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Holdings Reviews, Pricing, Features & Alternatives in 2026

Holdings is a banking and fund accounting platform designed for nonprofits, offering zero-fee accounts, grant tracking, and Giving Accounts to generate passive revenue from supporter deposits.

Banking Software Fund Accounting Software Financial Management Software Nonprofit Management Software
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Founded • United States • Cloud-based
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Product Overview & Demo

Main Demo Video

Overview
Features
Setup

What is Holdings?

Holdings provides a specialized banking platform tailored to meet the financial management needs of nonprofits. It allows you to open nonprofit accounts quickly with zero fees and up to $3 million FDIC insurance. With features like unlimited sub-accounts, grant tracking, and board-ready reporting, you can organize funds transparently and track every dollar with ease. Holdings also offers Giving Accounts that let your supporters earn interest while contributing passively to your mission.

You benefit from a combined banking and fund accounting solution that integrates donor engagement with financial oversight. The platform’s security is robust, featuring SOC 1 Type II compliance, bank-grade encryption, and real-time fraud detection. Pricing is straightforward with free banking services and optional bookkeeping support starting at $100/month. Holdings simplifies nonprofit finance management, letting you focus on your mission while your community helps grow your impact.

Screenshots & Interface

Dashboard View

Main dashboard with project overview

Kanban Board

Kanban-style task management

Timeline View

Gantt chart timeline view

Automations

Workflow automation builder

Key Features

Integrations

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Pricing Plans

Pros & Cons

Pros

Cons

Who Should Use Holdings?

Best for Company Sizes

Popular Industries

Our Verdict

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User Reviews

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