private-banking
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Valuefy wants to end wealth management’s spreadsheet relay
The wealth technology company grew out of portfolio analytics. Its bigger bet is that advisers can do better work when the client, the trade and the back office share the same numbers.
The $120 Billion Spreadsheet Problem Canopy Wants to Retire
The richest portfolios often run on the poorest plumbing. Canopy turns bank feeds, PDFs and private assets into one reconciled record - then gives family offices and wealth managers something rare: a number they can defend.
The Private Bank Built for Wealth That Hasn't Turned Into Cash Yet
Citizens used the regional-bank shock of 2023 to assemble a relationship bank for founders, fund partners and families with complicated balance sheets. By the end of 2025, the two-year-old unit held $14.5 billion in deposits and $10 billion in client wealth assets.
The Private Bank That Still Thinks Like a Family Office
Banque Heritage began by managing one family’s fortune. Forty years later, that origin has become its pitch to other families navigating portfolios, businesses and succession across borders.
Flex
Flex is an AI-native private banking platform for high-net-worth, middle-market business owners. It bundles credit, business and personal banking, payments, AP automation, expense management, and ERP-style tooling into a single super app aimed at owner-operators of $3M-$100M revenue companies.
The Tulsa Bank That Tried Crypto - and Came Back to the Business of Knowing You
Vast Bank became a national curiosity by putting crypto beside checking. Its more durable proposition is quieter: a Tulsa bank that mixes modern tools with bankers who still answer the phone.
The Depression-Era Passbook Bank That Grew Into an $80 Billion Northeast Powerhouse
Started with $25,000 in Depression-era Waterbury, Webster now runs $80 billion in assets and a national health-savings business - and just agreed to sell itself to Santander for $12.3 billion.
The $80 Billion Bank That Started in a Chinatown Storefront
East West Bank spent five decades turning a Chinatown savings and loan into the financial bridge between the United States and Asia. Today it holds about $80 billion in assets - and still answers the phone in the language you grew up speaking.
UBS
How a 163-year-old Swiss bank became the world's largest wealth manager - by absorbing the rival that nearly took the whole system down with it.
Northern Trust
Northern Trust is the 137-year-old Chicago institution most people never see. Behind the quiet name sits a global machine safeguarding, administering or managing trillions for pensions, fund managers and wealthy families.
Fispoke
Fispoke is a Florida-based fintech that gives independent financial advisors the private-banking toolkit normally reserved for the biggest institutions - without the advisor having to become a bank. Its platform embeds high-yield cash accounts, securities-backed loans, mortgages, advisor-branded credit cards, and business financing into the software advisors already use, handling the infrastructure, compliance, and execution behind the scenes. Founded in 2023 by Robert Clare and led by a bench of former wealth and banking executives, Fispoke raised over $2 million in seed capital and has partnered with First Rate and Wealthbox to bridge the long-standing gap between wealth management and banking.