Insights

Strong Industry Recognition Treasury Partners consistently earns high rankings in Barron’s Top Private Wealth Management Teams list, including being recognized among the Top 250 in 2024 and Top 100 for multiple previous years. This demonstrates their reputation for excellence and could open doors for premium technology or service offerings that further enhance their client experience.

Leadership Expertise Led by renowned CIO Richard Saperstein, a perennial top financial advisor, the firm emphasizes its credibility and commitment to high-quality investment advice. This focus on expertise suggests openness to advanced analytics, AI-driven investment tools, and tailored wealth management solutions to maintain their competitive edge.

Technological Foundation With an advanced tech stack including AWS, Cloudflare, and modern content delivery networks, Treasury Partners displays a robust digital infrastructure. Opportunities exist to leverage this platform for integrating new fintech solutions, cybersecurity enhancements, or developing client-facing digital advisory portals.

Client Segments & Services Serving private clients, family offices, foundations, and corporations, the firm’s broad service offering—including cash management and retirement planning—indicates potential for expanding digital banking solutions, automated onboarding systems, or tailored financial planning tools that cater to these diverse groups.

Growth & Market Position With revenue estimates between $50 million and $100 million and a relatively small team of up to 50 employees, Treasury Partners presents an attractive target for scalable, efficiency-enhancing solutions such as CRM upgrades, client engagement platforms, or operational automation to support growth and maintain their top-tier service standards.

Similar companies to Treasury Partners

Treasury Partners Tech Stack

Treasury Partners uses 8 technology products and services including Amazon Web Services, jsDelivr, BootstrapCDN, and more. Explore Treasury Partners's tech stack below.

Amazon Web Services
Cloud Hosting
jsDelivr
Content Delivery Network
BootstrapCDN
Content Delivery Network
Amazon CloudFront
Content Delivery Network
lite-youtube-embed
Javascript Libraries
Modernizr
Javascript Libraries
Marketo
Marketing Automation
Cloudflare Bot Management
Security

Media & News

Treasury Partners's Email Address Formats

Treasury Partners uses at least 1 format(s):

Treasury Partners Email Formats	Example	Percentage
FLast@treasurypartners.com	JDoe@treasurypartners.com	47%
Last@treasurypartners.com	Doe@treasurypartners.com	3%
FLast@treasurypartners.com	JDoe@treasurypartners.com	47%
Last@treasurypartners.com	Doe@treasurypartners.com	3%

Frequently Asked Questions

Where is Treasury Partners's headquarters located?

Treasury Partners's main headquarters is located at New York, New York 10017 United States. The company has employees across 4 continents, including North AmericaAfricaAsia.

What is Treasury Partners's phone number?

You can contact Treasury Partners's main corporate office by phone at

+1-917-286-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Treasury Partners's official website and social media links?

Treasury Partners's official website is treasurypartners.com and has social profiles on LinkedIn.

What is Treasury Partners's SIC code NAICS code?

Treasury Partners's SIC code is 8742 - Management Consulting Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Treasury Partners have currently?

As of February 2026, Treasury Partners has approximately 39 employees across 4 continents, including North AmericaAfricaAsia. Key team members include Chief Investment Officer & Founder: R. S.Managing Director / Partner | Private Wealth Advisor, Intergenerational Wealth Transfer: D. J. D.Managing Director, Partner: D. Z.. Explore Treasury Partners's employee directory with LeadIQ.

What industry does Treasury Partners belong to?

Treasury Partners operates in the Investment Management industry.

What technology does Treasury Partners use?

Treasury Partners's tech stack includes Amazon Web ServicesjsDelivrBootstrapCDNAmazon CloudFrontlite-youtube-embedModernizrMarketoCloudflare Bot Management.

What is Treasury Partners's email format?

Treasury Partners's email format typically follows the pattern of FLast@treasurypartners.com. Find more Treasury Partners email formats with LeadIQ.

When was Treasury Partners founded?

Treasury Partners was founded in 1983.

Treasury Partners

Q: How many employees does Treasury Partners have currently?

Treasury Partners has approximately 39 employees.

Q: What technology does Treasury Partners use?

Treasury Partners's tech stack includes TrackJS, Amazon S3, Cloudflare, HSTS, AdRoll CMP System.

Investment ManagementNew York, United States11-50 Employees

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.