COMPANIES
Building Pathways to Prosperity
Umbrella International Group brings financial tools equally available to all, regardless of one’s current income, credit score, savings account or circumstance. We call that Financial Inclusion – the equal availability of financial services based on your specific needs, without discrimination.
Smart Budgeting Chatbot
With HOPE, you don’t just get a budget—you get a game plan for winning with money. Hope is an AI-powered chat bot that uses SMS texting to help people save more, spend better and grow their wealth through everyday changes to their financial habits.
Reinventing the Tax Industry
Since 2009, Umbrella Taxes has served more than 500k customers for personal and business tax preparation, and licensed more than 5,000 licensees to manage and grow their own tax and financial services practice.
Online Tax Prep Software
Vtax is an online tax concierge service that pairs experts with tax customers in an online dashboard. Combining the expertise of assisted tax preparation with the power of cutting-edge technology, we serve tens of thousands clients every year.