Kite Financial

Revolutionize Member Investing

Digital Robo-advisor For Credit Union Members


Only 0.5% of Members invest with their Credit Union

Customer Flows

Credit Union brokerage account openings often require in-person visits, deterring many potential customers.

No Recurring Deposits

Credit unions lack incentives like round-ups or auto-deposit schedules, leading to lower investment levels by members.

High Account Minimums

High account minimums at credit unions suggest to new investors that their funds might be better invested elsewhere.

our solution

Members Invest
Without Education

Integrated inside your mobile banking...

Attract Millennials and Gen Z

Millennials and Gen Z seek affordable, convenient services. Kite offers an edge over advisors and robo-advisors like Acorns.

Automated Portfolio Management

Auto Investing | Rebalancing   
Reinvests Dividends | Tax-loss Harvesting

Powered by Alpaca

Alpaca Securities LLC is a registered broker-dealer with FINRA and SIPC insured up to $500,000. They will deal with account-origination and regulation for you.

Our price

A price that will turn heads.

We will work with you to develop a pricing model that's ideal for your members.



No minimum member signups. We'll work with you to optimize the fit for your credit union.



You know this is for you. 5000 member contract minimum. You get price lock for 5 years.

What are you waiting for?

Request a demo today! Early adopters will receive a lifetime discount off commercial pricing.

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