Forbes Names Wellby Financial Among Best Credit Unions in Texas
National recognition highlights Houston–based Credit Union’s commitment to member service and financial empowerment.
HOUSTON— Sept. 9, 2025 – Wellby Financial has been named to the Forbes list of America’s Best-In-State Credit Unions 2025, earning recognition as one of the top credit unions in Texas. The annual ranking, presented by Forbes in partnership with Statista, highlights financial institutions most valued by residents in each state for their excellence in service and commitment to community. Wellby placed among the top three credit unions in Texas and is the only Houston-represented credit union to receive this honor, reflecting its strong reputation with members and its growing impact across the region.
The ranking is based on an independent survey of more than 26,000 U.S. credit union members, evaluating trust, financial advice, customer service, digital services, branch experience, and overall satisfaction. Publicly available reviews were also analyzed to capture real member sentiment.
“We are very honored to receive this recognition. Moreover, we are proud of what it represents: the everyday moments of trust our members share with us,” said Marty Pell, President and CEO of Wellby Financial. “Whether it’s guiding a first-time homebuyer, helping a family save for college, or standing alongside neighbors through natural disasters and economic challenges, our team is driven to make a difference. This honor belongs to our members and team members alike, and it motivates us to keep building a future where more people can prosper right here in Houston.”
Wellby’s purpose to help people prosper comes to life through personalized financial guidance, competitive rates, innovative digital banking tools, and a culture of care rooted in excellent service.
Members echo this experience.
“We received great rates on our mortgage and auto loan. We were supported 100 percent in our journey to refinancing both our home and auto loan,” said Sarah S., a Wellby Financial member.
That commitment extends beyond banking and into the heart of Houston’s communities. Wellby supports education through scholarships and school partnerships, promotes financial literacy in classrooms and community spaces, and expands access to affordable housing. The Credit Union also leads volunteer efforts and collaborates with local nonprofits to deliver programs that help families save, achieve homeownership, and build financial stability. Whether addressing urgent needs or fostering long-term solutions, Wellby is deeply invested in helping its community thrive.
Together, these initiatives ensure Wellby’s impact reaches far beyond financial transactions, fostering resilience, opportunity, and prosperity for people across Houston. By meeting members where they are in their financial journey, Wellby empowers them to build strong foundations, grow their wealth, and thrive in retirement, creating a cycle of prosperity that extends to future generations.
Members recognize this commitment. Melissa B., a Wellby member, experienced a turning point in her financial journey after changing careers.
She said Wellby helped her pay off debt, stick to a budget, and secure a lower-rate credit card and a high-yield savings account.
Her experience reflects how Wellby empowers members to take control of their financial future with tools, guidance, and support tailored to their goals.
Being named one of Texas’s top credit unions by Forbes underscores Wellby’s growing impact across Houston—where excellent service, competitive products, and community programs come together to help people prosper. As Wellby continues to innovate and invest in its members, the Credit Union remains committed to building a future where every Houstonian has access to financial tools, support, and an opportunity to build, grow, and thrive.
Learn more about Wellby’s member-first approach at wellbyfinancial.com.