Applying won't affect your personal credit score (516) 204-1741 ·  Mon–Fri, 9 AM–6 PM EST
Home / Industries / Financial Services

Invest in your firm's next chapter.

Funding for insurance agencies, tax and accounting firms, brokerages and other financial services businesses. Hire, upgrade systems and grow your book of business.

Up to $2,000,000 Funded in under 24 hours No impact on personal credit
Funding options

Financing made for financial services

Working capital

Smooth out cash flow between commission and billing cycles.

Hiring & payroll

Add agents, advisors and support staff.

Technology & compliance

Software, security and compliance systems.

Acquisitions & expansion

Buy a book of business or open a new office.

How it works

From application to funded in a day

1

Tell us about your business

A few quick questions, no hit to your personal credit.

2

Choose your offer

Pick the amount and terms that fit.

3

Get funded

Capital in your account within 24 hours of approval.

Common questions

Good to know

Will applying affect my credit?

No. Applying won't affect your personal credit score.

How fast can I get funded?

You'll see your eligibility within minutes, and approved businesses can receive funds in under 24 hours.

What do you look at besides credit?

Your monthly revenue, time in business, overall financial health and existing obligations.

What do I need to apply?

Your last 4 months of business bank statements, a driver's license and a voided business check.

Can I pay off early?

Yes. There are no prepayment fees or penalties.

Ready to grow your firm?

See what you could qualify for in about a minute, then apply when you're ready.