Unity Holdings’ cover photo
Unity Holdings

Unity Holdings

Investment Management

Los Angeles, CA 229 followers

We are a financial holding company with one mission: to create better access.

About us

Unity Holdings (Unity) is a financial holding company with one mission: to create better access. We achieve this by offering comprehensive investment services that provide our members with opportunities traditionally reserved for private banking clients, enabling our members to enjoy various financial and social benefits. At the core of our offering is the Unity High-Yield Managed Account (Unity HYMA)—an innovative solution that combines alternative investments with cash management. The Unity HYMA provides a liquid, FDIC-insured, high-yield deposit account and access to Unity's investment platform, featuring a curated private credit investment opportunity each month. Unity HYMA deposit requirement starts at US$100,000. To learn more, please contact us at investments@unityholdings.co.

Website
http://www.unityholdings.co
Industry
Investment Management
Company size
2-10 employees
Headquarters
Los Angeles, CA
Type
Privately Held
Founded
2021
Specialties
Alternative Assets, Private Credit, Asset Managment, and Angel Investing

Locations

Employees at Unity Holdings

Updates

  • It was an honor to co-host with SVRN once again and discuss the topic of access. Thank you everyone for coming!

    View profile for Ben Spievak

    Co-Founder and CEO @ SVRN | Building the Future of Society for Sovereign Individuals

    Last weekend we hosted an Investor Symposium with Unity Holdings and Sidepocket, discussing access to competitive deals. To earn allocation, investors must proactively build deal flow through relationships. Good founders only accept smart money, knowing that capital is easy to get, so to get in with good founders, investors have to prove value. Once investors start seeing good deals, they still need trust and relationships to get into them. If someone we don't know reaches out to invest in SVRN, we won't let them, because we don't yet know, trust, and like them. For individual investors, syndicates are a major value because the manager spends their time to build great deal flow, conduct the necessary due diligence to present the best deals, and provide value-add to their portfolio companies, thereby increasing their likelihood of success. The 20% carry earned by the manager is more than warranted. This is why the combination of community and syndicate is so powerful, and why SVRN partners with Unity Holdings for events and shared deal flow. - Authentic connection leads to trust - A vetted network provides deal flow and value-add - Expert investors conduct effective due diligence SVRN's core approach is to reimagine deal flow by facilitating co-investment and collaboration through authentic connection and community. Soon, SVRN will present our first SPV for one of our member's companies. Stay tuned... David Li Gordon Tsui Linda L. Daniel Idzkowski 🇵🇱/🇺🇸

    • No alternative text description for this image

Similar pages

Browse jobs