Legal Disclosures, Terms, and Policies

We’re working with the best partners in banking, investment, and insurance to keep you and your money safe.


Catch Financial, Inc.

Our software and services are designed to bring all your benefits to one place. We provide you the user interface, the access to your accounts, and we keep your data secure.

Catch Capital

Catch Capital Management, LLC

Our registered investment advisor helps identify and recommend the portfolio and retirement product that makes the most sense for you.

Catch Insurance

Catch Insurance, LLC
(D.B.A. Catch Insurance Agency, LLC in California, Michigan and Illinois)

The Bank


Banking services are provided by BBVA USA, member FDIC. All cash (non-retirement) accounts are held at BBVA.

The Broker-Dealer

Folio Investments, Inc.

Our broker-dealer partner makes trades for your retirement and holds the funds you invest.