Waldo finance

EST. AUM
$0

CONTACTS
2

CLIENT ACCOUNTS
0

Firm Details

Metro area New York City
CRD Number 336723
Website waldo.finance
Client types

Overview

Waldo.ai, Inc. provides AI-powered, automated treasury and cash management services for corporate clients. By combining flexible investment strategies, hedging controls, direct payment capabilities, strong security, and institutional-grade tools, Waldo enables businesses to manage and optimize cash effectively—all without the overhead of a traditional CFO or treasury team.

Platform Details

Investment Preferences

Alternative Activity