BANKING BUILT FOR
RIAs &
Wealth Advisors
From your firm to your advisors to your clients’ banking needs, we bring everything together in one place — backed by responsive bankers who know the industry, thoughtful solutions and a relationship built to grow with you.
See Services
“Great service listens first, solves second, and follows through always.”
PRODUCTS & SERVICES
What We Offer
Our team of specialists provides banking solutions
customized to your business needs.
Access to the Save Market Savings Sub-Advisory Program
An innovative solution combining FDIC-insured bank deposit safety and the potential for equity market returns. Learn more here.
M&A & Succession Financing
Financing to propel your firm's growth or transition to a future generation of advisors.
Securities-Based Line of Credit
Allow clients to access liquidity from their investment portfolio without selling securities, with a streamlined digital experience and competitive rates.
Bridge
Loans
Flexible financing to manage cash flow between quarterly fee payments.
Complementary Services for Your Clients & Beyond
Residential Mortgages, SBA Loans, FDIC Insured Sweep Accounts, Yield Shield Savings Accounts.
Dedicated
Team
High-touch support delivered by a team that knows you and your business.
MEET THE TEAM
RIA & Wealth Advisors
Banking Experts
RIA & Wealth Advisor
Frequently Asked Questions
What banking services do you offer that support RIAs and wealth advisors at the firm level?
We offer tailored banking solutions designed to help RIAs and wealth advisory firms grow, manage liquidity and operate more efficiently, including:
- Revolving credit facilities to provide liquidity and financial flexibility
- M&A and succession financing to support acquisitions, ownership transitions and long-term growth
- Bridge loans to help manage cash flow between quarterly fee cycles
- FDIC-Insured Sweep Options to help reduce risk on large cash balances
- Comprehensive treasury and banking services to optimize cash flow, enhance reporting and streamline day-to-day operations
What is an SBLOC and what are its benefits?
A Securities-Based Line of Credit (SBLOC) provides quick access to liquidity using eligible investment assets as collateral — helping customers meet short-term cash needs without disrupting long-term investment strategies.
Benefits of an SBLOC with Customers Bank include:
- Attract and Retain Assets Under Management (AUM) – Provide customers with flexible access to capital for planned or unexpected expenses without requiring them to liquidate investments.
- Enhance the Customer Experience – Help customers manage both sides of their balance sheet — not just their investable assets — while strengthening relationships through a more holistic approach.
- Reduce Competitive Risk – Help prevent outside lenders and competing wealth management firms from introducing alternative financing solutions to your customers.
- Gain a Trusted Banking Partner – Work with a bank that delivers high-touch service, responsive execution and banking solutions designed to move at the speed your customers expect.
- Access Comprehensive Banking Solutions – Leverage a full suite of treasury and banking services designed to optimize cash flow, improve reporting and streamline operations.
What is the Save Market Savings Sub-Advisory Program and what are its benefits?
The Save Market Savings Sub-Advisory Program is an innovative solution that combines the safety of FDIC-insured deposits with the potential for equity market-linked returns — helping RIAs deliver differentiated value to their customers.
Benefits include:
- Safety and Security of Deposits – Customer principal deposits are held in FDIC-insured deposit accounts at Customers Bank, helping provide stability and peace of mind.
- Potential for Market-Linked Upside – Save purchases investments on behalf of RIA customers using a sophisticated portfolio strategy tailored to customer preferences and objectives.
- Support for AUM Growth – Offer a differentiated solution that can help strengthen customer relationships and reduce the risk of competitors introducing alternative offerings.
- Innovative, Relationship-Driven Partnership – Gain access to a modern banking solution designed to help RIAs deliver flexibility, innovation and long-term value to their customers.
Learn more about the innovative program here.
§ This links to a third party partner website.
Do you provide personal banking services?
Yes. See our full suite of personal banking services.
What makes Customers Bank different?
Customers Bank was founded in 2009 with one goal in mind: to enable our customers’ prosperity. Founded and built by bank industry veterans, we understand that true innovation is powered by people. We pride ourselves on:
- Customer focus, first and always. Our success is defined by our ability to serve our customers — today and in the future. We invest in new product solutions and industry innovations that translate into a better banking experience for our customers.
- Exceptional service, redefined. Our Single Point of Contact model means that we know our customers by name, deliver personalized service and identify business solutions that address the unique needs of each customer.
- A strong and sustainable model. Customers Bank is one of the nation’s top-performing banking companies. Founded in 2009, today we are among the 80 largest bank holding companies in the U.S. — all powered by organic growth.
Read more about what sets us apart — including our industry-leading Net Promoter Score.