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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2025
- Office Locations
- 1
Office Locations
About Fivancial Advisors, Inc.
BankSocial (powered by SEC-registered Fivancial Advisors, Inc.) provides credit unions and banks a white-labeled platform to embed self-custody crypto and stock investing, instant payments, digital account opening with KYC/KYB, and AI-driven security/fraud and asset recovery (Secura). Integrates via APIs/widgets with existing core and digital channels—no rip-and-replace—with most institutions live in under 60 days; advisory assets are custodied at Alpaca Securities.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN WINGATE
Chief Executive Officer
- CRD
- --
- Ownership
- 50% but less than 75%
REBECCA A REED
Chief Operating Officer
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $925 | $10 |
| Total | $925 | $10 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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