Who partners with us
Wealth advisors, family offices, attorneys, accountants, corporate finance advisors, and trusted introducers whose clients hold concentrated public-market positions.
For introducers
Refer clients who need capital against free-trading, non-restricted securities—without forcing a sale. We handle eligibility, lender matching, and process coordination.
Wealth advisors, family offices, attorneys, accountants, corporate finance advisors, and trusted introducers whose clients hold concentrated public-market positions.
Liquidity for opportunity, diversification, tax timing, or personal planning—while keeping upside in free-trading shares that meet volume and restriction criteria.
Share the client’s basics (or have them contact us directly). We confirm fit, introduce specialist lenders when appropriate, and keep you informed per the client’s preference.
Referral form
Include as much as the client authorizes. We’ll respond promptly and never cold-contact a referral beyond what you approve.