Whale
SEC RegisteredNot a deposit alternative. A new way entirely.
About the firm
Whale turns the traditional security deposit upside down — a lockable, high-yield savings account for renters, secured for the landlord's benefit at move-out. Whale syncs directly with your PMS to request, manage, and return deposits automatically, at zero cost.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fully automated security deposit solution including electronic collection and return of deposits, PMS integration, automated reminders, compliance management, and FDIC-insured high-yield savings accounts for renters
Who they serve
Landlords, property managers, and renters
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,006 | $2.5M |
| High Net Worth Individuals | 0 | — |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Whale has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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