Coopera Consulting

What Coopera Consulting does

Coopera Consulting, LLC is a privately-held U.S. professional services firm headquartered in West Des Moines, Iowa, that specializes in multicultural financial inclusion and diversity, equity, and inclusion (DEI) advisory services for credit unions. Founded in 2003, the firm employs 51–100 people and operates as an Iowa-domiciled LLC with founder/CEO-controlled ownership and no disclosed external funding. Its core service is data-driven demographic analytics overlaid with cultural-competency consulting, helping credit unions identify diverse populations within their fields of membership, develop language and marketing strategies, and implement organizational DEI initiatives.

The firm's product set spans analytics services (demographic and financial-landscape analysis), DEI consulting and culture assessments, facilitated focus groups, multicultural market research, a secure client portal with Spanish-language materials and best-practice kits, and a content platform called Coopera Commentary that publishes articles, webinars, and an Innovator Spotlight interview series. The underlying technology is conventional demographic-data analysis and content publishing rather than software or AI/ML systems. Coopera extends its reach through channel partnerships with state credit union leagues (notably the Illinois Credit Union League) and the co-founder-led Credit Union DEI Collective.

Go-to-market is sales-led B2B: direct consulting engagements sourced through a website contact form, references, and league partnerships, with thought-leadership distribution through LinkedIn, Twitter, CUInsight, CUManagement, and American Banker. Revenue is generated via quote-based professional-services engagements (assessments, focus groups, training, strategic planning) — pricing is not publicly disclosed. Named customers include the Illinois Credit Union League (CRA-focused research), Elevations Credit Union ($3B-asset Colorado CU), and Unitus Community Credit Union, alongside a broader U.S. credit union target market and a secondary segment of banks and other financial institutions. Certifications are limited to CCPA/CPRA and multi-state U.S. privacy-law compliance.

Name

Coopera Consulting

Legal name

Coopera Consulting, LLC

Website

https://cooperaconsulting.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

51–100 employees

Short description

Coopera Consulting is a U.S. B2B professional services firm that provides credit unions with demographic analytics, DEI strategy, multicultural marketing, and organizational-change consulting to grow membership in underserved multicultural markets.

Ownership category

akta.pro rank

Product category

Financial Inclusion Consulting

NAICS

Activities Related to Credit Intermediation (5223)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Community Development Credit Unions (CDCUs) (FSABAEAC)

Keywords

• Hispanic market consulting
• Multicultural financial inclusion
• DEI advisory services
• Credit union consulting
• Demographic analytics services

Headquarters

HQ city

West Des Moines

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Consulting Services: Professional consulting engagements for credit unions and financial institutions focused on multicultural financial inclusion, DEI strategy, demographic analytics, and organizational change. Engagements include assessments, focus groups, training, and strategic planning.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Coopera Consulting is a B2B professional services firm that helps credit unions and financial institutions grow membership and serve multicultural communities through data-driven demographic analytics, diversity equity and inclusion (DEI) consulting, multicultural market research, and facilitated focus group engagements. The firm delivers its services via direct consulting engagements, leveraging proprietary market analytics and a client portal that provides Spanish language materials and best practice kits to client credit unions.

Product overview

Coopera Consulting operates as a consulting firm offering a suite of data-driven services designed to help credit unions reach emerging multicultural markets and advance diversity, equity, and inclusion initiatives. The core offering is Analytics Services, which provides demographic and financial landscape analysis. This is supported by a Client Portal offering (presentations, organizational change insights, Spanish language materials, best practice kits), Coopera Commentary thought leadership content, Focus Groups for employee engagement research, DEI Consulting Services, and Multicultural Market Research. The individual products function together as an integrated consulting engagement model rather than a modular software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Analytics Services Data analytics services that provide demographic shifts and financial landscape analysis of credit union markets, enabling strategic planning to grow membership and expand services to underserved communities such as Hispanic, African American, Asian, and immigrant populations.
• DEI Consulting Services Diversity, equity, and inclusion consulting services including assessments, organizational culture analysis, data analytics, and training programs for credit unions and financial institutions.
• Multicultural Market Research Demographic research and market analysis services to identify diverse populations within a credit union's field of membership and opportunities for financial inclusion, including Hispanic, African American, Asian, and immigrant communities.
• Focus Group Research Facilitated focus group sessions for credit union members, prospective members, and employees at all levels to safely share insights and ideas, producing reports that identify trends and opportunities for organizational and product improvement.
• Organizational Change Consulting Organizational culture assessments and change management consulting that helps credit unions integrate DEI principles, navigate mergers, and align culture with multicultural growth strategies.

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered minor and core.

• Language VenturesminorStrategic or Co-development Partner · 1 January 2023Partnership for Building Your Language Strategy Webinar where Founder Luiz A. Valdez-Jimenez joined Coopera CEO to discuss how credit unions can serve linguistically diverse members and view language as competitive advantage.
• Illinois Credit Union LeaguecoreStrategic or Co-development Partner · 1 January 2022Multi-phase partnership to advance financial inclusion for Illinois credit unions. Began in 2019 with demographic research study on growing diversity in Illinois. In 2022, expanded to focus group research where Coopera hosts three focus groups across the state with Illinois credit union members and potential members discussing engagement, awareness, and financial pain points. Research supports CRA compliance and culturally appropriate product development.
• Credit Union DEI CollectivecoreStrategic or Co-development Partner · 1 January 2020Coopera CEO co-founded and serves as first chair of the Credit Union DEI Collective, an expanding group within the credit union movement devoted to furthering DEI, a shared cooperative principle. The collective aims to generate information that drives inclusion forward and help credit unions overcome pushback on DEI initiatives.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Filene Research Institute: Independent, nonprofit consumer finance research and think tank serving the credit union industry. Comparable as a thought-leadership and research partner to the credit union movement, though nonprofit and broader in research scope.
• BAI (Bank Administration Institute): Research and training organization for retail banking, with significant credit union participation. Comparable in thought leadership and executive education within financial services, though broader than Coopera's multicultural specialization.
• CUES (Credit Union Executives Society): Membership-based professional development organization for credit union executives. Comparable as an ecosystem influencer serving the same buyer personas, though focused on executive education rather than consulting delivery.
• Novantas: Financial services consulting firm advising retail banks on deposits, pricing, and customer strategy. Comparable as a B2B advisory to depository institutions, with a much larger scale and broader mandate than Coopera.

Emerging players

• EVERFI: Financial education and inclusion platform serving banks and credit unions with consumer-facing learning programs. Comparable in the financial-inclusion space Coopera targets, with a more scalable technology-driven delivery model.
• Cook Ross: DEI and leadership development consultancy serving financial services and other regulated industries. Comparable in the DEI advisory domain Coopera plays in, with overlapping buyer interest in inclusion strategy.

Direct peers

• Cornerstone Advisors: Management and technology consultancy serving credit unions and community banks on strategy, performance, and growth. Closely comparable to Coopera in client vertical and B2B consulting model, though broader in scope and less focused on multicultural inclusion.
• Capital Performance Group: Consulting firm focused on credit unions and community banks providing strategic planning, growth, and operational advisory. Directly comparable as a B2B advisory peer serving the same core client base.
• StrategyCorps: Credit union growth consultancy specializing in deposits, marketing, and member growth strategies. Comparable to Coopera in the growth/segmentation advisory space, with overlapping client personas among U.S. credit unions.

Others

• National Credit Union Foundation (NCUF): Nonprofit charitable foundation of the U.S. credit union movement focused on financial inclusion and consumer finance education. Comparable in mission alignment around financial inclusion, though nonprofit and not a consulting competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/_Coopera
• LinkedInlinkedin.com/company/coopera-consulting

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Coopera Consulting