Osaic Launches CapitalHub to Streamline Advisor Access to Lending Solutions
Osaic, Inc. has unveiled Osaic 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. Launched in partnership with Community Capital Technology Inc. (CCT), CapitalHub aims to enhance efficiency, liquidity, and transparency across the loan lifecycle, including originations, modernizing a traditionally fragmented lending market.
The platform empowers advisors to offer streamlined lending solutions, addressing growing client demand for financing options. According to a 2024 study cited by Osaic, 84% of clients expect advisors to provide lending solutions.
CapitalHub operates through an anonymous marketplace bidding system, where advisors submit client information, allowing community banks to bid on lending opportunities. Advisors then assist clients in evaluating offers, with underwriting managed by the selected lender.
“Access to capital is increasingly becoming a key differentiator in how advisors deliver holistic value to their clients,” said Greg Cornick, EVP 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.”
