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WESTFINANCEBANK
Established 1987  ·  Banking Reimagined
Our Story

Banking reimagined
since 1987

For over three decades, WestFinanceBank has championed the belief that banking should be personal, intelligent, and built around you — not the other way around.

Our Mission

We exist to make
finance work for people

WestFinanceBank was founded on a single conviction: that everyone deserves access to the same quality of banking once reserved for the wealthy. We have spent 37 years building that future — one customer at a time.

1987
Year Founded
2.4M+
Customers
$48B
Assets Managed
190+
Countries Served
37
Years of Trust

"We started WestFinanceBank because we believed people deserved better. Today, 2.4 million customers agree."

— Robert J. West, Founder
What We Stand For

Our values are not aspirational — they are operational

🤝

Trust Above All

Every decision we make is tested against a single question: does this deserve our customers' trust? If the answer is not an unequivocal yes, we do not proceed.

Relentless Clarity

Banking is complex. Our job is to make it simple. We strip away jargon, hidden fees, and unnecessary friction to give you a clear view of your money.

🌍

Inclusive by Design

We build for everyone. From first-time account holders to multi-generational wealth clients — WestFinanceBank should feel like it was made for you.

🔬

Innovation Without Risk

We embrace technology to serve our customers better, but never at the expense of security, compliance, or the human judgement that machines cannot replace.

♻️

Responsible Growth

We measure success not just in assets under management, but in the positive impact we have on our customers' lives and the communities we serve.

🎯

Long-Term Thinking

We are building for the next 37 years, not the next quarter. The decisions we make today are meant to serve the customers of tomorrow.

Leadership

The people who lead WestFinanceBank

RW
Robert J. West
Founder & Chairman

Robert founded WestFinanceBank in 1987 with $2M in seed capital and a conviction that banking could be fairer. 37 years later, that conviction has built a $48B institution.

SH
Sarah Holt
Chief Executive Officer

Sarah joined as CEO in 2019 after two decades at Goldman Sachs. She has led WestFinanceBank through its most ambitious digital transformation in its history.

MK
Marcus Kane
Chief Technology Officer

Marcus architected the WFB AI Advisor platform and leads our team of 400+ engineers building the next generation of banking technology.

PL
Patricia Lee
Chief Risk Officer

With 25 years in financial risk management, Patricia ensures WestFinanceBank's $0 customer fraud loss record remains unbroken.

Our History

37 years of milestones

1987
Founded in New York
Robert West opens WestFinanceBank with one branch and a bold vision.
1998
First Online Banking Platform
Launched one of the first consumer online banking experiences in the US.
2008
Zero Customer Loss During Crisis
Emerged from the 2008 financial crisis without a single customer bearing a fraud loss.
2015
Global Expansion
Opened operations in London, Dubai, and Singapore. Now serving 190+ countries.
2021
WFB AI Advisor Launch
Launched our AI-powered financial advisor, now with 10M+ conversations completed.
2026
2.4 Million Customers
$48 billion in assets under management and growing. The best is yet to come.
In the Press

What the world is
saying about us

"WestFinanceBank has done something rare — built a digital-first bank that customers actually trust."

Best Digital Bank 2024

"Highest customer satisfaction in online banking, three years running."

Satisfaction Award 2024

"The bank that Silicon Valley wishes it had built — and Wall Street can't afford to ignore."

Feature, September 2024
Investor Relations

Transparent by nature,
strong by design

WestFinanceBank is publicly traded. We publish quarterly results, annual reports, and governance disclosures for all stakeholders.

Stock Ticker
WFB
NYSE
Market Cap
$24.8B
As of Q3 2026
Dividend Yield
2.4%
Annual
Credit Rating
AA-
Standard & Poor's

Join the WestFinanceBank family

37 years of trust. 2.4 million customers. One account to unlock them all.