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
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
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
Our Difference
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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.