InvestMint Inc.

InvestMint is a financial technology company dedicated to transforming how small and medium-sized enterprises (SMEs) manage their treasury and idle cash. Founded by Duane Lee, a former executive at BMO Wealth Management, the company addresses a critical gap in the market where sophisticated financial tools have traditionally been reserved for large corporations. InvestMint provides a scalable, human-AI hybrid solution that empowers businesses with over $5 million in revenue to maximize returns on their idle capital while ensuring liquidity for operational needs.

The platform leverages advanced artificial intelligence and machine learning algorithms to offer real-time cash forecasting and actionable investment insights. By integrating securely with a company's existing financial data pipelines, InvestMint identifies hidden cash reserves and recommends optimized investment strategies tailored to the business's specific goals and risk constraints. This approach allows entrepreneurs and finance teams to reduce financial uncertainty and capitalize on growth opportunities without the need for extensive in-house treasury expertise.

InvestMint operates with a bank-agnostic model, meaning it works seamlessly alongside a client's existing banking relationships rather than replacing them. This flexibility, combined with its specialized approach to onboarding and customization, ensures that businesses can implement professional-grade treasury management with minimal disruption. The company's mission is to democratize access to high-level financial advice and automation, helping SMEs grow faster and more safely in an increasingly complex economic landscape.