Kite Financial
Revolutionize Member Investing
Digital Robo-advisor For Credit Union Members
Problem
Only 0.5% of Members invest with their Credit Union
Non-digital
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.
Pilot
$2/member/mo
No minimum member signups. We'll work with you to optimize the fit for your credit union.
Scale
$1/member/mo
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.