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
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 $10.00M 8
AltaIR Capital, Oriza Ventures +6
06 Apr 2022
Pre Seed Round Undisclosed 1
ICBA ThinkTECH Accelerator 2.0
12 Jan 2022
Pre Seed Round $1.50M 1
Global Millennial Capital
28 Apr 2021
Pre Seed Round $1.60M 8
AltaIR Capital, Oriza Ventures +6
19 Apr 2020

Unifimoney Tech Alternatives & Competitors

View All Alternatives
Unifimoney Tech vs
Eko
Eko United States

Investing as a service for banks and CU | Self-directed, Guided, Hybrid, IRAs, HSAs and Crypto inves...

Pre-Seed
18 employees
Financial Services, Fintech
Unifimoney Tech vs

All of your investing, made simple.

Post IPO
2019 employees
Finance, Financial Services
Unifimoney Tech vs
FINITY Solutions
FINITY Solutions United States

Fintech-as-a-service Company

11-50 employees
Financial Services, Fintech

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 Financial Services and Fintech. Its work centres on Digital Wealth Management, Investing Platform, Cryptocurrency and Passive Investing. Its customers include 1.
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 Eko, Wealthsimple, FINITY Solutions, Basiq, Leve Investments. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Unifimoney Tech and Eko 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.

Source: BounceWatch company record for Unifimoney Tech, https://bouncewatch.com/company/unifimoney, updated 20 June 2025. When citing, please name BounceWatch and link this page.

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