FinovateFall 2021 / UNest

Presenter Profile:

How they describe themselves: UNest is the leading provider of financial planning, saving, and investment tools for parents to help their children achieve their dreams. Over the past 2 years, UNest has experienced levels of growth that place it as one of the fastest-growing fintech apps of all time. UNest gained popularity by helping families add to their savings in three easy ways: Gifting, Rewards, and Referral bonuses. UNest partners with credit unions and employers to offer our best-in-tech child savings account solutions to their members and employees.

How they describe their product/innovation: UNest will demo our financial planning, saving, and investment app for parents and kids. We will show how we effectively eliminate the complexity and limitations of legacy 529 and custodial products with a paperless approach that takes less than 5-minutes to set up. Our gifting and rewards features will be highlgihted to illustrate how easily our customers are growing their investment accounts. Furthermore, we will show how partnering with UNest allows Credit Unions and employers to offer UNest as a benefit to their members and employees.

Product distribution strategy: Direct to Consumer (B2C)

Contacts

Bus. Dev.: Mike Van Kempen, COO, Mike@Unest.co
Press: Chloe Etsekson, VP Communications, Chloe@Unest.co


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