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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-27-2020
- Office Locations
- 2
Office Locations
About Sila Financial, LLC
Sila (silamoney.com) provides an end-to-end embedded payments platform for fintech and wealthtech teams building apps and payment flows. Its APIs support ACH transfers (standard and same-day), virtual accounts, digital wallets, bank account linking, instant settlement, and built-in fraud prevention plus KYC/KYB. Compliance-first processes, a free sandbox, and pre-approved integration partners help speed deployment; named Best Payments as a Service Platform by Tearsheet’s 2022 Embedded Banking Awards.
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Owner & Executives
TODD WILLIAM SCHLIITER
Chief Compliance Officer, President
- CRD
- #2031208
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Henry Joseph Schliiter
--
- CRD
- #7967516
WARREN WILLIAM SCHLIITER
--
- CRD
- #413688
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,332,994 | $410,340 |
| Non-Discretionary | $0 | -- |
| Total | $124,332,994 | $410,340 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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