Treasure is a SEC certified RIA with fiduciary duty. We are required to make all investment decisions with your best interest in mind with no conflict of interest.
Treasure's world-class investment team customizes and actively manages your portfolio to mitigate risk and maximize ROI. Top 1% Fund Performer in 2022.
Your funds, when you need them. With Treasure, your money is accessible within zero to three business days.
From 3.55% to 8.00%* yield. Top 1% Fund Performer 2022.
0 - 3 business day liquidity.
Safe, secure investments like government securities. Zero crypto exposure.
Cash funds FDIC insured. Securities funds SIPC insured.
SEC Regulated RIA with fiduciary duty.
World-class investment team led by Peter Thiel's former money manager.
Traditional bank earnings (in 2 yrs)
Treasure Managed Income earnings (in 2 yrs)
Stellar Health is a healthcare technology company that empowers providers and practices to deliver high-quality care through their web-based platform and incentive program offering real-time notifications at the point of care
Treasure onboarding was secure and streamlined: less than ten minutes.
Treasure provides white glove service to Stellar Health and customized portfolio allocations.
Stellar Health is earning 15x** more with Treasure Cash
"We raised a successful Series B and are now earning revenue on those funds by using Treasure’s impactful cash management solution."
Co-Founder & Chief Executive Officer
A trusted partner
As a SEC Registered Investment Advisor we have fiduciary duty to our clients, ensuring that all business activities are in the best interest of our clients.
Your Treasure account generates high yields using cash allocation or low risk fixed income mutual funds. We actively manage the risk for you.
Treasure provides enterprise-level security for customer’s data secured in the Treasure Technologies System.
Backed by world-class investors:
* Based on the average annual excess returns of hypothetical back-tested performance of the funds being used in the current Treasure Managed Income portfolio from 2013 to present and the current Federal Funds Rate. (Although Treasure did not exist in 2013, all funds in existence since 2013.). Results are shown net of fees. Hypothetical back-tested performance is not a guarantee of future performance and actual results will vary. Returns are subject to change daily. Source: Bloomberg.
** Treasure Cash accounts are held at Grasshopper Bank, N.A., our FDIC partner bank. Based on national average checking account rates as of 4/17/2023. Source: FDIC.