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Aspiration

Subsidiary of Coastal Financial Corporation (Coastal Community Bank) — brand owner since January 2026; program operated by Mission Financial Partners, LLC

greenfi.com

Estate planning and settlement at Aspiration

Name beneficiaries online and report a death at 1-800-683-8529

Aspiration operates under a new nameRebranded, effective April 2025

Aspiration rebranded to GreenFi on April 22, 2025, and aspiration.com now redirects to greenfi.com. Existing Aspiration Spend & Save accounts converted automatically to GreenFi checking and savings; no member action was required. GreenFi remains live and is NOT winding down: the separate Aspiration Partners parent-company bankruptcy did not touch the consumer banking business, which had already been separated. On January 9, 2026 Coastal Community Bank, GreenFi's longtime banking partner and the host of its bank accounts, acquired ownership of the GreenFi brand; GreenFi's own member update states there are no changes for customers, no action is required, account and debit card numbers stay the same, and deposits remain FDIC insured up to $1 million through Coastal's sweep network. Mission Financial Partners, LLC continues to operate and market the GreenFi program, including access to the Redwood Fund. Estate and deceased-account inquiries go through GreenFi customer support (1-800-683-8529 / support@greenfi.com), not the former Aspiration channels; Redwood Fund and IRA beneficiary paperwork goes to Shareholder Services in Rocky Mount, NC.

The procedures on this page reflect Aspiration's accounts. Account servicing may transfer as the change takes effect.

How your Aspiration accounts transfer at death depends on how each one is titled and whether a beneficiary is on file. Of those, 2 can name a trust as beneficiary or be retitled into a trust. Getting these details right keeps assets out of probate and ensures they reach the intended recipients.

Beneficiary designations at Aspiration can be managed online, by phone, and by mail. Trust funding options vary by account type—check with Aspiration for specifics.

There are two sides to estate planning at Aspiration: setting things up while you're alive, and the process survivors follow after a death.

For questions about any of these procedures, contact Aspiration's GreenFi Redwood Fund Shareholder Services at 1-800-683-8529. Email inquiries can be sent to support@greenfi.com.

SimplyTrustSimplyTrust Editorial·

Sources

Data sourced from Aspiration primary sources (23 pages reviewed). How we research.

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