Treasure
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Treasure offers a cash management and treasury investment service that lets companies invest and manage their idle cash through SEC-registered investment advisory and brokerage services. It operates as a registered investment adviser with brokerage services provided by a partner broker-dealer.
Also known as Treasure Financial · Treasure Investment Management, LLC · Treasure Technologies Inc.
Founders & leadership
Investors · 4
Company profile
researched Aug 2026Treasure operates a corporate treasury and cash management platform that invests a company's surplus operating cash in low-risk, yield-generating instruments. The website is operated by Treasure Investment Management, LLC, a wholly owned subsidiary of Treasure Technologies, Inc., and an investment adviser registered with the U.S. Securities and Exchange Commission. Brokerage services for Treasure's clients are provided by Apex Clearing Corporation, an SEC-registered broker-dealer and FINRA member, which also serves as custodian; client funds are held in custodial accounts registered in the client's name and are not lent out or commingled.
The product suite comprises three managed offerings: Managed Money Market, which uses a quantitative selection model to allocate to government-backed money market funds; Managed Treasuries, which selects T-Bill and TIPS maturities; and Managed Income, positioned as the highest-return product. Portfolios are constructed by an investment team and adjusted by algorithms in response to market conditions and client priorities. Treasure states that it works only with recognized regulated funds and government securities and avoids speculative assets such as cryptocurrency. Funds are described as accessible within a 0-5 business day window. The company also markets a Treasure API.
Business model
Treasure manages business cash through an SEC-registered investment advisory entity, with brokerage and custody provided by Apex Clearing Corporation. Clients deposit cash from their bank accounts into Treasure accounts, where it is allocated across managed money market, Treasury securities and income products.
The company charges investment management fees on client assets; a promotion offered a 50% discount on those fees for a year for deposits of $2 million or more made before December 15, 2023.
Traction
Client testimonials from executives at Pragma Bio, Rocketlane and ZaiNar reference cash safety and increased yield, with one client citing an additional six figures of annual return versus a previous cash management partner. The company states it is backed by institutional investors.
▸Full profile — market position, technology, go-to-market, geography, risks & controversies
Market position
Treasure positions itself in the corporate cash management and treasury-as-a-service segment, competing on security, return and liquidity for business deposits, and contrasting custodial investment accounts with traditional bank deposits.
Treasure emphasizes its status as an SEC-registered investment adviser with fiduciary duty, SOC-2 certification, GDPR compliance, and FDIC/SIPC insurance coverage, combined with custodial holding accounts at Apex in which client assets are titled in the client's name rather than held on a bank balance sheet.
Technology
Algorithmic portfolio allocation and monitoring, including a quantitative selection model for identifying top-performing government-backed money market funds and models for selecting T-Bill and TIPS maturities. Treasure also offers an API for programmatic access.
Go-to-market
Direct self-service sign-up and demo requests through the company website, supported by a sales and advisory team ("Talk To An Expert"), client testimonials, promotional fee discounts, and content marketing via the "Treasure Vault" insights blog and a newsletter.
Businesses and organizations holding idle or surplus corporate cash, including venture-backed startups and small and mid-sized companies. Cited clients include Pragma Bio, Rocketlane and ZaiNar.
Geography
Treasure Technologies Inc. lists an address at 15125 N Scottsdale Rd #725, Scottsdale, Arizona 85254, United States, and operates under U.S. SEC registration.
Risks & controversies
Treasure discloses that investing involves risk, including loss of principal, and notes that client testimonials are opinions and not guarantees of returns; clients were not compensated for referrals. Returns depend on interest-rate conditions in money market and Treasury markets.
Compiled by commissioned research from 1 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Timeline · 2
launches, deals, and filingsTreasure offered a 50% discount on investment management fees for one year to clients depositing a minimum of $2 million before December 15, 2023.
$2M source ↗
Treasure announced the introduction of the Treasure API, promoted on its website homepage.
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
▸Research sources · 1
primary sources listed
- Treasuretreasurefi.com · web
1 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Treasure do?
- Treasure is an SEC-registered investment adviser offering corporate cash management and treasury investment products to businesses.
- Who founded Treasure?
- Treasure was founded by Sam Strasser.
- Who are Treasure's investors?
- Treasure's investors include Flucas Ventures, Katalyst Ventures, Katalyst.Ventures, Kube VC.