Treasury management for startups
Levo Treasury is a treasury management account that helps you earn a higher yield on your company’s idle cash.
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Manage your cash like large corporations do
Large corporations don’t just leave their money sitting in a checking account. They put their money to work by investing in short duration Treasury Bills and other super low-risk investments. We make it easy for you to do it too.
Extend your runway by earning interest income on your idle cash
We offer a customizable portfolio of short duration investment grade bond ETFs, letting you earn 4-6% in a low risk manner. See how much your idle cash could be earning you with the calculator below.
$5.0M
5.0%
$20,833
/month
interest income
Designed to work alongside your existing bank account and corporate card provider like Brex or Ramp
Switching primary bank accounts is a pain, so we won’t ask you to do that. Just move your excess cash to Levo Treasury, and then set up automatic withdrawals from Levo to your existing bank account.
Follow best practices
Large corporations have teams of people that allocate their excess cash to higher-yielding investments like US Treasuries, while managing risk and liquidity. We make it easy for you to do it too.
Keep your money safe
FDIC insurance only goes so far. Beyond $250k, you need an alternative strategy. At Levo, we’re experts in low-risk fixed income investing.
Managed by an experienced team
Levo is an SEC-registered investment advisor run by a team of former hedge fund managers. As a fiduciary, we’re required to put your interests before ours.
Backed by
Levo Financial is not a bank. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Levo Financial relies on information from various sources believed to be reliable but cannot guarantee the accuracy and completeness of that information. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Levo Financial and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.
Investment advisory services are provided by Levo Adviser, LLC, an SEC-registered investment adviser, and brokerage products and services are provided by Embed Clearing LLC, member FINRA/SIPC.
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This content, developed by Levo Financial, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.
For support, please contact support@levo.financial