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Investor Cash Management Snapshot
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"Transforming individuals into investors with a simple, inclusive approach to finance."
Our goal is to make it easier for both novice and experienced investors to achieve their financial goals.
Current investors will enjoy the higher rates our CMA offers compared to other brokerage sweep accounts or conventional bank accounts, while new investors will benefit from a simplified process in which a bank account is linked to a small menu of quality investment products to combine higher returns with immediate access to all funds.
When everyone has an equal opportunity to grow assets through smart investing, we can close the gender and racial wealth gaps while creating a better financial future for all.
Our goal is to make it easier for both novice and experienced investors to achieve their financial goals.
Current investors will enjoy the higher rates our CMA offers compared to other brokerage sweep accounts or conventional bank accounts, while new investors will benefit from a simplified process in which a bank account is linked to a small menu of quality investment products to combine higher returns with immediate access to all funds.
When everyone has an equal opportunity to grow assets through smart investing, we can close the gender and racial wealth gaps while creating a better financial future for all.
ICM (Investor Cash Management) is a Visa Ventures portfolio company that has developed unique, API-powered technology to create cash management accounts (CMAs) linked concurrently to both high-yield FDIC accounts and specified investment products (e.g., government money market funds, mutual funds, and/or ETFs), thereby enabling the client to obtain an objectively better combination of higher investment returns and immediate liquidity. The company has been founded in 2018 by Fred Phillips. Our board members include John Rogers (founder/CEO of Ariel Investments), Joe Mansueto (founder/chairman of Morningstar), and Lance Weaver (former chairman of Mastercard).
ICM is at the intersection of payments, banking, and investing. We distribute our CMAs via our partners, including asset managers (such as BNY Mellon, PIMCO and Invesco); leading wealth management firms (2 of the 10 largest are our clients, Foundations and Inspire); large membership organizations such as the NEA (which serves 3+ million teachers) Clean Water Action and Foundation99; and diverse institutions such as HBCUs to promote financial inclusion. Our CMAs transform the specified investment products into digital currencies to seamlessly use for payment transactions via a debit card, ATM access, P2P transfers, and online bill pay. Clients benefit from earning substantially higher returns on their liquid assets and can optimize their allocations with respect to returns and duration while retaining immediate access to all invested funds (essentially, we provide a configurable liquid bond ladder).
ICM has been listed among the world’s 10 leading fintech companies by Capgemini, EY, HSBC and UBS, and ICM was the featured fintech company at the Morningstar and Envestnet conferences
ICM is at the intersection of payments, banking, and investing. We distribute our CMAs via our partners, including asset managers (such as BNY Mellon, PIMCO and Invesco); leading wealth management firms (2 of the 10 largest are our clients, Foundations and Inspire); large membership organizations such as the NEA (which serves 3+ million teachers) Clean Water Action and Foundation99; and diverse institutions such as HBCUs to promote financial inclusion. Our CMAs transform the specified investment products into digital currencies to seamlessly use for payment transactions via a debit card, ATM access, P2P transfers, and online bill pay. Clients benefit from earning substantially higher returns on their liquid assets and can optimize their allocations with respect to returns and duration while retaining immediate access to all invested funds (essentially, we provide a configurable liquid bond ladder).
ICM has been listed among the world’s 10 leading fintech companies by Capgemini, EY, HSBC and UBS, and ICM was the featured fintech company at the Morningstar and Envestnet conferences
