TAPP Engine

TAPP Engine's Wealthcabinet CUSO is co-owned by a growing network of credit unions, aligning the firm's success directly with the movement it serves. As a FINRA-registered broker-dealer and SEC-registered investment adviser, TAPP Engine provides white-label wealth management and brokerage infrastructure that enables credit unions to offer members a modern investment experience under their own brand, including goal-based investment advice, model portfolio management, and brokerage execution. Its affiliated entity 9Squid extends those capabilities to the balance sheet, connecting credit unions to institutional capital markets and loan securitization infrastructure that expands their capacity to fund more member lending. Headquartered in Quincy, Massachusetts, TAPP Engine works alongside credit unions on investment platform deployment, capital markets strategy, and the infrastructure required to compete in an increasingly tokenized financial system.