About First Share
Global Financial Infrastructure
Financial Technology & Infrastructure

Building modern financial infrastructure for a connected world

First Share is a financial technology and infrastructure company delivering secure, scalable, and compliance-driven systems for payments, settlement coordination, wealth management, global payroll, escrow services, investment operations, and cross-border financial workflows.

2,000+
Trusted by High Net Worth
7-years+
Expertise in Escrow Services
168+
Tailored Investment Strategies
118.5B+
Asset Under Management

Global Payment Infrastructure

We support cross-border financial coordination and settlement systems designed to improve efficiency in international transactions.

Financial Technology Solutions

We build scalable fintech infrastructure powering payment workflows, transaction processing, and financial service integrations.

Compliance & Risk Controls

Our systems incorporate identity verification, transaction monitoring, fraud prevention, and regulatory compliance frameworks.

Settlement & Coordination

We design structured workflows that support transaction matching, settlement processing, and reconciliation systems.

Secure Financial Processing

Transactions and sensitive financial information are protected using encrypted, monitored, and auditable infrastructure.

Investment & Asset Infrastructure

We provide modern infrastructure supporting wealth management, investment coordination, and financial growth solutions.

What We Do

First Share develops and operates financial infrastructure systems that support payment processing, settlement coordination, wealth management workflows, escrow operations, payroll systems, and cross-border financial interactions.

Our platforms are designed to facilitate structured financial workflows including transaction routing, compliance validation, operational reconciliation, payroll coordination, and investment support systems across multiple jurisdictions.

We combine financial expertise with modern technology infrastructure to help businesses and individuals access secure, scalable, and efficient financial services globally.

First Share is not a deposit-taking bank. Our role focuses on technology-enabled financial coordination, operational infrastructure, and compliance-driven financial systems.

Our Services

Comprehensive financial solutions tailored for modern businesses and individuals

At First Share, we provide a broad suite of financial infrastructure and advisory services tailored for businesses, institutions, and high net worth individuals worldwide.

Wealth Management

Our wealth management services help clients grow and preserve wealth through personalized investment strategies and long-term financial planning.

Escrow Services

We provide secure escrow services that support smooth and trusted transactions for both buyers and sellers across financial dealings.

Global Payroll

Our global payroll solutions simplify payroll operations across multiple countries while maintaining compliance and operational efficiency.

Employee Benefits

We assist businesses in designing and managing employee benefit programs that align with workforce and organizational goals.

Investment Strategies

Our experts develop tailored investment strategies based on client objectives, market conditions, and individual risk tolerance.

Client Support

Dedicated advisors and operational teams provide personalized support throughout each client’s financial journey.

Global Reach

With operational coverage spanning over 197 countries, we deliver localized financial infrastructure solutions globally.

Expert Team

Our experienced financial professionals combine industry expertise with technology-driven systems to deliver exceptional service.

Product & Customer Success Team

Meet the people driving innovation at First Share

Eun-son Lim

Eun-son Lim

Head of Strategy and Customer Acquisition

Anthony Kuo

Anthony Kuo

Head of Products

Jasmine Morales

Jasmine Morales

Customer Relationship Manager

Ethan Cooper

Ethan Cooper

Product Manager

Trust & Regulatory Positioning

First Share operates under a technology-first financial services framework focused on infrastructure, operational coordination, compliance systems, payroll services, and financial workflow support, and not a bank. We are not a deposit-taking bank or custodial institution—and neither is First Share FDIC-insured, SEC-licensed, nor FINRA and/or SIPC-regulated. Our systems are built to support secure, compliant, and scalable financial operations globally in the company of our respective product and service partner.

Banking, redemption, holding and settlement services are provided by our multi-tiered Fund Distribution & Settlement Partners™ —across the United States. All state and federally chartered banks and trust companies within the Intrafi network—with multi-layered loss recovery structure above the $250,000 FDIC standard insurance coverage limit as a moat.

Trading services are provided by our Trading Partners™ within the DTC Corporation, who power our aggregated trading and brokerage services —all FINRA and SIPC regulated. Explore our Trading Partners™ on FINRA's BrokerCheck.

Card services provided by our Issuing Partner™, Celtic Bank—a Utah chartered industrial bank, and are available within select markets and customer segments.

Our cards provide outlandish shopping and payment experience(s) to our card holders. To experience the Magic, apply for your First Share Active Card® and First Share Fluto Card® to shop and pay conveniently with your card, virtually or physically, anywhere Visa & MasterCard payments are accepted. Globally. First Share LLC offers great discounts on transaction charges on all payments made with your Active Card® and Fluto Card® — home and abroad. Virtual cards are delivered almost instantly, right in your dashboard; and, physical cards are delivered to you in 2-3 business days — all thanks to Celtic Bank, a Utah-chartered Industrial Bank (Member FDIC).

Our cards are compatible with Apple Pay, Google Pay, and Samsung as we operate within a secured and security-conscious ecosystem.