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Unifimoney Tech logo — Go beyond banking with Unifimoney's embedded digital wealth...

Unifimoney Tech

Go beyond banking with Unifimoney's embedded digital wealth management solution.

Founded 2019 United States Austin, United States 8 employees Seed Total: $13.10M Financial Services, Fintech

General Information

Company Name Unifimoney Tech
Founded Year 2019
Location United States Austin, United States +1
Employees 8
Industries Financial Services, Fintech
Funding Stage Seed
Social

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About Unifimoney Tech

Unifimoney Tech is a US-based startup founded in 2019 that offers a unique digital wealth management solution. The company's slogan, "Go beyond banking with Unifimoney's embedded digital wealth management solution," encapsulates its mission to provide a safe and easy way for bank customers and credit union members to invest within their trusted ecosystems. Notably, Unifimoney emphasizes that its material is for informational purposes only and does not constitute investment advice or a recommendation of any investment strategy, highlighting the importance of independent due diligence for potential investors. The latest milestone for Unifimoney Tech is the $10.00M Seed Round investment on 06 April 2022, with an impressive roster of investors including AltaIR Capital, Oriza Ventures, Global Millennial Capital, Hard Yaka, White Bay Group, Plug and Play, Shop Your Way, and ICBA ThinkTECH Accelerator 2.0, demonstrating strong support from a diverse set of backers. Unifimoney Tech operates in the Financial Services and Fintech industries, positioning itself at the intersection of technology and finance to offer innovative solutions for wealth management. With its focus on staying within familiar banking and credit union environments, Unifimoney Tech aims to cater to customers looking to expand their financial footprint without leaving the institutions they trust. This approach could potentially appeal to a broad customer base seeking seamless and trusted investment opportunities.

Taxonomy: Digital Wealth Management, Investing Platform, Cryptocurrency, Passive Investing, Active Investing, Equities, ETFs, Precious Metals, Payments, Banking Solutions, WealthTech, Robo-advisor, Money Management

Services & Products

1
1
1
1

Target Customers

1 1 1

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round •••••• 8
Investor Investor Investor Investor Investor Investor
•••• •••• 		06 Apr 2022
Pre Seed Round •••••• 1 •••• •••• 12 Jan 2022
Pre Seed Round •••••• 1
Investor
28 Apr 2021
Pre Seed Round •••••• 8
Investor Investor Investor
•••• •••• 		19 Apr 2020

Unifimoney Tech Alternatives & Competitors

Unifimoney Tech vs
FutureMoney
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Unifimoney Tech vs
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Unifimoney Tech vs
Paramount Associates Wealth Management
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FAQ About Unifimoney Tech

Go beyond banking with Unifimoney's embedded digital wealth management solution.
Unifimoney Tech was founded in 2019.
Unifimoney Tech is headquartered in Austin, United States.
Unifimoney Tech operates in the following industries: Financial Services, Fintech.
Unifimoney Tech has approximately 8 employees.
Unifimoney Tech has completed 4 funding rounds, raising a total of $13.10M. The latest funding stage is Seed.
Unifimoney Tech offers: 1, 1, 1, 1.
Top alternatives and competitors to Unifimoney Tech include FutureMoney, GreenPortfolio, Paramount Associates Wealth Management, Franklin Templeton, Innovest Portfolio Solutions. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Unifimoney Tech and FutureMoney are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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