Description
Unifimoney offers Robo Advisory and fractional trading with commission-free self-elected trading of stocks, ETFs, money market funds, and precious metals. It empowers regional banks and credit unions to compete with Neobanks and Investment Apps by enhancing their service offerings. Unifimoney provides a marketing playbook and works with marketing and compliance advisory firms to help clients new to digital wealth management. The platform integrates with existing technology providers like Q2 and Jack Henry for fast, low-cost implementation, allowing customers to access digital wealth management tools through their existing digital channels. The management team consists of experienced professionals from payments, banking (SVB, Commonwealth Bank of Australia), and wealth management (Blackrock). Unifimoney operates as a compliance-first business, with its subsidiary Unifimoney RIA, and provides resources to assist financial institutions and fintechs with compliance and risk assessments.