# Save Advisers

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/save-advisers

- Industry: Financial Services
- Headquarters: Houston, US
- Website: www.save-technologies.com/
- Latest round: Series A (Oct 9, 2025)
- Investors on record: 3

## About

Based in the US, Save Advisers, LLC is a financial services company specializing in innovative cash management solutions that enhance investment options for banks and financial advisors. Founded in 2019 and headquartered in Houston, Texas, Save Advisers, LLC focuses on providing yield enhancement solutions to financial institutions. The company has executed one deal to date, with the most recent deal occurring on October 9, 2025. 
In October 2025, Save Advisers, LLC raised an undisclosed amount in series A funding led by new investor BNP Paribas, with participation from other new investors Natixis Investment Managers and Pacer ETFs.  The firm's founder has a background in finance, though specific details about prior ventures are not disclosed.Save Technologies specializes in innovative cash management solutions that blend the safety of bank deposits with the potential returns of market investments. The company primarily offers a suite of yield enhancement products that allow banks, corporate clients, and financial advisors to provide superior investment options to their customers. Through collaborative programs, Save enables Registered Investment Advisors (RIAs), Broker-Dealers, and Trust Companies to integrate its offerings into their own services, potentially under white label arrangements. The firm serves a diverse client base, including banks and wealth managers, who utilize Save's products to enhance client offerings, differentiate themselves in the marketplace, and improve client retention. Save's products are designed for various geographical markets, emphasizing accessibility and robust returns for clients, particularly in the United States, where financial regulations support the integration of these cash management solutions.Save Technologies generates revenue through collaborative partnerships with financial institutions and investment advisors that utilize its yield enhancement solutions. The company engages in B2B transactions, allowing banks and corporate clients to incorporate Save's products into their service offerings. For example, a bank may partner with Save to provide its clients with access to institutional investment portfolios that yield higher returns than traditional savings accounts. The structure of these partnerships typically involves revenue sharing based on the performance of the invested funds or fixed fees for utilizing Save’s technology and services. While specific pricing plans for individual products or services are not disclosed, the revenue model is designed to align the interests of Save with those of its clients by enhancing client offerings and driving value through improved cash management strategies. In October 2025, Save Advisers, LLC raised an undisclosed amount in Series A funding led by new investor BNP Paribas, with participation from other new investors Natixis and Pacer Financial. The company will use the funding to grow its savings platform, improve its services for financial advisors, and support expansion into wealth and asset management. Save Technologies plans to design and launch new products aimed at enhancing client experiences and is targeting expansion into additional regions to broaden its market presence.

## Funding rounds

- Series A, Oct 9, 2025 — Natixis Investment Managers, BNP Paribas, Pacer ETFs

## Investors

- Natixis Investment Managers (https://capitalatlas.ai/funds/natixis-investment-managers) — Series A
- BNP Paribas — Series A
- Pacer ETFs — Series A