Maximize yield on company cash without switching banks.

Managing corporate funds shouldn’t be complicated. Waldo helps startups and enterprises maximize yield, hedge their risk, and streamline cash management, with Excess SIPC Insurance Coverage of up to $30M in securities and $1M in cash*.

A screenshot of the dashboard in which you select your investment strategy.

Smarter Entity Cash Management

AI Advisor Insights

Select an investment strategy that matches your company’s risk tolerance and liquidity needs. Then, chat with your AI Advisor for insights about risk balance and hedging ideas where your business is over-concentrated. Whether you’re looking for stable returns in T-bills, diversified exposure with equities, or a calculated allocation to crypto, Waldo provides flexible, automated investment strategies that work for you.

Hedge Your Portfolio

Work to mitigate interest rate, currency, commodity, political or sector-specific risks with Waldo's intelligent portfolio strategies.

Secure Custody

Client assets are held as securities via DTCC, never loaned or leveraged, with Extended SIPC coverage.

A screenshot of the KYC and fraud scan results

Risk-Managed Controls

Smart balancing between traditional and digital assets.
‍

Enterprise-Grade Security

Keep your funds in a trusted platform. Waldo is SOCII certified with bank-level encryption and asset protection.

‍

Power Up Your Treasury

Equip your finance and operations teams with tools to optimize idle cash, manage risk, and execute payments—all in one seamless platform.
‍

Liquidity

Same-Day Withdrawals

Access cash immediately with same-day liquidity.

8,000+

Assets and ETFs

Thousands of assets for the perfect strategy.

100+

Strategy Profiles

A diverse array of investment strategies to select from.

$30M

SIPC Coverage

$30M of Excess SIPC inurance coverage on your account.

This is a screenshot of the fraud rating system in Waldo

Waldo.ai is registered with the U.S. Securities and Exchange Commission as an Internet-Only Investment Adviser. Registration does not imply a certain level of skill or training. This website is for informational purposes only, is intended solely for U.S. accredited investors, and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Past performance is not indicative of future results. Please see our Full Disclosures and Form ADV for more information.
‍
The material on this website is for informational purposes only. It should not be construed as investment, tax, legal, or other advice. Nothing contained herein constitutes an offer to sell or a solicitation of an offer to purchase any securities, or a recommendation regarding any investment strategy or product.

Any securities or investment opportunities will be offered only by means of formal offering materials, which describe the significant terms, risks, and conditions of such investments.

Past performance is not indicative of future results. There can be no assurance that any investment will achieve its objectives or avoid substantial losses. Any projections, estimates, or forward-looking statements are speculative in nature, are based on certain assumptions, and are subject to change without notice.

This information contains certain “forward-looking statements,” which may be identified by the use of such words as “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms.  Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of the depicted investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting operations that could cause actual results to differ materially from projected results. 

Your use of this site, or communication with the Firm through this site, does not create an advisory relationship between you and the Firm. Do not send confidential information via this website or through email, as such communications may not be secure.

Additional information about the Firm, including its Form ADV filings, is available on the SEC’s Investment Adviser Public Disclosure (“IAPD”) website at https://adviserinfo.sec.gov

‍All content, including text, graphics, logos, images, and other materials on this site, is the property of the Firm or its content providers and is protected by copyright and other intellectual property laws. You may not copy, reproduce, distribute, or transmit any content without the Firm’s prior written consent.

The Firm does not collect personal information from visitors to this website unless voluntarily provided. The Firm does not sell or share personal information with non-affiliated third parties, except as required by law.

This website is controlled and operated from the United States and is subject to applicable U.S. federal and state laws.

By using this website, you acknowledge that you have read and understand our Terms and Privacy Policy. You should consult with a qualified financial professional before making any investment decisions.If you have any questions, please contact us at support@waldo.finance