Treasury Partners is a team of 29 investment professionals who deliver a broad array of conservative wealth and cash management services to private clients, family offices, foundations, endowments, and corporations. Services also include an online Money Market Portal and retirement plan consulting. Treasury Partners operates on a fully transparent, open architecture platform. Richard Saperstein, Treasury Partners Chief Investment Officer, is widely acknowledged for his financial expertise, and has ranked in the top tier on Barron’s annual listing of “Top 100 Financial Advisors” every year since the rankings began in 2004. Treasury Partners is registered with HighTower Securities, LLC, member FINRA, MSRB and SIPC & HighTower Advisors, LLC a registered investment advisor the SEC.
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The Treasury Partners annual revenue was $9 million in 2026.
David D'Amico is the Managing Director and Partner | Private Wealth Advisor, Intergenerational Wealth Transfer of Treasury Partners.
26 people are employed at Treasury Partners.
Treasury Partners is based in New York, New York.
The NAICS codes for Treasury Partners are [52393, 5239, 52, 523].
The SIC codes for Treasury Partners are [62, 628].