Some news today! 🚀 First, we're proud to share that Treasure has closed a new round of funding led by Ventura Capital with participation from Peter Thiel and other existing investors. This new capital fuels our mission to build and scale world-class treasury management technology. ⚡️ We're also thrilled to announce the public launch of the Treasure API. With a single secure integration, companies can embed Treasure's advanced treasury management technology directly into their platforms. With the Treasure API, businesses can easily access safe, high-return cash management options such as Treasuries, TIPS, government-backed money market funds, and fixed income products, all managed by intelligent algorithms. 👉 Learn more in our press release and get in touch at treasurefi.com/api #treasurymanagement #cashmanagement #fintechnews #treasuries
Treasure Financial
Financial Services
San Francisco, California 2,132 followers
Treasury Management Built by Experts. Maximize Return, Minimize Risk, Maintain Liquidity.
About us
Turn your organization's idle cash into revenue. Treasure strategically maximizes surplus business funds using a secure, high-return, and liquid cash management platform, all managed by a world-class investment team. SEC Registered RIA. Fiduciary Duty. SOC-1,2,3 Certified.
- Website
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https://www.treasurefi.com
External link for Treasure Financial
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- San Francisco, California
- Type
- Privately Held
- Founded
- 2021
- Specialties
- Fintech, Finance, Treasury Management, Cash Management, Investment, Registered Investment Advisor, RIA, and Wealth Management
Locations
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Primary
1324 Clement St
San Francisco, California 94118, US
Employees at Treasure Financial
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Andy Carra
Technology, Finance, Security
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Terence Tseng
Software Engineer
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Matthew Fong
Lead Frontend Engineer @ Treasure Financial
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Chris C.
I advise and coach B2B SaaS start-ups in fintech, insurtech, and healthcare on GTM challenges and help founders to hit their revenue milestones
Updates
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What were some important developments in markets and the economy last month? We have the answers in 10 charts and less than 2 minutes... 👇 https://lnkd.in/g2zg3mp4
June 2024 Economic Snapshot
treasurefi.com
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In this week's blog we talk about some of the common challenges that teams should take into account when evaluating API partners. 🤝 We discuss security, compliance, data privacy, clear documentation, legacy systems and operational considerations. 🔎 Read more in the blog titled: Data, Dollars and APIs: The Balancing Act! https://lnkd.in/grHZK4-Q Not all APIs are created the same! Picking the right partner is a key driver of the success of the project. #embeddedinvestments #partnerships #api
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In this week's blog Luca Rassenti explores the topic of Float in an article called "Creative floats are great but creating float is better". He dives into what float is and how it can impact the bottom line of your business. 💰 In finance float is: Float = firm's available balance – firm's book balance. If you are a business that is NOT being super efficient about the cost (or opportunity cost) of your cash, you are leaving money on the table. 💸 Read more on our blog: https://lnkd.in/gSrKJ8KV
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Happy Wednesday Everyone! Today's post comes from a customer with a delicious product.🍦 🍨 Thank you Kelly's Homemade Ice Cream team for entrusting Treasure Financial with your idle cash and giving us the opportunity to provide you with a high caliber, professional cash management solution. Disclosure: Kelly's Homemade Ice Cream is a client of Treasure and receives no compensation for client referrals. Information presented is the opinion of the author and is not investment advice or a guarantee of returns.
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🙌 New blog Alert!🔥 In this week's blog we talk about how banks can slash high deposit costs in a high rate environment. The solution: Embed investment options in your platform to: ✅ Reduce deposit costs by offering customers a path to grow their money beyond basic savings accounts. ✅ Boost customer satisfaction with a one-stop shop for all their financial needs. ✅ Increase fee revenue by offering investment solutions. It's a win-win for everyone! See the full story in our latest blog post: https://lnkd.in/gzbr6WwR #banking #finance #embeddedfinance #fintech #customerhappiness #depositcosts #investment #embeddedinvestments
Dear Bank: Here's How You Can Slash Deposit Costs and Delight Customers (Yes, Really!)
treasurefi.com
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🔍 What happened last month in the #economy and #financialmarkets (outside of NVDA)? Here is your 2 minutes overview in 10 charts... 👇 https://lnkd.in/gQcJxxv5
May 2024 Economic Snapshot
treasurefi.com
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🙏 Thank you Dr. Sharon R. Elefant and team at The Nonprofit Plug for entrusting Treasure Financial with your idle cash and giving us the opportunity to provide you with a high caliber, professional cash management solution, so that you can continue working on your amazing mission. The Nonprofit Plug forms and incorporates tax exempt charitable nonprofits, identifies and prepares organizations to be grant ready, develops strategic plans, provides community engagement and collaboration to enhance private and governmental relationships and provides board of director management services. Disclosure: The Nonprofit Plug is a client of Treasure and receives no compensation for client referrals. Information presented is the opinion of the author and is not investment advice or a guarantee of returns.
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Excited to announce this partnership with Unit! #Yield is now top of mind for many Fintech and their customers. Treasure Financial lets you seamlessly embed financial products (Money Market, TBills, Fixed Income, ...) which generate yield and safety for your customers. The future of finance is #EmbeddedFinance! https://lnkd.in/gKMcKn4v
Our integration with Treasure Financial is now live 💰 With it, you can enable access to yield-generating investments that sit alongside your embedded banking products. For example, your customers could earn additional yield by investing in low-risk securities like money market funds. https://lnkd.in/ge5W9fax
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Embedded investing meets personal finance! 💥 Excited to share our partnership with Sequence! 🤝 Sequence is one of the a leading personal finance company known for its groundbreaking financial router platform. Through this partnership, Sequence is integrating with Treasure Financial’s cutting-edge embedded investment API, enabling Sequence customers to get seamless access to Treasure’s suite of actively managed investment capabilities. This is another great application of #EmeddedInvesting. It neatly showcase the value-add of embedding investment products into personal finance platform enabling Sequence customers to not only better save but also earn a meaningful yield and returns on their savings! More info: https://lnkd.in/e3JJGYCz
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