Strategic Partnerships:
Partnerships with Ameritas and CAIS extend distribution into retirement platforms and advisor channels, opening access to additional customers. These integrations are positioned to expand reach for health savings accounts and alternative-investment custody and administration.
Product Line Growth:
Acquisitions and launches such as First Dollar, an AI-enabled benefits platform, and the Riser Benefits rollout expand capabilities across health, retirement, and benefits. This points to continued product investment and a broader service portfolio.
Strong Market Position & Advantage:
Scale with more than 8 million clients, over $62 billion in assets under custody, and relationships with many of the largest retirement-plan recordkeepers indicate substantial positioning. Recognition on Crain’s Fast 50 and targeted acquisitions further reinforce competitive standing.
