UNest is a mobile application that provides custodial investment accounts for children, enabling parents to save and invest for future expenses like college or a first car. The platform utilizes AI to personalize investment strategies, automate savings, and optimize tax-advantaged growth, making it easier for families to secure their financial future.
Funding
$39.5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many parents find it challenging to save and invest for their children's future due to the complexities of financial planning and the time required to manage investments. Traditional investment options often lack personalization and automation, making it difficult for families to optimize savings for specific goals like college or a first car.
Solution
UNest provides a mobile platform that simplifies custodial investment accounts for children, enabling parents to easily save and invest for their kids' future expenses. The platform offers personalized investment strategies powered by AI, automating savings and optimizing tax-advantaged growth. By streamlining the investment process and providing access to rewards and protection benefits, UNest aims to make it easier for families to secure their children's financial future.
Target Audience
The primary target audience is parents who want a simple, automated way to save and invest for their children's future education, milestones, or other financial goals.
Features
- Custodial investment accounts for children with options for various financial goals
- AI-powered platform that personalizes investment advice based on family goals
- Automated savings tools to streamline the investment process
- Tax-advantaged investment options to optimize growth
- Rewards marketplace with partnerships with over 100 brands to earn contributions
- Optional identity protection and life insurance benefits for added security
- Bank-level security and encryption to protect account information