What Rise Analytics does

Rise Analytics is a U.S.-based SaaS analytics company that provides AI-powered data and analytics solutions exclusively oriented toward the credit union industry. The company is a wholly owned subsidiary of Trellance Cooperative Holdings Company, drawing on more than 35 years of credit union domain heritage, and is headquartered in Tampa, Florida. Rise Analytics serves 124 credit union clients representing $245B+ in client assets and 13M+ members, with named customers ranging from enterprise institutions such as Michigan Schools and Government Credit Union and California Coast Credit Union to smaller adopters of its Essential Analytics tier. Its go-to-market is a consultative, sales-led model backed by inside-sales, self-serve entry-level onboarding, and dedicated client adoption teams; customer concentration is moderated by segment diversity within the single credit union vertical.

The product is a modular, cloud-native analytics platform built on Microsoft Fabric, combining a data lakehouse/warehouse, automated ETL/ELT, embedded machine learning, predictive analytics, and AI-powered natural language querying via its Finn agent. Core and add-on modules cover performance management, member insights, loan analytics, regulatory analytics (CECL, HMDA, Fair Lending, NCUA 5300 automation with direct submission), marketing solutions, transaction enrichment, and professional services. The platform integrates with major credit union infrastructure including Q2 digital banking, HubSpot, Fiserv DNA, Snowflake, Larky, and Corelation, and is certified to SOC 1 Type 2, SOC 2 Type 2, and PCI DSS Level 1. Product cadence has accelerated, with Essential Analytics launching in Q4 2025, 5300 Automation in February 2026, and the Finn AI agent in April 2026; an MCP Server enables agentic AI orchestration over credit union data.

Rise Analytics generates revenue primarily through subscription-based SaaS contracts (including a tiered Standard/Premium support model and the lower-priced Essential Analytics product) complemented by professional services for implementation, campaign execution, and strategic consulting. Pricing is quote-based and not publicly disclosed, though Essential Analytics is explicitly positioned at zero implementation fee and a low monthly subscription to capture smaller credit unions. Customer outcomes cited include over $21M in incremental credit card balances at MSGCU, over $18.5M in new deposits at FCFCU, an 8.3% conversion lift, and 30%+ time savings on 5300 Call Report compilation.

Name

Rise Analytics

Legal name

Rise Analytics LLC

Website

https://riseanalytics.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

11–50 employees

Short description

Rise Analytics, a Trellance subsidiary, provides an AI-powered SaaS analytics platform built on Microsoft Fabric for U.S. credit unions, covering performance management, member insights, loan analytics, regulatory reporting, and predictive marketing across 124 clients.

Ownership category

akta.pro rank

Product category

Credit Union Analytics Software

NAICS

Software Publishers (513210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Data Platform (Unified Data & Analytics) Suites (HDAEABAD)

akta.pro secondary industries

Data & Analytics Platforms (Data Warehousing, Lakes, Streaming) (HDABAAAF), Data Engineering, Integration & ETL/ELT Services (BPAEAHAB), Data Platforms & Modern Data Stack Services (Lakehouse, DW, MDM) (BPAEAHAC)

Keywords

• Credit union analytics
• AI data platform
• Loan portfolio analytics
• Regulatory compliance analytics
• Member insights platform

Headquarters

HQ city

Tampa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Analytics Platform Subscription: Rise Analytics operates primarily as a SaaS analytics platform provider for credit unions. The company offers subscription-based pricing with various service tiers including Standard and Premium support options. Services include fully managed platform hosting, automated data ingestion, and ongoing support.
2. Professional Services: Consulting and implementation services including data warehouse setup, analytics deployment, campaign execution, and strategic consulting for credit unions. Services include on-site implementation support and executed marketing campaigns.
3. Essential Analytics: Entry-level analytics product with zero implementation fee and low monthly subscription pricing, targeting smaller credit unions beginning their data journey.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

Rise Analytics provides a cloud-based, AI-powered analytics platform purpose-built for credit unions, built on Microsoft Fabric. The platform consolidates credit union data into a unified data warehouse/lakehouse and delivers automated ETL/ELT, predictive analytics, AI-driven natural language querying (Finn), and specialized modules for performance management, loan analytics, regulatory compliance, and marketing campaign optimization. It is delivered as a fully managed SaaS offering with optional professional services for implementation and strategic consulting.

Product overview

Rise Analytics is a comprehensive analytics platform built specifically for credit unions, offering a modular architecture centered on a core cloud analytics platform with multiple specialized add-on modules. The platform combines automated data ingestion, customizable reporting, AI-powered predictive analytics, and built-in governance. Key products include the Rise Analytics Platform (core infrastructure), Finn AI Agent (natural language analytics), Essential Analytics (entry-level bundled solution), 5300 Automation (regulatory reporting), Performance Management, Member Insights, Loan Analytics, Regulatory Analytics, Marketing Solutions, and Professional Services. Additional offerings include Data Lakehouse infrastructure, Transaction Enrichment AI, Fair Lending Analytics, and Predictive Analytics models. The platform is backed by Microsoft Fabric and integrates with Q2 Digital Banking, HubSpot, Snowflake, and Larky. Certified SOC 1 Type 2 and SOC 2 Type 2, PCI DSS Level 1 compliant.

Differentiator

Problem solved

Functional benefit

Brands

• Essential Analytics: A cost-effective, entry-level analytics product launched in Q4 2025 for credit unions beginning their data journey.
• Finn
• 5300 Automation
• Performance Management
• Member Insights
• Loan Analytics
• Regulatory Analytics
• Marketing Solutions
• Professional Services

Products and services

• Rise Analytics Platform A comprehensive cloud analytics platform for credit unions providing automated data ingestion and preparation, customizable reporting, AI-powered predictive analytics, and built-in governance and security.
• Essential Analytics Entry-level, fully managed analytics product for credit unions beginning their data journey. Includes centralized secure data warehouse, automated monthly data uploads, Power BI dashboards covering loans, members, products and transactions, Next Best Product AI model, and a fully executed email marketing campaign.
• Finn - Financial Intelligence Navigator AI-powered autonomous analytics agent enabling credit unions to instantly access data by asking questions in plain language, delivering real-time answers, streamlining reporting and 'what-if' analysis, and unlocking actionable insights without dashboards.
• 5300 Automation Solution Automates NCUA 5300 Call Report compilation and submission, reducing manual effort with automated validation, Smart Fill AI-assist, and direct NCUA submission while maintaining existing core and data architecture.
• Performance Management Analytics solution that gives executives and managers clearer visibility into credit union financial performance, operational metrics, and channel performance in one unified view, including annualized ROA calculations aligned with NCUA standards.
• Member Insights Analytics tool providing deeper understanding of member behaviors, engagement patterns, and financial needs through member segmentation, transaction analysis, and behavioral insights to drive personalized engagement strategies.
• Loan Analytics Multi-dimensional loan portfolio analytics covering loan health, risk factors, concentration limits, loan performance, and pricing, including LTV Migration, CLTV by Loan Type, Real Estate CLTV views, lien position tracking, and stress testing capabilities.
• Regulatory Analytics Compliance-focused analytics covering CECL support, HMDA reporting, Fair Lending analytics, and 5300 Call Report automation, helping credit unions maintain regulatory compliance and prepare for examinations.
• Marketing Solutions Data-driven marketing analytics and campaign automation including predictive member targeting, segment-based campaigns, credit line increase programs, deposit growth campaigns, new member acquisition, Next Best Action recommendations, and integration with HubSpot for automated workflows.
• Professional Services Strategic consulting and implementation support including Client Ambassador, Implementation Manager, and Client Adoption Team services covering data strategy, system integration, campaign execution, and ongoing optimization.
• Data Lakehouse Data architecture solution consolidating credit union data into a single source of truth with combined Data Warehouse and Data Lake capabilities, ensuring consistency and accessibility for analytics workloads.
• Transaction Enrichment AI AI-powered solution that cleanses, categorizes, and enriches transaction data, clarifying where and how members are transacting across channels, merchants, and branches, while reducing fraud costs and enabling more targeted marketing.
• Fair Lending Analytics Compliance analytics ensuring fair lending practices, helping credit unions identify potential discrimination, monitor lending patterns, and maintain regulatory compliance with fair lending laws.
• Predictive Analytics Advanced predictive modeling including New Member Acquisition AI, Next Best Product recommendations, Member Attrition Risk, Credit Risk Scoring, and other machine learning models for anticipating member behavior and opportunities.

Quantifiable outcome

• 124 credit union clients served
• +11 more outcomes

Named customers16 records

Segments2 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability10 records

Feature11 records

Partnerships

Nine partnerships are on record, tiered minor, core and flagship.

• LarkyminorStrategic or Co-development Partner · 28 January 2025Rise Analytics partnered with Larky for a webinar on turning insights into outcomes through targeted mobile engagement. The partnership combines Rise Analytics' data-driven insights with Larky's mobile engagement platform to help financial institutions deliver timely messages directly to members' mobile devices.
• Ellafi Federal Credit UnioncoreStrategic or Co-development Partner · 1 January 2025Ellafi Federal Credit Union signed as a Rise Analytics customer in Q4 2025, becoming the second adopter of Essential Analytics, the cost-effective entry product launched in Q4 2025. This partnership demonstrates Rise Analytics' ability to serve smaller credit unions with limited analytics capabilities.
• Minnco Credit UnioncoreStrategic or Co-development Partner · 1 January 2025Minnco Credit Union signed as a Rise Analytics customer in Q4 2025, becoming the third adopter of Essential Analytics. This adoption demonstrates the product-market fit of Essential Analytics for smaller credit unions seeking entry-level analytics solutions.
• TrellanceflagshipOEM/ Whitelabel/ Licensing PartnerRise Analytics is a wholly owned subsidiary of Trellance Cooperative Holdings Company. The company leverages Trellance's 35+ years of experience in the credit union movement and operates as part of the Trellance ecosystem of cooperative holdings.
• Microsoft (Fabric)coreTechnology or IntegrationRise Analytics platform is powered by Microsoft Fabric, leveraging Power BI for dashboards and visualization. The migration to Microsoft Fabric has improved performance, providing faster data visualizations and more responsive decision-making capabilities.
• Q2coreTechnology or IntegrationRise Analytics integrated with Q2 digital banking platform in Q2 2025, providing seamless data flow between digital banking activities and the analytics platform. This integration enables complete member behavior visibility and supports targeted campaign delivery.
• HubSpotcoreTechnology or IntegrationRise Analytics integrated with HubSpot marketing automation platform, enabling automated campaign workflows and triggers. The integration supports balance transfer offers and other marketing campaign automation for credit union clients.
• Fiserv (DNA Core)coreTechnology or IntegrationRise Analytics has expanded its Fiserv DNA Data Store integration, providing deeper visibility into cash flow efficiency, regulatory readiness, and infrastructure intelligence for credit unions using the DNA core platform.
• CorelationminorChannel Partner/ Reseller/ DistributorRise Analytics partnered with Corelation for a joint webinar on 5300 Call Report Automation, demonstrating integration capabilities with the Corelation core platform for credit unions.

Scale indicators15 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• nCino: nCino provides a cloud banking platform with lending, onboarding, and analytics modules for banks and credit unions. It is directly comparable to Rise Analytics in targeting financial institutions with integrated data and analytics workflows over a unified platform.
• MeridianLink: MeridianLink offers lending, account opening, and data/analytics solutions to banks, credit unions, and mortgage lenders. Its consumer lending and analytics suite overlaps directly with Rise's Performance Management, Loan Analytics, and Member Insights modules.
• Q2 Software: Q2 is a digital banking platform widely used by credit unions and community banks. While a partner of Rise Analytics, Q2 also layers in data and engagement analytics, making it an adjacent competitor in the credit union technology stack.
• Velera (formerly PSCU): Velera (formerly PSCU/Co-op Solutions) is a credit union service organization offering payments, analytics, and digital services to U.S. credit unions. Its analytics and member insights products target the same credit union buyer as Rise Analytics.
• MX Technologies: MX provides financial data aggregation, analytics, and money management tools to financial institutions, including many credit unions. Its data enhancement and insights products are directly comparable to Rise's Transaction Enrichment AI and Member Insights capabilities.

Broad incumbents

• FICO: FICO is a long-established credit analytics and scoring provider with broad adoption across financial services. Its analytics, fraud, and decisioning offerings overlap with Rise's Loan Analytics and predictive risk use cases, though FICO is much larger and portfolio-wide.
• Temenos: Temenos is a global banking software provider with core, analytics, and AI capabilities. While primarily serving banks internationally, its analytics and AI offerings are increasingly competitive with vertical analytics players like Rise Analytics in financial institutions.
• Finastra: Finastra provides a broad suite of core, digital, and analytics solutions to banks and credit unions globally. Its analytics and lending modules compete with Rise Analytics at the enterprise tier, particularly for larger credit unions and community banks.
• Jack Henry & Associates: Jack Henry provides core banking, digital, and data/analytics platforms to credit unions and community banks. Its data platform and analytics offerings are broader and more entrenched than Rise's, positioning it as a key incumbent competitor.

Emerging players

• Plaid: Plaid provides financial data connectivity and enrichment APIs widely adopted by fintechs and financial institutions. Its consumer-permissioned data products partially overlap with Rise's Transaction Enrichment AI and member insights capabilities.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/rise-analytics-company

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Rise Analytics