SERVICES
Taking your credit union or CUSO further
Backed by decades of experience in strategic investing, innovation, and real-world execution, CUSO Edge -- proudly a credit union-owned CUSO -- helps organizations unlock stronger, more consistent performance.
Whether you're making your first CUSO investment or managing a growing portfolio, we partner with you to provide clear guidance, practical support, and collaborative insight at every stage.
01
Growth Strategy Coaching
CUSO Edge partners with CEOs and boards to deliver tailored, fractional strategy and financial advisory services — scaled to fit your needs, whether you're tackling a focused initiative or a complex, multi-stage effort.
Our fractional marketing support helps CUSOs reach and influence key decision-makers, opening doors to growth.
With fractional financial advisory, smaller CUSOs gain CFO-level insight, while more established organizations benefit from an experienced, objective sounding board.
We're here to strengthen what matters most—your strategy, financial forecasts, and board reporting—so you can lead with clarity and confidence.
02
Board Governance
Many CUSO CEOs and Boards operate without clearly defined governance policies—and in many cases, they function adequately that way.
However, implementing a cloud-based, dynamic set of policy statements can significantly improve alignment between the Board and CEO. This clarity helps establish shared expectations and fosters a more productive, effective working relationship.
CUSO Edge's CLEAR GOVERN vision goes beyond a customizable policy manual to support strong governance practices. It also integrates performance dashboards, board material archives, and real-time communication tools into a single, cost-effective board portal—an approach that few portal solutions currently deliver.
03
Investment Advisory Services
CUSO Edge leverages decades of experience in capital strategy, investment, and optimization to support informed decision-making.
Whether assisting a credit union with due diligence and evaluation of a new investment or providing ongoing guidance for existing holdings, we serve as a trusted partner in making sound, strategic investment decisions.
For both emerging and established CUSOs, access to capital is critical to fueling growth and future initiatives. CUSO Edge helps clients define their capital strategy, develop compelling pitch materials, and deliver the results needed to achieve their funding objectives.
04
Strategic Plan Reengineering
CUSO View is a secure, customizable microsite designed to simplify and enhance CUSO portfolio oversight. Whether managing two investments or twenty, it provides an efficient, centralized way to monitor performance and ensure accountability for both internal and external stakeholders.
Credit unions with CUSO investments recognize the importance of transparency, accountability, and consistent performance monitoring. CUSO View brings these elements together in a way that is simple, comprehensive, and actionable—helping drive stronger, more informed CUSO performance outcomes.
Our Strategic Investments offer Great Solutions for
Credit Unions and their Members:
COMMITTED TO CREDIT UNION & CUSO COLLABORATION
CUSO Edge connects credit union leaders to collaborate, share insights, and invest in high-quality companies. In many cases, these organizations go on to support one another's success, creating a network where ideas and innovation fuel the next opportunity.
As credit unions continue to consolidate, CUSOs are becoming more numerous--and more strategically important. These investments are growing in scale and significance as industry trends evolve.
CUSO Edge is committed to helping the credit union industry invest in and grow CUSOs more effectively, driving stronger performance and greater impact for members.
WHY CUSO EDGE?
Meet CUSO Edge President/CEO Dave Adams
Dave Adams has over 40 years of financial services industry experience focused on private company investing, strategic planning, effective board governance, and team building. He was formerly CEO of the Michigan Credit Union League and its subsidiary CU Solutions Group (CUSG).
Proven Leadership & Deep Industry Insight
With decades leading CU leagues and CUSOs across multiple states, Dave Adams has respected, award-winning leadership experience within the credit union movement. His extensive background navigating economic cycles, regulatory shifts, and technological changes provides invaluable strategic context and seasoned judgment for current challenges.
Robert Rose
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Alex Smith
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Drew Carlyle
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Jessica Davis
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Rob Bava, CEO Community Choice CU
Community Choice Credit Union has benefitted from CUSO Edge’s help with our large CUSO portfolio monitoring, new investments and with collaboration with our peers.
Tom Cook, CEO
Team Facilities, LLC
I founded Team Facilities after a career at GM with the vision of providing Facilities Management Services to small companies and credit unions. I later formed a CUSO to focus on credit unions and recently, with the help of CUSO Edge, we brought in an outside investor, KFM to expand the value proposition for our current and future clients.
Terry Katzur, CEO
ELGA CU
The CUSO View portfolio tracking tool is helping ELGA CU monitor its portfolio of 12 CUSOs. We benefit from the ability to easily track results, access archive documents, and plan our efforts with CUSO Edge’s advisory services. This also helps us update our team and Board on each CUSO’s performance as well as for the portfolio.
Mykolas Rambus, CEO
Hush
As Hush brings its AI-driven personal data protection platform to the credit union community, our focus is on safeguarding the digital lives of those who serve and support our communities. We’ve partnered with CUSO Edge to thoughtfully expand our reach within this sector, benefiting from their deep relationships and strategic expertise to ensure we’re meeting the high standards credit unions expect for their members and employees.
Dana Tell, President
Team One CU
As chairman of Comply-YES!, I led the board through a process of merging with a larger consulting company. CUSO Edge and Dave Adams helped us with this whole process and all owners were very pleased with the outcome.