LoaditLoadit × WealthTech Strategy Partners Contact
Prepared for Michael Wuest & Kendrick Wakeman, CFA · Wed Oct 28, 2026
Loadit · Pre-Seed

The cash door into investing and wealth.

Millions of people get paid in cash and can't easily fund a brokerage, savings, robo-advisor or neobank account. Loadit lets them walk into a store, hand over cash, and have it land in the wealth account they choose.

Origin

Born at a Walgreens register.

Colton Trudell got the idea while working a Walgreens register, loading customers' cash onto Cash App and Chime. He saw the same thing every shift: people with real money in hand and no simple, fair way to get it into the accounts that help it grow.

Cash customers are not unbanked by choice. They are locked out of wealth products by the first step: getting money in.
The problem

Wealth platforms can't reach cash-paid customers.

Funding is digital-only

Brokerages, robo-advisors and savings apps assume a bank transfer or card. Cash earners hit a wall on day one.

Expensive workarounds

Today's cash paths go through reload fees, money orders and middle steps that eat into small balances.

A customer segment left out

Service, gig and hourly workers paid in cash are the customers wealth platforms say they want and can't onboard.

The solution

Cash at retail → funded wealth account.

01 · CASH IN

Walk into a store

The customer hands cash to a retail agent through Loadit's cash door.

→
02 · ROUTE

Loadit's rail

Loadit's AI routing picks the cheapest path and shows the fee up front.

→
03 · LAND

Funded account

Value lands in the customer's own brokerage, savings, robo or neobank account.

Planned flow. Cash-in is not live yet. See status below.

Strategic investors

Who needs Loadit: the wealth platforms.

Every platform that wants cash-paid customers is a natural strategic investor and distribution partner. Loadit becomes the shared cash on-ramp they don't have to build.

Brokerages

Open and fund accounts for customers who are paid in cash.

Robo-advisors

Turn cash into recurring, automated investing deposits.

Savings & neobanks

Grow deposits from a segment that's mostly out of reach today.

Wealth infrastructure

Add a cash funding option for every app built on their stack.

Demo

See the prototype.

Prototype walkthrough built by the founder (3:05).

Where we are

Honest status.

Why WealthTech Strategy Partners

The right partners for this raise.

Wealth tech only

Loadit is wealth tech's missing on-ramp. Your firm works only in this market and knows the platforms that need cash customers.

Strategic capital

Your focus on strategic investors fits Loadit exactly: brokerages, robo-advisors and neobanks get capital and distribution in one move.

First Rate Ventures

A wealth-tech-focused fund with a direct view of the platforms Loadit serves. A natural lead or early check.

The raise

Build the team. Take the cash door live.

$2M

Pre-Seed · SAFE

  • Hire a full engineering team
  • Take MoneyGram cash-in live once access is enabled
  • Launch with first wealth-platform partners
  • Scale to more retail locations and platforms

For our conversation

  • Which wealth platforms would see Loadit as strategic?
  • How would you structure and run this raise?
  • Is Loadit a fit for First Rate Ventures to look at directly?
  • What would you need to see before going to investors?
Team

Colton Trudell

CEO & Founder · solo founder. Saw the problem firsthand at a Walgreens register, then built the prototype, completed MoneyGram certification and filed the patent application.