UNest is an app democratizing access to smart financial solutions for all families. It helps parents build a better financial future for their children. In five minutes, you can open a UTMA account for your child and no paperwork is required. All members receive access to advisor-guided investment plans, the app’s simple gifting feature, UNest Rewards and they can easily set up recurring contributions.
True Link is a diversified financial services firm dedicated to protecting and increasing our customers’ independence and quality of life. True Link provides greater independence and autonomy to people who are at financial risk when engaging with the world.
Tomorrow Ideas is a mobile application that combines legal, financial and insurance services to organize family finances and help families make decisions for the future. Its application includes last will and testament for the family and the laws of the state, a revocable living trust, guardianship for children and pets, net worth and life insurance calculator, term life insurance comparison, and a complimentary insurance policy.
Symend’s science-driven digital engagement platform enables service providers and financial institutions to better engage their at-risk customers with empathy, contributing to the dignity and welfare of individuals while building lifelong value for the company and the brand.
Stash is pioneering the future of personal finance with the first financial subscription that helps people create better lives. From budgeting to saving for retirement, Stash unites banking, investing, and advice all in one app that has helped more than
5M people reach their financial goals and make progress towards financial freedom.
Marcus by Goldman Sachs® provides no-fee personal loans & high-yield online savings for individuals. Their motto: Financial tools to help you grow and manage your money.
Longevity Card is a banking application developer intended to help manage money
and health, together. Their application provides financial products, personalized health tips and recommendations from your personal AI longevity advisor, reward points that can be redeemed to buy products within the marketplace ecosystem, thereby enabling users to remain high functioning and financially stable throughout their lives.
GetRetire is a free service to help you monitor your retirement savings, and saves you hundreds of thousands of dollars while they’re at it.
Digit is a finance app that analyzes your spending habits and automatically saves the perfect amount every day.
Catch handles all of it so you don’t have to. Whether you work for yourself or have a few side gigs, you still need tax withholding, time off, retirement, and health insurance. Catch can help you get squared away. Choose your benefits, link your bank, then set aside a percentage of each paycheck. It’s that simple.
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