Modern Treasury enables its clients to marry bank statements with the company’s business logic to provide an enriched history of the company’s financial transactions.

FinTech

Internet

Modern Treasury

Modern Treasury's headquarters in San Francisco, CA, United States

The Marketing and Customer Success Team at Modern Treasury focuses on driving brand awareness and customer engagement through strategic marketing initiatives and exceptional support. They collaborate to ensure clients effectively leverage Modern Treasury’s platform, maximizing their financial transaction insights while fostering long-term relationships that enhance customer satisfaction and retention.

Marketing and Customer Success Team

The Engineering Team at Modern Treasury is responsible for developing and maintaining the software that integrates banking data with clients' business logic. They focus on creating robust, scalable solutions that ensure accurate financial transaction tracking and reporting. This team collaborates closely with other departments to enhance product functionality, support client needs, and continuously improve system performance.

Engineering Team

This department is responsible for designing, building, and maintaining software applications and systems.

Software Development

The Business Development Team at Modern Treasury is responsible for forging strategic partnerships and cultivating relationships with banks, financial institutions, and other key stakeholders. They focus on identifying new opportunities for collaboration, enhancing customer success, and driving growth by effectively integrating the company's financial transaction solutions into partner ecosystems. Through their efforts, they help expand the company’s reach while ensuring client satisfaction and success.

Business Development Team

The Finance and Legal Team at Modern Treasury oversees the company’s financial health and compliance, ensuring that all financial transactions align with established business practices and legal regulations. This team is responsible for financial planning and analysis, legal guidance, talent management, and maintaining security compliance, enabling the company to operate efficiently and responsibly in the fintech landscape.

Finance and Legal Team

The Leadership Team at Modern Treasury is responsible for setting the strategic direction of the company, driving innovation in financial technology, and ensuring operational excellence. Comprising co-founders and key executives, this team collaborates to align product development, financial management, and growth initiatives, ultimately enhancing the company's ability to deliver seamless financial transaction solutions to clients.

People (11)

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Other teams

Engineering Team

Software Development

Business Development Team

Finance and Legal Team

Leadership Team