Built for IT & Tech Services Firms
Built for IT & Tech Services Firms
Built for IT & Tech Services Firms
See billables, cash flow, and reserves in one dashboard, earn 2% APY even on short-term balances, and secure timely funding offers based on your recurring revenue or contracts.
See billables, cash flow, and reserves in one dashboard, earn 2% APY even on short-term balances, and secure timely funding offers based on your recurring revenue or contracts.
See billables, cash flow, and reserves in one dashboard, earn 2% APY even on short-term balances, and secure timely funding offers based on your recurring revenue or contracts.
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
Get Paid Faster
Grow Your Reserves
Empower Your Team
Real-Time Reports
Audit-Ready Bookkeeping
No More Commingling
Get Paid Faster
Grow Your Reserves
Empower Your Team
Real-Time Reports
Audit-Ready Bookkeeping
No More Commingling
Focus on building solutions, not dodging hidden fees.
No surprise fees². Every client payment—whether recurring subscriptions, project milestones, or service contracts—lands directly with your business, so you can invest in talent, technology, and growth.
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 reserves, powering your next breakthrough.
Earn 2% APY on every dollar—no minimums, no hidden fees. Build a financial runway for payroll, cloud infrastructure, or your next innovation.
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 IT & Tech Services
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
Your firm’s operating funds, client deposits, and reserves are protected up to $3 million—twelve times the standard FDIC limit. That’s real peace of mind for managing recurring contracts, payroll, and infrastructure investments.
$3M+ FDIC
Your firm’s operating funds, client deposits, and reserves are protected up to $3 million—twelve times the standard FDIC limit. That’s real peace of mind for managing recurring contracts, payroll, and infrastructure investments.
$3M+ FDIC
Your firm’s operating funds, client deposits, and reserves are protected up to $3 million—twelve times the standard FDIC limit. That’s real peace of mind for managing recurring contracts, payroll, and infrastructure investments.
Smart Debit Cards
Easily issue cards to engineers, project leads, or support teams. Set custom spending limits for each project or department, track every purchase in real time, and automate reconciliation for frictionless expense management.
Smart Debit Cards
Easily issue cards to engineers, project leads, or support teams. Set custom spending limits for each project or department, track every purchase in real time, and automate reconciliation for frictionless expense management.
Smart Debit Cards
Easily issue cards to engineers, project leads, or support teams. Set custom spending limits for each project or department, track every purchase in real time, and automate reconciliation for frictionless expense management.
SOC Compliant
Holdings meets strict SOC compliance to keep your client, project, and business data safe. Bank-grade security ensures your financial records—and your clients’ information—are always protected and audit-ready.
SOC Compliant
Holdings meets strict SOC compliance to keep your client, project, and business data safe. Bank-grade security ensures your financial records—and your clients’ information—are always protected and audit-ready.
SOC Compliant
Holdings meets strict SOC compliance to keep your client, project, and business data safe. Bank-grade security ensures your financial records—and your clients’ information—are always protected 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 IT or tech firm?
How do I open a business account with Holdings for my IT or tech firm?
How do I open a business account with Holdings for my IT or tech 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 subscription revenue?
How quickly can I access client payments and subscription revenue?
How quickly can I access client payments and subscription revenue?
Can I create multiple accounts for different needs (payroll, taxes, infrastructure, etc.)?
Can I create multiple accounts for different needs (payroll, taxes, infrastructure, etc.)?
Can I create multiple accounts for different needs (payroll, taxes, infrastructure, etc.)?
Can I manage both business and personal finances with Holdings?
Can I manage both business and personal finances with Holdings?
Can I manage both business 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.