Build a Better Tomorrow
With Clear Finances
Build a Better Tomorrow
With Clear Finances
Build a Better Tomorrow
With Clear Finances
Holdings helps every team organize every dollar — across projects, programs, or budgets — without spreadsheets. With intuitive tools and real human support, focus on what matters while Holdings brings calm, clarity, and confidence to your finances.
Holdings helps every team organize every dollar — across projects, programs, or budgets — without spreadsheets. With intuitive tools and real human support, focus on what matters while Holdings brings calm, clarity, and confidence to your finances.
Holdings helps every team organize every dollar — across projects, programs, or budgets — without spreadsheets. With intuitive tools and real human support, focus on what matters while Holdings brings calm, clarity, and confidence to your finances.
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
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.
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 make easy
Keep funds organized, spending controlled, cash protected, and reports ready—no spreadsheets or stress.
Keep funds organized, spending controlled, cash protected, and reports ready—no spreadsheets or stress.
Keep funds organized, spending controlled, cash protected, and reports ready—no spreadsheets or stress.
Fund Tracking
FDIC Coverage
Spend Controls
Audit Ready
Bookkeeping Help
Unified Accounts
Fund Tracking
FDIC Coverage
Spend Controls
Audit Ready
Bookkeeping Help
Unified Accounts
Track every dollar
Track every dollar
See exactly where your money lives, what it’s set aside for, and what’s available to use. Organize everything—by project, program, grant, or purpose—in one view. Instantly know status, balance, and next step for every fund.
See exactly where your money lives, what it’s set aside for, and what’s available to use. Organize everything—by project, program, grant, or purpose—in one view. Instantly know status, balance, and next step for every fund.
Confident Team Spending
Confident Team Spending
Give your team secure cards with built-in controls—track every purchase, set custom limits, and tag expenses to any project, fund, or event. Oversight and accounting are instant, so you never lose track or miss a step.
Give your team secure cards with built-in controls—track every purchase, set custom limits, and tag expenses to any project, fund, or event. Oversight and accounting are instant, so you never lose track or miss a step.
Your Money’s Safe and Sound
Your Money’s Safe and Sound
Keep every dollar protected and easy to track—so your team can focus on what matters, not paperwork.
Keep every dollar protected and easy to track—so your team can focus on what matters, not paperwork.
Always Protected
Every dollar—revenue, donation, or deposit—is insured up to $3 million, well above most banks. Your money stays safe and ready, no matter what.
Always Protected
Every dollar—revenue, donation, or deposit—is insured up to $3 million, well above most banks. Your money stays safe and ready, no matter what.
Always Protected
Every dollar—revenue, donation, or deposit—is insured up to $3 million, well above most banks. Your money stays safe and ready, no matter what.
Funds Always Available
No locked accounts or downtime. Move, spend, or budget funds instantly, any time your team needs.
Funds Always Available
No locked accounts or downtime. Move, spend, or budget funds instantly, any time your team needs.
Funds Always Available
No locked accounts or downtime. Move, spend, or budget funds instantly, any time your team needs.
Serious About Security
We guard your money and information with industry safeguards and continuous monitoring—so your organization is always protected.
Serious About Security
We guard your money and information with industry safeguards and continuous monitoring—so your organization is always protected.
Serious About Security
We guard your money and information with industry safeguards and continuous monitoring—so your organization is always protected.
What makes us different?
What makes us different?
What makes us different?
Nonprofit money made simple —
support you can count on.
Business money made simple —
support you can count on.
Nonprofit money made simple —
support you can count on.
All Your Money, One Place
All Your Money, One Place
No more juggling tools. Track every fund, account, or project dollar—from incoming payments to team expenses—in one clear dashboard.
Built for Busy Teams
Built for Busy Teams
Handle payments, reimbursements, and purchases with ease. Give everyone custom cards and controls for safe, simple spending—no confusion, no lost receipts.
Support When You Need It
Support When You Need It
Stuck or have a question? Our team is ready by text, call, or email—even after hours. Real help from real people, any time.
Accounts for Every Purpose
Accounts for Every Purpose
Set up dedicated places for grants, gifts, budgets, projects, or programs. Add what fits—no restrictions, no hidden fees.
Welcome to Holdings FAQ!
What You Need to Know About Holdings
What You Need to Know About Holdings
What You Need to Know About Holdings
How quickly can I access my funds?
What kinds of payments and deposits are supported?
Are there any fees?
Do I need extra accounting or bookkeeping software?
Can I separate different programs, projects, or business accounts?
How is my money protected?
What support do I get?
How quickly can I access my funds?
What kinds of payments and deposits are supported?
Are there any fees?
Do I need extra accounting or bookkeeping software?
Can I separate different programs, projects, or business accounts?
How is my money protected?
What support do I get?
How quickly can I access my funds?
What kinds of payments and deposits are supported?
Are there any fees?
Do I need extra accounting or bookkeeping software?
Can I separate different programs, projects, or business accounts?
How is my money protected?
What support do I get?
Smarter Money, Bigger Mission
Smarter Money, Bigger Mission
Insights and practical tips for teams who move money with purpose—so you save time, make bigger leaps, and keep your mission strong.
Insights and practical tips for teams who move money with purpose—so you save time, make bigger leaps, and keep your mission strong.
Sign up for Hustle Handbook
Tips to Help You Do More
Get smart ways to boost cash flow, save time, and keep your team thriving. Our free handbook brings you practical strategies and insights trusted by busy leaders, so work feels organized and progress comes faster.
Sign up for Hustle Handbook
Tips to Help You Do More
Get smart ways to boost cash flow, save time, and keep your team thriving. Our free handbook brings you practical strategies and insights trusted by busy leaders, so work feels organized and progress comes faster.
Sign up for Hustle Handbook
Tips to Help You Do More
Get smart ways to boost cash flow, save time, and keep your team thriving. Our free handbook brings you practical strategies and insights trusted by busy leaders, so work feels organized and progress comes faster.