Unifimoney

Founded by Ben Soppitt and Ed Cortis, Unifimoney is redefining the financial landscape by bridging the gap between traditional banking institutions and modern investment demands. Launched in 2019, Unifimoney provides a robust digital investment platform that primarily supports community banks and credit unions. These institutions often lack the resources to develop standalone investment solutions and therefore benefit significantly from Unifimoney's services, which seamlessly integrate digital wealth management into their existing channels. The company's strategy is rooted in democratizing access to financial products historically reserved for larger entities, thereby leveling the playing field for smaller financial organizations. Unifimoney’s product offerings are diverse, including commission-free trading of stocks and ETFs, over 70 cryptocurrencies, and investments in precious metals such as gold and silver. By doing so, the platform not only enables users to manage a diversified portfolio but also empowers financial institutions to broaden their service offerings beyond traditional banking.

Unifimoney distinguishes itself with a suite of innovative financial products, including the Unifi Premier, which allows customers to redeem rewards in Bitcoin, Gold, or equity, enhancing customer value in the rewards sector. Its roadmap includes the introduction of retirement accounts and an investment rewards credit card to further enlarge client offerings. Crucially, the platform ensures adherence to high regulatory standards through its SEC-registered investment advisor status and collaborations with numerous compliance advisors. Alongside, partnerships with renowned entities like Gemini for cryptocurrency trading and First Fidelity Bank for FDIC-insured cash accounts underscore its commitment to security and reliable digital currency investments. Unifimoney's distinctive model supports financial institutions in staying competitive as consumer investment behavior shifts increasingly towards digital and fractional models. As such, the company significantly contributes to the evolving financial services landscape, presenting itself as a pivotal partner for regional banks and credit unions to thrive in the digital age.