Built for Marketing & Creative Growth
Built for Marketing & Creative Growth
Built for Marketing & Creative Growth
Skip the paperwork and surprise fees—just smooth operations, faster payments, and more time to wow your clients.
Skip the paperwork and surprise fees—just smooth operations, faster payments, and more time to wow your clients.
Skip the paperwork and surprise fees—just smooth operations, faster payments, and more time to wow your clients.
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
Zero-Fee Banking
Track Spend Effortlessly
Real-Time Cash Flow
Full-Service Bookkeeping
Separate Your Finances
Send Branded Invoices
Zero-Fee Banking
Track Spend Effortlessly
Real-Time Cash Flow
Full-Service Bookkeeping
Separate Your Finances
No surprise fees for your agency. Every client project, retainer, or campaign payout—yours to keep.
Grow your bottom line, skip the hidden costs, and let your work—not your bank—build your agency’s future.
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 Project—No Fees, No Hassle.
Profit from Every Project—No Fees, No Hassle.
Unlock zero-fee banking, earn a flat 2.0% APY¹ on every client deposit and campaign reserve, and simplify your financial workflows—built for agencies that want to keep more of every payment 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 Firm Deserves Banking Built for You
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
Rest easy knowing every client payment, campaign budget, and retainer is protected—twelve times the typical FDIC limit. Holdings automatically distributes your deposits across trusted banks, so every dollar is secure and ready when your team needs it.
$3M+ FDIC
Rest easy knowing every client payment, campaign budget, and retainer is protected—twelve times the typical FDIC limit. Holdings automatically distributes your deposits across trusted banks, so every dollar is secure and ready when your team needs it.
$3M+ FDIC
Rest easy knowing every client payment, campaign budget, and retainer is protected—twelve times the typical FDIC limit. Holdings automatically distributes your deposits across trusted banks, so every dollar is secure and ready when your team needs it.
Backed by 20+ banks
All your balances are shielded by a diversified network of more than 20 leading banks. Skip the banking headaches—focus on your clients and creative work, while Holdings handles safety behind the scenes.
Backed by 20+ banks
All your balances are shielded by a diversified network of more than 20 leading banks. Skip the banking headaches—focus on your clients and creative work, while Holdings handles safety behind the scenes.
Backed by 20+ banks
All your balances are shielded by a diversified network of more than 20 leading banks. Skip the banking headaches—focus on your clients and creative work, while Holdings handles safety behind the scenes.
SOC Compliant
Your agency’s ideas and client data demand the highest security. Holdings meets top SOC compliance standards, so every transaction, project record, and confidential detail stays protected—no matter how you run your business.
SOC Compliant
Your agency’s ideas and client data demand the highest security. Holdings meets top SOC compliance standards, so every transaction, project record, and confidential detail stays protected—no matter how you run your business.
SOC Compliant
Your agency’s ideas and client data demand the highest security. Holdings meets top SOC compliance standards, so every transaction, project record, and confidential detail stays protected—no matter how you run your 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
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.