Stablepoint Partners with StoneCastle’s KEEP Platform to Offer High-Yield, Insured Cash Solutions Across Client Segments

New York, NY — August 18, 2025: StoneCastle today announced a strategic partnership with Stablepoint Partners, an independent, fiduciary-focused advisory firm based in Braintree, Massachusetts. Through this partnership, Stablepoint will offer StoneCastle’s KEEP solution to provide enhanced deposit solutions for its full range of clients—from individuals and small businesses to municipalities and corporations.

Through this alignment, Stablepoint clients will have access to KEEP's federally insured, high-yield cash solution backed by up to $100 million in federal insurance coverage per client tax ID. With seamless integration through Black Diamond, advisors and clients can bring the cash conversation into full view. “This partnership with StoneCastle allows us to serve all of our clients—no matter their type or size—with a modern, smart cash solution,” said Christopher Griffith, Managing Partner & Co‑Founder of Stablepoint Partners. “From individuals to municipalities, we now offer an operationally simple, scalable way to address idle, excess, and uninsured cash.”

Many advised clients maintain large cash balances in low-yield bank accounts. Stablepoint chose KEEP for its unmatched ease of onboarding and money movement: “Our clients frequently ask for better yield on cash reserves. KEEP stood out because it's operationally easy to use, is highly compatible with our systems, and it links directly to clients’ existing bank or investment accounts enabling smooth money movement and tangible returns,” said Matthew W. Joyce, Vice President, Strategic Integrations at Stablepoint Partners.

“Stablepoint has built a strong reputation by putting planning and service at the center of its business model,” said Dan Farrell, CEO of StoneCastle. “We’re pleased they recognize that cash isn’t just a placeholder, rather it’s a core part of the client experience and a real opportunity to drive organic growth. We’re excited to deliver for them and all of their clients.”

Stablepoint was built on a philosophy of comprehensive financial planning. “We founded Stablepoint to support every aspect of our clients’ financial and life plans. Cash plays a foundational role in that plan—and this partnership ensures we’re optimizing that foundation,” added Henry Wheelwright, Managing Partner & Co-Founder, Stablepoint Partners.