
Nudge Money is a fintech company providing a financial wellness platform designed exclusively for credit unions. Their solution leverages data insights and personalized marketing to identify and convert up to $24 million in new shares and loans, while supporting financial wellness missions. The platform includes a staff dashboard, a message composer for personalized outreach, and a member app for goal tracking and spending management. It integrates easily with existing core systems and complies with SOC2 and NCUA standards. Nudge Money helps credit unions grow deposits and loans, improve member retention, and deliver personalized financial guidance at scale with minimal resources, positioning itself as a trusted partner in the credit union movement.

Nudge Money is a fintech company providing a financial wellness platform designed exclusively for credit unions. Their solution leverages data insights and personalized marketing to identify and convert up to $24 million in new shares and loans, while supporting financial wellness missions. The platform includes a staff dashboard, a message composer for personalized outreach, and a member app for goal tracking and spending management. It integrates easily with existing core systems and complies with SOC2 and NCUA standards. Nudge Money helps credit unions grow deposits and loans, improve member retention, and deliver personalized financial guidance at scale with minimal resources, positioning itself as a trusted partner in the credit union movement.
Sector: Fintech for credit unions
Headquarters: Rochester, New York
Product: Data-driven financial wellness and personalized marketing platform
Employees: 12
Total funding (reported): USD 700,000
Member acquisition, deposit and loan growth, member retention, and scaled financial-wellness delivery for credit unions.
Financial technology (credit union-focused)
700000.00
“Includes institutional and angel support (Launch NY, Larry RosenBerger)”