LoanRound
Find Lenders
NAICS 52315052

SBA Loans for Investment Banking and Securities Intermediation

Investment Banking and Securities Intermediation are one of the most-funded SBA 7(a) industries. Explore which lenders are actually approving investment banking and securities intermediation loans, what loan sizes they fund, and where activity is concentrated.

Find lenders funding investment banking and securities intermediation
Total loans
36
all programs
Approved $
$27.2M
last 5 years
Avg loan
$755K
median $145K
Most active lender
Live Oak Banking Company
6 loans
Jobs supported
312K
cumulative

Loan size distribution

SBA 7(a) · LAST 12 MONTHS
2.8%
13.9%
19.4%
19.4%
13.9%
19.4%
11.1%
<$50K
$50–100K
$100–250K
$250–500K
$500K–1M
$1–2M
$2M+
Most common range
$100K – $250K
34% of loans
Median
$145,000
90th percentile
$612,000
INVESTMENT BANKING AND SECURITIES INTERMEDIATION-FRIENDLY LENDERS

The 5 lenders that approved 41% of investment banking and securities intermediation SBA loans last year.

Submit your investment banking and securities intermediation profile and we'll prioritize lenders that have already funded similar concept, size, and geography.

Get matched
~ 2 MIN · NO COMMITMENT

Top lenders for investment banking and securities intermediation

Live Oak Banking Company
6
Byline Bank
4
Capital Bank, National Association
3
First Internet Bank of Indiana
2
Ally Dakota Development, Inc.
1
Appalachian Development Corporation
1

Top states for investment banking and securities intermediation loans

CA
7
NY
4
MA
3
SC
3
TX
3
MI
2
Loan records · Investment Banking and Securities Intermediation
36 records
Sort:
Moneywise, Inc.
Bakersfield, CA · 93301
$3,558,000
504
Cen Cal Business Finance Group$178K/job · 2023-05-22
Scott Clifton Francis
San Antonio, TX · 78209
$2,790,000
7(a)
Byline Bank$1.4M/job · 2023-09-29
Tinker LLC
Washington, MO · 63090
$2,415,000
7(a)
Live Oak Banking Company$2.4M/job · 2023-01-18
1V1sion Capital, 1V1sion
New York, NY · 10011
$2,000,000
7(a)
Newtek Bank, National Association$182K/job · 2025-11-14
Oliver LaGore VanValin Investment Group, Inc.
Flint, MI · 48502
$1,979,000
7(a)
First Internet Bank of Indiana$198K/job · 2023-05-01
ACP Securities, LLC
Miami, FL · 33131
$1,312,000
504
Florida Business Development Corporation$1.3M/job · 2024-06-18
Concord Wealth Holdings LLC
Abingdon, VA · 24210
$1,250,000
7(a)
The First Bank and Trust Company$250K/job · 2023-07-31
Parsonex Enterprises, Inc.
Englewood, CO · 80112
$1,224,000
7(a)
First Internet Bank of Indiana$153K/job · 2022-12-27
CityATM LLC
San Francisco, CA · 94104
$1,185,000
7(a)
Byline Bank$169K/job · 2023-11-14
OLIVE TREE WEALTH MANAGEMENT INC
Waltham, MA
$1,100,000
7(a)
Live Oak Banking Company$1.1M/job · 2023-01-27
HAROLD DANCE INVESTMENTS
Logan, UT · 84321
$1,079,000
504
Mountain West Small Business Finance$90K/job · 2022-03-09
Rockline Wealth Management LLC
Islip Terrace, NY · 11752
$877,000
504
Empire State Certified Development Corporation2024-09-25
Investment Design Management LLC
West Linn, OR · 97068
$682,000
7(a)
Heritage Bank$171K/job · 2024-03-21
Jeffrey A Taylor
Woodland Hills, CA · 91367
$500,000
7(a)
Live Oak Banking Company$167K/job · 2024-12-31
V1sion Corporation
New York, NY · 10011
$500,000
7(a)
Capital Bank, National Association$71K/job · 2024-01-13
Wespac Advisors Socal LLC
Pasadena, CA · 91101
$500,000
7(a)
Capital One, National Association2024-11-07
Gibson Financial Inc
Omaha, NE · 68144
$490,000
7(a)
Byline Bank$98K/job · 2024-02-24
Nycd Investments LLC
Rock Hill, SC · 29730
$450,000
7(a)
Readycap Lending, LLC$75K/job · 2024-08-15
Independent Progressive Advisors LLC
Portland, OR · 97225
$400,000
7(a)
Live Oak Banking Company$200K/job · 2025-01-06
Access Wealth Management, Inc
Louisville, KY · 40207
$400,000
7(a)
Stock Yards Bank & Trust Company$400K/job · 2023-04-11
Thomas Papadopoulos
Irvine, CA · 92612
$353,000
7(a)
Live Oak Banking Company$177K/job · 2024-04-18
Oxygen Financial Boston, LLC
Boston, MA
$350,000
7(a)
Capital Bank, National Association$27K/job · 2023-09-22
Nottoway Financial Group LLC
Franklin, VA · 23851
$350,000
7(a)
Byline Bank$175K/job · 2026-02-04
Oak Street Advisors, Inc.
Myrtle Beach, SC · 29577
$226,000
504
Appalachian Development Corporation$45K/job · 2026-02-08
Westshore Wealth, LLC
Newport Beach, CA · 92660
$200,000
7(a)
Sunwest Bank$20K/job · 2025-03-25
1–25 of 36
Page 1 of 2