Palus Finance

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Firm Details

Metro area New York City
CRD Number 343036
Website palus.finance
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Overview

Palus Finance is a technology-enabled financial services company providing treasury management, investment advisory, and fractional CFO services to startups and growing businesses. Its wholly owned subsidiary, Palus Advisory LLC, is an SEC-registered investment adviser offering discretionary portfolio management through an online wrap-fee platform. The advisory strategy primarily invests corporate reserve cash in short-duration floating-rate Agency mortgage-backed securities, with high-grade corporate bonds available under certain client mandates. Palus combines portfolio management, cash forecasting, liquidity management, payments infrastructure, and financial operations technology. Its broader website currently markets fractional CFO, outsourced CFO, monthly-close, cash-flow, pricing, lender-reporting, and treasury-management services.

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See in Dakota

Investment Preferences

See in Dakota

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See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Palus Finance

Platform Details

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