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Unifimoney

Fintech · San Francisco, United States · Founded 2019

A unique digital mobile account with a fully featured high yield checking account, credit card and investing MoreLess

Unifimoney is a cutting-edge investment and money management app designed to simplify, diversify, and unify financial management for both consumers and financial institutions. The company operates in the financial technology (Fintech) market, which focuses on using technology to improve and automate financial services. Unifimoney caters to individuals looking to manage and grow their wealth effortlessly, as well as financial institutions seeking to offer advanced financial tools to their clients.

The core of Unifimoney's business model revolves around providing a comprehensive suite of financial services in one app. Users can engage in both passive and active investing, access alternative assets like cryptocurrencies and precious metals, and utilize a credit card that offers rewards in Bitcoin, gold, or equities. Additionally, the app offers a full range of banking services, making it a one-stop solution for all financial needs.

Unifimoney makes money through various channels. It earns revenue from transaction fees when users buy or sell investments, management fees for overseeing investment portfolios, and interchange fees from credit card transactions. The company may also generate income from premium services or subscription models that offer enhanced features and benefits.

The app is designed to automate many of the manual tasks associated with money management, allowing users to achieve better returns with less effort. By integrating multiple financial services into a single platform, Unifimoney aims to provide a seamless and efficient user experience.

In summary, Unifimoney is a versatile and innovative financial app that simplifies wealth management through automation and diversification, serving both individual consumers and financial institutions.

Keywords: Fintech, investment, money management, automation, diversification, cryptocurrency, precious metals, credit card rewards, banking services, wealth growth.

Company overview

Unifimoney company information

The essential company record, classifications and operating signals in one place.

Status
Operational
Founded
2019
Headquarters
San Francisco, United States
Employees
11
Open positions
None listed
Dealroom signal
79.1
technologyBlockchainclient focusb2csub industryBankingsub industryWealth Managementbusiness modelSaaSindustryFintechsectorChallenger BanksectorRobo AdvisorysectorHard Tech

Valuation & funding

Unifimoney funding history

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
SEEDEquity / VC Apr 2022 $10M $40M Shop Your Way · Plug and Play · ICBA ThinkTech Accelerator · AltaIR Capital
SEEDEquity / VC Feb 2022 $0 Shop Your Way
SEEDEquity / VC Apr 2021 $0 Global Millennial Capital
SEEDEquity / VC Apr 2020 $1.6M $6.4M Sanjay Sathe · Anand Swaminathan · Kurt Bilafer
Showing 4 recorded eventsUnlock the complete deal history →

Financials

Workforce over time

Available workforce history. Financial fields without reported data are omitted.

YearEmployees
2026 11
2025 9
2024 11
2023 8
2022 9
2021 10
2020 8
Company filings, research estimates and Dealroom dataOpen the full financial model →

Growth signals

Unifimoney website traffic

Latest recorded traffic for Unifimoney is 3.1K monthly website visits, down 39.2% over the last three months. Unifimoney's team grew 22.2% over the past year.

Latest monthly visits3.1K 3-month web change-39.2% 1-year team growth+22.2%
Monthly website visits66 observations · Dec 2020–Jul 2026
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Comparisons

Unifimoney compared with similar companies

Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.

Showing 8 of the closest matchesCompare every metric →

Talent graph

Unifimoney's talent

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Team profiled 8 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 2 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Investors

12 investors on Unifimoney's cap table

Sourced from Dealroom's funding and investor records. Investor profile links are shown where available.

Seed 11 investors entered at this stage
Sanjay Sathe
Anand Swaminathan
Kurt Bilafer
Global Millennial Capital
Shop Your Way
Plug and Play
ICBA ThinkTech Accelerator
AltaIR Capital
Oriza Ventures
White Bay Group
Hard Yaka
Other known 1 additional known investor
Kurt Bilager

Global footprint

Where Unifimoney has talent and traffic

Workforce by country
2 countries with
team presence
🇺🇸 United States90.9%
🇮🇳 India9.1%
2 countries shown

In the news

Latest news about Unifimoney

Recent press, funding announcements, and product moves mentioning Unifimoney — open to read from the original sources.

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Market sentiment

What the market is saying about Unifimoney

An AI-synthesized read of the highest-engagement posts about Unifimoney on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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