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The CorePoint
Transforming the banking industry by unleashing previously unrecognized potential. The CoreCD system is for clients who believe 1) There is a demand for...
The CorePoint
Transforming the banking industry by unleashing previously unrecognized potential. The CoreCD system is for clients who believe 1) There is a demand for quality fixed rate loans and 2) Properly-priced term core retail deposits are critical to funding fixed rate loans. For everyone who sees the challenges and opportunities - the proven processes, products, analytics, and training of this system are ready for you now!
General information
Firm type
Asset Manager
Sector focus
Frequently asked questions
What does The CorePoint do for institutional clients?
The CorePoint provides a platform for structuring and benchmarking certificates of deposit. Its CoreCD tool allows clients to build customized CD portfolios, while CD Benchmark supplies comparative rate analytics. The firm also publishes market resources, articles, and webinars focused on deposit strategy. The overall function is to help institutions optimize cash allocations within the FDIC-insured deposit market.
Who runs investment decisions at The CorePoint?
The firm does not publicly name any principals, investment committee members, or portfolio managers on its website or in available materials. Without disclosed leadership, responsibility for investment or platform decisions cannot be attributed to specific individuals.
How does The CorePoint source yield for clients?
The CorePoint sources yield by structuring certificates of deposit, a bank-issued, FDIC-insured instrument. Clients use the CoreCD product to customize CD ladders, and the CD Benchmark tool to compare rates across providers. The platform does not disclose specific banking partners, sourcing networks, or how rates are aggregated.
Is The CorePoint structured as a single family office?
No. The firm operates as a technology-enabled deposit-strategy platform, not a family office. There is no disclosed family wealth origin, and the business targets institutional clients with a product suite focused on CDs and cash management, rather than managing a single family's capital.
Does The CorePoint participate in fund commitments or direct deals?
Available information shows no fund commitments, direct equity deals, or private market investments. The CorePoint's described activities center entirely on deposit instruments — structuring CD portfolios and providing rate analytics. Lending, venture capital, and fund-of-funds activity are not part of its disclosed model.
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