Enhance your advisory with seamless financing solutions
Empower your clients to achieve their financial goals while boosting your revenue potential with Fundwell's trusted partnership program.
Why financial advisors partner with Fundwell
Fundwell equips financial advisors with the tools and resources to effortlessly offer their clients transparent, flexible, and rapid financing options. We handle the complexities, allowing you to focus on delivering exceptional financial advisory services.
Convert funding inquiries into profitable relationships
- Small businesses generating $150k+ annually
- Businesses facing short-term funding needs or growth opportunities
- Needing expert advice and efficient financing recommendations
How It Works
Choose Your Partnership Flow
Use a simple referral, get a co-branded link, or build a white-labeled loan flow.
Client Applies
They complete a fast, secure application tailored to your setup.
We Handle the Rest
Our team matches them with offers and manages the entire process.
You Earn
Once a client funds, you receive a competitive revenue share.
Why financial advisors trust Fundwell
- We complement your services without cross-selling or competition
- No aggressive fees or confusing deal structures
- Complete transparency through our intuitive platform
- Partnerships exclusively with funders meeting our rigorous standards
Ready to fund your company's future?
Join the thousands of businesses who rely on Fundwell for fast, transparent financing.
Need help applying? 1-800-613-0257
