Financial Plus Credit Union, established in 1929, focuses on providing full-service banking solutions with better rates and fewer fees. While primarily a credit union, it has ventured into investment activities, typically participating in Series B and other unspecified rounds. The firm is committed to community prosperity, leveraging member deposits to fund loans and generate income for savings dividends and operational costs.
Notable portfolio companies include Akuvo and Coviance, which have raised approximately $10 million each. Financial Plus Credit Union's investment philosophy centers on the principle of "People Helping People," ensuring that community support and financial growth go hand-in-hand. This philosophy underpins their approach to both banking services and investment activities, fostering a supportive ecosystem for their members and portfolio companies alike.
Financial Plus Credit Union - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Top Investment Stages
Stage Mix
Concentration shown as share of disclosed investments by stage.
Financial Plus Credit Union, established in 1929, offers full-service banking with better rates and fewer fees. We're committed to helping our community prosper.
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