Take Control of Your Firm’s Finances
Take Control of Your Firm’s Finances
Take Control of Your Firm’s Finances
Holdings gives professional services firms free invoicing, zero-fee banking1, automated accounting, and proactive cash flow insights—all in one place.
Holdings gives professional services firms free invoicing, zero-fee banking1, automated accounting, and proactive cash flow insights—all in one place.
Holdings gives professional services firms free invoicing, zero-fee banking1, automated accounting, and proactive cash flow insights—all in one place.
Application Approved
Welcome to Holdings!
Account Funded
Funds have been added to your account!
New Card Added!
New debit card added to your account.
Welcome to Holdings Accounting!
Effortless accounting that is updated as you go.
Message from your bookkeeper
Your books are now closed and up to date—let me know if you have any questions!
Personal Account Created
Personal and business in the same place
Application Approved
Welcome to Holdings!
Account Funded
Funds have been added to your account!
New Card Added!
New debit card added to your account.
Welcome to Holdings Accounting!
Effortless accounting that is updated as you go.
Message from your bookkeeper
Your books are now closed and up to date—let me know if you have any questions!
Personal Account Created
Personal and business in the same place
1 Holdings is a financial technology company and is not a bank. Banking services are provided by i3 Bank, Member FDIC. The Holdings Visa Debit Card is issued by i3 Bank pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted.
1 Holdings is a financial technology company and is not a bank. Banking services are provided by i3 Bank, Member FDIC. The Holdings Visa Debit Card is issued by i3 Bank pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted.
What we do best
What we do best
All your firm’s financial essentials—unified and simplified.
All your firm’s financial essentials—unified and simplified.
Invoicing & Quotes
Earn 2% APY
Debit and Virtual Cards
Metrics & Insights
Bookkeeping
Zero-Fee Banking
Invoicing & Quotes
Earn 2% APY
Debit and Virtual Cards
Metrics & Insights
Bookkeeping
Zero-Fee Banking
Keep Everything You Earn—No Surprise Fees2.
Keep Everything You Earn—No Surprise Fees2.
Stop paying for basic business banking. No hidden charges. No margin lost. That means 100% predictability on expenses and zero lost time untangling surprise statements.
Stop paying for basic business banking. No hidden charges. No margin lost. That means 100% predictability on expenses and zero lost time untangling surprise statements.
2 No account or domestic transaction fees. Some foreign transaction fees may apply in limited circumstances.
2 No account or domestic transaction fees. Some foreign transaction fees may apply in limited circumstances.
Watch Your Reserves Earn Real Returns.
Watch Your Reserves Earn Real Returns.
With Holdings, every client retainer, project advance, and operating reserve actively earns back—automatically. No more idle money sitting dead in the bank. The result: more working capital, and less hassle for owners who want to grow.
3 Annual Percentage Yield (APY) is variable and subject to change after account opening. Rate is compounded monthly and credited monthly.
3 Annual Percentage Yield (APY) is variable and subject to change after account opening. Rate is compounded monthly and credited monthly.
2
%
APY
Financial Security Built for Professional Services
Financial Security Built for Professional Services
Our commitment to empowering professional services has earned the trust of leading agencies, consultancies, and creative teams nationwide.
Our commitment to empowering professional services has earned the trust of leading agencies, consultancies, and creative teams nationwide.
$3M+ FDIC
Professional services firms often manage substantial client retainers, project advances, and payroll flows. Holdings keeps your firm’s funds protected with up to $3 million in FDIC insurance—twelve times what most banks offer—so you can manage high-value accounts with complete peace of mind.
$3M+ FDIC
Professional services firms often manage substantial client retainers, project advances, and payroll flows. Holdings keeps your firm’s funds protected with up to $3 million in FDIC insurance—twelve times what most banks offer—so you can manage high-value accounts with complete peace of mind.
$3M+ FDIC
Professional services firms often manage substantial client retainers, project advances, and payroll flows. Holdings keeps your firm’s funds protected with up to $3 million in FDIC insurance—twelve times what most banks offer—so you can manage high-value accounts with complete peace of mind.
Backed by 20+ banks
Whether handling multi-client deposits or scaling operations, your balances are automatically distributed across a network of over 20 leading banks. This protects your business against disruption, with one secure, unified platform designed for firms that handle complex finances.
Backed by 20+ banks
Whether handling multi-client deposits or scaling operations, your balances are automatically distributed across a network of over 20 leading banks. This protects your business against disruption, with one secure, unified platform designed for firms that handle complex finances.
Backed by 20+ banks
Whether handling multi-client deposits or scaling operations, your balances are automatically distributed across a network of over 20 leading banks. This protects your business against disruption, with one secure, unified platform designed for firms that handle complex finances.
SOC Compliant
From confidential client transactions to sensitive contracts, your firm’s data and money are safeguarded by SOC-compliant controls—the gold standard for security and compliance. That’s why leading firms across consulting, creative, and advisory fields trust Holdings daily.
SOC Compliant
From confidential client transactions to sensitive contracts, your firm’s data and money are safeguarded by SOC-compliant controls—the gold standard for security and compliance. That’s why leading firms across consulting, creative, and advisory fields trust Holdings daily.
SOC Compliant
From confidential client transactions to sensitive contracts, your firm’s data and money are safeguarded by SOC-compliant controls—the gold standard for security and compliance. That’s why leading firms across consulting, creative, and advisory fields trust Holdings daily.
What makes us different?
What makes us different?
We make banking refreshingly simple, seamless, and truly supportive.
We make banking refreshingly simple, seamless, and truly supportive.
All Your Firm’s Finances, One Secure Login
All Your Firm’s Finances, One Secure Login
No more juggling multiple platforms for billing, banking, or accounting. Manage client payments, payroll, expense tracking, and project funds—all in one place.
No more juggling multiple platforms for billing, banking, or accounting. Manage client payments, payroll, expense tracking, and project funds—all in one place.
Banking That Works the Way Your Team Does
Banking That Works the Way Your Team Does
Enjoy a clear, intuitive dashboard designed for busy teams and client-focused leaders. Quickly handle project advances, retainers, vendor payments, and team expenses—without the complexity or confusion.
Enjoy a clear, intuitive dashboard designed for busy teams and client-focused leaders. Quickly handle project advances, retainers, vendor payments, and team expenses—without the complexity or confusion.
Responsive Support from Industry Experts
Responsive Support from Industry Experts
Stuck on a reconciliation before a client meeting? Need year-end help after hours? Our specialized support team is available evenings and weekends by text, email, or phone—with answers tailored to the needs of professional services firms.
Unlimited Accounts—Tailored for Projects and Payroll
Unlimited Accounts—Tailored for Projects and Payroll
Easily set up dedicated accounts for taxes, payroll, client retainers, or individual projects.
Easily set up dedicated accounts for taxes, payroll, client retainers, or individual projects.
Welcome to Holdings FAQ!
Everything You Need to Know About Holdings
Everything You Need to Know About Holdings
How does the interest structure work?
Is there a cost for money transfers?
Do I need to maintain a minimum balance?
Are there any hidden fees?
How does the Sweep Program provide up to $3M in FDIC insurance?
What statements are provided?
How does the interest structure work?
Is there a cost for money transfers?
Do I need to maintain a minimum balance?
Are there any hidden fees?
How does the Sweep Program provide up to $3M in FDIC insurance?
What statements are provided?
How does the interest structure work?
Is there a cost for money transfers?
Do I need to maintain a minimum balance?
Are there any hidden fees?
How does the Sweep Program provide up to $3M in FDIC insurance?
What statements are provided?
Business Insights Blog
Business Insights Blog
Get tips tailored to the way professional services firms manage growth, client payments, and financial operations.
Get tips tailored to the way professional services firms manage growth, client payments, and financial operations.
Get tips tailored to the way professional services firms manage growth, client payments, and financial operations.
Sign up for Hustle Handbook
Run Your Firm Like a Pro.
Advice and resources built for professional services leaders. From smarter billing to better client management, get the playbooks and insights trusted by top-tier agencies, consulting groups, and creative firms.
Sign up for Hustle Handbook
Run Your Firm Like a Pro.
Advice and resources built for professional services leaders. From smarter billing to better client management, get the playbooks and insights trusted by top-tier agencies, consulting groups, and creative firms.
Sign up for Hustle Handbook
Run Your Firm Like a Pro.
Advice and resources built for professional services leaders. From smarter billing to better client management, get the playbooks and insights trusted by top-tier agencies, consulting groups, and creative firms.