Put company cash to work responsibly, without a CFO.

Managing corporate funds shouldn’t be complicated. Waldo helps startups and enterprises maximize yield, minimize 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

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.

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Risk-Managed Controls

Smart balancing between traditional and digital assets.
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Enterprise-Grade Security

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

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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.
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4.0%

Interest on Cash

Earn interest on cash even before it's invested.

8,000+

Assets and ETFs

Thousands of assets for the perfect strategy.

Strategy Profiles

A diverse array of investment strategies to select from.

0.25%

Management Fee

Far cheaper than other wealth management services.

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Waldo.finance a division of Waldo.ai, Inc., provides investment advice under the SEC’s Internet Adviser Exemption and is not a registered investment adviser. The information on this website is for general informational purposes only and does not constitute personalized investment, financial, legal, or tax advice. All investment strategies involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any projections, estimates, or opinions expressed herein are subject to change without notice.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.