Six Trees Capital
New York, US · Founded 2013 · Delaware LLC
Six Trees Capital develops financial technology, including its flagship product Max, which helps individual investors, financial advisors, and banks manage cash by moving it across online savings accounts to earn higher yields and expand FDIC insurance coverage. The company also invests in other financial technology ventures through Six Trees Ventures.
Founders & leadership
Six Trees Capital was founded in 2013 by Gary E. Zimmerman.
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Gary E. ZimmermanFounder & Manager
Reported raises · per SEC filings
Form D private placements$7M disclosed across 3 rounds · 2014–2016
▶$6MraisedNov 2017 · 16 investors · Other TechnologyRule 506(b)
▶$6MraisedNov 2017 · 16 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Gary E ZimmermanExecutive Officer
- Offering amount
- $6.2M
- Amount sold
- $6M
- Placement agents
- NA
- First sale
- Dec 2016
- Incorporated
- Limited Liability Company, Delaware, 2013
- Federal exemptions
- 06b
▶$400KraisedAug 2015 · 1 investors · Other TechnologyRule 506(b)
▶$400KraisedAug 2015 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Gary E ZimmermanExecutive Officer
- Offering amount
- $920K
- Amount sold
- $400K
- Placement agents
- NA
- First sale
- Jul 2015
- Incorporated
- Limited Liability Company, Delaware, 2013
- Federal exemptions
- 06b
▶$645.9KraisedSep 2014 · 18 investors · Other TechnologyRule 506(b)
▶$645.9KraisedSep 2014 · 18 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Gary E ZimmermanExecutive Officer
- Offering amount
- $2M
- Amount sold
- $645.9K
- Placement agents
- NA
- First sale
- Aug 2014
- Incorporated
- Limited Liability Company, Delaware, 2013
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 2
by search overlap
Preqin4 shared keywordsPreqin provides a data and intelligence platform for investment teams, M&A professionals, and corporate development teams to source, evaluate, and value private company investments through integrated asset, fund, and performance data.
Oaktree Capital4 shared keywordsOaktree is an alternative investment manager specializing in credit strategies, operating globally across high yield bonds, distressed debt, private credit, and real estate debt since 1995. The firm manages diversified investment strategies across credit, equity, and real estate asset classes with a value-oriented approach.
Companies competing with Six Trees Capital for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Six Trees Capital do?
- Six Trees Capital develops financial technology, including its flagship product Max, which helps individual investors, financial advisors, and banks manage cash by moving it across online savings accounts to earn higher yields and expand FDIC insurance coverage. The company also invests in other financial technology ventures through Six Trees Ventures.
- Who founded Six Trees Capital?
- Six Trees Capital was founded by Gary E. Zimmerman in 2013.
- How much funding has Six Trees Capital raised?
- Six Trees Capital has disclosed $7M raised across 3 rounds.
- Where is Six Trees Capital headquartered?
- Six Trees Capital is headquartered in New York, US.