Unifimoney helps community banks and credit unions offer modern digital investing directly within their existing digital banking experience, driving retention, deposits, and long-term customer value.
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Offer automated portfolios aligned to individual risk profiles, enabling account holders to invest consistently without active management, while you retain clients and assets.
Enable commission-free trading of U.S. equities and ETFs, with fractional investing starting as little as $5—so account holders can build and manage portfolios with ease.
Allow account holders to buy, sell, and store precious metals such as gold, silver and platinum, adding long-term diversification through a trusted, institution-led offering.
Offer access to leading cryptocurrencies through a regulated, institution-grade model that is aligned with your institution’s oversight and risk framework.
Financial institutions face increasing competition from neobanks, investment apps, and large national banks, with digital experience and product breadth playing a growing role in customer decision-making. Community Banks and Credit Unions have a unique advantage: your established relationship with your customers and members. Unifimoney enables financial institutions to expand financial wellness offerings, grow customer savings, and deepen engagement within the institution customers already trust.
We support financial institutions with a complete launch framework, including compliance-aligned disclosures, marketing guidance, staff education materials, and ongoing program resources, making new digital investing services simple to introduce and easy to sustain.
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Unifimoney is built with a compliance-first approach. Our leadership team brings decades of experience across highly regulated industries, including banking, payments, and wealth management. Unifimoney RIA is a wholly owned subsidiary of Unifimoney Tech, QOZB, LLC. We work closely with financial institutions, industry bodies, and third-party advisors to support risk assessments, compliance reviews, and ongoing regulatory awareness.We provide supporting materials and documentation designed to assist partner institutions with internal approvals, compliance training, and program oversight.
