Your new Wealth Management Partner

Introducing Your New Wealth Management Partner.

Enjoy a world of digital investment possibilities - right in the Alero Financial Mobile app with our partner Unifimoney.

If one of your goals this year is to be more intentional with your money, this is a great place to start. 

Receive $25 when you open and fund a Unifimoney investment account and complete your first trade during May.** Available to the first 25 Alero Financial members who get started this month. A small step now can help set the tone for the rest of 2026.  

Invest the Way You Want

At Alero Financial, our main goal is to help you achieve your financial goals. We work hard to offer innovative products and services designed to fit your banking needs, and it all starts with our digital banking solutions.

That's why we're thrilled to tell you that we've added Unifimoney, a user-friendly digital wealth platform, now available through our online and mobile banking. With Unifimoney, you have access to a range of self-directed investment services, including a diverse variety of EFTs, digital assets, retirement accounts, precious metals, equities, and much more.

Simply create a Unifimoney account through your Alero Financial mobile app and start building your financial future today.

How It Works

     

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    *Investment Advisory Services offered through Unifimoney RIA QOBZ, LLC, an SEC-registered investment advisor, are not FDIC or NCUA insured, are not deposits or obligations of the financial institution, and may lose value. All Brokerage and Clearing services are provided by, and securities are offered through, Apex Clearing Corporation, Registered SEC, FINRA broker dealer and member SIPC. Banking services are provided by First Fidelity Bank, Member FDIC. Cryptocurrency services are offered through Gemini Trust Company; digital assets are not FDIC or SIPC insured. Precious metals offered via GBI are also not insured or guaranteed by any bank. Not all products are suitable for all investors.
    Please review our Form CRS and ADV filings, and visit www.unifimoney.com/legal for full disclosures and more information.
    **Offer valid for any Alero Financial member who successfully opens and funds a Unifimoney investment account through the Alero Financial app and completes their first trade of any amount between May 1 and May 31, 2026. Limit one bonus per member. Bonus will be credited within 1-5 business days of qualification. 
    Investments are not FDIC/NCUA insured, not guaranteed by your bank/credit union, and may lose value. Advisory services by Unifimoney RIA, SEC-registered. Brokerage & securities through Apex Clearing, member FINRA/SIPC. Crypto trading is provided via Unifimoney through its partnership with Gemini Trust Company, LLC, a New York trust company. Crypto assets are not protected by SIPC and may lose value. 

     © 2026 Unifimoney Inc., All rights reserved.