Acumen Financial Advantage and Tru Treasury Partner to Expand Services for Credit Unions

New partnership enhances credit unions’ ability to serve business members with comprehensive treasury tools and strategic growth expertise.

Acumen Financial Advantage, the financial performance partner of choice for mission-driven organizations, including credit unions, has announced a new partnership with Tru Treasury, the first full-service treasury management credit union service organization (CUSO) built to help credit unions compete more effectively in the business banking space.

This partnership will benefit credit unions looking to attract and retain top talent, increase investment yields, and maximize charitable impact while offering access to a robust suite of treasury management services that help meet the evolving needs of business members—including integrated receivables, payables, and liquidity management. These tools are essential for attracting and serving business members.

“Credit unions are increasingly focused on expanding their business services, and this partnership provides the strategic growth capability to do just that,” said Ryan Millman, Principal, Co-founder at Acumen Financial Advantage. “Tru Treasury brings unmatched expertise in the space, and we’re excited to work together to help credit unions better serve and grow their business membership.”

Founded in 2020, Tru Treasury supports credit unions to level the playing field between credit unions and larger banks when it comes to business services. By combining innovative technology with deep treasury expertise, Tru Treasury helps credit unions launch and scale operations and deliver a superior experience to business members.

“At Tru Treasury, our mission is to elevate the way credit unions approach business services,” said Tru Treasury CEO John Ballantyne. “Partnering with Acumen Financial Advantage aligns perfectly with that goal—together, we can help credit unions strengthen their relationships with businesses and unlock new sources of growth.”

About Acumen Financial Advantage

Acumen Financial Advantage is the financial performance partner of choice for forward-thinking credit unions, delivering bespoke talent retention, investment, and charitable impact solutions that consistently outperform industry benchmarks. Acumen’s unrivaled expertise in insurance and financial solutions means we provide solutions that are not only cost-effective and flexible but also uniquely designed to foster long-term growth and leadership in the credit union space. With a deep understanding of NCUA regulations and an unwavering commitment to client service, we ensure each strategy is customized to maximize impact and value. Find out more at www.acumenfa.com.

About Tru Treasury

Tru Treasury is the first full-service treasury management CUSO built explicitly to help credit unions grow their commercial banking capabilities. We bring together exceptional people with deep treasury and credit union expertise, modern products tailored to the needs of today’s businesses, and a proven program designed to launch and scale treasury services with confidence. With Tru Treasury, credit unions gain a trusted partner committed to delivering scalable, modern, mission-aligned business services. Find out more at trutreasury.com.