Delfi Announces Strategic Investment from Members 1st Federal Credit Union to Advance Next-Generation Balance Sheet Management

Members 1st joins Delfi CUSO to advance data-driven decision tools and AI for credit union balance sheet management and capital markets execution

NEW YORK--(BUSINESS WIRE)--Delfi, the AI-native balance sheet intelligence and decision-making platform, today announced that Members 1st Federal Credit Union, a member-owned credit union with more than 630,000 members and $8 billion in assets, has made a strategic investment in Delfi's Credit Union Service Organization (CUSO).

Delfi helps banks and credit unions analyze, optimize and act on their balance sheets through an integrated platform connecting AI-driven balance sheet intelligence with capital markets execution.

Members 1st invests in high-potential fintechs and CUSOs that strengthen credit unions and create lasting member value. Its investment in Delfi reflects that strategy: helping credit unions unlock more value from their balance sheets so more dollars can flow back to members and mission—putting "people helping people" into practice.

"Delfi is developing technology that empowers credit unions to strengthen balance sheet management through proactive risk identification and oversight,” said Stuart Bretz, Chief Revenue Officer at Members 1st. “By helping institutions make more informed financial decisions, Delfi supports long-term financial resilience, fosters intergenerational equity creation, and enables credit unions to better serve the evolving needs of the communities they support.”

Delfi's Agentic AI Platform for Credit Union Balance Sheet Management

Delfi's product suite includes Overwatch Essentials for rapid balance sheet analysis, scenario testing and reporting; Overwatch Predictive for advanced probabilistic modeling and what-if analyses; and Delfi Exchange, which connects balance sheet insights with curated capital markets opportunities and execution. Delfi's latest feature is its Agent, which allows users to easily interact with data, interpret results of Delfi’s economic engine, and generate recommendations in natural language.

Since launching its CUSO with One Washington Financial and Maps Credit Union earlier this year, Delfi has continued to expand across the credit union ecosystem, including facilitating $100 million in transactions across its platform, completing its engagement with Filene Research Institute’s FiLab program, joining the Circuit Accelerator, and integrating with multiple balance sheet planning processes.

"Members 1st is a forward-thinking credit union and an ideal strategic partner for Delfi," said Daniel Ahn, CEO and Co-Founder of Delfi. "Better balance sheet decisions can unlock more earnings and capital, which means more money for members and more resources for the mission. We're excited to build with Members 1st and the broader credit union community."

About Delfi

Delfi is a New York–based firm offering an AI-native, end-to-end platform for financial decision-making and balance sheet optimization across institutions of all sizes. Its mission is to democratize advanced financial risk management, help financial institutions navigate volatile markets, and unlock sustainable growth. For more information, visit delfi.co

About Members 1st Federal Credit Union

Members 1st Federal Credit Union is a member-owned, not-for-profit financial institution with over 630,000 members and $8 billion in assets. With its administrative headquarters based in Enola, PA, Members 1st serves its members and communities through its network of nearly 60 branch locations throughout Adams, Berks, Cumberland, Dauphin, Lancaster, Lebanon, Lehigh, Lycoming, Northampton, Perry, Union and York counties, as well as its robust digital banking and call center channels. To learn more about Members 1st, visit members1st.org