For Banks and Credit Unions

ICBA 2022 Think Tech Logo

Designed for banks and credit unions who wish to provide access for their customers to digital wealth management solutions

For more information please contact us at info@unifi.money

Photo of person checking investments on tablet.
Checkmark
Turnkey platform incorporating both passive and active investing and both traditional and alternative assets including Digital Assets and Precious Metals
Checkmark
Provides banks customers access to innovative digital wealth management solutions
Checkmark
Robo advisory services provided by SEC regulated Unifimoney RIA
Checkmark
Bank/Credit Union clients are automatically linked to the separate Unifimoney web app via Banks digital channels

DCI Banks Can Now Provide Digital Wealth Management Services with New Partnership Between DCI and Unifimoney


Read about our partnership announcement with DCI here.

Picture of laptop
Read some insights from our blog
Go to Insights →
Join our Facebook and Linkedin group
Facebook →LinkedIn →
Follow us on Twitter to join the conversation
Go to Twitter →

Investments in securities through the Unifimoney Tech QOZB, LLC and Unifimoney RIA QOZB, LLC account are:
Not FDIC Insured | May Lose Value | No Bank Guarantee