Unifimoney

Investment Platform as a Service

San Francisco, United States · Founded 2019 · $10.0M raised

Employees
11–50
Founded
2019
Business Model
B2B
Total Funding
$10.0M
Last Round
$10.0M SeedApr 2022
Rounds
1

Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.

About

Unifimoney is an investment platform-as-a-service that enables community banks and credit unions to offer modern digital investing — including robo advisory, self-directed stocks and ETFs, precious metals, and cryptocurrency — embedded within their existing digital banking experience. The platform integrates with Alkami, Q2, and Jack Henry Banno to deliver a fully white-labeled investing suite.

Summary

Unifimoney is a Fintech company based in San Francisco, United States, founded in 2019. It has raised $10.0M in total across 1 round, most recently a $10.0M Seed round in Apr 2022. Investors include AltaIR Capital and Global Millennial Capital.

Tech & App Stack

11 technologies & apps tracked

Every product and vendor across these categories, with where each signal came from.

Create a free account with 25 free credits every month, no card needed, to unlock the full tech & app stack, funding history, and valuations.

Funding History

SeedApr 2022
$10.0M

Investors

Similar Companies

Stripe

Stripe provides payments, billing, money-management, fraud-prevention, and identity tools that he...

South San Francisco, United States5001–10000Banking, Fintech
Series G+Total funding$8.8BMar 2023
FNZ

FNZ provides a global wealth management platform that combines technology, investment operations,...

London, United Kingdom5001–10000Financial Services, Fintech
Private EquityTotal funding$4.0BSep 2026
Ellie MaeAcquired

Ellie Mae is a leading provider of technology solutions for the mortgage industry.

Pleasanton, United States1001–5000Fintech, SaaS
Private EquityTotal funding$3.7BFeb 2019
Ramp

Ramp provides an AI-powered spend management platform that combines corporate cards, expenses, ac...

New York, United States1001–5000FinOps, Fintech
Series FTotal funding$2.6BJun 2026
I
insightsoftware

insightsoftware is a global provider of financial reporting, budgeting, BI, and EPM software solu...

Raleigh, United States1001–5000Fintech, SaaS
Private EquityTotal funding$2.0BJan 2024
Ultimus Fund Solutions

Ultimus provides fund administration and investment operations solutions for advisors and fund ma...

Cincinnati, United States1001–5000Fintech, SaaS
Private EquityTotal funding$2.0BApr 2025

Your company? Embed this profile

Add the live badge to your site — it stays current as your funding data updates.

Unifimoney on Indexed.vc
<a href="https://indexed.vc/companies/unifimoney"><img src="https://indexed.vc/api/badge/company/unifimoney" alt="Unifimoney on Indexed.vc" width="260" height="76" /></a>