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Fispoke
Wellesley, US · Founded 2023 · Delaware corporation
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Fispoke is a financial technology platform that gives independent financial advisors, RIAs, and family offices a single system to offer their clients private banking, lending, and cash management solutions from partner banks. It operates as a white-labeled service desk rather than a bank, letting advisors provide institutional-style banking products without changing custodians or adding infrastructure.
Founders & leadership
Fispoke was founded in 2023 by Bob Clare.
Board
Reported raises · per SEC filings
Form D private placements$5.5M disclosed across 3 rounds · 2024–2025
▶$3.7MraisedAug 2025 · 3 investors · Other TechnologyRule 506(b)
- Nathan BerkDirector
- Reid BuergerDirector
- Robert ClareExecutive Officer, Director
- Laine BrantnerDirector
- Whit MagruderDirector
- Offering amount
- $5M
- Amount sold
- $3.7M
- First sale
- Jul 2025
- Incorporated
- Corporation, Delaware, 2023
- Federal exemptions
- 06b
▶$1.5MraisedNov 2024 · 6 investors · Other TechnologyRule 506(b)
- Robert ClareExecutive Officer, Director
- Nathan BerkDirector
- Offering amount
- $1.5M
- Amount sold
- $1.5M
- First sale
- Nov 2024
- Incorporated
- Corporation, Delaware, 2023
- Federal exemptions
- 06b
▶$250KraisedOct 2024 · 1 investors · Other TechnologyRule 506(b)
- Nathan BerkDirector
- Robert ClareExecutive Officer, Director
- Offering amount
- $2.3M
- Amount sold
- $250K
- First sale
- Sep 2024
- Incorporated
- Corporation, Delaware, 2023
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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In the news
Frequently asked questions
- What does Fispoke do?
- Fispoke is a financial technology platform that gives independent financial advisors, RIAs, and family offices a single system to offer their clients private banking, lending, and cash management solutions from partner banks. It operates as a white-labeled service desk rather than a bank, letting advisors provide institutional-style banking products without changing custodians or adding infrastructure.
- Who founded Fispoke?
- Fispoke was founded by Bob Clare in 2023.
- How much funding has Fispoke raised?
- Fispoke has disclosed $5.5M raised across 3 rounds.
- Where is Fispoke headquartered?
- Fispoke is headquartered in Wellesley, US.