protect against unusual activity

Multi-Factor Authentication

We utilize multi-factor authentication controls across all our products to secure user account

Our Value Proposition

Fully Private Labeled, Mobile First Architecture

We provide high-performance end-to-end embedded brokerage infrastructure solution, designed to support various levels of complex business models.

Compete with big banks and FinTechs
Attract and recruit younger members
Promote financial literacy
Capture and retain member deposits