$2.2+ trillion

in partner AUM

30,000+

financial advisors served

$1+ billion

in lending commitments


As an FDIC member institution offering a portfolio of financial products and services, we give financial intermediaries a broader range of financial planning tools to deploy on behalf of their clients, enabling them to better retain and attract more client assets. Our flagship program, tailored specifically for the wealth market, seamlessly links integrated cash management functionality to investment services. And because we do not offer advisory or brokerage services, there is never a competitive threat – only true partnership. A critical competitive advantage for independent financial advisory platforms, non-depository trust companies and family offices, our highly customized range of premium lending and depository products and services can be fully private-labeled – end-to-end – to ensure that the client’s brand remains distinct and where their customers’ loyalty remains.

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