top of page
Untitled design (3).png

Bridging Wealth Management & Banking 

 $4 Trillion+

 $200 Billion

 $5 Trillion+

 $2 Trillion

Client Cash Held at
Banks Away from Advisor

Securities Based Lending
Untapped Opportunity

Asset Backed Lending
Supporting Client Liquidity

Mortgage Originations
with Wealth Clients

Fispoke simplifies wealth management with a single integrated platform, streamlining operations and enhancing advisors' efficiency in managing client assets and adapting to market changes.

Unified Platform Advantage

business pictures

Fispoke consolidates a diverse suite of financial products — from high-yield savings accounts to complex loans — in a single platform, allowing advisors to offer more comprehensive, client-centric financial solutions.

Comprehensive Financial Toolkit

business pictures

Fispoke revolutionizes wealth management by equipping advisors with access to integrated lending solutions, ensuring capital preservation, consistent risk management, and competitive yields tailored to their clients' needs.

Best in Class Liquidity Solutions

business pictures

Our Difference

Description of Fispoke solution
Fispoke Logo

Solution

  • Comprehensive Banking Platform

  • Bespoke Liquidity Product Suite

  • Seamless Account Opening and Servicing

  • Secure Integration to Financial Institutions

  • Artificial Intelligence (AI) Liquidity Tools

  • Advisor Branding

Savings and Credit Solutions

Offering easy access to banking solutions including high-yield savings and lending solutions, Fispoke empowers advisors to optimize their clients' liquidity and leverage investment opportunities efficiently.

Unified Wealth Management

Leveraging cutting-edge technology to provide a seamless experience between traditional wealth management and banking, enabling financial advisors to effectively manage all clients and become their single financial contact.

Diverse Lending Offerings

Fispoke streamlines the procurement of many types of lending products, including security-based loans, mortgages and commercial real estate loans, business and asset backed loans, simplifying complex financing needs for clients.

Customized Banking Products

With advisor branded cards and integrated custodial accounts, Fispoke provides bespoke banking solutions that enhance brand visibility and improve client engagement, setting advisors apart in the financial landscape.

bottom of page