Levelfield Financial aims to deliver private banking-style services to a broader "mass affluent" audience through a modern technology platform. The company was established by acquiring a 115-year-old community bank, Burdett State Bank, and rebranding it as Levelfield Bank, N.A. This strategy combines the trust and regulatory foundation of a nationally chartered, FDIC-insured bank with the accessibility and user experience of a modern fintech app, providing integrated services for saving, spending, and investing.

Founded in

United States