Company Information

Get to know TriState Capital

Founded in 2007 and headquartered in Pittsburgh, Pennsylvania, TriState Capital Bank established itself as a provider of private banking, commercial banking, and investment management services. The company's model focuses on delivering customized financial solutions, particularly its widely recognized Securities-Backed Line of Credit (SBLOC) program, to a niche clientele of middle-market companies and high-net-worth individuals. In 2022, TriState Capital Holdings, Inc. was acquired by Raymond James Financial, Inc., and TriState Capital Bank now operates as a division of Raymond James Bank, N.A. It continues to offer its core services, including investment management through its subsidiary, Chartwell Investment Partners.

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TriState Capital

United States

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.