CapitalUnionTrust

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Achieve your financial goals

Unlock your financial potential by exploring undiscovered opportunities and implementing strategic planning, allowing you to optimize growth and attain financial success.

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Our journey to financial expertise

From humble beginnings to becoming a leader in financial consulting, one principle has guided us—the unwavering belief that financial security should be accessible to all.

Sophie Martinez

  • Seamless Fintech Integration: Plaid connects banks with thousands of financial apps (like Venmo, QuickBooks, and investing platforms), allowing members to securely link accounts for payments, budgeting, and more.

Ethan Park

  • Business Banking Tools: Offers specialized services like cash flow management, commercial lending, and fraud prevention.

Trusted by companies all over the world

Our values

About CapitalUnionTrustBank.

Annual Reports

Read through CUTB annual reports, which summarize the company’s successes, growth, and corporate milestones each year.

Why Choose Capital Union Trust Bank?

We provide our credit union members with all things banking, plus the educational resources and guidance to build and maintain financial security. Here’s why you should join us.

Contact Us

We’re here to help! Search our frequently asked questions to get the answers you need right at your fingertips. Get quick access to all our contact information. 

Our values

The pillars we stand by

Integrity First

We believe trust is the currency of finance. Every decision we make—from advice to operations—is rooted in transparency, honesty, and ethical rigor. No hidden agendas, just solutions that put your interests ahead.

Why it matters:
Clients need unwavering confidence that their financial future is in ethical hands.

Empowerment Through Education

Financial freedom starts with understanding. We demystify complexity, equip you with knowledge, and tailor strategies so you can make informed choices—today and for decades to come.

Why it matters:
Informed clients are resilient clients. Education breaks dependency and fosters long-term success.

Innovation with Purpose

We embrace cutting-edge tools and strategies, but never at the cost of relevance or security. Smarter technology, personalized insights, and future-proof planning—always aligned with your goals.

Why it matters:
The financial world evolves rapidly; innovation ensures clients stay ahead safely.

We’re building a legacy of excellence

Built on an unwavering commitment to those who drive progress, CUTB has stood as a not-for-profit financial ally for over eight decades. We deliver comprehensive banking solutions, trusted advice, and innovative resources to fuel the growth of businesses, families, and neighborhoods. This is your legacy and together, we rise stronger.

 
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CUTB is more than a credit union, we’re a financial partner for the hardworking individuals who shape our future. For 15+ years, we’ve provided trusted banking services, expert guidance, and forward-thinking tools to empower businesses, families, and local communities. Together, we’re not just building wealth, we’re building strength that lasts

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