Round is a technology platform that makes it easy for your company to earn up to 5%* APY on your idle cash. Get started quickly with no minimums, no platform fees. Our mission is to make institutional-grade finance products and services available to businesses.
We use Interactive Broker as our prime brokerage and assist you in opening an account. Because the account is in your name, your assets are fully segregated which means they can be returned to you in the unlikely event of a default by or bankruptcy of Round or its investment manager.
Money market funds consist of government backed securities such as bonds, notes, bills. The default risk on these instruments is the government collapsing and are typically considered safer than holding your money at a bank.
US Treasury Bills are custodied by Interactive Broker in your name while Blackrock Money Market Funds are custodied with JP Morgan in your name. This means that the assets of the funds are separate and segregated from the assets of BlackRock or Interactive Broker. In the event that BlackRock or Interactive Broker is financially compromised, the assets would not be affected by any debts that BlackRock or Interactive Broker might have. In certain unlikely events, daily liquidity is not guaranteed.
Our approach is white-glove. We work with you to design an investment policy consisting on money market funds, bonds and Treasury bills tailored to your finances, liquidity horizon, goals and risk profile.
You can add or withdraw funds at anytime with no lock-up periods or penalties.
Our investment managers will regularly rebalance your portfolio to reflect the economics environment and you will get access to a dashboard to get full visibility into your treasury, and performance as well as receive monthly statements.
You can use our services with all major currencies including GBP, USD & EUR.
A money market fund is a low-risk investment that gives you a place to hold your savings while aiming to give you a slightly higher return than a savings account. Instead of investing in bonds or shares, like most funds, Money Market Funds invest in ultra short-term debt (1-7days) from the government or central banks and critical financial institutes. There are no fixed terms or lockup periods, and it’s also more diversified than holding cash in a single bank.
You’ll need to be a UK entity and provide your basic company information as well as the company's beneficial owners (with >25% ownership).
We take security and protection of our user data very seriously. We comply with all industry regulations and standards to ensure the highest level of standards. These measures include using secure protocols for data transmission, encrypting sensitive information, implementing two-factor authentication, regularly monitoring and analysing system logs, and conducting regular security audits and penetration testing. We use leading cloud service providers with best account practices for authorisation and authentication, as well as network isolation to reduce surface area. Our team is also trained to follow strict security protocols and policies to prevent unauthorised access, use, or disclosure of user data.
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Round Financial Limited (FRN 995009) is an Appointed Representative of Odin Capital Management Ltd. (FRN 478321) which is authorised and regulated by the Financial Conduct Authority (FCA).
Professional Clients Only
This website is intended for use by professional clients and eligible counterparties for the purposes of the rules and guidance of the Financial Conduct Authority of the United Kingdom. The company does not currently offer services to retail clients.
Information contained in this website does not constitute an offer to sell or a solicitation of an offer to buy any security, nor is it advice or a recommendation to enter any transaction. Any offer to sell or a solicitation of an offer to buy or sell shall be made solely by a Confidential Managed Account Investment Management Agreement. All investments involve a risk of loss of capital and no guarantee or representation can be made that an investment will generate profits or that an investment will not incur loss of invested capital. Past performance, simulated performances and forecasts are not reliable indicators of future performance.
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