Cryptocurrency

Curated digital asset access, delivered with institutional discipline.

Offer your account holders access to leading cryptocurrencies through a regulated, institution-grade digital asset platform, supporting modern participation while maintaining your institution’s standards for security, oversight, and trust.

Your partner in digital wealth management

What Your Account Holders Can Do

Unifimoney’s Digital Assets solution enables account holders to participate in cryptocurrency investing within a secure, institution-led environment.

Buy and Sell Digital Assets

Purchase and liquidate leading cryptocurrencies quickly and easily through a single, integrated platform.

Store Digital Assets Securely

Hold digital assets with a regulated custodian rather than managing personal wallets or external exchanges.

Access a Broad Range of Assets

Trade more than 40 supported digital assets, with additional assets continually added over time.

Manage Digital Assets Alongside Other Investments

View and manage digital assets alongside stocks, ETFs, robo portfolios, and precious metals in one unified experience.

Key Features

Regulated Custody and Exchange Partner

Digital asset custody and trading are delivered through Gemini, a licensed New York trust company regulated by the New York Department of Financial Services.

Security Framework Designed for Regulated Environments

Built on industry-leading security standards designed for regulated financial environments.

High-Speed Trade Execution

Trades are executed with high speed and stability, enabling real-time buying and selling of supported assets.

Compliance-Aligned Operating Model

Delivered through a structure designed to align with institutional governance, risk management, and oversight requirements.

Modern Investing Starts Here

Retain Assets and Prevent Platform Migration: Keep digital asset activity within your institution instead of losing balances to crypto exchanges.
Meet Modern Customer Expectations Responsibly: Offer digital asset access within a regulated framework aligned with your standards.
Strengthen Digital Engagement and Relevance: Provide a modern investing option that appeals to digitally engaged account holders.
Create New Non-Interest Revenue Opportunities: Generate revenue from digital assets without building crypto infrastructure.

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

Frequently asked user questions

Are digital assets part of advisory portfolios?

Are digital assets protected or insured?

How do I buy and sell crypto?