UNest


CU 2.0 sponsor

UNest is an easy-to-use mobile app that helps parents save for their kids’ future via tax-advantaged investment plans. The solution was launched by a team of financial experts and entrepreneurs from companies including Acorns, Capital Group and Marqeta. The company is gaining a very strong momentum on the way to become a leader in the family savings space.

UNest is democratizing access to smart financial solutions for all families. Since launching its app and investment account in February 2020, UNest is one of the fastest-growing fintechs, helping thousands of families give their children a financial head start and road map.

Opening a UNest Investment Account for Kids requires no paperwork, and takes just five minutes to set up through its award-winning app. The North Hollywood company is backed by leading investors including Anthos Capital, Draper Dragon, The Artemis Fund, Northwestern Mutual Future Ventures, NBA All Star Baron Davis, and Band of Angels. UNest is an SEC-registered investment advisor.

But UNest does more than simply offer tax-advantaged investment accounts for kids and families. UNest partners with credit unions, employers, and affiliates to provide co-branded benefits and experiences.

Credit unions in particular may find value in partnering with UNest. In addition to providing family-focused investment options, they offer unique financial education resources and marketing/cross-selling opportunities for members. The UNest app can aid credit union marketers with promotions, debuting new initiatives, and increasing product saturation.