Built for Consulting Success
Built for Consulting Success
Built for Consulting Success
Know your cash flow in real time, earn 2% APY on retainers and reserves, and access funding offers tied to your firm's actual performance.
Know your cash flow in real time, earn 2% APY on retainers and reserves, and access funding offers tied to your firm's actual performance.
Know your cash flow in real time, earn 2% APY on retainers and reserves, and access funding offers tied to your firm's actual performance.
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
No Fees, High-Yield
Custom Spend Controls
Real-Time Cash Flow
Integrated Accounting
Dual Accounts
Branded Invoices
No Fees, High-Yield
Custom Spend Controls
Real-Time Cash Flow
Integrated Accounting
Dual Accounts
No surprise fees2. Every client payment, every project fee—yours to keep.
Focus on growing your firm, not dodging hidden banking costs. With Holdings, all your consulting revenue lands where it belongs: in your business, not the bank.
Focus on growing your firm, not dodging hidden banking costs. With Holdings, all your consulting revenue lands where it belongs: in your business, not the bank.
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 Engagement—No Fees, No Hassle.
Unlock zero-fee banking, earn a flat 2.0% APY¹ on all your firm’s balances, and enjoy automated accounting—built for consultants who want to keep more of every project fee and spend less time on admin.
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 consulting firm deserves banking built for professionals
Our commitment to products that help businesses grow and succeed has earned trust of customers nationwide
Our commitment to products that help businesses grow and succeed has earned trust of customers nationwide
$3M+ FDIC
Manage large client retainers and project funds with confidence—your balances are protected up to three million, twelve times the standard FDIC limit. That’s true peace of mind for growth-focused consulting practices.
$3M+ FDIC
Manage large client retainers and project funds with confidence—your balances are protected up to three million, twelve times the standard FDIC limit. That’s true peace of mind for growth-focused consulting practices.
$3M+ FDIC
Manage large client retainers and project funds with confidence—your balances are protected up to three million, twelve times the standard FDIC limit. That’s true peace of mind for growth-focused consulting practices.
Backed by 20+ banks
All your client payments and firm reserves are securely distributed across a network of 20+ trusted banks, with one simple Holdings account and login. More security, total clarity, zero hassle.
Backed by 20+ banks
All your client payments and firm reserves are securely distributed across a network of 20+ trusted banks, with one simple Holdings account and login. More security, total clarity, zero hassle.
Backed by 20+ banks
All your client payments and firm reserves are securely distributed across a network of 20+ trusted banks, with one simple Holdings account and login. More security, total clarity, zero hassle.
SOC Compliant
Holdings meets the highest security and data standards, keeping sensitive client information and firm finances safe. Trusted by consulting leaders nationwide for confidentiality and compliance.
SOC Compliant
Holdings meets the highest security and data standards, keeping sensitive client information and firm finances safe. Trusted by consulting leaders nationwide for confidentiality and compliance.
SOC Compliant
Holdings meets the highest security and data standards, keeping sensitive client information and firm finances safe. Trusted by consulting leaders nationwide for confidentiality and compliance.
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?
How do I open a business account with Holdings?
How do I open a business account with Holdings?
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 my sales revenue?
How quickly can I access my sales revenue?
How quickly can I access my sales revenue?
Can I create multiple accounts for different needs (taxes, inventory, etc.)?
Can I create multiple accounts for different needs (taxes, inventory, etc.)?
Can I create multiple accounts for different needs (taxes, inventory, etc.)?
Do you offer physical and virtual cards?
Do you offer physical and virtual cards?
Do you offer physical and virtual cards?
Can I manage multiple businesses under one login?
Can I manage multiple businesses under one login?
Can I manage multiple businesses under one login?
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.