The Postage, Inc.

The Postage, Inc.

Financial Services

Houston, TX 1,908 followers

The Right Place for Your Plans & Family Memories

About us

The Postage® enables community banks and credit unions to meet critical customer needs and drive growth. Our secure and easy-to-use platform lets your customers protect their wealth, wisdom, and businesses now and for the future. By partnering with The Postage, your financial institution can build multi-generational relationships and boost non-interest income. Since 2020, we have helped thousands of families secure their wealth, wisdom, and business while driving ROI for our Community Bank and Credit Union partners, and we're just getting started. We built our product with love from our headquarters in Texas.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Houston, TX
Type
Privately Held
Founded
2019

Locations

Employees at The Postage, Inc.

Updates

  • View organization page for The Postage, Inc., graphic

    1,908 followers

    National Estate Planning Awareness Week is the perfect time to make sure your plans are in order. If you’re not sure where to start, The Postage can guide you. With The Postage, you can create a legally valid will right on our platform, giving you peace of mind that your wishes are clear and your loved ones are protected. For financial institutions, like our partners at American State Bank, The Postage also offers a practical solution to help your customers plan for life’s important moments, all while generating non-interest income and building long-term relationships. Start today—whether for yourself or as a financial institution—and plan with confidence. #EstatePlanning #NationalEstatePlanningAwarenessWeek #ThePostage #DigitalBanking #FinancialPlanning

  • View organization page for The Postage, Inc., graphic

    1,908 followers

    As financial institutions face a changing market, finding ways to grow without upfront costs is essential. For community banks, standing out means discovering new ways to serve small businesses and customers of all ages. That's where The Postage comes in. We make it simple for you to: ✅ Offer a secure, easy-to-use digital tool for life and business planning boost customer loyalty ✅ Drive new revenue stream in weeks ✅ Boost customer loyalty with over 99% retention There’s still time to set up new non-interest income before year-end—and it only takes 20 minutes to get started. The best part? You can be set up in just a few weeks—perfect timing to catch the holiday planning surge and kick off 2025 strong. Schedule a demo and get started today: https://bit.ly/3N9XgOz #Banking #RevenueShare #FinancialInstitutions #CommunityBanks #NonInterestIncome #ThePostage

    • No alternative text description for this image
  • View organization page for The Postage, Inc., graphic

    1,908 followers

    Earlier this week, CEO Emily Cisek spent a few days with the Independent Bankers Association of Texas at their 50th Annual Convention, showing banks the simple, scalable tools for life planning and business succession that The Postage can offer them and their customers. 💌

    View profile for Emily Cisek, graphic

    Co-Founder & CEO @ The Postage, Inc. | TEDx Speaker

    A couple of days behind, but still buzzing from the Independent Bankers Association of Texas 50th Annual Convention! 🎉 It was great connecting with Texas community bank leaders in San Antonio. Sharing how The Postage, Inc. supports banks with simple, scalable tools for life planning and business succession—and seeing the impact it can have across generations—was truly rewarding. So grateful for all the good conversations and insights from folks passionate about helping community banks in Texas grow. Looking forward to building on this together! #communitybanking #bankinginnovation #thepostage #texasbanking #fintech

    • No alternative text description for this image
    • No alternative text description for this image
    • No alternative text description for this image
    • No alternative text description for this image
    • No alternative text description for this image
      +3
  • View organization page for The Postage, Inc., graphic

    1,908 followers

    We’re thrilled to be heading to the Money20/20 Conference in Las Vegas, NV! 🎉 As an innovative company at the intersection of finance and technology, we understand how crucial it is to drive growth and foster deeper connections with customers in today's rapidly evolving financial landscape. The Postage is here to help you enhance your offerings by creating new revenue streams and providing a secure, scalable solution for digital life planning and succession management. Think of The Postage as a modern, easy-to-use platform that empowers individuals and businesses to plan for the future with confidence. 🤝 Don’t miss the chance to schedule a time to meet with us at the conference! Click the link in the comments to secure your spot! 📅 #Money2020 #FinTechSolutions #DigitalPlanning #BusinessSuccession #FutureOfFinance

    • No alternative text description for this image
  • View organization page for The Postage, Inc., graphic

    1,908 followers

    Natural disasters like Hurricane Milton and the destructive aftermath of Hurricane Helene serve as powerful reminders that emergencies can happen without warning. In moments like these, protecting your family’s critical information is just as important as ensuring their physical safety. At The Postage, we make it simple for you to securely store essential documents like birth certificates, insurance policies, medical records, and more, so they’re always accessible, even during a crisis. Learn more about how The Postage can help you protect your family’s legacy, no matter what life throws your way: https://bit.ly/3TY7xRI #FamilyPreparedness #EmergencyPlanning #NaturalDisasterRecovery #DocumentStorage

    • No alternative text description for this image
  • View organization page for The Postage, Inc., graphic

    1,908 followers

    🔒 Celebrating Cybersecurity Awareness Month with Two-Factor Authentication 🔒 At The Postage, we are committed to improving our user experience and protecting our users’ valuable and private information. That is why Two-Factor Authentication is now required for all users on the platform. This added layer of protection helps ensure your sensitive information stays secure, complementing our existing encryption and authentication practices. Secure your end-of-life planning docs today. 📃 #CybersecurityAwarenessMonth #DataSecurity #2FA #ThePostage

    • No alternative text description for this image
  • View organization page for The Postage, Inc., graphic

    1,908 followers

    We’re excited to join the Independent Bankers Association of Texas as they celebrate 50 years of service to our state's banking community at their convention this weekend in San Antonio! 🎉 As a Texas-based company, we recognize the essential role community banks play in supporting families and businesses across our great state. The Postage is here to help you continue that legacy by boosting non-interest income and fostering deeper connections with Texans of all generations. Think of The Postage as a modern, secure, and scalable solution for life planning and small business succession—like a safe deposit box for the digital age. 🤝 Today is your last chance to schedule a time to meet with us at the conference! Don't miss out on the opportunity to learn how we can support your customers and help your bank thrive for years to come. 🏦 Click the link in the comments to secure your spot! 📅 #IBAT #CommunityBanking #TexasProud #Legacy

    • No alternative text description for this image
  • View organization page for The Postage, Inc., graphic

    1,908 followers

    This World Financial Planning Day is a great reminder to go beyond traditional financial services for your banking customers. 🏦 At The Postage, Inc., we offer digital tools that empower families to organize important documents, plan estates, and prepare for life’s transitions. By partnering with us, banks can build trust and loyalty that span generations. 🤝 Let’s work together to help families plan confidently for their future. Schedule a demo today: https://bit.ly/3N9XgOz #WorldFinancialPlanningDay #FinancialInstitutions #CustomerLoyalty #GenerationalWealth #ThePostage

    • No alternative text description for this image
  • View organization page for The Postage, Inc., graphic

    1,908 followers

    Planning for a funeral is never an easy conversation, but it's an essential part of financial wellness that banks can help guide clients through. The Postage, Inc. highlights five key steps financial institutions can take to support their clients during this sensitive time: 1. Initiate the conversation early, ensuring clients feel informed and empowered. 2. Offer planning tools to help outline expenses and necessary documentation. 3. Provide flexible financing options to ease the financial burden on families. 4. Assist with legal paperwork to simplify complex processes. 5. Be a compassionate resource throughout the journey. When banks offer these services, they can provide peace of mind, helping clients manage both emotional and financial needs. Learn more about how financial institutions can offer meaningful support through funeral preparation on our blog: https://bit.ly/3BhyjhF #FinancialWellness #LegacyPlanning #ClientCare #ThePostage

    • A planner sits down with three elderly folks to review documents
  • View organization page for The Postage, Inc., graphic

    1,908 followers

    We’re looking forward to joining the Independent Bankers Association of Texas as they celebrate 50 years of service to our state’s banking community at their upcoming convention in San Antonio. 🎉 As a Texas-based company, we understand the vital role community banks play in supporting families and businesses throughout the state. The Postage is here to help you continue that tradition, increase non-interest income, and strengthen relationships with Texans of all ages. Think of The Postage as a modern, secure, and scalable evolution of the safe deposit box—guiding your customers through life planning and small business succession. 🤝 If you’re attending the convention, we’d love to connect and discuss how we can support your customers and help your bank grow for generations to come. 🏦 Click the link in the comments to schedule a time with us before spots fill up! 📅 #IBAT #CommunityBanking #TexasProud #Legacy

    • October 6 - 8, 2024 in San Antonio, TX

A picture of the San Antonio Riverwalk with a message that says "Meet us at IBAT's Annual Convention" and a button that says "schedule time with The Postage"

Similar pages

Browse jobs

Funding

The Postage, Inc. 4 total rounds

Last Round

Series unknown

US$ 2.4M

See more info on crunchbase