Name

Strategic Treasurer

Legal name

Strategic Treasurer LLC

Website

https://strategictreasurer.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Treasury Consulting and Advisory

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Finance Services (6199), Functions Related To Depository Banking, Nec (6099)

akta.pro primary industry

Treasury, Capital Structure & Liquidity Advisory (BPAHADAM)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Corporate Cash Management & Treasury Services (FSAMAOAA)

Keywords

• Treasury consulting
• Corporate advisory services
• Treasury technology research
• Payment security training
• Bank fee optimization

Headquarters

HQ city

Peachtree City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Treasury Consulting Services: Provides advisory services to corporate treasury practitioners, financial institutions, and technology providers. Consultants have practical hands-on experience in corporate treasury environments with senior management and leadership roles across numerous industries.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Strategic Treasurer is a treasury consulting firm that delivers advisory services to corporate treasury practitioners, financial institutions, and technology providers, including treasury benchmarking, bank fee analysis (Feenix SMS), bank connectivity and onboarding support, SWIFT Customer Security Programme advisory, and security training. The firm complements its consulting practice with primary market research, the annual Treasury Technology Analyst Report, the Treasury Update Podcast, webinars, surveys, eBooks, and the Treasury News Network (TNN).

Product overview

Strategic Treasurer is a treasury consulting firm that offers a comprehensive portfolio of advisory services, research publications, and educational content. Their core offerings include the annual Treasury Technology Analyst Report covering TMS, Treasury Aggregators, Supply Chain Finance, and Treasury Ecosystem solutions; the Treasury Update Podcast (400K+ downloads); and expert-led webinars with CTP/CPE credits. They provide specialized services including SecureTreasury training, Feenix SMS bank fee analysis, treasury benchmarking, and connectivity/onboarding support. Through their acquisition of CTMfile, they developed the Treasury News Network (TNN). Their research division produces recurring surveys on AI adoption, fraud & controls, compliance, and payment security topics.

Differentiator

Problem solved

Functional benefit

Brands

• Treasury News Network (TNN): Treasury news platform developed following the acquisition of CTMfile to expand European presence and deliver broader treasury news coverage.

Products and services

• Treasury Benchmarking Benchmarking service providing industry comparisons and leading-practice assessments for corporate treasury operations, helping clients identify gaps and opportunities.
• Feenix SMS – Bank Fee Analysis & Optimization Bank fee analysis and optimization service that helps clients manage and reduce banking costs across their banking relationships.
• Connectivity & Onboarding Services Bank connectivity and onboarding service that helps clients establish and manage banking relationships, including payment rail and bank integration support.
• SWIFT Customer Security Programme (Swift CSP) Advisory Advisory services related to SWIFT Customer Security Programme compliance and implementation for corporate treasury and banking clients.
• SecureTreasury Training Security training course covering payment security principles and practices for treasury professionals, distilling twelve foundational principles for securing payment processes.
• Treasury Consulting Engagements (Global & Domestic Treasury, Financial Risk Management, Working Capital Optimization, FBAR Compliance Filing, Temporary Treasury Staffing) Customized advisory engagements covering global and domestic treasury, financial risk management, working capital optimization, FBAR compliance filing, temporary treasury staffing, and leading practices benchmarking.
• Treasury Update Podcast Weekly podcast with over 400K downloads and listeners in 150+ countries, covering treasury topics, technology trends, and industry discussions.
• Webinars Expert discussion sessions, most eligible for free CTP and CPE credits, covering treasury topics, technology, and industry trends.
• Research & Surveys Recurring primary market research on critical treasury topics, including AI in Treasury, Treasury Fraud & Controls, Compliance, and the GENIUS Act.
• eBooks & White Papers In-depth content publications including Leading Practices in Treasury, Precision & Power: The Role of AI in Modern Treasury, and Payment Security & Fraud Prevention.
• Treasury News Network (TNN)
• Financial Institution Services (Pricing Analysis, Bank Staff Training, Time to Revenue) Advisory services for banks and financial institutions covering pricing analysis, bank staff training, and time-to-revenue consulting for treasury-related product lines.
• Precision & Power: The Role of AI in the Modern Treasury (eBook) Foundational eBook explaining AI concepts (including machine learning, generative AI, and agentic AI) and their practical, safe applications in treasury.
• Coffee Break Sessions (Podcast Series) Bite-size 6-12 minute podcast episodes covering foundational treasury topics, released every first and third Thursday as a sub-series of the Treasury Update Podcast.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

14 partnerships are on record, tiered major and standard.

• CTMfilemajorStrategic or Co-development Partner · 6 August 2021Strategic Treasurer acquired UK-based treasury news outlet CTMfile on August 6, 2021. This acquisition expands Strategic Treasurer's presence in Europe and supports development of a broader treasury news platform called the Treasury News Network (TNN).
• DeluxemajorGTM or Marketing PartnerDeluxe partners with Strategic Treasurer on co-branded webinars, podcast episodes (episode 407 on collection modernization, episode 375 on implementations), and sponsors the annual Treasury Technology Analyst Report. Deluxe is a payments and data company processing more than $2 trillion in annual payment volume.
• EftsuremajorGTM or Marketing PartnerEftsure partners with Strategic Treasurer on podcast episodes discussing cybercrime prevention (episode 410) and payment scamming exploitation and defense (episode 400). Eftsure provides payment verification solutions.
• EskerstandardGTM or Marketing PartnerEsker sponsors and co-presents webinars on AR's role in treasury goals and protecting cashflow. Esker provides accounts receivable automation solutions.
• JikostandardGTM or Marketing PartnerJiko co-presents webinars on T-Bills and cash positioning for market resilience. Jiko provides treasury and investment solutions.
• PaymentWorksmajorGTM or Marketing PartnerPaymentWorks partners with Strategic Treasurer on webinars addressing ACH fraud rule changes and the superintending payments workshop. PaymentWorks provides vendor master management and fraud protection with 1.4MM+ credentialed payees.
• BottomlinestandardGTM or Marketing PartnerBottomline co-presents webinars on payment security essentials and strengthening payments fraud prevention. Bottomline is a global leader in business payments and cash management moving more than $16 trillion annually.
• FinSavvystandardGTM or Marketing PartnerFinSavvy partners on podcast episodes covering FX exposure management (episodes 403 and 405). FinSavvy provides foreign exchange risk management solutions.
• Federated HermesstandardGTM or Marketing PartnerFederated Hermes co-presents the GENIUS Act webinar covering survey results and implications for treasury and finance. Federated Hermes is an investment management firm.
• eCapitalstandardGTM or Marketing PartnereCapital co-presents webinars on supply chain finance and tighter credit markets. eCapital provides working capital and supply chain finance solutions.
• nsKnoxstandardGTM or Marketing PartnernsKnox co-presents the Superintending Payments workshop covering payment security, real-time rails, and cross-border considerations.
• AvallonestandardGTM or Marketing PartnerAvallone co-presents the KYC webinar covering compliance and operational considerations for treasury teams.
• NilusstandardGTM or Marketing PartnerNilus co-presents the Agentic AI in Treasury webinar exploring AI agents in treasury operations.
• NachastandardGTM or Marketing PartnerNacha partners with Strategic Treasurer on the ACH fraud rule changes webinar addressing 2026 compliance requirements for push payments.

Scale indicators1 record

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Kyriba: Enterprise treasury management system vendor that provides advisory-adjacent services and content for treasury practitioners. Competes for the same corporate treasury buyer attention and budget.
• HighRadius: Autonomous finance platform for order-to-cash, treasury, and record-to-report. Competes for treasury technology and working capital optimization budget and overlaps on the working capital/SCF advisory topics.
• Bottomline Technologies: Global business payments and cash management vendor that also offers treasury advisory content. Overlaps with Strategic Treasurer on thought leadership (joint webinars) and addresses the same corporate treasury buyers with technology.
• The Hackett Group: Larger advisory and benchmarking firm with a treasury and working capital practice. Comparable on the benchmarking and advisory fronts but operates as a broader business transformation consultancy.
• Deloitte Treasury Transformation: Big 4 advisory practice with a treasury and finance transformation offering. Competes for large-scale treasury transformation mandates and brings significantly more resources.
• GTreasury: Treasury management system and connectivity provider serving corporate treasuries. Adjacent competitor and partner candidate given shared focus on treasury technology and operations.

Direct peers

• Treasury Alliance Group: Independent treasury consulting firm offering advisory services, training, and staffing to corporate treasury teams. Most directly comparable peer given the similar boutique consulting model and corporate practitioner focus.
• Fides Treasury Services: Boutique treasury advisory and consulting firm providing treasury management, risk, and technology advisory to corporates and banks. Closely comparable in service mix and target buyer.

Emerging players

• Trovata: Cloud-native cash management and treasury analytics platform targeting corporate treasurers. Represents the technology-led disruption of traditional treasury advisory and benchmarking workflows.

Others

• Nacha: Payments governing body that partners with Strategic Treasurer on ACH fraud rule webinars. Comparable as an industry education and standards authority in the payments/treasury ecosystem but is a not-for-profit industry association rather than a competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/StratTreasurer
• YouTubeyoutube.com/channel/UCFP3FchiXqUTaOUN90pCV5g
• LinkedInlinkedin.com/company/218873

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about Strategic Treasurer