Treasure Financial logo — Treasury Management Built by Experts. Maximize Return, Minim...

Treasure Financial

Treasury Management Built by Experts. Maximize Return, Minimize Risk, Maintain Liquidity.

Founded 2021 United States San Francisco, United States 23 employees Series A Total: $14.00M Financial Services, Fintech

General Information

Company Name Treasure Financial
Founded Year 2021
Location United States San Francisco, United States +1
Founders / Decision Makers
Team member
Employees 23
Industries Financial Services, Fintech
Funding Stage Series A
Social

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About Treasure Financial

Treasure Financial is a Financial Services and Fintech company, founded in 2021 and headquartered in the United States. The company's slogan, "Treasury Management Built by Experts. Maximize Return, Minimize Risk, Maintain Liquidity," embodies its core mission. Treasure Financial specializes in turning organizations' idle cash into revenue. It strategically maximizes surplus business funds using a secure, high-return, and liquid cash management platform, all managed by a world-class investment team. The company is an SEC Registered RIA, operating with a Fiduciary Duty and SOC-1,2,3 Certified status. In its latest funding round, Treasure Financial secured a $7.50M Series A investment on 09 August 2023. The financing was backed by prominent investors, including Ventura Capital and Peter Thiel. This capital injection is expected to further solidify Treasure Financial's position in the market, enabling it to bolster its innovative treasury management solutions and expand its reach within the financial services sector.

Taxonomy: treasury management, cash management, investment, liquidity management, revenue management, idle cash, fiduciary duty, SEC registered, SOC-1 certified, SOC-2 certified, SOC-3 certified, financial management, investment team, surplus funds

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Series A •••••• 2
Investor
•••• ••••
09 Aug 2023
Convertible Note •••••• 1
Investor
10 May 2022
Seed Round •••••• 2
Investor
•••• ••••
21 Aug 2021
Seed Round •••••• 5
Investor Investor Investor Investor
•••• ••••
25 Sep 2020

Treasure Financial Alternatives & Competitors

Treasure Financial vs
Agicap
Agicap France

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Treasure Financial vs
SBV South Africa
SBV South Africa South Africa

At SBV, it's about more than money.

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Treasure Financial vs

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FAQ About Treasure Financial

Treasury Management Built by Experts. Maximize Return, Minimize Risk, Maintain Liquidity.
Treasure Financial was founded in 2021.
Treasure Financial is headquartered in San Francisco, United States.
Treasure Financial operates in the following industries: Financial Services, Fintech.
Treasure Financial has approximately 23 employees.
Treasure Financial has completed 4 funding rounds, raising a total of $14.00M. The latest funding stage is Series A.
Top alternatives and competitors to Treasure Financial include Agicap, SBV South Africa, BlackRock® Cachematrix™, Boovatech, Northcross Capital LLP. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Treasure Financial and Agicap are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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