High-yield cash management

Levo Treasury is a treasury management account that helps you earn a higher yield on your company’s idle cash.

Reduce your burn by putting your company’s idle cash to work

We offer a customizable portfolio of FDIC-insured cash and short duration investment grade bond ETFs, letting you earn 2-4% in a low risk manner.

Designed to work alongside your existing bank account and corporate card provider like Brex or Ramp

Just move your excess cash to Levo Treasury, and then set up recurring withdrawals from Levo to your existing bank account to manage your burn rate.

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.

Managed by an experienced team

Levo is an SEC-registered investment advisor run by a team of former hedge fund managers. We’re backed by Y Combinator.

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.

Banking services are provided by Synapse’s Bank partners, Members FDIC.

​​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.

All accounts are subject to approval and you may cancel email subscriptions at any time.

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