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Private Wealth Daily

Lending & banking

Securities-based lending, cash management and mortgage platforms for advisors' clients.

6 vendors · Updated October 26, 2026

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Showing 6 of 6Most complete profiles first, then A to Z

TriState Capital Bank

Securities-based and insurance-based lending for advisors' clients

  • Broker-dealers
  • RIAs
  • Family offices
  • Banks and trust companies

Lending & bankingCustom quote

Ohpen

Cloud core banking and investment administration platform for European institutions

  • Banks and trust companies

Integrations & operations1 integration

StoneCastle

Insured cash deposit network and advisor cash program

  • RIAs
  • Family offices

Lending & banking1 integration

Tick two to four vendors, then compare them side by side.

Lending & banking: questions to ask before you buy

  1. Which firms like ours, by size and business model, run on it today, and may we speak to two of them?
  2. What does the full first-year cost come to, including implementation, data conversion, training and integrations?
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