Solist Financial is a modern financial platform integrating wealth management, private markets, lending, and commercial/personal insurance under one boutique, product agnostic platform.

We serve high-net-worth individuals, entrepreneurs, and family offices by providing institutional-level financial services typically reserved for large private banks and multi-family offices.

Through our integrated platform we provide:

• Wealth Management
• Private Market Investments
• Real Estate Lending Solutions
• Insurance & Risk Management

Our mission is simple: deliver better outcomes for clients by expanding access to the entire universe of financial solutions.

• Solist Wealth (RIA)
• Solist Capital (Venture Capital, General Partner)
• Solist Lending (NMLS Mortgage Brokerage) 
• Solist Insurance (Licensed Commercial and Personal Lines)

Solist Financial

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Solist Financial

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Teams

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