Hear more from our clients :
“KEEP provides principal protection, attractive yields, and daily liquidity, positioning it as an efficient cash management solution for our clients. It serves as a higher-yielding alternative to traditional savings accounts, promoting active savings over simple accumulation on idle cash.”
- Brent S., Advisor, Wealthcare
"KEEP provides a simple, elegant solution for my clients' cash needs. They use it for their emergency fund and/or to park cash they plan to use in the next year or two. With above average rates and FDIC coverage, my clients appreciate KEEP just as much as I do! It's a great solution to offer alongside my financial planning advice."
- Russ T., Advisor, Wealthcare for Women
“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.
Our clients have increasingly expressed interest in total portfolio activation, and after struggling to identify quality, competitive-yielding cash options in the impact space, we decided to work with StoneCastle to offer a solution of our own."
- Mike Tiedemann, CEO, AlTi Tiedemann Global
“If you want to provide a complete financial planning service, then a cash management solution is essential. KEEP offers me a solution for every level of client wealth. My clients finds the portal easy to use and they can see that the rates are more than competitive and some of the highest rates in the space. KEEP is an essential part of my service offering.”
- Rob W., President, Birds Eye Wealth Planning
“You grow your business organically by providing services that are of value to your clients…cash is so fundamental to what they do, and how they operate…we want to make sure they’re maximizing that foundation.”
- Paul S., Partner, EP Wealth
“If I could sum-up KEEP in 2 words, I would say value add. It’s an additional service above and beyond what we already do at EP Wealth. It’s simple, and clients appreciate that we have their best interest at heart when we recommend it, and they get a great yield and better way to earn money on their cash.
Clients love the convenience of KEEP – that it’s simple, that I as their Advisors, have visibility on it, and that their money is not all tied-up in the major banks.
Other Advisors should use KEEP – it’s a no brainer. KEEP is a higher yield than majority of online savings accounts, clients get higher insurance limits, and it’s another way to integrate the client into our planning & management. KEEP is a great value all-around, it helps clients appreciate the work we do, know we have their best interest at heart, and makes them want to bring over more assets!”
- Carrie S., Vice President, Advisor at EP Wealth
"KEEP has allowed us to expand our service offering to our clients by offering them not only an optimized solution for their cash, but also one that aligns with our commitment to community impact and social responsibility within the financial planning space."
- Chris V., Director, Abacus Wealth Partners
“KEEP by StoneCastle has made managing cash for our funds incredibly easy. The setup is quick, the portal is straightforward, and we can see everything in one place. The yields are strong, and the extra protection gives us confidence we’re safeguarding our investors’ capital. It fits perfectly with how we operate—efficient, transparent, and thoughtful about supporting local communities and their banking institutions. KEEP isn’t just a convenience—it’s part of running our funds in a way that reflects our principles and priorities."
- Brett W., Managing Partner, Overlay Capital
“KEEP by StoneCastle has completely streamlined how we support clients applying for financing. The application process is simple, intuitive, and takes just minutes thanks to prefilled fields and seamless data syncing. Clients appreciate being able to track everything in one place through the branded portal, which gives them confidence and keeps things moving. KEEP isn’t just a back-office tool—it’s a competitive advantage.”
- Marco L., CFP® - CEO, MRA Advisory Group
All testimonials are from current clients of StoneCastle. These clients are not affiliated with StoneCastle and have not been compensated for their statements.
“At CapShift, we help our clients put every dollar to work—even before it’s granted. KEEP gives their cash the opportunity to earn strong interest, remain FDIC insured, and most importantly, generate real impact in underserved communities across the U.S. It’s an innovative solution that meets fiduciary needs while aligning with our clients’ mission and values.”
- Daniel G., Managing Director, CapShift