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Unifimoney

San Francisco, United States (US) · Finance and Banking

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Data quality

Complete · Accuracy

Last verified

Feb 2026

Overview

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.

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Contact Details

info@unifi.money

San Francisco, United States (US)

Founded

2019

Employees

10-20

Keywords

#Wealthmanagement

#Personalfinance

#investing

#fintech

#Payments

#Banking

#Financialservices

#Wealthtech

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