Centralized, Clarified, Simplified.
Enhance your treasury management through a best in class combination of personalized advisory and institutional security.
46
NUMBERS
$1.2B
NUMBERS
829
NUMBERS
62%
NUMBERS
Make Your Cash Work For You.
And not the other way around. Whether it’s your money, your clients’, or your company’s, SecureUs stands as a uniquely informed advisor within treasury management.
We interface with your existing financial service providers to increase visibility, decrease risk, and instill confidence in your portfolio’s security. With 20+ years’ experience in financial advisory, we’ve seen it all. And we know how to improve it all.
WHO WE SERVE
-
Registered Financial Advisors
-
Family Offices
-
Hospitals/Healthcare
-
Nonprofits
-
Corporations
-
Pensions
Make Your Cash Work For You.
And not the other way around. Whether it’s your money, your clients’, or your company’s, SecureUs stands as a uniquely informed advisor within treasury management.
We interface with your existing financial service providers to increase visibility, decrease risk, and instill confidence in your portfolio’s security. With 20+ years’ experience in financial advisory, we’ve seen it all. And we know how to improve it all.
WHO WE SERVE
-
Registered Financial Advisors
-
Family Offices
-
Hospitals/Healthcare
-
Nonprofits
-
Corporations
Don’t settle for “we’ll look into it,” you deserve straight answers on what and how your cash is doing.
Don’t settle for “we’ll look into it,” you deserve straight answers on what and how your cash is doing.
How We Help
Visibility
Through a combination of experience and technology we improve the visibility of your cash and liquid assets. As well as maintain awareness of the risks and opportunities of individual portfolio assets.
Security
Avoid gambling on payors’ solvency and access FDIC protections multiples higher than individual depositors.
Access
We provide access to rates, products, and banking networks that outperform commercial banking on all fronts.
Advisory
Keep calm and collected with personalized advisory, governance, and position improvements. Let us handle the hard conversations, with investors or lenders, and ensure that your interests and theirs remain aligned.
We provide secured access to liquid assets and maximize performance with a focus on SAFETY:
Security:
Up to $250 million in daily liquidity per TAX ID, with 100% FDIC-insured money market accounts.
Access:
Seamless access to over 3,200 banks via one platform and one consolidated statement, ensuring clients retain their existing banking relationships.
Fiduciary & Stewardship Alignment:
Full compliance with your clients' Cash & Treasury Management Policy to meet corporate governance mandates.
Experience:
Over $620 Billion is currently managed through a patented technology platform, developed by banking experts and former U.S. government policymakers.
Track Record:
22+ years of operational success, founded by a team with extensive regulatory and financial expertise.
Yield:
A current FDIC-insured yield on cash of approximately 4.00% +/- (*).
Who We Serve
Registered Investment Advisors
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Family Offices
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Hospitals
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Nonprofits
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Corporations
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
Pensions
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
What Our Partners Say
“We needed a way to show our senior leadership team that marketing was producing results, and that’s hard when your metrics are scattered. This dashboard saved the day.”
“We needed a way to show our senior leadership team that marketing was producing results, and that’s hard when your metrics are scattered. This dashboard saved the day.”
“We needed a way to show our senior leadership team that marketing was producing results, and that’s hard when your metrics are scattered. This dashboard saved the day.”
