Fintech Umbrella FINAL

Keeping More Money in Your Pocket Each Year

Expert financial services with unique & personalized solutions that prioritize results from beginning to end.

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john h 1
John H
Google Review

Dane and Josh at Fintech Umbrella took the time to understand the specifics of my finances and tax position. They recommended sensible and reasonable actions to improve our overall financial outlook, and we saw immediate results. I intend to recommend them to friends for tax preparation and wealth management.

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Mike A
Mike A
Google Review

Great business to work with for accounting, life insurance, bookkeeping, and more. You can quickly tell they care deeply about their clients and delivering value on a regular basis.

Fintech Umbrella Finance Services

An Expert Financial Firm for Personal & Business

Fintech Umbrella, a premium partner of Your Finance Partners, offers expert financial services with unique and personalized solutions prioritizing results.

Our dedicated team has years of experience working with businesses to ensure their financial health is secure from structure to retirement.

Fintech Services Summary scaled
Fintech umbrella business services

Loan Requirements

Minimum Credit Score: 500

Time in Business 8 Months

3 Months’ Bank Statements

$20,000 Monthly Revenue