Plutus Financial Group, Inc. (NASDAQ: PLUT) is a growth‐stage holding company that specializes in fintech and digital financial services. Through its operating subsidiaries, the company offers a range of wealth management, banking and lending solutions designed to meet the needs of both individual investors and small businesses. Plutus leverages technology and data‐driven analytics to deliver personalized advice, streamlined account management and innovative payment solutions, positioning itself at the intersection of traditional finance and emerging digital platforms.
The company’s primary operating segments include Plutus Wealth Management and Plutus Financial Technologies. Plutus Wealth Management provides advisory services, retirement planning, portfolio construction and tax‐efficient strategies through a network of registered investment advisors (RIAs). Clients benefit from a digital-first experience that combines automated account reporting, risk profiling and access to alternative investments. Plutus Financial Technologies develops and deploys software tools such as mobile banking apps, digital wallets and point‐of‐sale financing offerings. This segment also partners with community banks and credit unions to integrate lending products, including personal loans and lines of credit, directly into customer‐facing platforms.
Founded in 2007 and restructured as a holding company in 2019, Plutus Financial Group is headquartered in New York City with satellite offices in San Francisco and Toronto. The firm serves a diversified client base across the United States and Canada, with plans to expand into select European and Latin American markets over the coming years. Plutus has pursued strategic acquisitions of early‐stage fintech ventures to accelerate product development, enhance its technology stack and deepen its service offerings in areas such as blockchain payments and embedded finance.
Plutus Financial Group is led by President and Chief Executive Officer Jane M. Carter, who brings over two decades of experience in investment banking and digital payments. Chief Financial Officer Robert A. Thompson oversees capital allocation and risk management, while Chief Technology Officer Priya N. Desai drives the company’s innovation roadmap for its technology platforms. The executive team is supported by a board of directors composed of seasoned professionals from top financial institutions, technology firms and regulatory bodies, ensuring a balanced perspective on growth, governance and compliance.
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