Wellspring SBL is a wealth management banking and lending consulting practice with a specialty in securities-based lending.

The practice provides customized strategic advice designed to drive growth through innovation for Wealth Firms, Private Banks, FINTECHS, and Financial Sponsors.

Wellspring SBL Principal, Bill Sappington, has deep and relevant experience as a strategic innovator.

His ability to quickly spot opportunities for technological advancement, process improvement, and channel development have led to the creation of banking and lending platform engines that drive growth at scale.

Mr. Sappington's work includes:

• Invention of the Merrill Lynch Loan Management Account (LMA) - the first fully digital securities-based lending product in the industry 

• Design and build of customized, end-to-end banking and lending platforms for multiple go-to-market models including a major private bank, a leading wealth management custodian, and a major broker-dealer

• Development of the framework and process to create a new secondary market for securities-based lending

If banking and lending is critical to your growth strategy, let's have a conversation at bill.sappington@wellspringsbl.com.