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.
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Hedge Your Portfolio
Many businesses face sector-specific risks or dependence on key customers. Waldo mitigates this exposure through intelligent hedging strategies.
Direct Payments
Send and receive funds from third parties via automated cash sweep, all with no fees.
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.
