Modern credit union members investing in fractional real estate
Modern credit union members investing in fractional real estate
Modern credit union members investing in fractional real estate
Modern credit union members investing in fractional real estate

Exponentially grow your credit union’s share of wallet.

Exponentially grow your credit union’s share of wallet.

Exponentially grow your credit union’s share of wallet.

Your average member thinks your credit union is as boring as watching paint dry. Make deposit displacement an advantage for your credit union while helping your member build wealth long-term.
Your average member thinks your credit union is as boring as watching paint dry. Make deposit displacement an advantage for your credit union while helping your member build wealth long-term.
Your average member thinks your credit union is as boring as watching paint dry. Make deposit displacement an advantage for your credit union while helping your member build wealth long-term.

Book 30-min Zoom Call

Transform my Credit Union

Book 30-min Zoom Call

Transform my Credit Union

Book 30-min Zoom Call

Transform my Credit Union

Modern credit union members investing in fractional real estate

Connect with Josh

Book 30-min Zoom Call

Connect with Josh

Book 30-min Zoom Call

Connect with Josh

Book 30-min Zoom Call

Spend 30-minute with Joshua Herman. Josh Herman is the CEO and Co-Founder of CU WealthNext. This 100% credit union-owned firm empowers credit unions to offer their members cost-effective, modular wealth management solutions. Known for his strategic insights and innovative approach, Josh has established himself as a leader in financial services, dedicated to transforming how credit unions and community-focused institutions approach wealth management.

Spend 30-minute with Joshua Herman. Josh Herman is the CEO and Co-Founder of CU WealthNext. This 100% credit union-owned firm empowers credit unions to offer their members cost-effective, modular wealth management solutions. Known for his strategic insights and innovative approach, Josh has established himself as a leader in financial services, dedicated to transforming how credit unions and community-focused institutions approach wealth management.