Join our team as a Tax Mentor for $0 for a limited time. Enroll now.

We imagine a future where all people can thrive financially.

Partners make more possible

Scale your business with more than 150 unique money-saving solutions for your clients.

Improving Financial Health for All

Since 2009, our mission is to better serve people who were falling through the cracks. Thirteen years later, that mission has expanded to a network of thousands of partners dedicated to improving financial health for all.

Scale Your Business

Attract New Customers

Leverage New Tech

Enhance Employee Benefits

Be a Force for Good

Increase AOV and loyalty

Scale Your Business

Attract New Customers

Leverage New Tech

Enhance Employee Benefits

Be a Force for Good

Increase AOV and loyalty

Access limitless growth opportunities

We enable partners to support customers’ digital acceleration, drive new growth, and create real-world impact.

Cutting Edge Fin-Tech innovation

Through the Umbrella platform, we provide the most comprehensive, end-to-end tech stack with a lasting impact for partners in support of their customer’s financial health.

Go-to-market scale

Partners can quickly scale with our unique go-to-market approach—with more than 30 revenue-generating opportunities—and our financial marketplace that connects thousands of customers to money-saving and earning solutions.

Be a force for good

Our technology platform is just the beginning. We provide rigorous research, innovative tools, ongoing education, and engaging network opportunities to partners that are committed to improving financial health for their customers.


Umbrella provides trusted partnership, unique technical extensibility, in-depth analysis, primary research, a secure foundation, and the broadest business model for partners helping to inform and guide your organization in building its financial health strategy.

Join the UIG FinHealth Movement

Our partners are engaged in a joint effort to improve customers’ financial health through innovation.

Umbrella provides the business opportunity, resources, and support you need to build a better financial future for those you serve.

Marnita Wright
"Overall as a single mother, I'm able to pick my own schedule. I have grown as an entrepreneur, and I really do appreciate Umbrella Financial for putting things in place for me to be able to market and maneuver in this tax industry to making six to seven figures."
Jimmy Stevens

"I started with UIG about six years ago as an independent contractor, and since that time, I have been able to secure a comfortable and consistent living utilizing their platform and offering their services. 

If you are an entrepreneur or you are a business owner looking to expand your business, then teaming up with Umbrella is absolutely a no-brainer. It changed my life and it could change yours as well."

Cherelle Jones
"I've been with Umbrella since 2017. I started as a regular tax preparer, and since then I've grown. I'm now a coach. I teach people how to, not only provide for themselves, but to help other families as well. Being with Umbrella has been a huge success for me, and I've been able to earn tremendous amounts of money that I have never earned in my life, and I look forward to many, many more years with Umbrella Financial."
“Umbrella is the most current, innovative, and passionate approach to the tax industry. This is not just a company, they are family! I truly believe that in an ever-changing industry such as ours, it is extremely refreshing to team up with a community that isn’t afraid to rub shoulders with the small guys and assist them in becoming successful.”

Mark Thomas | Rightway Tax Solutions

Ready to be a make real change and grow your business?

If you’re committed to becoming a force for good in your community, we invite you to join hundreds of Umbrella partners leading the financial health movement.

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