Insights

Niche Expertise Accolade Advisory specializes in supporting credit unions with tailored financial advice, reporting tools, and portfolio management, presenting an opportunity to promote solutions that enhance their niche services and strengthen client relationships.

Growth Leadership With recent leadership changes including the appointment of a new President/CEO, the company is potentially open to innovative partnerships and strategic services that can support its expansion and operational goals in the investment management space.

Financial Stability Generating annual revenues between 10 and 25 million dollars, Accolade Advisory demonstrates solid financial stability, making it receptive to scalable financial technology, compliance, and advisory solutions to further boost growth.

Technology Stack Utilizing digital platforms like HubSpot and web security measures indicates a focus on integrated digital engagement; offering advanced CRM, cybersecurity, or data analytics tools can align well with their current tech environment.

Industry Relationships As a wholly owned service organization of a major credit union and aligned with large financial institutions, Accolade Advisory is positioned to benefit from partnerships that enhance its service offerings and support its mission of improving credit union financial health.

Similar companies to Accolade Advisory

Accolade Advisory Tech Stack

Accolade Advisory uses 8 technology products and services including HubSpot Content Hub, Open Graph, JSON-LD, and more. Explore Accolade Advisory's tech stack below.

HubSpot Content Hub
Content Management System
Open Graph
Content Management System
JSON-LD
Javascript Frameworks
Floating UI
Javascript Libraries
jQuery Mobile
Mobile Frameworks
X-Content-Type-Options
Web & Portal Technology
Microsoft IIS
Web Servers
X-UA-Compatible
Web Tools And Plugins

Media & News

Accoladeadvisory hires JD Pisula as President/CEO.
Accolade Advisory, a wholly owned credit union service organization (CUSO) of Corporate One Federal Credit Union, announced that it has named JD Pisula to the position of President/CEO.
Dec 23, 2024 | www.cuinsight.com

Accolade Advisory's Email Address Formats

Accolade Advisory uses at least 1 format(s):

Accolade Advisory Email Formats	Example	Percentage
FLast@accoladeadvisory.com	JDoe@accoladeadvisory.com	54%
FirstLast@accoladeadvisory.com	JohnDoe@accoladeadvisory.com	23%
Last@accoladeadvisory.com	Doe@accoladeadvisory.com	15%
First.Last@accoladeadvisory.com	John.Doe@accoladeadvisory.com	8%

Frequently Asked Questions

What is Accolade Advisory's phone number?

You can contact Accolade Advisory's main corporate office by phone at

+1-614-816-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Accolade Advisory's official website and social media links?

Accolade Advisory's official website is accoladeadvisory.com and has social profiles on LinkedIn.

What is Accolade Advisory's SIC code NAICS code?

Accolade Advisory's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Accolade Advisory have currently?

As of December 2025, Accolade Advisory has approximately 8 employees across 2 continents, including North AmericaAsia. Key team members include Chief Executive Officer: D. F.CEO: J. G.Chief Investment Officer: P. G.. Explore Accolade Advisory's employee directory with LeadIQ.

What industry does Accolade Advisory belong to?

Accolade Advisory operates in the Investment Management industry.

What technology does Accolade Advisory use?

Accolade Advisory's tech stack includes HubSpot Content HubOpen GraphJSON-LDFloating UIjQuery MobileX-Content-Type-OptionsMicrosoft IISX-UA-Compatible.

What is Accolade Advisory's email format?

Accolade Advisory's email format typically follows the pattern of FLast@accoladeadvisory.com. Find more Accolade Advisory email formats with LeadIQ.

When was Accolade Advisory founded?

Accolade Advisory was founded in 2007.

Accolade Advisory

Q: How many employees does Accolade Advisory have currently?

Accolade Advisory has approximately 8 employees.

Q: What technology does Accolade Advisory use?

Accolade Advisory's tech stack includes HTTP/3, Imperva, Floating UI, Cloudflare Bot Management, Google Analytics.

Investment ManagementOhio, United States2-10 Employees

Financial success and mission impact can work together.

Accolade Advisory was founded in 2007 with the mission of strengthening credit unions by providing financial advice and tools. We offer reporting tools to provide insight, knowledgeable staff to facilitate asset and liability committee (ALCO) meetings, and dedicated investment advisers to provide portfolio management. 

As a fiduciary, we act in the best interest of our clients with the highest degree of care and loyalty, putting their interests first.