Entity
  • Unifimoney Tech QOBZ LLC

    Created in 2019
  • BETA

    Up & running (A)
    Existing signals show a regular activity
  • Social networks

    215 617 2,507
  • Activities

  • Technologies

  • Entity types

  • Location

    Mill Valley, CA 94941, USA

    Mill Valley

    United States of America

  • Employees

    Scale: 11-50

    Estimated: 10

  • Engaged corporates

    8
    1 7
  • Added in Motherbase

    3 years, 5 months ago
Description
  • Value proposition

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





    Digital Wealth Management for Community Banks and Credit Unions. Unifimoney's self-directed investment platform integrates seamlessly into your existing digital banking platform. We enable community financial institutions to extend their value proposition attracting new account holders and deposits and increasing engagement with existing ones. Unifimoney is an SEC registered investment advisor.

    Disclosure: This material is for informational purposes only and does not constitute investment advice or a recommendation of any investment strategy. This material is not to be substituted for personalized investment advice. It is solely your responsibility to conduct independent due diligence and determine whether to take any investment actions or to enter into any investment advisory agreement. The contents herein reflect the opinions of the author, which are subject to change without notice. Information contained herein may be derived from third parties and therefore we cannot guarantee the accuracy or completeness of such information. Please take note that “Likes” and other similar features do not constitute testimonials or endorsements by Unifimoney, similarly engagement with Unifimoney’s content should not be seen as a testimonial or endorsement.

    Wealthmanagement, Personalfinance, investing, fintech, Payments, Banking, Financialservices, and Wealthtech

  • Your Digital Wealth Management Partner | Unifimoney

    Unifimoney provides a unique solution for progressive financial institutions who want to offer their customers a more complete digital wealth and money management solution. As a result, Unifimoney provides the potential for financial institutions to not just achieve parity with Big Brands Banks and FinTech's but to offer a more complete, compelling and integrated digital solution.

  • https://www.unifimoney.com/
Corporate interactions BETA
Corporate TypeTweets Articles
Financial Times
Financial Times
Media, Newspaper Publishing
Financial Times
Media, Newspaper Publishing
Other

1 Oct 2024


McKinsey & Company
McKinsey & Company
Consulting, Business Consulting and Services
McKinsey & Company
Consulting, Business Consulting and Services
Other

1 Jul 2024


FedEx
FedEx
Delivery, Freight and Package Transportation
FedEx
Delivery, Freight and Package Transportation
Other

31 Aug 2022


Visa
Visa
Finance, IT Services and IT Consulting
Visa
Finance, IT Services and IT Consulting
Other

25 May 2021

14 May 2024



Apple
Apple
Consumer Electronics, Computers and Electronics Manufacturing
Apple
Consumer Electronics, Computers and Electronics Manufacturing
Other

2 Feb 2021


Fiserv
Fiserv
IT services, IT Services and IT Consulting
Fiserv
IT services, IT Services and IT Consulting
Not capitalistic
Partnership
Not event

1 Dec 2020

21 May 2024



Airbnb
Airbnb
Real Estate, Software Development
Airbnb
Real Estate, Software Development
Not capitalistic
Not partnership
Event

11 Dec 2020


Unconventional Ventures
Unconventional Ventures
Financial Services
Unconventional Ventures
Financial Services
Other

2 Apr 2020


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