UNest and Wealth Team Up to Offer Financial and Estate Planning Tools

• UNest and Wealth have partnered to market financial and estate planning tools.
• The partnership provides exclusive discounts and rewards for UNest customers.
• The two companies share a mission to make previously unattainable financial solutions available to more people.

UNest and Wealth Announce Strategic Partnership

UNest, a leading fintech company, and Wealth, an emerging leader in digital estate planning, have announced a strategic partnership that will provide members of both platforms with special resources and pricing to address some of the most critical aspects of financial and life planning.

Partnership Benefits

UNest customers are offered an exclusive discount on Wealth’s suite of modern estate planning products. Additionally, when customers purchase a will or trust from Wealth they receive a $25 reward deposited in their UNest investment account.

Shared Mission

The mission shared by both companies is to make complex and previously unattainable financial planning solutions available to more people. This has already generated positive results during Q4 2022 as part of the pilot program launched by the two companies.

About UNest

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 with rewards from over 150 brands including Nike, DoorDash, Haven Life and Disney+.

About Wealth

Wealth is focused on simplifying estate planning through technology that makes creating high-quality plans straightforward and affordable. Their alignment with UNest focuses on democratizing financial solutions that were previously only accessible to affluent consumers.