Starter Explore treasury controls, risk modeling, and policy simulation — no cost, no commitment.
Free
Monitor-only · no deposits or bank rails
Treasury dashboard (read-only) Risk and carry simulator Policy engine preview Email-based support Bank transfers Deposits and withdrawals Credit line access Audit exportCreate free account Most popular Growth Full treasury operations with yield, credit, and policy-driven risk controls.
$750/mo
Monthly minimum · scales with managed balance
30–40 bps annualized on AUM (variable) 30–35 bps per credit draw Minimum waived once AUM fees exceed $750/mo Bank transfers in / out (fiat rails) Yield on idle balances Yield-offset credit line Policy engine customization Scenario simulator Audit export and reports Priority email support 14-day trial availableStart 14-day trial Enterprise Custom controls, embedded operations, and dedicated support with SLA guarantees.
$3,000+/mo
Annual contract · volume-discounted rates
20–25 bps annualized on AUM (variable) 25 bps per credit draw Custom onboarding fee (optional) Everything in Growth Multi-entity support API / SDK access Embedded signing flows Dedicated account manager Custom compliance workflows SLA with uptime guaranteesTalk to sales 14-day trial with full Growth features Deposit-only during trial (no bank withdrawals) Deposit cap: $100,000 per business One trial per domain Payment method required — auto-converts to Growth unless canceled Yield and effective net cost are variable and not guaranteed. VeltaFi does not market fixed repayment outcomes. AUM fees are calculated daily on managed balance and billed monthly. Fees shown are illustrative; final terms are set in your service agreement.