ATTY Financial
ATTY Financial provides a specialized digital banking platform for solo attorneys and small to mid-sized law firms, combining business banking, IOLTA trust account management, and lending in one integrated system. The platform automates 3-way trust reconciliation, offers concierge banking support, and integrates with legal technology tools to simplify financial workflows.
- Financial Technology
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Solo attorneys and small to mid-sized law firms face significant administrative burdens managing their finances through traditional banks that don't understand the legal profession's unique requirements. Generic banking services lack the specialized tools needed for trust account compliance, IOLTA reconciliation, and legal-specific reporting, forcing attorneys to spend valuable time on financial tasks instead of practicing law.
Solution
ATTY Financial provides a specialized digital banking platform designed exclusively for the legal profession, combining business banking, trust account management, and lending solutions in one integrated system. The platform offers automated 3-way trust reconciliation, real-time financial insights, and seamless integrations with legal technology tools, eliminating manual reconciliation and compliance headaches. Each client receives a dedicated concierge banker who guides them through onboarding and ongoing account management, while the digital platform provides complete visibility across all accounts. Business banking includes customized financial reporting that integrates with legal workflows, enabling better tracking of cash flow and financial activity. The platform is offered in partnership with First Bankers Trust Company, N.A., which provides FDIC-insured banking services and a network of nine physical branch locations.
Target Audience
Primary customers are solo practitioners and small to mid-sized law firms across all practice areas who need specialized banking services, trust account compliance tools, and tailored lending solutions.
Features
- Automated IOLTA trust account management with 3-way reconciliation tools designed to ensure compliance with state bar regulations
- Dedicated concierge banking team providing a single point of contact for each client firm
- Business lending solutions including working capital loans, practice growth loans, and case funding options
- Customized financial reporting tailored for law firms that integrates with existing workflows and tracks cash flow
- Digital banking platform with complete account visibility across multiple institutions via best-in-class integrations
- No-cost platform with no monthly fees for basic business accounts, using the MoneyPass network of over 32,000 ATMs