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Unest Pitch Deck

Stage

Series B

Industry

Other

Year

2018

Updated

March 11, 2026

Raised

$38.8M

Company detail

UNest is an app that provides smart financial solutions for families, enabling parents to build a better financial future for their children. The platform allows users to open a UTMA account for their child in under five minutes with no paperwork. Members gain access to advisor-guided investment plans, a gifting feature, UNest Rewards, and can set up recurring contributions. UNest was founded in 2018. This pitch deck is associated with UNest's Series B funding round, which raised $38,800,000.