Case Study: Tribevest achieves seamless group investing with Unit's banking-as-a-service

How Unit Helped Tribevest Simplify Group Investing

Tribevest is a collaborative group investment platform founded by Travis Smith to help friends and family form small investment groups and invest together. To enable pooled deposits, distributions, and compliance-heavy business banking for multi-member accounts, Tribevest partnered with Unit, a banking-as-a-service platform, to provide multi-member interest-bearing deposit accounts, card issuing, robust payment APIs, and full compliance and operational support.

Unit implemented automatic business account creation when a Tribe is incorporated, supported ACH scheduling, one-time and recurring contributions, cap-table tracking, and Plaid integration to connect to over 5,000 apps. The Unit-powered integration — including a seamless migration from Tribevest’s prior sponsor bank — delivered immediate, production-ready business banking so members can fund, manage, and withdraw from shared accounts from day one, accelerating Tribevest’s ability to launch and scale its group-investing product.

Tribevest

Travis Smith

Chief Executive Officer & Founder