Broker Dealers and Wealth Management Firms
TriState Capital Bank’s Private Bank team understands and works creatively with broker dealers and wealth management firms on a national basis, and provides advisors and their clients flexible financial asset lending solutions, as well as innovative and competitive deposit services.
Our team is ideally positioned to help broker dealer and wealth management firm clients manage financial needs by offering lending solutions based on financial assets. We have the experience, expertise and capability to analyze complex situations and propose solutions for your clients. Our Private Bank offers loans to entities such as Trusts, Partnerships and Family Investment Vehicles, among others.
Our Financing Solutions Include:
The Collateral We Accept May Include:
With TriState Capital’s online personal banking, you will have 24-hour access to real-time account information from the convenience of your personal computer. Online banking includes a bill pay feature for recurring and one-time payments. TriState Capital’s online personal banking is convenient, easy to use, and secure. We are committed to maintaining the confidentiality and privacy of your personal account information.
TriState Capital offers outstanding personal service and flexibility in the following products:
Checking with Interest
Money Market Account
TriState Capital CD Accounts