PTMA Financial Solutions provides treasury management, liquidity management, and investment advisory services to public sector clients across the United States. The firm also partners with financial institutions to deliver stable deposit funding solutions. Its client base spans local governments, school districts, and other public entities.
Founded in 2025, the company administers over $150 billion in assets and serves more than 12,000 public sector clients. It works with upwards of 1,000 partner financial institutions. PTMA is headquartered in Denver, Colorado, with an additional office in Naperville, Illinois.
The firm's services include administration of local government investment pools, bond proceeds management, cashflow analysis, and term investment products. Its offerings are tailored to the specific financial management needs of public entities.
