Unifimoney Tech QOBZ LLC

📍 San Francisco, United States🗓 Founded 2019👥 12 employees💰 Last funded Sep 2023

Digital Wealth Management for Community Banks and Credit Unions. Unifimoneys 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.

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2019

Founded