• UNest, a fintech company, and Wealth, an emerging leader in digital estate planning, have announced a strategic partnership.
• Through this partnership, members of both platforms will access special resources and pricing to address some of the most critical aspects of financial and life planning.
• UNest and Wealth share a similar mission to make complex and previously unattainable financial planning solutions available to more people.
UNest & Wealth Partner Up
UNest, a leading fintech company that makes it easier than ever for parents to invest in their kids’ future, has partnered with Wealth, an emerging leader in digital estate planning. The strategic partnership brings together two category leaders that share a focus on helping families and individuals address the financial requirements of key life stages.
Incentives for Members
Through this partnership, members of both platforms will access special resources and pricing to address some of the most critical aspects of financial and life planning. UNest customers get an exclusive discount on Wealth’s suite of modern estate planning products. In addition, UNest customers will receive a $25 reward deposited in their UNest investment account when they purchase a will or trust from Wealth.
Similar Mission
UNest and Wealth share a similar mission to make complex and previously unattainable financial planning solutions available to more people. The synergies between the two companies have already generated an impressive response to a pilot program during Q4 2022, which drove high levels of engagement.
UNests Services
Since its market launch in 2020 UNest has helped over 550,000 parents and kids build a lasting financial legacy for their families. Through the app, parents manage an advisor-guided portfolio that can include both traditional ETF investments alongside selected crypto currencies. Parents can also invest in green funds, invite friends and family to contribute to their child’s account, and earn rewards from over 150 brands including Nike, DoorDash