FinovateFall 2014 / MaxMyInterest

Presenter Profile:

How they describe themselves: Six Trees Capital LLC develops technology that makes the financial system better. Our initial service, MaxMyInterest, addresses inefficiencies in the $12 trillion market for cash and cash equivalents by helping investors dynamically allocate their cash in an optimal manner to maximize returns on cash and FDIC insurance. Max also benefits banks, brokerage firms, and registered investment advisors by helping them better serve their clients while promoting customer stickiness and increasing wallet share.

How they describe their product/innovation: MaxMyInterest is a new automated cash management solution that helps depositors earn more on their cash balances via their existing checking account and online savings accounts. Max’s patent-pending technology platform uses proprietary algorithms to help ensure cash is dynamically allocated to the member’s banks offering the best interest rates at any given point in time. Max also helps keep cash below the FDIC limits at each bank. Max includes other powerful cash management tools, including monthly cash sweep and Intelligent Funds Transfer(SM) technology, which make managing a portfolio of online bank accounts as simple as “checking” and “savings.”

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, licensed


Bus. Dev.: Gary Zimmerman, CEO,

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