Holdings: Top Fintech Solutions for SMBs by CFO Tech Outlook

Sep 10, 2024

We are excited to share that Holdings has been honored by CFO Tech Outlook as one of the Top Fintech Solutions Providers. This recognition underscores our commitment to empowering businesses with innovative, secure, and efficient financial solutions.

Revolutionizing SMB Banking

At Holdings, we understand the challenges small and medium-sized businesses face with traditional banking. Our integrated financial platform offers the best of both worlds: a modern banking solution with no fees and the earning potential of a high-yield account structure. With interest rates up to 2% APY on balances.

Daily interest calculation ensures your business maximizes returns continuously, bringing benefits typically reserved for large corporations to SMBs.

Security and Fee-Free Banking

Our partnership with i3 Bank allows us to provide secure banking services while eliminating unnecessary costs. Unlike traditional banks, Holdings offers:

  • No monthly fees

  • Unlimited free ACH and wire transactions

  • Free invoicing and bill pay capabilities built directly into the platform

  • Debit cards with ATM access and cash deposit options

  • Virtual cards for enhanced fraud control and spend management

  • Mobile wallet integration with Apple Pay and Google Pay

Streamlined Financial Management

We've created a complete financial operating system for SMBs by combining banking with powerful accounting tools. Our platform features:

  • Integrated accounting and automation that surpasses traditional solutions like QuickBooks

  • Automated reporting tied directly to banking activity

  • Embedded bookkeeping services available based on business revenue

  • All-in-one platform for invoicing, banking, bill pay, and accounting

Join Us on This Journey

As we celebrate this achievement, we remain focused on delivering exceptional value to our clients. With our upcoming accounting/bookkeeping features launching next month and future invoicing and bill pay integration coming soon after, Holdings continues to evolve as your complete financial solution.

Thank you for being part of our journey. Together, let's continue to shape the future of business banking with Holdings - where SMBs finally get the financial tools they deserve.

Stay tuned for more updates and innovations from Holdings!


†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.


*No account or domestic transaction fees. Some foreign transaction fees may apply in limited circumstances.

‡Annual Percentage Yield (APY) is variable and subject to change after account opening. Rate is compounded monthly and credited monthly.


§Deposits are insured up to $3 million through a combination of i3 Bank, Member FDIC, and additional program banks.