Simplify Your Practice. Maximize Your Profit.
Simplify Your Practice. Maximize Your Profit.
Simplify Your Practice. Maximize Your Profit.
All-in-one banking1, 2% APY3, and integrated accounting—no fees2, no hassle, just more time for what matters.
All-in-one banking1, 2% APY3, and integrated accounting—no fees2, no hassle, just more time for what matters.
All-in-one banking1, 2% APY3, and integrated accounting—no fees2, no hassle, just more time for what matters.
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
One platform for banking, accounting, and bookkeeping
One platform for banking, accounting, and bookkeeping
Send Branded Invoices
Coming Soon
Zero-Fee Banking
Track Spend Effortlessly
Real-Time Cash Flow
Full-Service Bookkeeping
Separate Your Finances
Send Branded Invoices
Coming Soon
Zero-Fee Banking
Track Spend Effortlessly
Real-Time Cash Flow
Full-Service Bookkeeping
Separate Your Finances
No surprise fees for your practice. Every client payment—yours to keep.
Keep your earnings, skip the fine print.
Keep your earnings, skip the fine print.
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.
Profit from Every Client—No Fees, No Hassle.
Profit from Every Client—No Fees, No Hassle.
Unlock zero-fee banking, a flat 2.0% APY¹ on all your balances, and automated accounting—built for professionals who want to keep more of every payment and spend less time on busywork.
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
Your Firm Deserves Banking Built for You
Our commitment to products that help small businesses grow and succeed has earned trust of customers nationwide
Our commitment to products that help small businesses grow and succeed has earned trust of customers nationwide
$3M+ FDIC
Rest easy knowing your hard-earned revenue is protected—twelve times the standard FDIC limit. Holdings automatically spreads your deposits across a network of trusted banks, so every dollar is covered and always accessible.
$3M+ FDIC
Rest easy knowing your hard-earned revenue is protected—twelve times the standard FDIC limit. Holdings automatically spreads your deposits across a network of trusted banks, so every dollar is covered and always accessible.
$3M+ FDIC
Rest easy knowing your hard-earned revenue is protected—twelve times the standard FDIC limit. Holdings automatically spreads your deposits across a network of trusted banks, so every dollar is covered and always accessible.
Backed by 20+ banks
We know your firm works hard for every dollar. With Holdings, you get the security of 20+ banks—without the bank-level hassle. Focus on your clients, and let us handle the rest.
Backed by 20+ banks
We know your firm works hard for every dollar. With Holdings, you get the security of 20+ banks—without the bank-level hassle. Focus on your clients, and let us handle the rest.
Backed by 20+ banks
We know your firm works hard for every dollar. With Holdings, you get the security of 20+ banks—without the bank-level hassle. Focus on your clients, and let us handle the rest.
SOC Compliant
Your practice deserves the highest standards in security and data protection. Holdings meets rigorous SOC compliance requirements, so you and your clients can trust that every payment, record, and sensitive detail is protected—no matter how you do business.
SOC Compliant
Your practice deserves the highest standards in security and data protection. Holdings meets rigorous SOC compliance requirements, so you and your clients can trust that every payment, record, and sensitive detail is protected—no matter how you do business.
SOC Compliant
Your practice deserves the highest standards in security and data protection. Holdings meets rigorous SOC compliance requirements, so you and your clients can trust that every payment, record, and sensitive detail is protected—no matter how you do business.
Welcome to Holdings FAQ!
Everything You Need to Know About Holdings
Everything You Need to Know About Holdings
How does Holdings adapt to the needs of my specific professional service?
How does Holdings adapt to the needs of my specific professional service?
How does Holdings adapt to the needs of my specific professional service?
Is it possible to manage both business and personal finances in one place?
Is it possible to manage both business and personal finances in one place?
Is it possible to manage both business and personal finances in one place?
What security measures protect sensitive client and firm data?
What security measures protect sensitive client and firm data?
What security measures protect sensitive client and firm data?
What accounting features are included for professional services?
What accounting features are included for professional services?
What accounting features are included for professional services?
Can I issue cards to team members or partners with custom controls?
Can I issue cards to team members or partners with custom controls?
Can I issue cards to team members or partners with custom controls?
Does Holdings offer funding or credit options tailored to professional services?
Does Holdings offer funding or credit options tailored to professional services?
Does Holdings offer funding or credit options tailored to professional services?
Business Insights Blog
Business Insights Blog
Stay updated on the latest business insights, tips and tricks to run your business finances
Stay updated on the latest business insights, tips and tricks to run your business finances
Stay updated on the latest business insights, tips and tricks to run your business finances
Sign up for Hustle Handbook
Bank like you're a business
No fees. No fluff. Just the SMB news, money moves, and high-yield banking tips you actually need— delivered quick, clear and jargon-free.
Sign up for Hustle Handbook
Bank like you're a business
No fees. No fluff. Just the SMB news, money moves, and high-yield banking tips you actually need— delivered quick, clear and jargon-free.
Sign up for Hustle Handbook
Bank like you're a business
No fees. No fluff. Just the SMB news, money moves, and high-yield banking tips you actually need— delivered quick, clear and jargon-free.