What Save Technologies does

Save Technologies is a Houston-based financial technology company that operates the Liquid Market Savings Platform, a cash management product combining FDIC-insured deposit protection with market-based yield potential and same-day liquidity without withdrawal penalties. The company targets three institutional customer segments—banks seeking new core deposits and lower cost of funds, corporate clients seeking differentiated cash management offerings, and wealth managers (RIAs, Broker-Dealers, Trust Companies) seeking FDIC-insured yield products for their clients—and delivers regulated investment advisory services through Save Advisers LLC, an SEC-registered investment adviser.

Revenue is generated from two streams: recurring investment advisory fees on assets under management routed through Save Advisers LLC, and platform/technology fees charged to bank and wealth manager partners for white-label and collaborative program access. Distribution is exclusively B2B through channel partnerships, with no direct-to-consumer retail offering; partners embed Save's product within their existing client relationships under collaborative or white-label arrangements, allowing partner institutions to offer market-linked yield without taking on additional balance sheet risk. Specific pricing, fee schedules, and AUM are not publicly disclosed.

Founded in 2019, Save Technologies closed its first institutional funding round in October 2025—a Series A led by BNP Paribas with participation from Natixis Corporate & Investment Banking and Pacer Financial—followed by a strategic distribution partnership with Pacer Financial in November 2025. The company maintains a small team (11–50 employees) and operates a single US market. Note: the firmographics short description characterizes Save as an auto finance technology provider for valuation, credit risk, and loan workflow; the substantive product, partnership, regulatory, and revenue data in the input is consistent with a cash management / yield enhancement platform, and this analysis is grounded in the latter.

Name

Save Technologies

Legal name

Save Advisers LLC

Website

https://save-technologies.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Save Technologies operates the Liquid Market Savings Platform, delivering FDIC-insured cash management with market-based yield to banks, corporate clients, and wealth managers through white-label and collaborative B2B partnerships, with advisory services via Save Advisers LLC.

Ownership category

akta.pro rank

Product category

Cash Management Software

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Prepackaged Software (7372), Functions Related To Depository Banking, Nec (6099)

akta.pro primary industry

Treasury, Cash Management & Liquidity Tools (Sweeps, Cash Concentration) (FSAGAAAG)

akta.pro secondary industry

Savings Automation & Goal-Based Savings (FSAGADAC)

Keywords

• Cash management platform
• Yield enhancement solutions
• FDIC-insured deposits
• White-label savings
• Wealth management technology

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Services: Investment Advisory Services offered through Save Advisers LLC, an SEC registered investment adviser. Revenue generated from advisory fees on assets under management through the platform.
2. Platform/Technology Fees: Fees charged to bank partners, wealth managers, and corporate clients for white-label and collaborative program access to the Liquid Market Savings Platform.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels3 records

Core offering

Save Technologies operates the Liquid Market Savings Platform, a cash management platform that delivers market-based yield potential while maintaining FDIC-insured principal and same-day liquidity without penalties. The platform is distributed exclusively through white-label and collaborative programs to banks, corporate clients, and wealth managers (RIAs, Broker-Dealers, Trust Companies). Yield Enhancement Solutions complement the core platform by generating superior yields without compromising safety or accessibility for partner institutions and their end customers.

Product overview

Save Technologies offers a unified cash management platform centered on the Liquid Market Savings Platform, which delivers market-based yield potential with FDIC-insured principal and liquidity. The platform is complemented by Yield Enhancement Solutions that provide differentiated products for three distinct client segments: Banks (new core deposits, non-interest bearing accounts), Corporate Clients (enhanced offerings, revenue opportunities), and Wealth Managers including RIAs, Broker-Dealers, and Trust Companies (deposits at FDIC-insured institutions, same-day cash transfers, institutional portfolio yields).

Differentiator

Problem solved

Functional benefit

Products and services

• Liquid Market Savings Platform A cash management platform that delivers market-based yield potential while maintaining FDIC-insured principal and same-day liquidity without penalties. Distributed through white-label and collaborative programs to banks, corporate clients, and wealth managers (RIAs, Broker-Dealers, Trust Companies).
• Yield Enhancement Solutions Solutions designed to generate superior yields without compromising safety or accessibility, transforming cash management strategies for banks, corporate clients, and wealth managers.
• Investment Advisory Services

Quantifiable outcome

• FDIC-insured principal protection combined with market-based yield potential

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• Pacer FinancialcoreStrategic or Co-development Partner · 4 November 2025Strategic partnership to develop innovative cash-management solutions. Pacer Financial collaborates with Save to expand distribution of Save's Liquid Market Savings Platform to broader market segments.
• Save Advisers LLCcoreOthersSave Advisers LLC is an SEC registered investment adviser through which Save Technologies offers Investment Advisory Services. This affiliated entity handles regulatory compliance for investment advisory offerings.

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• IntraFi: IntraFi (formerly Promontory Interfinancial Network) operates the ICS/CDARS insured deposit networks that allow banks and wealth managers to offer multi-bank FDIC-insured cash sweep programs. Directly comparable to Save's B2B value proposition of distributing FDIC-insured, market-yield cash solutions through bank and advisor channels.
• StoneCastle (FICA): StoneCastle's FICA (Fully Insured Cash Account) program is an insured cash sweep platform purpose-built for RIAs and broker-dealers offering FDIC-protected cash management to their clients. Competes head-to-head with Save's wealth manager offering on the same customer base with a similar insured-deposit-plus-yield value proposition.
• MaxMyInterest: MaxMyInterest is a cash optimization platform that sweeps client cash across multiple FDIC-insured banks to maximize insured yield. Directly comparable product mechanism to Save's Liquid Market Savings Platform and a B2B-oriented go-to-market aimed at advisors and high-net-worth households.

Broad incumbents

• Wealthfront: Wealthfront offers a high-yield Cash Account alongside automated investing for retail and HNW clients. Broader direct-to-consumer wealth platform, but the Cash Account competes for the same end-client dollars Save targets via its wealth manager channel.
• Betterment: Betterment is a large robo-advisor offering a Cash Reserve product with competitive yields and FDIC coverage. A broader incumbent in the digital wealth space with an overlapping cash management feature set serving Save's downstream retail and HNW clients.
• Charles Schwab: Schwab operates one of the largest brokerage cash sweep programs in the US, distributing client cash across partner banks and money market funds. Represents the dominant incumbent that Save's RIA and bank partners must displace or differentiate against.
• Fidelity Investments: Fidelity offers brokerage cash sweep, money market funds, and the Fidelity Cash Reserves account at scale across retail and advisor channels. Major incumbent with the distribution power and balance sheet that any new cash management platform must compete against for partner mindshare.
• Marcus by Goldman Sachs: Marcus is Goldman Sachs' consumer banking brand built around a high-yield online savings account and adjacent deposit products. While now closed to new savings customers, it remains a benchmark incumbent that established consumer and advisor expectations for cash yield online.

Emerging players

• Acorns: Acorns is a consumer fintech offering automated investing and savings products, including a Later / Checking cash management component. An emerging player with retail cash and savings features targeting similar end-client savings behavior, though distributed direct-to-consumer rather than through institutional partners.

Others

• Addepar: Addepar is a wealth management technology platform serving RIAs, family offices, and large private banks. Not a direct competitor on cash management, but serves the same wealth manager customer base that Save distributes through, making it an adjacent ecosystem participant in Save's go-to-market motion.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/savetechllc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Save Technologies