+1 (917) 512-9523 99 Wall Street Suite 1672, New York, NY 10005 [email protected]
Schedule A Meeting
SageFusion | Intelligent Investment Management
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​Are we a good fit for you?

Treasury Management Solutions
​For Strategic Growth

Smarter Treasury, Stronger Business.
Maximize liquidity, minimize risk, and make every dollar work harder with SageFusion’s AI-driven treasury management platform.​
Phone: 917-512-9523
Address: 99 Wall Street Suit 1672, New York, NY 10005
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Email:  [email protected]
Schedule a free consultation
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Optimize Liquidity and Strengthen Financial Control with SageFusion’s AI Treasury Management

Looking for a Smarter Way to Manage Liquidity, Risk, and Capital?

SageFusion delivers intelligent treasury management solutions tailored to your organization’s financial priorities. Whether you're looking to improve cash flow visibility, optimize working capital, or manage risk more effectively, our team provides the tools and strategic guidance to help you operate with greater precision and control.

Explore Advanced Treasury Management Solutions with SageFusion: Proven Strategies for Optimizing Liquidity and Capital Efficiency

Are you looking for a smarter way to manage your company’s liquidity and capital strategy?

At SageFusion, we deliver tailored treasury management solutions designed to align with your organization’s financial strategy. Whether you're aiming to improve liquidity forecasting, streamline working capital, or implement data-driven risk controls, our expert team provides the tools and insights you need to operate with confidence and agility.


​Why Choose Us?


​Why Choose Us?

Deep Industry Expertise:
Our financial advisors are deeply rooted in your community and understand the local market dynamics.
Tailored Treasury Strategies:
We create personalized investment plans that align with your specific needs and objectives.
Transparent Pricing:
No hidden costs—just clear, competitive pricing to ensure you get the best value for your investment.
Advanced Analytics & AI:
Leverage cutting-edge technology and data-driven insights for smarter financial decisions.
Trusted Financial Partners:
Our team is dedicated to building long-term relationships and offering reliable guidance every step of the way.

Meet The Team

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Michael Kelly
SPOC, SMC, SAMC
Treasury Management Consultant
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With over a decade of experience in banking, capital markets, and treasury advisory, Michael has worked alongside Fortune 500 companies to streamline liquidity operations, optimize working capital, and implement data-driven risk management strategies. He has developed real-time treasury analytics platforms and cash flow optimization models that empower CFOs to make faster, smarter decisions—even in volatile and uncertain financial environments.
LinkedIn

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Featured On

As seen on the following media outlets.

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Our Services Include:

  • Cash Flow Forecasting & Management
  • ​Working Capital Optimization
  • Bank Relationship & Account Management
  • Risk & Foreign Exchange Exposure Management
  • Investment of Idle Funds
  • Compliance & Regulatory Reporting

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Optimize Liquidity with Confidence:

Optimize Liquidity with Confidence:

  • ​Contact us today to schedule a consultation.
Schedule A Meeting
  • ​Contact us today to schedule a consultation.
Schedule A Meeting

​
  • Results
  • Apply for Access
  • Who We Serve
  • Insights
  • What We Offer
  • About
    • Financial Advisor in New York
    • The Wealth Almanac
    • Podcast
  • Contact Us
+1 (917) 512-9523 Suite 1672, New York, NY 10005 [email protected]