Hazeltree

Family offices managing complex counterparty relationships across prime brokers, custodians, and global banks face a chronic problem: cash and collateral data scattered across disconnected systems, forcing treasury teams to reconcile positions manually and respond to margin calls with incomplete information. Hazeltree addresses this directly through a cloud-based treasury and liquidity platform purpose-built for alternative investment managers, including family offices operating with hedge fund or private equity structures.

The platform organizes treasury operations around four core functions:

• Consolidated cash management across banking, brokerage, and counterparty accounts via a unified hub
• Liquidity management with algorithmic just-in-time execution and credit facility modeling
• Securities finance, margin, and collateral monitoring with counterparty reconciliation and benchmarking
• Automated cash sweeps into money market funds to optimize idle cash returns

Hazeltree’s zConnect platform extends this further by aggregating bank APIs through partners such as Necto and providing Swift-based connectivity through StoneX, enabling standardized wire initiation and real-time position updates across hundreds of banking relationships from a single login. The Archegos collapse, which the company has written about explicitly in the context of treasury risk failures at a family office, illustrates the operational gaps Hazeltree is positioned to close: concentrated leverage exposure without real-time visibility, collateral mismanagement, and manual processes that introduce material error risk.

Clients include institutional names such as KKR, Blackrock, Neuberger Berman, and EQT, which signals that the platform is built for operational complexity at scale. Family offices running hedge-fund-adjacent structures or managing GP/LP entities will find the most utility here. Pricing is not disclosed publicly, and the platform’s depth may exceed the requirements of simpler single-family office operations without significant counterparty activity.