Copper Financial Named 2022 WealthManagement.com Industry Awards Finalist
LENEXA, Kan., July 6, 2022 /PRNewswire/ -- Copper Financial today announced it was named a finalist in the 2022 WealthManagement.com Industry Awards for its Wealth Management 360 Portal. The firm, which is the only broker-dealer offering credit unions an interface where members can view their holistic financial picture in their online banking portal, was nominated among other leaders in the Broker-Dealers (fewer than 1,000 advisors) Technology category.