Built for Architecture & Design Practices
Built for Architecture & Design Practices
Built for Architecture & Design Practices
Track multiple project budgets and expenses in real time, earn 2% APY on client advances and reserves, and unlock funding opportunities that scale with your practice.
Track multiple project budgets and expenses in real time, earn 2% APY on client advances and reserves, and unlock funding opportunities that scale with your practice.
Track multiple project budgets and expenses in real time, earn 2% APY on client advances and reserves, and unlock funding opportunities that scale with your practice.
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
Branded Invoices
Grow Your Reserves
Empower Your Team
Real-Time Accounting
Audit-Ready Bookkeeping
Separate Funds
Branded Invoices
Grow Your Reserves
Empower Your Team
Real-Time Accounting
Audit-Ready Bookkeeping
Separate Funds
Focus on your projects, not hidden fees.
No surprise fees². Every client payment, every project deposit—yours to keep and reinvest into your firm’s creative work.
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.
Your project funds, working for you.
Earn 2% APY on every client deposit, retainer, or reserve—no minimums, no hidden fees. Grow your firm’s cushion for payroll, new equipment, or your next big creative venture.
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
Banking Built for Healthcare
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
Your firm’s project funds and reserves are protected up to $3 million—twelve times the standard FDIC limit. That’s real security for practices managing client retainers, payroll, and large-scale creative projects.
$3M+ FDIC
Your firm’s project funds and reserves are protected up to $3 million—twelve times the standard FDIC limit. That’s real security for practices managing client retainers, payroll, and large-scale creative projects.
$3M+ FDIC
Your firm’s project funds and reserves are protected up to $3 million—twelve times the standard FDIC limit. That’s real security for practices managing client retainers, payroll, and large-scale creative projects.
Smart Debit Cards
Easily issue cards to team members, set spending limits for each project, and track every purchase in real time. No fees, no surprises—each transaction is categorized automatically for hassle-free expense management.
Smart Debit Cards
Easily issue cards to team members, set spending limits for each project, and track every purchase in real time. No fees, no surprises—each transaction is categorized automatically for hassle-free expense management.
Smart Debit Cards
Easily issue cards to team members, set spending limits for each project, and track every purchase in real time. No fees, no surprises—each transaction is categorized automatically for hassle-free expense management.
SOC Compliant
Holdings meets the highest standards for data protection and privacy—SOC compliance ensures your client, project, and firm data are always secure and audit-ready.
SOC Compliant
Holdings meets the highest standards for data protection and privacy—SOC compliance ensures your client, project, and firm data are always secure and audit-ready.
SOC Compliant
Holdings meets the highest standards for data protection and privacy—SOC compliance ensures your client, project, and firm data are always secure and audit-ready.
Welcome to Holdings FAQ!
Everything You Need to Know About Holdings
Everything You Need to Know About Holdings
How do I open a business account with Holdings for my firm?
How do I open a business account with Holdings for my firm?
How do I open a business account with Holdings for my firm?
Are there any fees for transactions, wires, or monthly maintenance?
Are there any fees for transactions, wires, or monthly maintenance?
Are there any fees for transactions, wires, or monthly maintenance?
How quickly can I access client payments and project funds?
How quickly can I access client payments and project funds?
How quickly can I access client payments and project funds?
Can I create multiple accounts for different needs (payroll, taxes, equipment, etc.)?
Can I create multiple accounts for different needs (payroll, taxes, equipment, etc.)?
Can I create multiple accounts for different needs (payroll, taxes, equipment, etc.)?
Can I manage both firm and personal finances with Holdings?
Can I manage both firm and personal finances with Holdings?
Can I manage both firm and personal finances with Holdings?
How is my money protected with Holdings?
How is my money protected with Holdings?
How is my money protected with Holdings?
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
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.