Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor
A couple playing with their children

Technology > Marketing Technology

Advisors Can Help Clients Invest for Their Kids Through New Wealthtender, UNest Partnership

By Jeff Berman

X
Your article was successfully shared with the contacts you provided.

Wealthtender has teamed up with UNest, a fintech firm that helps families save and invest for their children, for the launch of UNest FinPro, the companies said Thursday.

The new program offers advisors access to a dedicated UNest service team, educational webinars and bonus deposits for clients who open new UNest accounts.

Advisors participating in the UNest FinPro program will also be featured in the UNest.co website’s new FinPro Find-an-Advisor Directory, based on the same online advisor directory from Wealthtender’s own digital marketing platform, the firms said.

More than 300 advisors in the Wealthtender network will have early access to join the UNest FinPro program and the opportunity to be featured in the directory on UNest.co, the companies announced.

UNest FinPro features an app that was designed to help families save for their children’s future, attract new clients and increase visibility online through the advisor directory, the companies said.

Families opening a new UNest account with a UNest FinPro advisor will get a $25 reward deposited in their UNest investment account, according to the company.

UNest FinPro, it says, will enable thousands of advisors serving millions of parents to choose from advisor-guided portfolios in Vanguard exchange-traded funds to help families fund Uniform Transfers to Minors Act accounts. UTMA custodial accounts are managed through the UNest app.

Advisors looking to become part of the Wealthtender network can get details at its website.

Photo: Shutterstock

Jeff Berman

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.