Max Launches Comprehensive Private Banking and Lending Capabilities to Meet the Needs of Leading Wealth Management Firms

Max Private℠ provides large RIAs and high-growth advisory firms with white-glove banking services that strengthen client relationships and support long-term growth

Max (MaxMyInterest.com), the leader in intelligent cash management technology for individual investors and their financial advisors, today announced the launch of Max Private℠, a new suite of private banking and lending capabilities designed to help leading wealth management firms deliver more holistic, comprehensive banking, lending, and wealth management solutions to their most discerning clients.

Max has been a pioneer in creating cash management solutions for affluent households since 2013, enabling access to market-leading rates, expanded FDIC insurance coverage and same-day liquidity. With Max Private, the firm extends these capabilities to support large RIAs and high-growth advisory firms seeking to differentiate, scale, and compete with large integrated institutions by delivering bespoke private banking and lending capabilities.

The Max Private enterprise solution includes:

• Bespoke lending capabilities including private mortgage, securities-based lending, art loans, yacht loans, and complete trust banking services
• Cash optimization service to discover held-away cash, grow AUM, and offer clients access to preferred High Yield Savings rates, with increased FDIC insurance coverage up to $50 million per client and $200 million per couple
• Flexible revenue model to enable advisory firms to configure products and features to align with their revenue needs – ideal for large RIAs, hybrid firms and private-equity-backed platforms seeking to differentiate and scale
• Out-of-the-box integrations including leading CRMs (Redtail, Wealthbox), planning software (eMoney, MoneyGuide, RightCapital), and reporting platforms (Orion, Addepar, Morningstar), as well as APIs to enable custom integrations
• Custom-branded client experience that enables firms to put their brand and colors front-and-center, including the option for firm-branded debit and credit cards

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Together, these capabilities give advisory firms a modern, integrated way to deepen client relationships, uncover new AUM opportunities, and compete with legacy wirehouses.

“Leading advisors are eager to meet the needs of their most sophisticated clients,” said Gary Zimmerman, Founder and CEO of Max. “Max Private expands what’s possible for RIAs while staying true to what makes Max different: safety, transparency, and alignment with the advisor-client relationship. We believe every advisor should be able to offer white-glove banking and lending capabilities that strengthen client relationships and support long-term growth. Max Private was built to empower advisors to deliver for their clients at the highest level.”

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