Founder Unifimoney" title="" class="btn" data-container="body" data-html="true" data-id="135775" data-placement="top" data-toggle="popover" data-trigger="focus" style="color:#b3d4fc" tabindex="0" data-original-title="Ben Soppitt"> 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
8Added in Motherbase
3 years, 5 months agoGo 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
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.
Corporate | Type | Tweets | Articles | |
---|---|---|---|---|
![]() Financial Times Media, Newspaper Publishing | Financial Times Media, Newspaper Publishing | Other 1 Oct 2024 | | |
![]() McKinsey & Company Consulting, Business Consulting and Services | McKinsey & Company Consulting, Business Consulting and Services | Other 1 Jul 2024 | | |
![]() FedEx Delivery, Freight and Package Transportation | FedEx Delivery, Freight and Package Transportation | Other 31 Aug 2022 | | |
![]() Visa Finance, IT Services and IT Consulting | Visa Finance, IT Services and IT Consulting | Other 25 May 2021 14 May 2024 | | |
![]() Apple Consumer Electronics, Computers and Electronics Manufacturing | Apple Consumer Electronics, Computers and Electronics Manufacturing | Other 2 Feb 2021 | | |
![]() 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 Real Estate, Software Development | Airbnb Real Estate, Software Development | Not capitalistic Not partnership Event 11 Dec 2020 | | |
![]() Unconventional Ventures Financial Services | Unconventional Ventures Financial Services | Other 2 Apr 2020 | |