Save and invest as easy as spending
An integrated mobile app-based account with a high-yield checking account, investing and credit card. Automate your money management to grow and protect your wealth.
Your money should work for you and not the bank.
An integrated mobile app-based account with a high-yield checking account, investing and credit card. Automate your money management to grow and protect your wealth.
Your money should work for you and not the bank.
Location: United States, California, San Francisco
Employees: 11-50
Total raised: $10M
Founded date: 2019
Investors 2
| Date | Name | Website |
| 17.11.2020 | AltaIR Cap... | altair.vc |
| - | Global Mil... | globalmill... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 06.04.2022 | Seed | $10M | Oriza Vent... |
Mentions in press and media 6
| Date | Title | Description |
| 29.04.2024 | Unifimoney attains SOC2 Type 2 Certification, further enhancing its leading wealthtech platform | Unifimoney is a leading wealthtech company serving credit unions and community banks Unifimoney Tech QOBZ LLC a leading digital wealth management solutions for community FI's today announced the attainment of coveted SOC 2 certification. Se... |
| 06.04.2022 | Unifimoney Raises $10M in Seed Funding | Unifimoney Inc., a San Francisco, CA-based digital wealth management platform for Community Banks and Credit Unions, raised $10m in Seed funding. Investors included Shop Your Way (part of Transform Holdco LLC), Oriza Ventures, Altair Capita... |
| 20.04.2021 | The new Unifi Premier Credit Card wants to reward you with bitcoin, equities, or gold | The new Unifi Premier Credit Card will allow cardholders to earn rewards in bitcoin, gold, or the stock/ETF of their choice. Tomohiro Ohsumi/David Gray/Getty Images Insider's experts choose the best products and services to help make smart ... |
| 05.02.2021 | The U.S. Banking And Payments Market: A Crucible Of Fintech Innovation | Founder and CEO at Unifimoney Inc. |
| 08.01.2021 | The Gamification Of Investing Brings Opportunity – And Risks | Founder and CEO at Unifimoney Inc. |
| 18.12.2020 | 15 Top Tips For Creating A Purpose-Driven Business | When you're developing a business, the first thing you need to do is to ensure that it has a mission statement. The mission statement defines what the enterprise is planning to achieve through its efforts. While many companies set up their ... |