Ampersand Inc. (Ampersand), the nation’s leading deposit management firm, is proud to announce its second anniversary.
In just two years, Ampersand has established itself as a trusted partner to finance teams nationwide—helping corporate, municipal, and nonprofit clients optimize their deposits for higher returns and full protection.
“In a time when many startup Fintech firms struggle to reach profitability, Ampersand has not had this struggle. Our team continues to provide industry-leading service and put new product offerings into development,” said Ampersand CEO Kelly A. Brown. “We are proud to support the nation’s leading finance teams, bringing them industry leading rates and full deposit protection.”
Ampersand’s network of community and regional banks has more than doubled in size, allowing the firm to meet the needs of deposit clients from virtually any industry.
Key Milestones from Ampersand’s second year include:
- 2x growth in assets under management (AUM) and more than doubling the size of Ampersand’s network of bank partners.
- Strategic partnerships with leaders in the property management, RIA, and legal industries.
- The launch of Ampersand Public Advisors (Registered Municipal Advisor #K1337 with the Municipal Securities Rulemaking Board) an SEC regulated, wholly owned subsidiary of Ampersand, Inc, focused on the unique needs of municipal depositors.
- Media recognition in tier-one outlets including Bloomberg, US News and World Report, Newsweek, American Banker, S&P Global, Yahoo Finance, and more.
- For a second consecutive year, named a top three finalist for Wisconsin’s Best Places to Work by Milwaukee Business Journal.
To accommodate it’s rapid growth, Ampersand recently completed a headquarters expansion, adding office space to support a team that has nearly doubled year over year.
Looking ahead to 2026, Ampersand will relaunch its Depositor Priorities Survey, which this year focuses exclusively on the cash management challenges facing today’s CFOs. Finally, Ampersand will launch new technology to streamline the deposit management process, along with several other new initiatives slated for 2026.
To read last year’s survey results, click here.
