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Unifimoney

Your Digital Wealth Management Partner | Unifimoney

Who is Unifimoney?

Unifimoney may update the terms and conditions for eligibility at any time. Unifimoney offers progressive financial institutions the potential to not just achieve parity with Big Brands Banks and Fintechs but offer a more complete, compelling and integrated digital wealth and money management solution. Unifimoney offers progressive financial institutions the potential to not just achieve parity with Big Brands Banks and FinTech's but offer a more complete, compelling and integrated digital wealth and money management solution. Unifimoney integrates with your existing technology providers to allow for a fast, low-cost implementation. The management team at Unifimoney are all experienced industry professionals with decades spent in highly regulated businesses including payments, banking (SVB and Commonwealth Bank of Australia), wealth management (Blackrock) and more. Unifimoney RIA is a fully owned subsidiary of Unifimoney Inc. To assist our clients Unifimoney is working with a range of 3rd party marketing and compliance advisory firms to create a marketing playbook to help provide a fast start for clients new to digital wealth management. Investment advisory services are provided by Unifimoney RIA QOZB, LLC, an SEC-registered investment advisor.

This company is:

Service provider
Manufacturer

San Francisco, United States

11-50 Employees

Founding year: 2019



Products & services of Unifimoney

Product Value-Added Services | Unifimoney image
Product

Verified

Value-Added Services | Unifimoney

Unifimoney helps you effortlessly manage your everyday finances — saving, spending, and investing. We want to make sure we’re a value-add for any other ad-hoc financial services you might need, as well.

Product Wire Transfer of Funds Service Addendum | Unifimoney image
Service

Verified

Wire Transfer of Funds Service Addendum | Unifimoney

Unifimoney is a money management superapp that lets you do everything personal finance in one place. Learn more about our wire transfer of funds service addendum here!

View all products


Keywords

fintech
FinTech
Banking
Wealthmanagement
investing
Payments
Financial Services
Credit Cards
Personalfinance

Industries

Finance and Insurance

Contact of Unifimoney

City: San Francisco

State: California

Country: United States



Frequently asked questions (FAQ) about Unifimoney

The company Unifimoney is located in San Francisco, California, United States. It's worth noting that the company may has more corporate locations

As of the latest available information Unifimoney has around 11-50 employees worldwide.

Unifimoney was founded in 2019

The company Unifimoney has it's main focus in the industries of Finance and Insurance

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Up Financial

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UNIFIN, INC.

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United Logo

United

Netherlands

51-100 Employees

2007


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