Osaic CapitalHub: Advisor Lending Solutions
- has launched CapitalHub, a digital loan marketplace designed to connect its network of 11,000 financial professionals with over 1,400 banks, credit unions, and financial institutions.
- CapitalHub empowers advisors to provide streamlined lending solutions, addressing increasing client demand for financing options.
- The platform operates through an anonymous marketplace bidding system.
Osaic CapitalHub revolutionizes financial advisor lending! This digital marketplace, connecting 11,000 advisors with 1,400+ lending institutions, streamlines access to capital. Advisors gain a competitive edge by offering complete lending solutions, meeting growing client demand. Through CapitalHubS anonymous bidding system, advisors present client needs, community banks bid on opportunities, and advisors guide clients through evaluations. News Directory 3 notes that Osaic aims to boost loan efficiency and transparency, modernizing this traditionally fragmented market. Discover how this innovative platform is set to redefine the future of financial services and what’s next for advisors.
Osaic CapitalHub Streamlines Advisor Access to Lending Solutions
Updated june 02, 2025
Osaic, inc. has launched CapitalHub, a digital loan marketplace designed to connect its network of 11,000 financial professionals with over 1,400 banks, credit unions, and financial institutions. The platform, created in partnership with Community Capital Technology Inc. (CCT), seeks to improve efficiency, liquidity, and transparency across the loan lifecycle, modernizing a traditionally fragmented lending market for financial advisors.
CapitalHub empowers advisors to provide streamlined lending solutions, addressing increasing client demand for financing options. Osaic cited a 2024 study indicating that 84% of clients expect their advisors to offer such solutions.
The platform operates through an anonymous marketplace bidding system. Advisors submit client facts, allowing community banks to bid on capital access opportunities. The advisors then assist their clients in evaluating the offers, with the selected lender managing the underwriting process.
“Access to capital is increasingly becoming a key differentiator in how advisors deliver holistic value to their clients,” said Greg Cornick, executive vice president of Advice and Wealth Management at Osaic. “This new partnership gives our financial professionals a competitive edge, enabling them to diversify their service offerings, accelerate their growth, and deepen client relationships.”
What’s next
Osaic plans to further integrate CapitalHub into its advisor technology suite, offering enhanced data analytics and reporting tools to optimize lending strategies.