Modern WealthTech Solution and Infrastructure built for Credit Unions

WealthCabinet® Financial Technology, LLC. (CUSO) is a provider of customized SaaS embedded wealth technology solution and infrastructure for credit unions. Our mission is to bring less expensive, value creating modern wealth technology solutions to our credit union partners with a focus on improved overall client experience and economics.

Get In Touch
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Multi-Custodial
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WealthTech Chassis
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Open API
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Full Customization
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Web and Mobile App
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Microservices Architecture
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Multi-Asset Brokerage, Custody and Clearing
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24/7 Support
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Modern Money Movement
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Enterprise-Grade Infrastructure
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Multi-Asset Brokerage, Custody and Clearing
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Web and Mobile App
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WealthTech Chassis
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Full Customization
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Open API
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Microservices Architecture
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Multi-Custodial
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24/7 Support
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Modern Money Movement
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Enterprise-Grade Infrastructure
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Digital Transformation

Create member experiences that break down functional silos, reimagine interactions and redefine expectations by empowering our clients to offer state-of-the-art digital banking and WealthTech solutions to their members- at low market entry cost.

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We Help, Not Disrupt

The combination of changing members expectations, technological evolutions, and the emerging new ecosystem of FinTech innovation is creating enormous growth opportunities for traditional financial institutions such as credit unions.

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Experienced Team

We are a modular organization by design, comprised of Capital Markets and Banking Technology veterans. Our team of talented seasoned professionals bring a range of complementary skills and unique capabilities to serve and support our client’s needs.

Our Mission

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Deliver forward-looking WealthTech solution and infrastructure enabling credit unions to provide advanced wealth management solutions to their members

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Provide an exceptional member experience and ability to adapt to the future of credit union technology and product services

Our Value Proportion

We Empower Credit Unions

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Compete with big banks and FinTechs
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Attract and recruit younger members
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Promote financial literacy
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Capture and retain member deposits

Customized Digital WealthTech Proposition

Private labelled to meet each Credit Union’s brand and theme

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Sel Directed Brokerage Stocks, Fractional Shares & ETFs
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Digital Assets Access to 100+ Tokens
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Auto Invest and Robo Advice AI powered Robo Advisor with Automatic Investing
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Digital Rewards Offer members rewards points in Stocks, ETFs or Cryptos
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Direct Indexing Replicate indexes by purchasing fractional shares of underlying index shares
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Thematic Investing Invest in theme focused ETFs

Fully Private Labelled,Mobile First Architecture

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Credit Union
Credit Union Digital Banking Platform Single Sign On Module
Full Access Content Management Module
Self Directed Brokerage
Digital Assets
Auto Invest and Robo Advice
Digital Rewards
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Credit Union Members
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Administrators
Brokerage Core Infrastracture
API Integration Layer
External Systems Order Fulfilment (external, internal) Clearing & Settlement Operations & Compliance Back office / CRM

Enhanced Security

SOC 2 Type 2 compliant. (Service Organization Control)

Security is a highest priority for us

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256-Bit Encryption
We maintain Bank level security to protect and secure personal data & information
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24/7 Monitoring
We conduct system-wide, automatic monitoring to protect against unusual activity
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Multi-Factor Authentication
We utilize multi-factor authentication controls across all our products to secure user account
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Typical Implementation Process

PMO

Change Management, sign off, design authority, migration preparation

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Joint Planning and Initiation
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Configuration/ Iterative Dev
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Implemenatation
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Maintenance

Partners

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Brokerage, and Clearing services are offered through TAPP Clear, LLC. dba Velocity clearing, LLC., registered with the Securities and Exchange Commission (SEC) and a member of FINRA and SIPC which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or atwww.sipc.org. Additional information about your broker can be found by clicking here.

Digital Investment/Robo Advisor is offered through TAPP Engine Advisor, LLC. TAPP Engine Advisors, LLC is an investment adviser is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. TAPP Engine Advisors, LLC only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of TAPP Engine Advisors, LLC ’s current written disclosure brochure filed with the SEC which discusses among other things, TAPP Engine Advisors, LLC’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.

Digital Banking solution is offered through WealthCabinet® Digital Banking Solutions, a wholly owned subsidiary of TAPP Engine, Inc. WealthCabinet® is not a member of the Federal Deposit Insurance Corporation. Banking services and Branded Debit Card will be provided by FDIC-member Bank partners. Debit Card services are provided by Bank partners in pursuant to license by Mastercard International Incorporated and may be used everywhere Mastercard debit cards are accepted.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance, historical returns, future projections, and statistical forecasts are no guarantee of future returns or future performance. The company reserves the right to monitor and retain all incoming and outgoing communications as permitted by applicable law. Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments.

This property and any marketing on the property are provided by TAPP Engine, Inc. Google Play and the Google Play logo are trademarks of Google, Inc. Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S. Any links provided to other websites are offered as a matter of convenience and are not intended to imply that TAPP Engine or its authors endorse, sponsor, promote, and/or are affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.

This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, nor does it constitute an offer to provide investment advisory or other services by the TAPP Engine, Inc. or many of its affiliates, subsidiaries, officers, directors or employees. Nothing in this website shall be considered a solicitation or offer to buy or sell any security, future, option or other financial instrument or to offer or provide any investment advice or service to any person in any jurisdiction. Nothing contained in this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the information set forth on this website should not be taken as advice to buy, sell or hold any security. In preparing the information contained in this website, we have not considered the investment needs, objectives and financial circumstances of any particular investor or issuer. This information has no regard to the specific investment objectives, financial situation and particular needs of any specific recipient of this information. All information is subject to possible correction. Information may quickly become unreliable for various reasons, including changes in market conditions or economic circumstances.

@2022 TAPP Engine, Inc. All rights reserved.