Acquisition Opportunity StoneCastle recently became part of Fiserv, indicating a consolidated client base and potential cross-sell opportunities for Fiserv’s payments and fintech solutions alongside StoneCastle’s deposit and cash management capabilities.

AUM Momentum With over $22 billion in assets under administration and an emphasis on cash management for banks, institutions, and RIAs, there is strong potential to upsell advanced cash management, liquidity solutions, and integrated treasury services.

Bank Network An extensive bank network and proprietary processing power position StoneCastle as a gateway for scalable deposit programs and technology-enabled solutions that can complement existing Fiserv bank and credit union clients.

Tech-Enabled Sell Current tech stack and analytics capabilities support selling of modernized, data-driven deposit strategies; opportunities exist to bundle analytics, optimization, and automated cash management with broader Fiserv offerings.

Growth & Talent Recognized as a best place to work in fintech and backed by major investors, StoneCastle’s growth trajectory and employee ownership can be leveraged to target mid-market financial institutions seeking reputable partners with stable, long-term commitments.