Aux

What Aux does

Aux is a privately held Credit Union Service Organization (CUSO) founded in 1992 as CU Service Network and rebranded to Aux in June 2020 when the organization split into two entities (Aux for outsourced services, InNetwork for shared branching). Headquartered in Lakewood, Colorado, Aux provides three core outsourced back-office services to U.S. credit unions with assets ranging from $5 million to $800+ million: Full-Service Accounting (daily processing, monthly close, GL reconciliation, Call Reports), Full-Service Compliance (BSA/AML, Fair Lending, SAFE, ACH, marketing compliance, policy development, training), and Fractional CFO Services (ALCO support, board reporting, liquidity monitoring, CECL, on a flexible monthly hour-based consumption model). The company serves over 90 named credit union clients across the United States, with channel distribution through the Tennessee Credit Union League (120 member CUs) and GoWest Credit Union Association (300+ CUs), and reports 94% client satisfaction and 228 compliance reviews in 2025.

Aux operates on a subscription/usage-based services revenue model with asset-based pricing tailored to each credit union's size and scope. Delivery is 100% remote, allowing the company to serve rural and high-cost-metro credit unions from offices in the Denver metro and Washington D.C. metro. Its underlying technology is Monday.com for workflow and client portal management rather than proprietary software, and the company leverages Monday.com for compliance ticketing and audit trails. The team of 60+ named professionals is composed entirely of former credit union CFOs, controllers, compliance officers, and accountants with 15-38 years of industry experience, structured 3-5 deep per function to eliminate key-person risk and provide separation of duties for small credit union back offices. Aux has been acquired by LEVERAGE as of March 2026 and now operates as a subsidiary under that parent entity.

Name

Aux

Legal name

Aux LLC

Website

https://auxteam.com

Company type

Private

Founded year

1992

Operating status

Acquired

Headcount range

11–50 employees

Short description

Aux is a 1992-founded CUSO providing outsourced full-service accounting, compliance, and fractional CFO services to small and mid-sized U.S. credit unions ($5M-$800M+ in assets), delivering remotely via a team of credit union veterans and acquired by LEVERAGE in March 2026.

Ownership category

akta.pro rank

Product category

Credit Union Back-Office Services

NAICS

All Other Business Support Services (561499)

SIC

Services-Help Supply Services (7363)

akta.pro primary industry

HR Compliance & Policy Administration Outsourcing (incl. regulatory reporting) (BPACAKAK)

akta.pro secondary industry

Personnel Records, Document Management & Compliance (BPAAAIAD)

Keywords

• Credit union accounting
• Compliance outsourcing
• Fractional CFO services
• Back-office services
• Credit union consulting

Headquarters

HQ city

Lakewood

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Full-Service Accounting Outsourcing: Aux provides complete outsourced accounting functions for credit unions, including daily processing, monthly close, Call Report preparation, and CFO consulting. Revenue is generated through recurring service fees based on the scope of services and credit union asset size.
2. Full-Service Compliance Outsourcing: Aux provides comprehensive compliance services including policy development, reviews, training, and marketing compliance. Fees are structured as recurring subscriptions, with some services on a per-engagement basis.
3. Fractional CFO Services: Aux provides part-time CFO-level expertise to credit unions on a monthly hour-based consumption model. Credit unions choose the number of hours needed each month, paying for fractional access to former credit union CFOs. This is positioned as a lower-cost alternative to hiring a full-time CFO.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

Aux provides outsourced back-office services for U.S. credit unions, including full-service accounting (daily/monthly processing, GL reconciliation, Call Reports, CFO consulting), full-service compliance (policy development, BSA/Fair Lending/SAFE reviews, marketing compliance, training), and fractional CFO services (strategic financial leadership on a flexible consumption model). The firm targets credit unions from $5M to $800M+ in assets and delivers services remotely across the country. Aux also produces the Compliance Decoded podcast and thought-leadership content to support the credit union community.

Product overview

Aux offers a unified platform of three core outsourced back-office services for credit unions: Full-Service Accounting Services (handling daily and monthly accounting processing, call reports, and CFO consulting), Full-Service Compliance Services (covering policy development, marketing compliance, testing, and training across BSA, Fair Lending, SAFE, ACH), and Fractional CFO Services (providing on-demand CFO-level expertise with a flexible consumption model). The company operates as a CUSO (Credit Union Service Organization) serving credit unions since 1992, rebranded from CU Service Network to Aux in 2020.

Differentiator

Problem solved

Functional benefit

Products and services

• Full-Service Accounting Services Comprehensive outsourced accounting and bookkeeping services for credit unions, covering daily duties (ACH, ATM, Share Drafts, Bill Pay, Debit Card), monthly processing (Month-End Close, GL Reconciliation, Financial Statements), CFO consulting, Call Reports, and examination support. Designed to eliminate key-person risk and provide separation of duties for credit unions from $5M to $800M+ in assets.
• Full-Service Compliance Services Hands-on, robust outsourced compliance services for credit unions including policy development and review, marketing compliance (web, social media, advertising), testing and assessment, staff and volunteer training, and speaking engagements. Covers BSA, Fair Lending, SAFE, ACH, and deeper support for complex compliance needs.
• Fractional CFO Services Fractional CFO-level expertise for credit unions, providing top-tier talent without the full-time cost. Services include strategic financial knowledge, asset liability management, budget development, liquidity monitoring, CECL implementation, and Board/Finance Committee support. Flexible month-to-month consumption model with no commitment.

Quantifiable outcome

• Achieved over 90% client satisfaction in 2024 (reported as 94% in January 2024)
• +3 more outcomes

Named customers12 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Twelve partnerships are on record, tiered core and minor.

• Tennessee Credit Union League (TCUL)coreChannel Partner/ Reseller/ DistributorTCUL partnered with Aux to offer expanded compliance services for their 120 credit union member organizations across Tennessee. This is a league-level partnership where TCUL resells or refers Aux's compliance services to its member base.
• InNetworkcoreStrategic or Co-development PartnerInNetwork is Aux's sister CUSO, created during the June 2020 split of CU Service Network. InNetwork is dedicated to shared branching servicing while Aux focuses on outsourcing and shared services. The two organizations maintain close operational ties.
• IronisticminorImplementation/ SI/ Consulting PartnerIronistic is a digital agency that designs and builds Aux's website and online marketing campaigns. Listed as a partner on Aux's Friends & Partners page.
• OnCourse LearningminorChannel Partner/ Reseller/ DistributorOnCourse Learning delivers pre-licensing, continuing education, and compliance training to financial institutions. Aux directs clients to OnCourse Learning for relevant credit union webinars and online learning. Listed as a partner on Aux's Friends & Partners page.
• GoWest Credit Union AssociationminorChannel Partner/ Reseller/ DistributorGoWest Credit Union Association serves 300+ credit unions across six states. Aux partners with GoWest for BSA training delivered by Aux compliance experts. Listed as a partner on Aux's Friends & Partners page.
• LEVERAGEcoreStrategic or Co-development PartnerLEVERAGE acquired Aux in March 2026 to expand credit union support services. This is a significant strategic acquisition that combines LEVERAGE's resources with Aux's comprehensive back-office service suite.
• CUCollaborateminorStrategic or Co-development PartnerCUCollaborate is a full-service credit union consulting firm focused on helping credit unions compete with banks. Listed as a friend/partner on Aux's Friends & Partners page.
• CUInsightminorGTM or Marketing PartnerCUInsight is the leading digital source connecting the credit union community with news, community, opinion, press, and resources. Aux leverages CUInsight for industry visibility. Listed as a friend/partner on Aux's Friends & Partners page.
• CUbroadcastminorGTM or Marketing PartnerCUbroadcast is a credit union talk show interviewing industry leaders and experts. Listed as a friend/partner on Aux's Friends & Partners page.
• Credit Union DigestminorGTM or Marketing PartnerCredit Union Digest provides credit union leaders with strategic insights, tactical information, and best practices. Listed as a friend/partner on Aux's Friends & Partners page.
• CUTodayminorGTM or Marketing PartnerCUToday.info is designed to be a leading source of news and resources for credit union decision-makers. Listed as a friend/partner on Aux's Friends & Partners page.
• CU De Novo CollectiveminorStrategic or Co-development PartnerCU De Novo Collective is a group committed to preserving the financial cooperative movement, working to create economies of scale through shared service providers. Listed as a friend/partner on Aux's Friends & Partners page.

Scale indicators9 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Catalyst Corporate Federal Credit Union: A CUSO providing correspondent and back-office services (including accounting and operational support) to credit unions, directly comparable as a peer CUSO serving similar credit union clients.
• CU*Answers: CUSO providing core processing and back-office technology/operations services to credit unions, serving many of the same small and mid-sized credit union clients Aux targets.
• Ongoing Operations: Managed IT and back-office technology services provider for credit unions, overlapping with Aux's operational support value proposition to small/mid-sized credit unions.
• Profit Resources: Provides outsourced CFO, accounting, and compliance services to credit unions, directly competing with Aux's full-service back-office suite for small and mid-sized credit unions.

Emerging players

• Trellance: Credit union-focused analytics, consulting, and mortgage solutions provider with growing back-office and compliance-adjacent offerings targeting similar small/mid-sized credit union clients.
• Hawk.ai: AI-driven AML and transaction monitoring platform for financial institutions; competes with Aux's BSA/compliance service line by automating the manual compliance review work Aux performs for credit unions.
• CUCollaborate: Full-service credit union consulting firm helping credit unions compete with banks; listed by Aux as a partner but competes for overlapping strategic/back-office advisory engagements with smaller credit unions.

Broad incumbents

• Co-op Solutions (formerly PSCU): Large, established CUSO providing payments, digital, and back-office technology services to credit unions across the U.S.; broader portfolio than Aux but overlapping in operational support for the same client base.
• Origence: Credit union lending technology CUSO; broader lending platform but serves the same small/mid-sized credit union segment and overlaps with Aux's strategic CFO and compliance practice areas.
• CUNA Mutual Group: Established credit union industry insurance and financial services provider; broader portfolio but supports credit union back-office risk and compliance needs overlapping with Aux's compliance offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/1633121
• Xx.com/auxteamproud

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Aux