Fieldpoint Private has been recognized at the 2026 Global Private Banking Innovation Awards, earning honors for “Best Boutique Private Bank – USA” and “Most Innovative Business Model.” The Digital Banker takes a closer look at how Fieldpoint turned industry disruption into a growth opportunity — read the full story to…
Industry publication Investment News features the announcement of Benchmark, by Fieldpoint Private™ and Max. Benchmark is a turnkey private banking platform for independent RIAs and their high-net-worth clients. It embeds banking into advisors’ workflows, integrating with CRMs like Redtail and Wealthbox for account enrollment in under 60 seconds, encompassing checking…
Benchmark enables independent wealth advisors to offer clients a full complement of private banking services, from advanced cash optimization to bespoke lending, free of competitive conflict. GREENWICH, CT and PORTSMOUTH, NH – August 27, 2026 – Fieldpoint Private® and MaxMyInterest® (“Max”) today announced the launch of Benchmark, by Fieldpoint Private™,…
Veteran of Sterling National Bank, Signature and Republic National Bank will lead the bank’s distinctive client development and service model. GREENWICH, CT – March 26, 2026 – Fieldpoint Private announced the appointment of David S. Bagatelle as Chief Banking Officer. In the newly created position he reports to Rodney Whitwell,…
Additions Bolster Firm’s New York and New England Presence. GREENWICH, CT – September 23, 2024 – Fieldpoint Private announced a series of private banking hires that mark a significant expansion in the firm’s New York metro and New England presence. The bank serves entrepreneurs, families, businesses and institutions directly, as…
Fieldpoint is honored to be recognized by Global Finance for the second year in a row as one of the world’s best private banks in 2023. We are heartened that the investments we have made have fueled our 40% growth this year – with a particular emphasis on serving entrepreneurs…
Fieldpoint Private’s Nick Bertha, President of Fieldpoint Trust provides insights and actionable strategies families might want to consider in a new article for Family Wealth Report. Bertha notes that some of the most powerful trust planning techniques are often overlooked or misunderstood by those who can benefit from them the…
Awards include global recognition as best boutique private bank.
Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
Fieldpoint Private welcomes key industry hires in private and commercial banking.
Fieldpoint Private Trust leverages the benefits of America’s most progressive tax laws for clients.
Global Finance’s Annual Awards Also Names Firm as Best Private Bank – Northeast.