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Built for organizations
with cash to protect.

How organizations like yours protect cash above the $250,000 FDIC limit — and earn more on it — without changing banks.

Industry

Nonprofits & foundations

How nonprofits and foundations protect operating reserves, endowment cash and grant funds above the FDIC limit — while earning more and keeping their community bank.

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Industry

Law firms & attorneys

How law firms protect operating cash, client trust balances and settlement proceeds above the FDIC limit with insured deposit placement and clear records.

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Industry

Healthcare & medical practices

How healthcare organizations and medical groups protect operating reserves and reimbursements above the FDIC limit while keeping liquidity for payroll and suppliers.

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Industry

Property management & HOAs

How HOAs and property managers protect reserve funds, security deposits and capital-project cash above the FDIC limit, with reporting boards can follow.

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Industry

Churches & faith-based organizations

How churches and ministries protect building funds, reserves and designated gifts above the FDIC limit while supporting community banks.

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Industry

EB-5 regional centers

How EB-5 regional centers and new commercial enterprises protect investor escrow and project funds above the FDIC limit with transparent reporting.

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Industry

HSA / FSA administrators

How HSA, FSA and benefits administrators protect growing participant balances above the FDIC limit with liquidity for claims and clear sub-accounting.

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Industry

Family offices

How family offices protect operating liquidity and opportunistic cash above the FDIC limit, earn competitive rates, and keep one consolidated view.

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