Asset Manager

Updated:

Treasury Prime

Chris Dean's Treasury Prime builds embedded banking APIs that connect fintechs directly to a network of regional banks, bypassing the intermediary BaaS model.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Principals

Chris Dean

CEO and Co-Founder

Sheetal Parikh

General Counsel and Chief Compliance Officer

Brandi Bloodworth

Vice President of People

Kiana Pourjanfeshan

Vice President of Operations

Carlos Armas

Vice President of Engineering

Travis Champion

Vice President of Revenue

Lauryn Moore

Controller

Sector focus

FinTechEnterprise Software

Frequently asked questions

Who runs investment decisions at Treasury Prime?

Treasury Prime is a venture-backed technology company, not an investment firm. Strategic and capital-allocation decisions are made by CEO and Co-Founder Chris Dean and the executive leadership team. The firm has disclosed outside investors, though it has not publicly named them or disclosed its capitalization structure.

How does Treasury Prime's model differ from other banking-as-a-service platforms?

Treasury Prime positions itself as a direct-integration platform rather than an intermediary. Banks license the firm's API to connect with fintech partners while retaining full ownership of compliance, account management, and partner selection. This contrasts with BaaS providers that bundle sponsor-bank access, program management, and compliance under a single middleware layer, where the technology company often manages the banking relationship on behalf of the bank.

Is Treasury Prime a single family office or a venture firm?

Treasury Prime is neither. It is an enterprise software company that sells an embedded-banking platform to chartered financial institutions and operates a partner marketplace connecting fintechs with banks. The firm has raised outside capital from venture investors, but its founding story traces to API banking technology developed at Silicon Valley Bank rather than to a family fortune or an investment fund.

How does Treasury Prime generate revenue?

Treasury Prime generates revenue by licensing its bank-operating-system software to financial institutions and through its fintech-partner marketplace, according to the firm's public descriptions. VP of Revenue Travis Champion oversees sales, marketing, and business development, with a commercial focus on helping banks grow their deposit base and fintech partners find sponsor-bank relationships.

Which regulators does Treasury Prime engage with, and how does its compliance structure work?

General Counsel and Chief Compliance Officer Sheetal Parikh engages with federal and state financial regulators and speaks regularly at industry events on regulatory developments in embedded banking. Because each bank client maintains direct control over its fintech programs using Treasury Prime's software — rather than outsourcing program management to the technology provider — the compliance burden and regulatory interface remain with the chartered institution.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on asset managers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

More Asset Manager profiles