A Seamless Banking Experience
A concierge experience for the client and the Family Office advisor, your private banker and their team will assist you and your clients with all of their banking needs. At Leader Bank, we do not offer wealth management services, so you can rest well knowing we are never competing for your clients’ assets. We’d love to serve as your firms primary banking partner for any of your clients’ deposit or lending needs.
Concierge Banking with No Fees
With our unique concierge service and a relationship advisor to helping to manage your client’s experience, we make banking easy.
IntraFi Cash Service
An easy-to-use option for large deposits to maximize a deposit’s FDIC insurance coverage through a network of banks that exchange deposits.
Securities Based Lending
For investors and private clients, securities based lending allows clients to finance virtually any need while maintaining a long-term investment strategy.
White Glove Client Service
Streamlined Digital Account Opening
ACH and Wire Services
Courier Services
Digital Banking
Solutions for Your Clients
Deposit Solutions
Our tailored solutions include checking, money market, and CDs. Complimentary checks and debit card services with checking.
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Lending Solutions
Our tailored lending solutions include residential and commercial lending, securities based lending, and 1031 exchange services*.
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IntraFi Cash Service
An easy-to-use option for large deposits to maximize a deposit’s FDIC insurance coverage through a network of banks that exchange deposits.
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Insurance
Leader Insurance** can help clients can obtain competitive rates and quality services on personal insurance policies for homes, cars, boats and more.
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Property Management
Help your clients automate the security deposit and rent collection processes with our ZDeposit and ZRent solutions!
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Savy Ouk-Fernandes
About Elevate Banking
Founded with a vision of offering forward-thinking products and services to help our clients and advisors achieve their financial goals, Elevate Banking provides a world-class premier relationship banking experience to help you achieve the next level of financial success and security. And with a focus on long-lasting, prosperous client relationships built on trust and transparency, Elevate Banking offers you a personal advisor to assist with everything from account opening to expert financial guidance at every turn.
*Leader1031.com, LLC ("Leader1031") is a wholly owned subsidiary of Leader Bank, N.A. This website is provided as general information only and should not be taken as legal, investment or other professional advice. This content of this publication shall not be construed as a recommendation to participate in any particular trading, financial or investment strategy, and neither Leader Bank, NA nor Leader1031.com, LLC can provide legal or tax advice concerning the specific tax consequences of a given transaction. Any action that you take as a result of information or opinions provided in this publication is ultimately your responsibility. Consult your attorney or tax professional before making any investment or financial decisions.
**All insurance products are offered through Leader Insurance, LLC, a subsidiary of Leader Bank, N.A. Insurance products are not FDIC insured, not bank guaranteed, not a deposit, and not insured by any federal government agency. Leader Insurance, LLC is licensed in Arizona, Colorado, Connecticut, Georgia, Kentucky, Maryland, Maine, Massachusetts, North Carolina, New Hampshire, New Jersey, Nevada, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Virginia, and Washington.
