Silver Oak Securities Selects Max as Its Home Office Solution for Held-Away Cash
Summary
Silver Oak has experienced 31% growth in AUM since 2022 and was recently recognized by Investment News as one of the fastest-growing independent broker-dealers in 2024. "As a rapidly growing full-service firm, were committed to providing financial professionals with market-leading tools and the support they need to stay ahead of industry change, innovate with confidence, and deliver exceptional service to clients," said Billy Hopkins, CEO and President of Silver Oak. Our financial professionals are enthusiastic about gaining greater visibility into clients held-away cash through Maxs integrations with industry-leading platforms like Orion and eMoney." "In addition to helping Silver Oak clients earn more on their cash while remaining FDIC insured, financial professionals will also benefit from identifying held-away assets, spurring organic AUM growth." Founded in 1999 by Principals with deep investment management and compliance experience spanning 40 years, Silver Oak is based in the heart of the southern U.S. Corporate headquarters are located in Jackson, TN, between Nashville and Memphis.