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Save® and Customers Bank Collaboration

In a significant move aimed at transforming cash management solutions for wealth managers, Save Advisers, LLC, together with its affiliate Save Technologies LLC (collectively referred to as Save®), officially launched their Market Savings Sub-advisory Program. This new initiative was announced on June 4, 2025, and is designed uniquely for registered investment advisers (RIAs) that seek to provide superior cash solutions to their clients.

The Market Savings Sub-advisory Program combines the deposit accounts offered by Customers Bank, a subsidiary of Customers Bancorp, Inc., with an investment-driven strategy carefully curated by Save Advisers. This collaborative effort aims to create a seamless experience that prioritizes both the security and growth of clients’ deposits. The partnership reflects a forward-thinking approach in a sector increasingly focused on innovative financial products.

The Unique Structure of the Program

The program is built around two core components: a simple deposit account provided by Customers Bank, and a market yield enhancement strategy managed by Save Advisers. What makes this program particularly appealing is its assurance of FDIC insurance for all deposits held in accounts at Customers Bank, which provides an additional layer of security for investors. This dual offering is tailored to meet the needs of RIAs who aim to stand out in a competitive market.

Adam Watts, the President and Chief Operating Officer of Save Technologies LLC, emphasized the importance of this new offering, stating, “This program brings a new dimension to cash management for the wealth advisory industry. Our investment technology, combined with Customers Bank's tech-forward solutions, helps advisers offer their clients both protection and growth potential for their deposits.” This statement underscores the innovative nature of this partnership and its potential impact on the wealth management landscape.

Meeting the Needs of Modern Advisers

Wealth advisers are constantly on the lookout for ways to provide more than just traditional cash options. As Lyle Cunningham, the Executive Vice President and Chief Banking Officer of Customers Bank, noted, there is a growing demand for solutions that not only preserve client principal but also create new opportunities for growth. The Save® Market Savings Sub-advisory Program is tailored to meet these evolving needs, providing an attractive proposition for financial advisers looking to enhance their service offerings.

The minimum deposit required to participate in the Market Savings Sub-advisory Program is set at $10,000, with a commitment timeframe of one year. Potential participants should be aware that fees from Save® may reduce earnings on their investments, and early withdrawals could incur additional costs.

About Save® and Customers Bank

Save® Advisers, LLC operates as an SEC-registered investment adviser with a vision to bring sophisticated investment strategies to the everyday saver. Formed by a team of financial industry experts with backgrounds at renowned firms such as Goldman Sachs and UBS, Save aims to offer higher returns on savings while minimizing risks associated with stock market volatility.

Customers Bank, on the other hand, is recognized as one of the top-performing bank holding companies in the U.S. with over $22 billion in assets. Known for its commitment to providing tailor-made banking solutions, Customers Bank is dedicated to delivering exemplary customer service, as highlighted by its single point of contact approach to banking.

As both companies continue to innovate and respond to the needs of their clients, the collaboration between Save and Customers Bank marks an exciting chapter in the evolution of wealth management solutions. With the launch of the Market Savings Sub-advisory Program, they are not only setting a standard for financial advisory practices but also enriching the client experience through secure and financially rewarding options.