Trellance

What Trellance does

Trellance Cooperative Holdings, Inc. is a Tampa, Florida-based private cooperative holding company that has served exclusively the U.S. credit union movement since its founding in 1989. The company provides a connected suite of analytics, cloud, security, staffing, and industry-collaboration solutions organized under five operating brands: Rise Analytics (AI and predictive analytics), Optiri (cloud infrastructure, disaster recovery, business continuity, and security services including penetration testing), ProBridge (technology and finance staffing), CUDX (the cooperative-owned Credit Union Data Exchange providing aggregated member-level data for benchmarking and modeling), and EDGE (the annual credit union technology conference and community).

Name

Trellance

Legal name

Trellance Cooperative Holdings, Inc.

Website

https://trellance.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

101–250 employees

Short description

Trellance Cooperative Holdings is a Tampa-based private holding company operating Rise Analytics, Optiri, ProBridge, CUDX, and EDGE to deliver analytics, cloud, security, staffing, and data exchange solutions exclusively to over 1,000 U.S. credit unions.

Ownership category

akta.pro rank

Product category

Credit Union Technology Software

akta.pro primary industry

Federations/Centrals & Cooperative Banking Networks (2nd-Tier Co-ops) (FSABAEAL)

Keywords

• Credit union analytics
• Cloud services
• AI lending solutions
• Cybersecurity services
• Data exchange platform

Headquarters

HQ city

Tampa

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Operations, Marketing or Sales

Revenue model

1. Analytics & AI Solutions (Rise Analytics): SaaS-based analytics and AI solutions sold to credit unions on a subscription basis. Rise Analytics offers tiered products including Essential Analytics as an entry-level offering and more comprehensive analytics platforms. Revenue is generated through recurring software licensing and support fees.
2. Cloud, Security & IT Services (Optiri): Managed cloud, disaster recovery, business continuity, and cybersecurity services delivered to credit unions. Services include penetration testing, cloud infrastructure management, and security solutions addressing NCUA compliance requirements.
3. Technology & Finance Staffing (ProBridge): Specialized talent solutions providing technology and finance professionals to credit unions, ranging from full-time placement to fractional staff augmentation and offshore resources. Revenue is generated through staffing fees, markups on contractor rates, or project-based engagements.
4. Analytics Consulting Services: Strategic Data Analytics Plan and Adoption & Enablement Program offered as professional services to help credit unions create roadmaps for becoming data-driven and build self-sufficient analytics capabilities.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels7 records

Core offering

Trellance Cooperative Holdings, Inc. is a holding company that delivers analytics, AI, cloud, security, and specialized staffing solutions exclusively to credit unions through its subsidiary brands: Rise Analytics (analytics + AI), Optiri (cloud, disaster recovery, business continuity, and security), ProBridge (technology and finance staffing), CUDX (a credit union data exchange), and EDGE (industry community and conference).

Product overview

Trellance Cooperative Holdings operates as a holding company with a family of subsidiary brands serving credit unions. The core portfolio consists of Rise Analytics (analytics and AI solutions), Optiri (cloud and security services), and ProBridge (staffing solutions). Additional offerings include CUDX (data exchange platform), the EDGE annual conference, and specialized analytics modules including Fair Lending Solution, Essential Analytics, Strategic Data Analytics Plan, and Adoption & Enablement Program. Penetration Testing Services are offered through the Optiri subsidiary.

Differentiator

Problem solved

Functional benefit

Brands

• Rise Analytics: Analytics + AI solutions that transform data into actionable insights for credit unions.
• Optiri
• ProBridge
• CUDX
• EDGE

Products and services

• Rise Analytics
• Optiri
• ProBridge
• CUDX (Credit Union Data Exchange)
• EDGE Conference
• Essential Analytics
• Fair Lending Solution
• Penetration Testing Services
• Strategic Data Analytics Plan
• Adoption & Enablement Program

Quantifiable outcome

• Rise Analytics signed 7 new credit unions and renewed 20 existing partnerships in Q4 2025 and early 2026, demonstrating trust and measurable customer retention.
• +1 more outcomes

Named customers3 records

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability6 records

Feature8 records

Partnerships

Four partnerships are on record, tiered core and flagship.

• LarkycoreTechnology or Integration · 30 January 2025Larky, the market leader in account holder engagement technology, partnered with Trellance to integrate Trellance's predictive analytics platform directly into Larky's nudge platform. This enables financial institutions to utilize AI-driven insights for hyper-targeted, effective push notification campaigns, targeting the right audience at the right time with tailored messages to boost deposits, increase loan adoption, and enhance fraud prevention. Michigan State University Federal Credit Union (MSUFCU) is an early adopter of this integration.
• Filene Research InstituteflagshipStrategic or Co-development Partner · 22 October 2024Filene Research Institute, an independent cooperative finance think tank, co-hosts the annual EDGE Technology Conference alongside Trellance and CUDX. Filene contributes cutting-edge research, incubation programs, and advisory services to the partnership. CEO Mark Meyer stated Filene is deepening its partnership with Trellance for EDGE25, noting it is critical for credit unions to have a technology and innovation-oriented conference.
• Wescom Resources Group (WRG)coreChannel Partner/ Reseller/ Distributor · 6 August 2024Trellance partnered with Wescom Resources Group, a wholly owned CUSO of Wescom Central Credit Union ($6.3B in assets, 245,000+ members), to provide credit unions with a full managed IT stack. The partnership combines WRG's core processing and data management services with Trellance's managed IT services, analytics, and cloud offerings, enabling both companies to better serve credit unions seeking augmented technology management resources. Bundled products are available through both companies.
• CUDX (Credit Union Data Exchange)flagshipStrategic or Co-development Partner · 1 January 2023CUDX (Credit Union Data Exchange) is a collaborative platform launched by the Trellance team in 2023 that connects credit unions to a shared pool of data for more informed decision-making and stronger predictive models. CUDX is owned and operated by credit unions through a cooperative model with a focus on data security and regulatory compliance. It is co-hosted alongside Trellance and Filene for the annual EDGE Technology Conference.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Jack Henry & Associates: Major core banking and technology provider serving thousands of credit unions and community banks with processing, digital, and increasingly analytics/cloud offerings — overlaps with Trellance across Optiri (cloud/IT) and Rise Analytics (analytics) via the core stack.
• nCino: Cloud banking platform with deep credit union footprint (including cooperative owners) offering lending, analytics, and onboarding — competes with Rise Analytics on data-driven member/lending insights within the same buyer base.
• Q2 Holdings (Q2 / PrecisionLender): Digital banking and lending analytics vendor serving many U.S. credit unions and community banks; overlaps with Trellance on member engagement analytics and digital channel personalization.
• Temenos: Global core banking software vendor increasingly pursuing U.S. credit unions and community banks with cloud-native, analytics-rich offerings — competes with Trellance on the modernization and data-driven banking layer.

Direct peers

• CO-OP Financial Services: Credit-union-owned CUSO providing payments, lending, and technology services to the same U.S. credit union movement as Trellance; a direct cooperative peer competing for the same member-institution wallet across processing, fraud, and digital services.
• MeridianLink: Provides lending origination, account opening, and data/analytics platforms to credit unions and banks — a direct competitor to Rise Analytics' lending and member-data insights capabilities.
• Wescom Resources Group (WRG): CUSO of Wescom Central Credit Union providing core processing and managed IT to 100+ credit unions; both a formal channel partner of Trellance and a competing source of cloud/managed-services revenue for the same CU buyers.

Emerging players

• Larky: Account-holder engagement / push-notification platform integrated with Trellance's predictive analytics; an emerging-player complement that both competes for CU engagement budget and partners through the Trellance-Larky integration.

Others

• Filene Research Institute: Cooperative-finance think tank that co-hosts the EDGE Technology Conference with Trellance; not a direct competitor but an adjacent ecosystem participant shaping credit-union technology strategy and adoption.
• OnApproach (Trellance-owned) / Ongoing Operations: Earlier-stage analytics and IT-operations capabilities now folded into Trellance's Rise Analytics and Optiri subsidiaries — useful as internal capability benchmarks rather than external comparables.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/Trellance

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trellance