Compare lenders who specialise in funding businesses within the financial services industry


Change your business.
With online business funding.

Businesses trading within the financial services sector will understand the importance of cash flow more than most.

Waiting for commission and customer invoices to be paid can leave a gap in your revenue stream, affecting your ability to invest quickly in lead generation, marketing, staff numbers, and other key areas of business growth.

From independent financial advisers to large-scale insurance brokerages, Capitalise can help your business to find specialist lenders with direct experience funding the financial services sector. 


200+ lenders in the market.
Find your match.

At Capitalise, we appreciate the difficulties that financial services businesses face when it comes to maintaining a steady cash flow and sufficient level of working capital.

We also realise that investment is needed to help grow your customer base but capital isn't always immediately available to take advantage of opportunities as and when they appear.

Setting up your Capitalise profile takes less than 3 minutes and our intuitive platform will match your business and its financing requirements to lenders who are not only specialists in your field, but offer the best chance of acceptance.

You can upload documents to support your application and can even add accountants and other business partners to your profile should you not have the relevant paperwork to hand.

You can apply to multiple lenders with the click of a button and you'll even receive your decision letters online. 

what do we offer

Finding a suitable finance partner for your business can help you to quickly solve a range of funding requirements.

Whether you're investing in lead generation and marketing, a new IT system, or simply need some additional working capital to tide your business over, Capitalise can help to match your company with experienced lenders who are most likely to accept you.

  • From telephony and IT systems to furniture and company cars asset finance can help your business to grow by spreading the cost of purchasing or leasing these items over a convenient number of months or years.

  • Invoice discounting and invoice factoring are both fantastic resources for financial services businesses who find cash flow gaps appearing whilst waiting for invoices to be paid. Once approved, you'll be able to advance up to 95% of your outstanding customer payments in as little as 24 hours.

  • It's essential that you have access to enough funds to cover the day to day operational costs of your business including premises rental, staff wages, utility bills, HMRC and VAT payments. Working capital finance can help your business overcome any dips in revenue which may leave you struggling to cover these costs by offering a flexible use loan over a term of 1-5 years.

how it works
Take a look at the explainer video below to understand more about about how Capitalise can match your business with a financial services lender: