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- Custodian
- Apex · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2020
- Office Locations
- 1
Office Locations
About Unifimoney RIA, Inc.
Unifimoney provides an “investment platform as a service” for regional banks and credit unions, embedding digital investing into existing web and mobile channels. The offering supports commission-free stock and ETF trading, a robo/passive investing experience, digital assets/crypto, and fully allocated precious metals. It integrates with partners like Alkami, Q2, and Jack Henry Banno for fast deployment, and operates with a compliance-first posture via its owned RIA subsidiary.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GENE EDWARD MONTENECOURT
Advisor, Chief Compliance Officer
- CRD
- #3230216
- Ownership
- Less than 5%
Benjamin James Joseph Soppitt
Chief Executive Officer, FOUNDER
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,000 | $403 |
| Non-Discretionary | $0 | -- |
| Total | $62,000 | $403 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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