Our Story

Empowering Positive Growth

At Credential, ‘empowering positive growth’ is more than just a tagline. Empowering positive growth on the path to wealth continues to be our mission and our strategy.

For credit unions, associations and independent investment firms, standing with Credential means partnering with a company committed to their success. For our people, standing with Credential means belonging to a community dedicated to their growth.

And, for more than 20 years, Credential has delivered on this philosophy with a unique mindset:

Being competitive by innovating the offering: We empower our partners with forward-thinking industry expertise, best-in-class products and services, and efficient operations.

Being effective by focusing on the experience: We build positive long-term relationships, never simply completing tasks and projects.

Being responsive by aligning to our partners’ needs: We offer tailored solutions by listening, anticipating, removing obstacles, and delivering ongoing support for our partners’ growth.