Institutional Cash Expertise
for RIAs & Wealth Managers

KEEP by StoneCastleSM 
Helping advisors drive organic growth by attracting large dollar depositors.

HNW Individuals | Non-Profits | Trusts | Foundations | Businesses

4.00%

APY¹

Up to $100MM

Federal Insurance

Liquidity

Overnight²

No account fees, term commitments, or principal risk

KEEP…

Earning and Protecting More

Access to a network of 1,000+ insured depository institutions empowers advisors to serve clients of all sizes while offering a competitive rate compared to traditional accounts.

Deposit Amount

$1,000,000

	APY	Yearly Interest	Federally Insured
KEEP by StoneCastle	4.00%	$40,000	Up to $100,000,000
3-month CD	1.45%	$14,500	$250,000
Avg. National Savings Account	0.41%³	$4,100	$250,000

Realizing Organic Growth Goals by Attracting Large-Dollar Clients

40% of all KEEP deposits through advisors come from business accounts.

Offering up to $100 million in federal insurance helps unlock new opportunities with large-dollar depositors that other solutions simply can’t do.

KEEP Protected

Unmatched Combination

Safety | Liquidity | Competitive Yield | Community Impact

Protection

Protect All Your Clients’ Cash
A network designed to safeguard every dollar of your clients’ cash. With access to more than 1,000+ insured depository institutions, KEEP provides principal protection up to $100 million per client tax ID.

Organic Growth

Capture Held-Away Cash & Support Organic Growth Goals
Accelerate growth by capturing held-away cash from HNW individuals, affiliated businesses, nonprofits, and institutions—including family offices, large companies, public funds, and endowments. Transform idle or uninsured cash into a powerful engine for organic growth.

Integration

Integrated with All Major Data/Portfolio Platforms
KEEP effortlessly integrates with your existing data and portfolio platforms, bringing household and institutional cash balances directly into your purview.

Social Good

Doing Good with Deposits
Unlike traditional bank accounts KEEP deposits directly support thousands of local communities and small businesses across all 50 states—helping to strengthen economies where it matters most.

Savings

Clients Earn A Highly Competitive Rate
Whether for savings or operational cash, clients benefit from a competitive rate that helps them protect, save, and earn more.

Customized,
Secure Access

Your online portal provides a secure and customized experience with your company logo, custom URL, and tailored dashboard where you can easily keep watch over your clients’ cash.

KEEP Portal Features

Dashboard

White labelled with your firm’s logo
Custom portal URL
Monitor/track deposits, transactions, statements

Administration

Pre-fill/send applications
Secure deposit/withdrawal transactions (ACH/Wire)
Salesforce integration

Sales Tools

Business building ideas
Newsletters
Case studies
Organic Growth Kit

For Your Clients

Customized fact sheets
Turnkey communications
Secure client portal

Designed for Scalable, Repeatable Success

Single sign-on, turnkey marketing materials, easy onboarding, pre-fill application capabilities, Salesforce integration, and unmatched support.

As Seen In…

From Our Clients

"KEEP has brought measurable depth to the resources and expertise we provide our family office, philanthropic, and institutional clients. The high level of insurance is fittingly unique, and their client service is outstanding."

Chief Revenue Officer, FL

"KEEP uniquely serves every client segment and has become a key component to more complete wealth management conversations. Its seamless integration with Orion and eMoney has helped us bring millions of dollars of held-away cash into our complex."

Chief Growth Officer, KS

"If it can start with cash where there is no risk and we know there is a 10 to 1 multiplier effect because we’re putting dollars into an impact bank, it’s a very easy solution for us and one that all of our clients are open to and excited about."

Founder/CEO, NYC