Corporate Treasury Management | Compliance

Compliance for Treasury as a Service

March 24, 2022

Scott Williams

When it comes to compliance we hold ourselves to a high standard. We view compliance as our strength enabling us to efficiently build products with confidence while making sure our customers' protection is top of mind.

Compliance

How Safe Are My Cash and Securities With My Broker? (TL;DR: Very!)

November 8, 2021

Ben Verschuere - Chief Investment Officer

We all hold assets (stocks, ETF, cash, ...) with our brokers and custodians. Given those institutions are the recipients of our savings a natural question to ask is: How safely are those assets stored? This question is..

Hand holding an umbrella over a pile of money

Compliance

Security is a Core Value for Treasure Financial

November 1, 2021

Scott Williams

Treasure recently completed AICPA Service Organization Control (SOC) 2 Type I Audit, which demonstrates our commitment to protecting client data. When discussing the corporate values that are most important to Treasure..

Subscribe to the newsletter

Treasure Technologies Inc.
447 Sutter St
STE 405 PMB 25
San Francisco, CA 94108

Website is operated by Treasure Investment Management, LLC ("Treasure"), a wholly-owned subsidiary of Treasure Technologies, Inc., and an investment adviser registered with the U.S. Securities and Exchange Commission ("SEC"). Brokerage services are provided to clients of Treasure by Apex Clearing Corporation ("Apex"), an SEC-registered broker-dealer and member FINRA.

Investing involves risk, including loss of principal. The contents of this website are provided for information purposes only and do not constitute an offer to sell or a solicitation to buy securities. Past performance is no guarantee of future returns.