Home / Industries / Financial Services

Working capital for financial services firms.

Insurance agencies, tax preparers, brokers and other financial firms need capital to hire, market and grow, often ahead of seasonal or commission-based income. Retail Funding helps businesses access up to $2,000,000, usually in under 24 hours.

$500M+accessed by our clients
6,000+businesses funded
6+ yearsserving businesses from Melville, NY
<24 hrsfrom approval to funding
On the shop floor

How financial services firms use Retail Funding

Hiring and training

Bring on agents, preparers or advisors.

Technology and compliance

Invest in secure systems and software.

Marketing

Reach more clients and grow your book.

Office expansion

Open a new branch or upgrade your space.

Built for Main Street

Funding that fits how your sales actually come in

Busy weekends, slow Tuesdays and big seasons. Our offers are built around your real revenue, not a bank checklist.

We understand commission cyclesIncome timing is uneven in financial services.

Clear termsKnow your full cost up front.

Quick processShort application, fast decision.

Three steps

Pre-qualified today, funded tomorrow

1

Tell us about your business

A few quick questions about your business and sales. No hit to personal credit.

2

Compare your options

See the amount, payment and total cost side by side and choose what works.

3

Get the cash

Sign online and receive funds in your account, usually in under 24 hours.

Financial servicesExample
Example

A tax firm opens a second office

A busy tax-preparation business opens a seasonal second location and hires staff before filing season begins.

Example: $65,000Expansion & payroll
See what you qualify for

Scenarios are illustrative examples, not actual clients or guaranteed results.

Quick checklist

Have these three things handy

Tax returns aren't needed up front; we'll ask only if your file requires it.

  • Last 4 months of business bank statements
  • Driver's license
  • Voided business check
Pre-Qualify Now
Questions

Questions from financial services firms

Which financial businesses can apply?

Insurance agencies, tax preparers, bookkeepers, brokers and similar firms.

Can I use funding ahead of my busy season?

Yes. Many firms apply before tax or enrollment season.

Does applying affect my credit?

Checking your options does not affect your personal credit score.

How much can I get?

Up to $2,000,000, based mainly on your monthly revenue and time in business.

Will checking my options hurt my credit?

No. Seeing your options does not affect your personal credit score.

Your next busy season starts with one form.

Pre-qualify online in minutes, or call our team at (516) 231-9649.