Treasury

What Treasury does

Treasury is a Brooklyn-based investing education and community platform founded in 2020 that targets new and beginner investors, with particular emphasis on women and underserved audiences reached through partnerships with finance creators. The platform combines three core products: Treasury Communities (branded, creator-led learning environments featuring live workshops, coaching, discussion forums, and self-guided courses), Treasury Investing Accounts (commission-free brokerage accounts supporting recurring and fractional investments, executed and custodied through Apex Clearing Corporation), and creator-branded sub-products such as Her First $100K's Stock Market School. Advisory services are delivered through Treasury Interactive Investment Advisers LLC (TIIA), a wholly-owned SEC-registered investment adviser that provides non-discretionary personalized recommendations, while bank linking is handled via Plaid and account aggregation via TD Ameritrade integration.

The business operates on a community-led, product-led growth model: finance creators bring their existing audiences into branded Treasury Communities, monetizing their educational content through subscription fees while Treasury provides the technology, administrative services, and regulated advisory infrastructure. Her First $100K (Tori Dunlap) is an advisory client of TIIA and pays for content and advisory services, with TIIA receiving one-third of fees for advisory work and Treasury retaining the remainder for platform and admin services. The company was backed by Bloomberg Beta, Canaan Partners, and Switch VC, reached over 40,000 users with more than $100 million collectively invested, and was acquired by Public in May 2026, with co-founder and CEO Elias Rothblatt joining Public as Senior Director of Operations to integrate Treasury's creator communities and educational capabilities into Public's multi-asset, AI-driven 'Agentic Brokerage' platform.

Name

Treasury

Legal name

Treasury Interactive Inc.

Website

https://treasury.app

Company type

Private

Founded year

2020

Operating status

Acquired

Headcount range

1–10 employees

Short description

Treasury is a Brooklyn-based investing education platform that combines creator-led community learning with integrated brokerage accounts, serving beginner and women investors through partnerships with finance creators such as Her First $100K and is being acquired by Public.

Ownership category

akta.pro rank

Product category

Investment Education Platform

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Execution-Only / Self-Directed Investing Platforms (FSAAAAAI)

Keywords

• Investing education platform
• Personal finance community
• Investment advisory services
• Brokerage account services
• Financial literacy courses

Headquarters

HQ city

Brooklyn

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Software

Cost components

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

Revenue model

1. Subscription Fees: Treasury generates subscription revenue from members who pay for access to Treasury Communities and educational content. Her First $100K pays Treasury a portion of subscription fees for technology and administrative services. TIIA receives one-third of fees for advisory services provided to members.
2. Advisory Services Revenue: Treasury Interactive Investment Advisers LLC (TIIA), a wholly-owned subsidiary, provides non-discretionary investment advisory services and earns advisory fees from clients. This is a separate revenue stream from platform subscription fees.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Treasury operates a community-driven investing education platform that combines non-judgmental, jargon-free educational content from finance creators with integrated investment accounts. The platform offers live workshops, self-guided courses, and discussion forums alongside no-commission Treasury Investing Accounts supporting recurring and fractional investments. Investment advisory services are delivered through its wholly-owned, SEC-registered subsidiary Treasury Interactive Investment Advisers LLC (TIIA), while brokerage execution and custody are provided by Apex Clearing Corporation.

Product overview

Treasury is a non-judgmental investing community platform offering multiple interconnected products: Treasury Communities (community-led learning environments with finance creators), Treasury Investing Accounts (commission-free brokerage with recurring and fractional investing), and Stock Market School (educational courses in partnership with creators like Her First $100K). Advisory services are provided through Treasury Interactive Investment Advisers LLC (TIIA), an SEC-registered investment adviser offering non-discretionary investment advice. The platform is being acquired by Public.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Over 40,000 users on the platform
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability2 records

Feature3 records

Partnerships

Four partnerships are on record, tiered core and flagship.

• Apex Clearing CorporationcoreTechnology or IntegrationApex Clearing Corporation provides execution and custody services for Treasury Investing Accounts. Apex is an unaffiliated broker-dealer and member FINRA/SIPC. This is a critical infrastructure partnership for the investment functionality.
• Plaid Technologies, Inc.coreTechnology or IntegrationPlaid provides bank account linking integration for Treasury users to connect their bank accounts to the Treasury platform. Treasury receives financial information including bank names and transaction data through this integration.
• Her First $100K (Tori Dunlap)flagshipStrategic or Co-development PartnerHer First $100K is a featured finance creator community on Treasury, offering Stock Market School. Tori Dunlap is a Seattle-based money expert and New York Times bestselling author. Her First $100K is an advisory client of Treasury Interactive Investment Advisers LLC, paying for financial content and advisory services.
• Treasury Interactive Investment Advisers LLC (TIIA)coreOthersTIIA is a wholly-owned subsidiary of Treasury Interactive Inc. and an SEC-registered investment adviser providing non-discretionary investment advisory services to Treasury platform users. Treasury provides technology and administrative services to TIIA.

Scale indicators3 records

Recent moves7 records

Expansion highlights6 records

Emerging players

• Greenlight: Greenlight is a teen and family-focused financial platform combining investing, banking, and financial education. While targeted at minors rather than adults, it overlaps with Treasury's education-first investing thesis and represents an emerging player pursuing beginner-investor onboarding through parental channels.
• Worth (formerly Ellevest Social): Worth is a wealth management platform with educational content and community features focused on women investors. It shares Treasury's emphasis on jargon-free, community-driven financial education but emphasizes ongoing financial planning rather than self-directed brokerage.
• Titan: Titan is an investing app offering actively managed thematic portfolios with educational content and a premium subscription model. It overlaps with Treasury's combination of curated investment strategies, learning content, and paid membership, though targeting more affluent self-directed investors.
• Step: Step is a banking and investing platform for teens and young adults that combines financial accounts with education. It targets a younger cohort than Treasury but shares the thesis that early-stage financial education integrated with investing tools drives long-term customer acquisition.

Direct peers

• Stash: Stash is a subscription-based investing platform aimed at beginner and mass-affluent investors, combining fractional share investing with educational content. It directly competes with Treasury for the same customer segment—new investors seeking guidance and community to start building portfolios.
• Public.com: Public.com is both the acquirer of Treasury and its closest direct peer. Both operate self-directed, multi-asset investing platforms with integrated educational content and community features targeting retail investors. Public's 'Agentic Brokerage' strategy explicitly extends into the AI-driven guidance and creator-led education territory Treasury pioneered.
• Ellevest: Ellevest is a women-focused digital wealth management and investing platform that pairs portfolio management with educational content and community. It directly overlaps with Treasury's Her First $100K persona and women-investor segment, offering comparable guided investing with a female-focused value proposition.
• Acorns: Acorns is a micro-investing and personal finance app targeting beginner investors with automated portfolio building and financial education content. It competes with Treasury for entry-level retail investors and offers a similar combination of accessible investing plus learning resources.

Broad incumbents

• Betterment: Betterment is one of the largest robo-advisors offering automated portfolio management with educational resources. While primarily automated rather than community-led, it competes for the same beginner-to-mass-affluent retail investor segment that Treasury targets with integrated advisory services.
• Robinhood: Robinhood is the dominant commission-free self-directed brokerage, serving retail investors with a broad product set including stocks, options, and crypto. It competes with Treasury's brokerage functionality but does not specialize in education-led community onboarding, positioning it as a broader incumbent.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/treasury_app
• Instagraminstagram.com/treasuryapp
• LinkedInlinkedin.com/company/treasury-interactive

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds1 record

Investors2 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 Treasury