Direct lender since 2007
Global clients
195+ countries · 80+ exchanges
High-value transactions
Private & confidential
Typical mandate range $1M–$1B+ · Qualified clients
$1M–$1B+ · Qualified clients
See How Much Capital You Can Access Using Your Stock Portfolio
Access $1M–$1B+ in funding without selling your investments—built for executives, investors, and high-net-worth clients who need a collateral-first desk, not a retail menu.
Estimate your funding potential
Your portfolio can support meaningful liquidity without a liquidation event. Indicative amounts depend on marks, concentration, venue, and the structure you choose—always confirmed in writing after review.
Get your funding estimate
Complete our secure quote application with your holdings and use of funds. Underwriting uses that file to size indicative capacity and respond with next steps—or a clear pass if the mandate is not a fit.
This is not an offer of credit. Review our privacy policy.
How much can you borrow?
Indicative capacity is not a single percentage—it is a function of how underwriters view recovery in stress on your specific basket.
- Portfolio size and diversification
- Asset type, exchange, and liquidity
- Market conditions and volatility haircuts
- Structure of the transaction (term, line, or custom facility)
Funding from $1M to $1B+ for qualified clients—final sizing only in your written terms.
Common use cases
- Liquidity without selling core holdings
- Real estate development and investment
- Business expansion and working capital at scale
- Acquisitions and time-sensitive purchases
- Large capital investments
Why clients use stock-based financing
- Keep economic exposure on names you still favor
- Defer a taxable sale when that fits your plan—not tax advice; outcomes are fact-specific
- Preserve upside potential while deploying cash elsewhere
- Flexible, cross-border structures when compliance allows
- Sized for large transactions—not consumer ticket sizes
Next steps
After you submit the secure application:
- We review your portfolio context against program policy
- We outline potential financing paths (or a clear pass)
- You receive concrete next steps—statements, custody, documentation
Questions before you apply? Use get started for intake and consultation options.
Frequently asked questions
No—securities-backed financing is designed to provide liquidity while you retain economic exposure, subject to your agreement and advance rates. Learn more about how stock loans work.
Timelines depend on custody, disclosure, and documentation—not marketing promises. With a clean file, indicative feedback can move quickly; closing follows KYC and pledge mechanics. Read how it works for the full path.
We evaluate clients in 195+ countries and collateral on 80+ exchanges when compliance and structure allow. See global coverage.
Eligibility is collateral- and policy-driven: listed equities, ETFs, and other accepted instruments in permitted custody, sized to program minimums. Not every name qualifies at the same advance. For depth, see how much you can borrow (guide).
Access capital without selling your investments
Private review for qualified borrowers—next steps in writing, or an honest pass.
Funding from $1M to $1B+ for qualified clients