Elevare Cash Optimization Review

Is your cash earning
what it should?

Most people and businesses earn 0.1–0.5% on cash that could be earning 3–5% or more. We review how your money is invested, benchmark it across 35+ global banks, and show you exactly what the difference is — in your currency. Backed by a full money-back guarantee.

For individuals
Personal savings
& cash deposits

Personal savings and liquid cash above €100k / $100k / £100k. One flat fee. Full review. Money-back guarantee.

See pricing & process For companies
Corporate cash
& reserves

Company cash, operating reserves, and corporate liquidity above €100k / $100k / £100k. Priced by position size. Same guarantee.

See pricing & process
35+Global banks
benchmarked
100k+Minimum to review
€ / $ / £
20 minInitial call
no commitment
100%Refund if we
can't improve it
For individuals

Personal savings.
Earning far more.

One flat fee of €1,000 / $1,000 / £1,000 regardless of how much you hold above the minimum.

Most individuals keep savings in bank accounts earning 0.1–0.5%. The same money, reviewed and placed across institutional options, typically earns 3–5% or more — with the same capital safety and the same access to your money when you need it.

The Cash Optimization Review maps where your money is currently invested, benchmarks it against the full range of options available across 35+ global banks, and gives you a specific guide — in your currency — showing exactly what the improvement looks like. You decide what to do with it.

Example — €200,000 / $200,000 / £200,000 in personal savings
Current rate (0.2% / year)€400 / $400 / £400 per year
After review (4.0% / year)€8,000 / $8,000 / £8,000 per year
Additional income each year+ €7,600 / $7,600 / £7,600

Review fee: €1,000 / $1,000 / £1,000 — recovered in under 7 weeks.

Money-back guarantee

If we cannot identify improvements that recover the review fee within 12 months, we refund it in full. No questions asked.

1
Book a 20-minute call — no preparation needed
We ask the questions. You just need to know roughly how much you hold and where it currently is.
2
Pay the review fee on the call
Card payment in EUR, USD or GBP. Review begins immediately. No delay, no invoicing.
3
We benchmark across 35+ global banks
We identify the best options at every liquidity level — from instant access through to fixed-term.
4
You receive your Cash Optimization Report
Specific options, in your currency. You decide whether to act. No obligation to proceed.
Book individual review

Individual — Review Fee

Individuals — flat fee
Personal savings & cash above €100k / $100k / £100k  ·  Any amount, one fixed price
€1,000 / $1,000 / £1,000

The fee is the same whether you hold €150,000 or €2,000,000 — and applies equally in USD and GBP. We work with individuals referred by their accountant or adviser, and directly with those who book a call.

What this is — and what it is not
✓  Independent review of how your cash is currently invested
✓  Benchmark across 35+ global investment-grade banks
✓  Specific guide with defined options in your currency
✓  Full money-back guarantee if improvement does not cover the fee
✗  This is not financial advice and does not constitute a solicitation to invest in any specific product
For companies

Corporate cash.
Working properly.

Priced by cash position. Full review, benchmarking, report and support included.

Most companies hold cash in bank accounts earning 0.3–0.5% — or less. The same cash, reviewed against institutional alternatives across 35+ global banks, typically achieves 3–4.5%. On €1,000,000 of corporate cash, that difference is over €35,000 every year.

The review maps your corporate liquidity, benchmarks it across the full institutional market, and produces a tiered guide — covering daily access through to medium-term reserves. You review the specific options and decide whether to act.

Example — €1,000,000 / $1,000,000 / £1,000,000 in corporate cash
Current rate (0.4% / year)€4,000 / $4,000 / £4,000 per year
After review (4.0% / year)€40,000 / $40,000 / £40,000 per year
Additional income each year+ €36,000 / $36,000 / £36,000

Review fee: €3,000 / $3,000 / £3,000 — recovered in under 5 weeks.

Money-back guarantee

If we cannot identify improvements that recover the review fee within 12 months, we refund it in full. No questions asked.

1
Book a 20-minute diagnostic call
We ask about your cash position. You need only a rough figure — no preparation required.
2
Pay the review fee on the call
Card payment. Work begins immediately. Fee is based on the size of your cash position.
3
We map and benchmark your position
Current yield versus the institutional market. Tiered by how much access you need at each level.
4
You receive your Cash Optimization Report
Specific options, defined returns, defined issuers. You decide whether and how to implement.
Book corporate review Email us directly

Corporate — Review Fee by Cash Position

Entry
Company cash up to €500k / $500k / £500k
€2,000 / $2,000 / £2,000
Growth
Company cash €500k–€2M / $500k–$2M / £500k–£2M
€3,000 / $3,000 / £3,000
Significant
Company cash above €2M / $2M / £2M
From €5,000 / $5,000 / £5,000
For larger positions we confirm the scope and fee before you commit. The full process and guarantee apply at all levels.
What this is — and what it is not
✓  Independent review of how company cash is currently invested
✓  Benchmark across 35+ global investment-grade institutions
✓  Tiered guide covering daily liquidity through to medium-term
✓  Full money-back guarantee if improvement does not cover the fee
✗  This is not financial advice and does not constitute a solicitation to invest in any specific product
What your cash gets access to

Institutional options.
Defined from day one.

Every option is priced across 35+ banks. Every issuer is investment-grade. Every return is defined before you commit.

01
Daily access
Overnight Cash

Competitive overnight rate. A-rated issuer. Redeemable within 3 business days. No fixed term. Working capital that earns from day one.

Entry point
02
Fixed returns
Fixed Annual Income

3–5 year fixed notes. Annual income paid to your account. Investment-grade issuers selected through a competitive process.

Defined term
03
4%+
Capital-Protected Income

Structured income with full capital return at maturity. Bank-issued. Defined outcome before you commit. For reserves that must grow without market exposure.

Protected
04
6–12%
Structured Income & Growth

Income targeting 6–10% annually. Growth targeting 7–12%+. Barrier protection. Defined participation. For capital with a longer horizon.

And beyond

Are you an accountant
or adviser?

We work with accounting and advisory firms who introduce clients to the Cash Optimization Review. If you have clients with idle cash and want to learn how the partnership works — including how we split the review fee with you — please contact us to register your firm.

Adviser programme Contact to register

The Cash Optimization Review is an independent analysis of how cash and savings are currently invested and what institutional alternatives are available. It does not constitute financial advice or a solicitation to invest in any financial product. All investments involve risk, including possible loss of capital. Returns shown are indicative only and subject to change. Past performance is not a reliable indicator of future results. Minimum cash position for review: €100,000 / $100,000 / £100,000. Elevare Platform · elevare-platform.com