Trellance Announces New Collaborative Investment Capability for Credit Unions

New Investors Club initiative will provide credit unions with institutional-quality investment expertise, resources and opportunities while preserving individual investment choice.

Tampa, FL – September 03, 2026 – Trellance Cooperative Holdings, Inc., a leading provider of technology and solutions for credit unions, today announced the development of a new collaborative investment capability designed specifically for credit unions.

Currently referred to as the Investors Club, the initiative will provide participating credit unions with the expertise, resources and infrastructure to identify, evaluate, structure, execute and support strategic investments. The model is designed to give credit unions access to institutional-quality investment capabilities while allowing each institution to decide where, when and how much to invest.

Credit unions increasingly rely on fintechs, CUSOs and technology providers for capabilities that support their competitiveness, member experience and long-term strategies. As these relationships evolve from vendor/customer to strategic partner, investor and owner, credit unions need greater access to the expertise and resources required to pursue investment opportunities.

The Investors Club is designed to provide that capability without requiring credit unions to invest in every opportunity. Each investment will be evaluated on its own merits, and participating credit unions can choose whether to invest and determine the amount based on their individual strategy, risk appetite and financial objectives.

By working together, participating credit unions can benefit from shared expertise, diligence, negotiating leverage, and operating resources while maintaining individual investment discretion. The model also allows credit unions of different sizes and with different investment strategies to participate without requiring identical portfolios.

The Investors Club will consider both financial returns and strategic priorities, including gaining influence over critical capabilities, product direction and technology infrastructure, as well as supporting solutions that address the needs of the credit union industry.

Credit unions also bring more than capital to these investments. Their members, market access, industry knowledge, operating expertise and distribution capabilities can create additional value for the companies they support.

“Credit unions have an opportunity to put their capital to work in ways that strengthen the credit union movement and create value for their own organizations,” said Tom Davis, CEO of Trellance, Cooperative Holdings, Inc. “The Investors Club is a new model for collectively investing in innovation, building scale and shaping the future of financial services together.”

Additional details about participation, investment opportunities and the platform’s structure will be announced as the initiative progresses. Visit Trellance.com for updates and more information about the Investors Club.

About Trellance Cooperative Holdings, Inc.

Trellance Cooperative Holdings, Inc. is a credit union cooperative and leading technology partner for credit unions. Its entities – consisting of Rise Analytics, ProBridge, Optiri, and CUDX – provide innovative technology solutions for credit unions to increase efficiency, manage risk and improve the member experience. Trellance’s mission is to make sure credit unions have access to the tools and resources they need to grow, enhance member value and remain competitive in a rapidly evolving financial landscape. Learn more at Trellance.com.

Media Contact:

Maren Bradley
Marketing Communications Manager
mbradley@trellance.com