Unifimoney RIA Inc. Form ADV Part 2B

‍Unifimoney RIA, Inc.

58 West Portal Ave. #544San Francisco
CA 94127-1304 www.unifimoney.com

Part 2B of Form ADV: Firm Brochure

February, 2021

‍This brochure (“Brochure”) provides information about the qualifications and business practices of Unifimoney RIA, Inc. If you have any questions about the contents of thisBrochure, please contact us by calling 415-964-5877 or emailing us at info@unifi.money. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission (the “SEC”) or by any state securities authority.

Additional information about Unifimoney RIA, Inc. is available on the SEC’s website atwww.adviserinfo.sec.gov. Investment adviser registration does not imply a certain level of skill or training.

Brochure Supplement (Part 2B of Form ADV)

SUPERVISED PERSON

‍
BENJAMIN J. J. SOPPITT

‍UNIFIMONEY RIA, INC.
58 West Portal Ave #544
San Francisco
CA 94127
Telephone: 415-964-5877
Email: ben.soppitt@unifi.money

NOTICE: The attached Brochure Supplement provides information about Mr. Soppitt that supplements the Unifimoney RIA, Inc Brochure. You should have received a copy of the Brochure for Unifimoney RIA,Inc. as well. Please contact Unifimoney RIA, Inc. if you did not receive the brochure. You can also contact Unifimoney Support if you have any questions about the content of the attached supplement. Additional information about this supervised person of Unifimoney RIA, Inc. is available on the Investment AdviserPublic Disclosure website at www.adviserinfo.sec.gov. You can search this site by a unique identifying number known as a CRD number. Unifimoney RIA’s CRD# is 309001.

‍(A) General Requirements

Generally, Unifimoney RIA, Inc. requires employees to hold a college or advanced degree or have relevant working experience in the securities industry. Any employee of Unifimoney RIA, Inc. acting in are presentative capacity will be appropriately licensed or registered as such.

(B) Supervised Person Information

Unifimoney RIA, Inc. currently has 1 supervised person. This Brochure Supplement provides information about Mr. Soppitt.

Item 2 Education and Business Experience

Year of Birth: 1971

Mr. Soppitt is the CEO for Unifimoney RIA, Inc. and the parent company Unifimoney Inc. Prior to founding Unifimoney in 2019, Mr. Soppitt was Head of Business Development at Samsung Pay. Prior toSamsung, Mr. Soppitt was Global Head of Business Development at Fitbit Pay. Prior to this, Mr. Soppitt held the position of VP, Global Products at Visa Inc.

Mr. Soppitt also held senior positions at PT Bank Tabungan Pensiunan Nasional, Tbk and at Natrindo Telepon Seluler, both in Jakarta, Indonesia.

Mr. Soppitt holds a bachelor’s degree in Psychology from the University of Manchester in Manchester, England.

Item 3 Disciplinary Information

Mr. Soppitt does not have any legal or disciplinary events material to a client’s or prospective client’s evaluation.

Item 4 Other Business Activities

Mr. Soppitt is not actively engaged in other investment-related businesses. As noted above, in addition to his work for Unifimoney RIA, Inc., Mr. Soppitt also performs work for Unifimoney Inc. (Unifimoney RIAInc.’s parent company)

Item 5 Additional Compensation

Mr. Soppitt does not receive any economic benefit from any third party for providing advisory services.

Item 6 Supervision

Miles Webb, COO of Unifimoney Inc., and Chief Compliance Officer reviews Mr. Soppitt’s personal trades for compliance with Unifimoney RIA’s Investment Advisory Code of Ethics and other applicable policies.

© Unifimoney 2023 -- All right reserved.

SOCIAL
LinkedIn icon
COMPANY
AboutContact
RESOURCES
Privacy PolicyTerms of ServiceUnifimoney RIA Inc. DisclosuresUnifimoney RIA Inc. Form CRSLegal LibraryAccessibility Statement

Investing involves risk, including possible loss of principal. Investment advisory services are provided by Unifimoney RIA, Inc., an SEC-registered investment advisor. For important information and disclosures relating to the robo-investment account, visit https://www.unifimoney.com/legal.

Bank Products: The bank omnibus account is provided by First Fidelity Bank (FFB) and the account is FDIC insured.

Brokerage account services are offered through Apex Clearing and Custody, Inc. ("Apex"), a registered broker dealer, member of FINRA and SIPC. Your cash and investments are protected by SIPC up to $500,000, with a limit of $250,000 for cash. Deposits at Apex are NOT deposits or other obligations of and are NOT guaranteed by First Fidelity Bank. Not FDIC insured-May lose value.

Digital Asset Products: Investing in digital assets involves risk, including risk of loss. Digital assets are highly volatile, can become illiquid at any time, and is for investors with a high-risk tolerance. Investors in digital assets could lose the entire value of their investment. Custody and trading of digital assets are provided by Gemini Trust Company, a New York State-chartered limited liability trust company. Digital assets are not insured by the Federal Deposit Insurance Corporation or the Securities Investor Protection Corporation (“SIPC”)." and is NOT a deposit or other obligation of FFB Bank

Precious Metal Products: Precious Metal trading is offered through GBI, a New-York-based precious metals dealer. Deposits at GBI are NOT deposits or other obligations of and are NOT guaranteed by First Fidelity Bank NOT FDIC insured.

Financial Institution
Client Resource Center

Fill out this form to get access.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

• You must be a Shop Your Way member to be eligible for this promotion. Membership is free. Sign up here.
• Must be a new Unifimoney customer and pass KYC (verification) processes for all partners to be issued an account.
• Existing Unifimoney customers are not eligible at this time.
• You must fund your account using Astra and/or P2P transfer.
• Users must hold at least $100 initial funding, at least $100 in crypto, at least $100 in metals, and at least $100 in equities in their account for more than 60 days.
• All missions must be completed within 30 days after account registration and before the offer expires.


**Terms and Conditions of the Shop Your Way Missions Promo. Offer only available to users who have previously created an account with Shop Your Way. Offer only available to US residents (excluding residents of Hawaii). Limited time offer. Promotion begins on PLACEHOLDER and may end any time at the discretion of Unifimoney. Offer not available to new users who were not referred to Unifimoney through the Shop Your Way referral program. Offer not available if a Unifimoney account was previously opened using the same(or different) contact information. Limitations exist on max payout per user at the discretion of Unifimoney. Rewards will be recognized on a mission-by-mission completion basis. First Mission must be completed before an account is credited with a reward. Eligible customers must complete all missions in order to receive the max reward. Max payout requires the opening of an account,  funding of said account, and completion of all Missions set forth by Unifimoney Inc. before the end of the promotional period. The promotional period is determined at the sole discretion of Unifimoney. Unifimoney may update the terms and conditions for eligibility at any time. Rewards distribution will be in Gemini dollars (GUSD) and credited, if applicable, to your Unifimoney cryptocurrency account and is tradable only within the Unifimoney app. Reward recipients are able to convert GUSD to BTC immediately. Conversion of GUSD to Cash may take two or more days to reflect. No refunds are available. Users may contact Unifimoney at appsupport@unifi.money with further questions.
‍

• You must be a Shop Your Way member to be eligible for this promotion. Membership is free. Sign up here.
• Must be a new Unifimoney customer and pass KYC (verification) processes for all partners to be issued an account.
• Existing Unifimoney customers are not eligible at this time.
• You must fund your account using Astra and/or P2P transfer.
• Users must hold at least $100 initial funding, at least $100 in crypto, at least $100 in metals, and at least $100 in equities in their account for more than 60 days.
• All missions must be completed within 30 days after account registration and before the offer expires.


**Terms and Conditions of the Shop Your Way Missions Promo. Offer only available to users who have previously created an account with Shop Your Way. Offer only available to US residents (excluding residents of Hawaii). Limited time offer. Promotion begins on PLACEHOLDER and may end any time at the discretion of Unifimoney. Offer not available to new users who were not referred to Unifimoney through the Shop Your Way referral program. Offer not available if a Unifimoney account was previously opened using the same(or different) contact information. Limitations exist on max payout per user at the discretion of Unifimoney. Rewards will be recognized on a mission-by-mission completion basis. First Mission must be completed before an account is credited with a reward. Eligible customers must complete all missions in order to receive the max reward. Max payout requires the opening of an account,  funding of said account, and completion of all Missions set forth by Unifimoney Inc. before the end of the promotional period. The promotional period is determined at the sole discretion of Unifimoney. Unifimoney may update the terms and conditions for eligibility at any time. Rewards distribution will be in Gemini dollars (GUSD) and credited, if applicable, to your Unifimoney cryptocurrency account and is tradable only within the Unifimoney app. Reward recipients are able to convert GUSD to BTC immediately. Conversion of GUSD to Cash may take two or more days to reflect. No refunds are available. Users may contact Unifimoney at appsupport@unifi.money with further questions.
‍