Financial Intermediaries

Bringing institutional cash management expertise to the financial intermediary space.

A Smarter Solution for Cash

StoneCastle Cash Management, LLC (“StoneCastle”) is a leading administrator of insured cash solutions for institutional investors, including many of the world’s largest institutions, and hundreds of local governments. Today, StoneCastle extends the reach of its operational and technology platforms through cash solutions made available to brokerages, clearing firms, and other financial intermediaries and wealth managers.

  • Scalable Technology

    State-of-the-art platform is the latest generation, high-performance sweep technology utilizing advanced deposit allocation algorithms, and strives to provide FDIC insured program sponsors the most operational flexibility, robust standard and customizable reports, and reconciliation tools.

  • Deposit Capacity

    StoneCastle’s extensive banking experience, long-standing relationships with more than 700 deposit taking banks, and its proprietary bank analytics tools are key differentiators that can enhance program efficiencies and provide attractive and immediate deposit capacity.

  • Organizational Strength

    Providing enterprise value through dedicated professionals and a widely experienced management team in banking, financial intermediary distribution, asset management, technology, and institutional cash management. StoneCastle is backed by the strength and stability of world class partners in CIBC and Charlesbank Partners.