THE TAP FAMILY

Your financial world.
Connected.

Investing, advice, payments, and digital ownership.
TAP products built for your life and your business.

TAP Terminal · FINTECH.TVMarkets, in perspective
TAP Terminal on FINTECH.TV, with market data, news, charts and financial television
Market intelligence. Connected to TAP.Live on FINTECH.TV

INVESTING WITH TAP

A clearer view.
More ways forward.

Follow the markets. Manage your portfolio.
Find an approach that fits your financial life.

TAP Terminal

Follow markets, read the news behind price moves, watch financial television, and organize research in a workspace you can make your own.

TAP Invest

See your holdings, portfolio allocation, cash balance, and account activity together, with investment strategies alongside individual positions.

TAP Strategies

Explore thematic, multi-asset, and target-date strategies, with their investment focus and underlying holdings made clear.

TAP High-Yield Cash

Keep cash balances, yield information, and portfolio allocation in view, so cash has a clear place alongside your investments.

From the first question
to the next investment.

Bring research, investing, strategies and cash into a clearer financial picture.

TWO WAYS TO FIND YOUR WAY

Advice.
On your terms.

Choose a digital investing experience or a relationship with a human advisor.

AUTOMATED INVESTING

SocialTrader.ai

A digital advisory experience that connects your investment goals, time horizon and risk preferences with automated portfolio construction and strategy-based allocations.

A digital approach, built around your investment experience.

HUMAN ADVISORY

TAP Advisors

Work with a human advisor on investment strategy, retirement planning, cash flow and family financial priorities, with guidance that evolves as your circumstances change.

A human relationship, with your priorities at its heart.

TAP PAY + TAP CHAT

Send money
as a text

Send and request money, share a payment link, and keep the conversation beside the transaction. Follow accounts and activity across your TAP experience.

In Terminal. On the web. Embedded through TAP SDK.

Your conversationTAP Chat
A conversation. A next step.

Here’s the payment request we discussed.

TAP Pay requestInvoice payment
Shared in this conversation
Review request

Got it. I’ll take a look.

Message
Payments, with context.

TAP TOKEN ENGINE

Mint it.
Manage what comes next.

Create and mint tokens with a clear view of instruments, holder positions and supporting information. Coordinate issuance, approvals, corporate actions and controlled transfers.

TAP Token Engine
OverviewInstrumentsHoldersActivity
ISSUANCE WORKSPACE

A new instrument.

Digital ownershipToken issuance
Draft
Holder allocationDefined by issuer
Token detailsAllocationApprovals
Ready for minting review
A traceable lifecycleIssue · Mint · Transfer
Token creationIssuance & holdersApprovals & transfersCorporate actions

Create and mint

Define an instrument, coordinate its issuance and create its token representation.

Manage ownership activity

Organize holders and positions, with approvals and supporting information in view.

Follow the lifecycle

Keep transfers, corrections and corporate actions connected to an accountable history.

TAP REGISTRY

Register it.
Give it a history.

Connect an asset or credential to its record, supporting evidence and history. Register what matters, control what stays private, and share the proof others need.

A diamond ring with its TAP Registry record, registered details and supporting transaction history

Register

Create records for physical and digital assets, products, credentials and important documents.

Preserve

Keep photos, documents, attestations and changes connected to the record over time.

Prove

Share a public view or selected information, with evidence of its source and recorded history.

TAP FOR BUSINESS

Your business.
More possibilities.

Bring TAP into your customer experience.
Build new ways to connect, transact and grow.

Your application
Your customer experienceTAP inside

Make the next step simple.

PaymentsInvestingChat
Connected through TAP SDK

TAP SDK

Your experience.
TAP inside.

Bring payments, investing and messaging into the application your customers already use. TAP SDK lets businesses embed TAP capabilities while shaping their own interface and customer journey.

Discuss an integration

In use by TAP Real Estate, a TAP customer and licensing partner.

TAP PARTNER ENGINE

From a connection
to a partner program.

Configure partner programs around your products and revenue model. Set referral attribution and commission rules, track recurring earnings, and connect partner payouts through TAP Pay.

For businesses working with affiliates, agencies, resellers and other revenue partners.

YOUR PARTNER PROGRAMOne clear view
01
ReferralA new connection
02
AttributionCredit where it belongs
03
CommissionRules that fit your business
04
TAP PayThe next step in the payout

Patented technology

A patented approach
to connected finance.

Linking digital wallets, currency accounts and a verifiable transaction history.

U.S. patent12,118,613 B2
GrantedOctober 15, 2024

U.S. Patent 12,118,613 B2, System and method for transferring currency using blockchain, was granted on October 15, 2024. It describes a financial services architecture that connects a digital wallet with local-currency or digital-currency accounts and records deposit information on a blockchain ledger.

The idea brings account access, the movement of money and transaction records into a coordinated system. Within TAP’s broader financial infrastructure, this work provides a strategic foundation for exploring how payments, digital assets and traditional financial accounts can work together.

From an account connection to a recorded transfer.

01

Connect and fund

A digital wallet communicates with a currency account through a host controller. A deposit receives a transaction identifier and a recorded currency value. The disclosed system can hold the deposit in a pool account and assign the corresponding balance to an account or wallet.

02

Record and verify

The blockchain ledger records the deposit information and verifies the associated balance. The mechanism links the value entering the system with its transaction record, establishing continuity between an account balance and the activity that produced it.

03

Move and protect

The disclosed workflows include withdrawals, wallet-to-wallet transfers and ledger updates. Payment routing can consider delivery speed, available channels, block timing and fees. Encrypted user-data storage and protected communications are also part of the described architecture.

Why this work matters.

Payments and settlement

The wallet-to-account connection is directly relevant to the movement of money. TAP’s payments direction brings attention to the complete journey: how an account is funded, how value moves and how a transaction is recorded.

Currency accounts and balances

Account connectivity sits alongside payments in TAP’s financial infrastructure. Connecting deposit activity with its recorded value creates a useful foundation for thinking about account maintenance and the relationship between funds, balances and transaction history.

Digital-asset connectivity

TAP’s broader technology work connects investing, currency accounts and digital assets. The patent’s wallet and account architecture contributes to that direction as traditional financial infrastructure and digital financial services become more closely connected.

A durable technology foundation

The significance extends beyond a single interface. TAP is building across payments, investing, registry and tokenization, where the movement of value and dependable transaction records are recurring needs. This intellectual property is one part of that wider technology story.

Explore the patent

THE COMPANY BEHIND TAP

Built by people.
For what comes next.

TAP brings financial experiences and business technology into one family of products, connecting the ways people invest, get advice, move money and manage digital ownership.

PART OFFTMG.

Our parent company connects financial media, technology and infrastructure, bringing a broader perspective to the TAP story.

Brian Foote

Brian Foote

Chief Executive Officer, TAP

Consumer technology and fintech entrepreneur with experience across sales, marketing, product development and digital platforms.

Alfonso Arana Sr.

Alfonso Arana Sr.

Co-Founder & Chief Technology Officer, TAP

Serial entrepreneur with executive leadership across technology, corporate strategy, management and product development.

Kevin Connor

Kevin Connor

Chief Marketing Officer, FTMG

Marketing executive whose work spans brand development, strategic marketing and TAP’s positioning across financial technology.

Jeff Hinshaw

Jeff Hinshaw

Co-Founder & Chief Operating Officer, TAP

Finance and operations executive focused on financial management, planning, controls and business operations.

LET’S TALK

Start a
conversation.

Your next investment. A business integration. A new partnership. Tell us what you have in mind.

info@tapinvest.com

Review your inquiry in your email app before sending.