850+ institutions · US · Canada · UK
Capital that bridges ambition to outcome.
Business lending, wealth management, and boutique investment — matched to the right institution across three markets, in one place.
850+
Institutions
3
Markets
3
Divisions
Three divisions
One firm, every stage of capital.
01
Business Funding
Working capital and asset-backed funding, matched to the right institution from our lending network — not the loudest one.
- —Merchant Cash Advance (MCA)
- —Equipment financing
- —Real estate loans — hard money, DSCR, bridge & construction
- —Acquisition & expansion loans
- —Overhead expenses — payroll, inventory & marketing
- —Creative, project-based funding & loan terms
02
Wealth Management
New York Life backed planning for individuals, families, and business owners — built around your life, not a product shelf.
- —Life & Health Insurance
- —Retirement planning
- —Investment planning
- —Portfolio diversification
- —Tax & Estate Planning
- —Education planning
- —Personal loans, mortgages & credit cards
- —Credit Analysis
03
Boutique Investment Advisory
Advisory and structured capital for growing enterprises, funds, and public-sector projects.
- —Private equity & mergers and acquisitions (M&A)
- —Real estate investment fund — Bridgeview Capital Properties
- —Technology venture capital — startup, growth & pre-IPO
- —Public sector infrastructure loans — telecom, ports, health & defense
- —Debt restructuring for large corporations
The network
850+ financial institutions, three markets.
Extensive relationships with lenders, insurers, and investment partners across the United States, Canada, and the United Kingdom.
LendioBank of AmericaTruistKapitusFundboxFundibleLendistryChaseWells FargoSBA LoansBiz2CreditOnDeckFUNDwellNational FundingSoFiLendziSBG FundingW1WESTQuickBridgeLendingTreeForbes AdvisorPNCHuntingtonTDCapital OneTrulliBLB(Oz)BluevineFunding CircleiBusiness FundingFlora FinancialBlue Owl CapitalAres ManagementBlackstone Credit
New client intake
Confidential · reviewed within one business day