Collaboration brings innovative marketplace technology to Osaic advisors, enhancing direct access to loan financing solutions for their clients

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced the launch of Osaic CapitalHub (“CapitalHub”) in partnership with Community Capital Technology Inc ("CCT"). The collaboration introduces a digital loan marketplace to Osaic’s network of wealth management firms and financial professionals.

By integrating CCT’s proprietary platform and national loan originations network, CapitalHub enables advisors to connect clients directly with a broad range of banks, credit unions and financial institutions, delivering faster, more efficient access to debt capital. Designed to enhance efficiency, liquidity and transparency across the entire loan lifecycle—including originations—CapitalHub reflects a shared vision between Osaic and CCT to modernize a historically fragmented market.

“We continuously seek innovative solutions that drive growth and add value for our advisors and their clients,” said Greg Cornick, executive vice president, advice and wealth management at Osaic. “Access to capital is increasingly becoming a key differentiator in how advisors deliver holistic value to their clients. This new partnership gives our financial professionals a competitive edge, enabling them to diversify their service offerings, accelerate their growth and deepen client relationships.”

CapitalHub builds upon Osaic’s growing network of strategic partners and reflects the firm’s mission to ensure advisors have the solutions, support and flexibility they need to make a difference in their clients' lives. It creates new opportunities for advisors to broaden their value proposition through streamlined lending access and increased optionality – powered by CCT’s extensive lender network, which spans more than 1,400 financial institutions nationwide. Notably, there is significant crossover between CCT's lender network and Osaic's own financial institution partners, further strengthening alignment and outreach.

“We’re energized by the opportunity to work with Osaic’s forward-thinking team to deliver a market-leading solution,” said Garrett Smith, founder and chief executive officer of CCT. “CCT’s mission is to use technology to create a transparent, data-driven digital marketplace that drives innovation across the financial ecosystem. Partnering with Osaic further advances that mission, equipping advisors with intelligent loan sourcing and origination tools to serve clients’ credit needs more holistically, while opening up a powerful new channel for growth across our financial institution network.”

“We’re excited to partner with a fintech company that understands the needs of our advisors and our clients. Now we can access a top-tier digital platform for managing credit opportunities and tap into Community Capital's extensive nationwide network of financial institutions,” added Delaney Metcalf, senior vice president of capital solutions at Osaic. “The combination of great technology and expanded market access will significantly scale our loan sourcing capabilities to better serve our clients’ demand for financing options.”

Learn more at Osaic.com.

About Osaic:

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management solutions, supporting approximately 11,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to build thriving businesses and fulfill their clients’ dreams. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

About Community Capital Technology Inc:

Community Capital is a digital platform designed to optimize loan portfolio management and sourcing. Its loan transaction marketplace directly connects regional banks, community banks, credit unions, and other non-bank originators with opportunities providing a more efficient, cost-effective, and transparent way to buy, sell, source, or participate in loans. CCT's platform enables member firms to manage balance sheet risk, drive returns, source new relationships, and improve access to capital for clients and communities. Learn more at www.communityct.com.

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