TriState Capital Bank

Overview

Established in 2007, this branchless commercial bank operates with a flat organizational structure to deliver agile, relationship-based financial services. Known as one of the fastest-growing banks in the United States, it manages assets over $20 billion and emphasizes deep, trust-driven connections with clients, often collaborating alongside their existing banks.

The institution provides specialized solutions such as personalized lending for financial advisors, regional cash management for middle-market businesses, securities-based lending for liquidity, equipment financing, and tailored treasury management services. Its offerings include diverse credit lines, deposit accounts, and analytics-driven risk management tools, all supported by dedicated teams focused on delivering responsive and competitively priced service.

Basic Information

Contact Details

• Phone: +1 412-304-0304
• Website: tscbank.com
• LinkedIn: linkedin.com/company/tristate-capital-bank

Key Focus Areas & Initiatives

• Treasury management and liquidity solutions
• Personalized private and commercial banking services
• Securities-based lending and loan origination
• Client relationship management for high-net-worth individuals and financial advisors
• Digital banking platform enhancements
• Risk management and analytics-driven decision making

Technologies Used

• AI
• Adobe Experience Cloud
• Apex
• DocuSign
• Fusion ERP Analytics
• Jitterbit
• Microsoft Excel
• Microsoft Office
• Microsoft Office 365
• Outlook
• Pardot
• Remedy Single Sign On
• Remote
• Salesforce
• Salesforce Live Agent
• Salesforce Sales Cloud
• Salesforce Service Cloud
• Salesforce Shield
• Slack
• WP Engine

Buyer Teams to Target

Finance & Treasury Management

• Chief Financial Officer
• Treasury Director
• Controller
• Director of Asset-Liability Management
• Financial Planning & Analysis Manager
• Risk Manager

Corporate Banking & Lending

• Head of Commercial Banking
• Relationship Manager
• Loan Origination Manager
• Director of Private Banking
• Securities Lending Manager
• Equipment Finance Director

Technology & Digital Platforms

• Chief Information Officer
• VP of Information Technology
• Head of Digital Banking
• IT Security Manager
• Head of Data Science & Analytics
• Platform Engineering Lead

Operations & Risk

• Chief Operating Officer
• Director of Operations
• Operational Risk Manager
• Business Continuity Leader
• Process Improvement Specialist
• Compliance Officer

What They Buy

• Core banking platforms and digital banking solutions
• Treasury and liquidity management systems
• Client relationship management (CRM) tools
• Analytics and business intelligence software
• Cybersecurity and fraud prevention services
• Document management and e-signature platforms
• Regulatory compliance and risk management software

Signals to Watch

• 📆 New job postings for finance, risk, or digital platform roles
• 🚀 Launch of new lending or banking products
• 💻 Upgrades to core banking or client-facing technologies
• 🤝 Strategic partnerships with fintech or advisory firms
• 🏛️ Regulatory changes affecting commercial banking operations
• 🧑‍💼 Changes to executive leadership in finance or technology