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Unifimoney

Unifimoney

Private
San Francisco, CaliforniaFinTechhttps://www.unifimoney.com/

Last Round

Seed

Apr 6, 2022

Total Funding Raised

$11M

Company Overview

Unifimoney is a fintech company that provides a turnkey digital wealth management platform designed for community banks and credit unions.

Sector

FinTech

Verticals

Investment Platforms, Wealth Management, Digital Banking, Personal Finance

Business Model

B2B2C

Customer Profile

Subscription SaaS, Payment Processing Fee

AI Layer

Application

Keywords

white-label investment platformrobo-advisorwealth management softwareinvestment platform-as-a-servicePaaSembedded financeautomated portfolio managementdigital banking integrationB2B2C fintechcrypto trading platformself-directed investingBaaSbanking-as-a-servicefintech infrastructureturnkey banking

Historical Pricing

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Caplight Momentum Score

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Unifimoney Comparables

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Unifimoney comparables — related companies by embedding similarity
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FusionIQ
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Unifimoney Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedApr 6, 2022
Pre SeedMay 1, 2020

Key People

Founding team and executive leadership

Pete Rung

Fractional Fintech Executive - CEO Unifimoney

Executive Team

Unifimoney Investors

Notable investors and investment history

Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 6, 2022

    $10M round with participation from White Bay Group and Plug and Play.

Unifimoney Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Unifimoney Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Unifimoney's valuation, stock price, and market status.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range11
Year Founded2019
Last FundingApr 6, 2022

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