Unifimoney
Financial Software · Texas, United States · 11-50 Employees
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Overview
Headquarters
4901 E Cesar Chavez St, Austin, Texas, 7...Website
www.unifimoney.comRevenue
$5.7 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
2
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About Unifimoney
Unifimoney is a turnkey digital wealth management platform supporting passive and active investing of both conventional and alternative assets and implemented in as little as 60 days or less. Based in San Francisco and serving community banks and credit unions to enable them to offer consumers access to innovative investment and wealth management solutions through their existing banking app and web sites. Unifimoney RIA Inc. is a fully owned subsidiary of Unifimoney Inc. and is an SEC Registered RIA.Explore more
Unifimoney Org Chart
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Activity Insights
Unifimoney is experiencing very low activity levels compared to other companies in the Software sector.
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Unifimoney is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Unifimoney.
Unifimoney financials insights
Gather financial insights about Unifimoney, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2022
Angel/Seed
$10M
Unifimoney Tech Stack
A closer look at the technologies used by Unifimoney
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Most Recent Scoops
Project
Information Security, Compliance, Cyber Security, Security, Software
New Hire
Executive Move
Unifimoney has announced that Ben Soppitt has joined the organization as Chief Executive Officer. Previously, Soppitt served as Founder & Chief Executive Officer at Unifimoney.
Left Company
Executive Move
Unifimoney has announced that Ben Soppitt, Founder & Chief Executive Officer, has left the organization to join Unifimoney Tech QOBZ as Chief Executive Officer.
Funding
Unifimoney News & Media
Unifimoney attains SOC2 Type 2 Certification, further enhancing its leading wealthtech platform
Unifimoney Tech QOBZ LLC a leading digital wealth management solutions for community FI's today announced the attainment of coveted SOC 2 certification. SOMERVILLE, MASSACHUSETTS, UNITED STATES, April 29, 2024 /EINPresswire.com/ -- Unifimoney Tech …First Fidelity Bank, Episode Six Announce Next-Gen Banking as a Service Solution with Launch Customer Unifimoney
OKLAHOMA CITY & AUSTIN--(BUSINESS WIRE)--Today, First Fidelity Bank (FFB) a 100-year-old community bank headquartered in Oklahoma City, announced the launch of its next-gen Banking as a Service (BaaS) solution. The solution was developed with Episode Six (E6), a leading global payments and banking infrastructure provider that provides a simple, flexible platform that meets a critical need for any company looking to offer next-generation payments. FFB and E6’s BaaS solution is now live with itsApex Fintech Solutions and Unifimoney Announce Partnership to Provide America’s Credit Unions and Community Banks with Digital Investment Solutions
SAN FRANCISCO & AUSTIN, Texas--(BUSINESS WIRE)--Apex Fintech Solutions (“Apex”), the powerhouse enabling seamless access, frictionless investing, and scalable infrastructure for hundreds of leading fintech companies, today announced a partnership with Unifimoney Inc. ("Unifimoney") a multi asset digital wealth management platform for community banks and credit unions. The collaboration allows community banks and credit unions to enable their account holders access to Unifimoney’s turnkey digitaUnifimoney and Gemini Enable Credit Unions and Community Banks With Turnkey Wealth Management Platform
SAN FRANCISCO--(BUSINESS WIRE)-- #communitybanks--Today, Unifimoney Inc. (“Unifimoney”) announced a collaboration with Gemini Trust Company (“Gemini”) that enables Credit Unions and Community Banks to trade over 80 cryptocurrencies. The offering is provided through Unifimoney’s turnkey crypto and digital wealth management platform, with Gemini providing custodial and exchange services. First Fidelity Bank based in Oklahoma is the first customer to go live with the service. The collaboration is d
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Unifimoney is a turnkey digital wealth management platform supporting passive and active investing of both conventional and alternative assets and implemented in as little as 60 days or less. Based in San Francisco and serving community banks and credit unions to enable them to offer consumers access to innovative investment and wealth management s... Read More
