Fispoke Inc., a private banking and lending platform built for the independent wealth market, today announced a strategic collaboration with Broadridge Financial Solutions, Inc. (NYSE: BR) to expand access to lending and private banking capabilities for RIAs, independent advisors, broker-dealers, and wealth platforms. By combining Broadridge’s securities-based lending infrastructure with Fispoke’s advisor-facing digital experience and distribution across the independent channel, the collaboration will help wealth firms deliver integrated lending and liquidity solutions traditionally concentrated within wirehouses and private banks.
Demand for integrated lending solutions continues to grow as advisors seek to help clients access liquidity without disrupting long-term investment strategies. Many independent firms remain limited by fragmented referral models or the burden of building lending capabilities in-house. The partnership addresses this by embedding lending within a broader private banking experience that fits existing advisor workflows — without requiring a change in custodian — connecting investments, cash, and credit within a single client experience. Clients will access these capabilities through Fispoke’s white-labeled platform, powered by Broadridge’s lending infrastructure.
The collaboration also creates a strong foundation for continued innovation in areas such as AI and tokenization. AI has the potential to help advisors better identify client liquidity needs and simplify lending workflows, while tokenization is expected to enable greater efficiency and connectivity across assets, cash, and credit solutions over time.
