CU Business Group

Credit Union Business Services (CUSO)cubg.org

Company typePrivate
Founded2002
HeadquartersPortland, United States
Headcount11–50
GTM typeB2B
OfferingServices

CU Business Group firmographics

Firmographics

Name: CU Business Group
Legal name: CU Business Group, LLC
Website: https://cubg.org
Company type: Private
Founded year: 2002
Operating status: Operating
Headcount range: 11–50 employees
Ownership category
akta.pro rank

CU Business Group industry classification

Industry

Product category: Credit Union Business Services (CUSO)
NAICS: Activities Related to Credit Intermediation (5223)
SIC: Miscellaneous Business Credit Institution (6159), Functions Related To Depository Banking, Nec (6099)
akta.pro primary industry: SME Business Lending (Term Loans, Lines of Credit, Overdrafts) (FSABABAB)
akta.pro secondary industry: SME Deposits & Business Accounts (Operating, Savings, CDs) (FSABABAC)

Keywords

Commercial lending services
Credit union consulting
Treasury management solutions
SBA lending programs
Business banking education

Where CU Business Group is headquartered

Location

Headquarters

HQ city: Portland
HQ country: United States
HQ region: North America

Offices1 record

Markets served

CU Business Group business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Membership Fees: Credit unions pay membership fees to access CUBG's services, resources, and tools. Membership tiers include Full Membership, Loan Membership, Deposit Membership, SBA Membership, and Fast Track Membership.
Education and Training: Revenue from on-demand webinar recordings, live webinar registrations, in-person training events, and conference registrations. Courses cover business lending, deposits, treasury management, SBA lending, and portfolio management topics.
Event Registrations: Revenue from National Conference and Deposits Forum registrations. Pricing varies by membership status (member vs. non-member credit unions).
Resource Library Access: Templates, checklists, and tools provided exclusively to credit unions in the membership program. Documents are delivered based on the credit union's relationship level with CUBG.

Pricing tiers

Model	Billing	Price
Other	Pay-as-you-go	National Conference - General Registration
Other	Pay-as-you-go	Deposits Forum - Individual Registration
Unit Pricing	Pay-as-you-go	On-Demand Courses
Other	Pay-as-you-go	Event Cancellation Policy

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

CU Business Group product offering

Product offering

Core offering

CU Business Group provides commercial lending, deposit, and consulting services to credit unions nationwide through a membership-based model. Core offerings span the full lifecycle of business banking support: commercial and SBA lending support, small business lending, portfolio management, capital markets (loan participations), deposits and treasury management, loan servicing, and an extensive education program including on-demand training, live webinars, in-person sessions, the annual National Business Services Conference, and the Commercial Deposits Forum. A members-only Resource Library provides templates, checklists, and policy documents tailored to credit union business services programs.

Product overview

CU Business Group is the largest business services CUSO (Credit Union Service Organization) providing commercial lending, deposit, and consulting services to credit unions nationwide. The company operates as a unified platform combining multiple service modules: core lending services (Commercial Lending, SBA Lending, Small Business Lending, Portfolio Management, Capital Markets, Loan Servicing), treasury and deposit services, and an education platform. The education module includes on-demand training with 97 courses, live webinars, in-person training events, the annual National Business Services Conference, and the Commercial Deposits Forum. A member-only Resource Library provides templates, checklists, and policy documents across various membership tiers. The company also offers partnerships such as the SimpliCD certificate of deposit program. Services are delivered through a membership-based model with tiered access levels (Full Membership, Loan Membership, Deposit Membership, SBA Membership, Fast Track Membership).

Differentiator

Problem solved

Functional benefit

Products and services

Commercial Lending Services Comprehensive commercial lending support for credit unions, including loan origination, underwriting, and portfolio management for business loans extended to credit union members.
SBA Lending Small Business Administration lending programs for credit unions, including SBA 7(a) loans, SBA 504 loans, and support for SBA loan eligibility, processing, and servicing.
Small Business Lending Lending solutions for credit unions serving small businesses, including loans under $250,000 and various loan types for emerging business needs.
Portfolio Management Portfolio management services for credit unions including risk ratings, stress testing, criticized asset reporting, and ongoing portfolio monitoring and maintenance.
Capital Markets Capital markets services for credit unions including commercial loan participations for buying and selling loans, supporting liquidity management.
Deposits & Treasury Management Business deposit account services and treasury management solutions for credit unions, including ACH origination, remote deposit capture, merchant services, and account analysis.
Loan Servicing Loan servicing solutions for credit unions including payment processing, escrow management, and investor reporting for commercial loans.
Education Programs Comprehensive education platform for credit union business services professionals, including 97 on-demand courses, live webinars, in-person training, the annual National Business Services Conference, and the Commercial Deposits Forum.
Resource Library Members-only resource library containing templates, checklists, policies, procedures, and forms for business lending, SBA, deposits, and program administration, available at various membership tiers.
National Business Services Conference Annual national conference for credit union commercial services professionals featuring keynote speakers, breakout sessions, vendor showcase, and networking opportunities.
Commercial Deposits Forum Annual one-day virtual event focused on commercial deposits and treasury management education for credit unions, featuring industry speakers from partner organizations and peer credit unions.

Companies that use CU Business Group

Customer profile

Segments2 records

Ideal customer profiles1 record

CU Business Group technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

CU Business Group partnerships and signals

Strategic signal

Partnerships

Six partnerships are on record, tiered minor.

SimpliCD (by Primary Financial)minorGTM or Marketing PartnerSimpliCD is a certificate of deposit program sponsored at CUBG's Deposits Forum. It enables credit unions to easily invest substantial funds in federally insured CDs through a turnkey program. Primary Financial is a sponsor of the 6th annual Commercial Deposits Forum.
WespayminorGTM or Marketing PartnerWespay delivers tailored consulting and risk management services for financial institutions in payments. Wespay advisors present at CUBG's Deposits Forum on ACH rules and fraud prevention topics. They provide education on payments operations and compliance.
SAFE Credit UnionminorGTM or Marketing PartnerSAFE Credit Union speakers present at CUBG's National Conference and Deposits Forum, sharing best practices on business banking operations and digital account opening implementations.
BECUminorGTM or Marketing PartnerBECU's Senior Product Manager presents at CUBG events on payments fraud and business payments topics, sharing insights on member impact of fraud and proactive fraud mitigation approaches.
Primary FinancialminorGTM or Marketing PartnerPrimary Financial (creator of SimpliCD program) sponsors CUBG's Deposits Forum. The company helps financial institutions invest in FDIC/NCUSIF-insured CDs through a consolidated program.
Loan Participation ExchangeminorChannel Partner/ Reseller/ DistributorCUBG links to Loan Participation Exchange (lpexchange.org) as a resource for credit unions to buy and sell commercial loan participations, supporting their capital markets services.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

CU Business Group competitors and assessment

Company assessment

Broad incumbents

CU*Answers: Large CUSO providing core processing and technology services to credit unions; broader in scope (tech) than CUBG but shares the CUSO cooperative model serving the same client base.
Velera (formerly CO-OP Financial Services / PSCU): CUSO providing payments, digital, and lending services to credit unions; adjacent in mission though stronger in payments/tech than in commercial lending consulting.
TruStage (CUNA Mutual): Credit-union-affiliated financial services provider; broad portfolio that includes lending-adjacent products and competes for the same credit union procurement budget.

Emerging players

Origence: CUSO providing indirect and direct lending technology (notably auto) to credit unions; partial overlap with CUBG's commercial lending service lines.
Open Lending: Provides credit union-focused lending analytics and risk-based pricing, complementary to CUBG's commercial lending services rather than directly competing.

Direct peers

Corporate Central Credit Union: Corporate (wholesale) credit union offering correspondent lending, deposits, and back-office services to member credit unions; competes with CUBG on commercial services support.
Cooperative Business Services (CBS): CUSO providing lending, deposits, and consulting services to credit unions — directly overlapping with CUBG's core service catalog and credit union member base.
Catalytic Finance: CUSO providing commercial lending and business services consulting to credit unions; directly comparable offering to CUBG's consulting and SBA services.

Others

Loan Participation Exchange: Marketplace for credit union loan participations; CUBG already links to it as a strategic partner, and it overlaps with CUBG's capital markets services.
America's Credit Unions (formerly CUNA/NAFCU): National trade association for U.S. credit unions; not a commercial peer but influences the ecosystem in which CUBG operates and competes for member engagement.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

CU Business Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

CU Business Group leadership team

Management profile

Number of profiles

Profiles3 records

CU Business Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

CU Business Group M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about CU Business Group

What does CU Business Group do?

Is CU Business Group a public or private company?

CU Business Group is a private company. It is classified as unknown and is currently operating.

When was CU Business Group founded?

CU Business Group was founded in 2002. It employs 11 to 50 people.

Where is CU Business Group based?

CU Business Group is headquartered in Portland, United States, in the North America region.

How does CU Business Group make money?

Four revenue lines are on record. Membership Fees are the primary driver. The others are education and Training, event Registrations and resource Library Access.

Who are CU Business Group's main competitors?

Broad incumbents on record are CU*Answers, Velera (formerly CO-OP Financial Services / PSCU) and TruStage (CUNA Mutual). Emerging players are Origence and Open Lending. Direct peers are Corporate Central Credit Union, Cooperative Business Services (CBS) and Catalytic Finance. Others are Loan Participation Exchange and America's Credit Unions (formerly CUNA/NAFCU).

Does CU Business Group have an API?

No public API is recorded for CU Business Group.

What industry is CU Business Group in?

CU Business Group's product category is Credit Union Business Services (CUSO). Its primary akta.pro industry code is FSABABAB, SME Business Lending (Term Loans, Lines of Credit, Overdrafts), with a secondary code of FSABABAC, SME Deposits & Business Accounts (Operating, Savings, CDs). Its NAICS code is 5223 and its SIC code is 6159.