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- Custodian
- Apex
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2023
- Office Locations
- 2
Office Locations
About Unifimoney RIA
Unifimoney provides an “investment platform as a service” for regional banks and credit unions, embedding digital investing into existing web/mobile channels via integrations with providers like Alkami, Q2 and Jack Henry Banno for fast launch (including no-fee pilots on pre-enabled platforms). The platform offers robo-advisory plus commission-free self-directed stocks/ETFs, alongside precious metals and digital assets; brokerage is through Apex Clearing and crypto custody through Gemini. Advisory services are delivered by its SEC-registered RIA subsidiary (QOZB, LLC) with a compliance-first approach.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PETER RUNG
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Miles Robert Webb
Compliance, Head of Risk
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Justin Lamar Ross
Head of Investments
- CRD
- #6846184
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,000 | $671 |
| Non-Discretionary | $202,000 | $682 |
| Total | $314,000 | $678 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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