NAICS 52599052

SBA Loans for Other Financial Vehicles

Other Financial Vehicles are one of the most-funded SBA 7(a) industries. Explore which lenders are actually approving other financial vehicles loans, what loan sizes they fund, and where activity is concentrated.

Find lenders funding other financial vehicles

Total loans

122

all programs

Approved $

$51.9M

last 5 years

Avg loan

$426K

median $145K

Most active lender

U.S. Bank, National Association

9 loans

Jobs supported

312K

cumulative

Loan size distribution

SBA 7(a) · LAST 12 MONTHS

20.5%

19.7%

26.2%

13.1%

10.7%

4.9%

<$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

OTHER FINANCIAL VEHICLES-FRIENDLY LENDERS

The 5 lenders that approved 41% of other financial vehicles SBA loans last year.

Submit your other financial vehicles profile and we'll prioritize lenders that have already funded similar concept, size, and geography.

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Top lenders for other financial vehicles

U.S. Bank, National Association

Bank of America, National Association

JPMorgan Chase Bank, National Association

Wells Fargo Bank National Association

CDC Small Business Finance Corp.

PNC Bank, National Association

Top states for other financial vehicles loans

Loan records · Other Financial Vehicles

122 records

Sort:

Borrower

Location

Program

Industry

4020 EAST INDIAN SCHOOL, LLC CDC Small Business Finance Corp.

Phoenix, AZ

85018

$4,995,000

$75K

504

Other Financial Vehicles

2021-05-04

PARRISH CROSSING, LLC Mountain West Small Business Finance

Centerville, UT

84014

$4,123,000

$159K

504

Other Financial Vehicles

2021-06-11

TMC VENTURES, INC BankVista

Minneapolis, MN

55402

$3,815,000

$132K

7(a)

Other Financial Vehicles

2020-02-18

FFE, LLC Wells Fargo Bank National Association

Santa Fe Springs, CA

90670

$3,735,000

—

7(a)

Other Financial Vehicles

2017-06-02

Abandoned Property Advisors, LLC Peapack Private Bank and Trust

Naples, FL

34108

$3,100,000

$69K

7(a)

Other Financial Vehicles

2020-12-11

Sovereign Lending Group Incorporated CDC Small Business Finance Corp.

Costa Mesa, CA

92626

$2,056,000

$29K

504

Other Financial Vehicles

2015-09-15

SENTINEL PRIVATE WEALTH INC.Live Oak Banking Company

Boca Raton, FL

33486

$1,905,000

$953K

7(a)

Other Financial Vehicles

2021-06-21

Marlin Management Company LLC Mortgage Capital Development Corporation

Hermosa Beach, CA

90254

$1,734,000

$578K

504

Other Financial Vehicles

2010-10-15

W W Industrial Corp.Choice Financial Group

Saint Paul, MN

55124

$1,500,000

$300K

7(a)

Other Financial Vehicles

2015-03-12

Dynamic Wealth Strategies Inc Grasshopper Bank National Association

Palm Beach Gardens, FL

33410

$1,440,000

$360K

7(a)

Other Financial Vehicles

2026-03-05

Zift, LLC Community Banks of Colorado, A Division of NBH Bank

Spanish Fork, UT

84660

$1,215,000

$87K

7(a)

Other Financial Vehicles

2016-03-01

Check Cashing ATM, LLC dba Transaction Processing Solutions TD Bank, National Association

Hainesport, NJ

$1,100,000

$220K

7(a)

Other Financial Vehicles

2009-11-13

BUSINESSWARE SOLUTIONS Citizens Bank & Trust Co

Hutchinson, MN

55350

$995,000

—

7(a)

Other Financial Vehicles

2004-08-24

Round Rock Advisors LLC Webster Bank National Association

Wilton, CT

$946,400

$473K

7(a)

Other Financial Vehicles

2022-03-07

GOLF SALES WEST INC Zions Bank, A Division of

Oxnard, CA

93030

$943,000

$21K

7(a)

Other Financial Vehicles

2004-08-24

Credit Systems Inc U.S. Bank, National Association

Colorado Springs, CO

80907

$812,700

$135K

7(a)

Other Financial Vehicles

2025-12-11

Financial Services Co., Inc.TD Bank, National Association

Worcester, MA

$693,000

$173K

7(a)

Other Financial Vehicles

2011-11-04

Retirement Matters, LLC The Huntington National Bank

Cincinnati, OH

45246

$686,000

$229K

7(a)

Other Financial Vehicles

2023-12-19

Vance Wealth Group, Inc.Mortgage Capital Development Corporation

Costa Mesa, CA

92626

$679,000

$136K

504

Other Financial Vehicles

2025-04-15

Benedetti and Gucer, Inc.Live Oak Banking Company

Atlanta, GA

30328

$660,000

$83K

7(a)

Other Financial Vehicles

2018-09-21

Granite Harbor Advisors Inc.Fifth Third Bank

Houston, TX

77064

$623,000

—

7(a)

Other Financial Vehicles

2016-12-06

DC & B Investments LLC Third Coast Bank

College Station, TX

77845

$610,000

$76K

7(a)

Other Financial Vehicles

2019-12-27

Eclipse Cash Systems, LLC Wells Fargo Bank National Association

Chandler, AZ

85226

$601,400

$50K

7(a)

Other Financial Vehicles

2008-08-11

WTC, INC.Peoples State Bank

Wausau, WI

54401

$516,000

$86K

7(a)

Other Financial Vehicles

2014-06-19

Benefit Consultants Group Inc Firstrust Savings Bank

Delran, NJ

$500,000

$20K

7(a)

Other Financial Vehicles

2012-09-19

4020 EAST INDIAN SCHOOL, LLC

Phoenix, AZ · 85018

$4,995,000

504

CDC Small Business Finance Corp.$75K/job · 2021-05-04

PARRISH CROSSING, LLC

Centerville, UT · 84014

$4,123,000

504

Mountain West Small Business Finance$159K/job · 2021-06-11

TMC VENTURES, INC

Minneapolis, MN · 55402

$3,815,000

7(a)

BankVista$132K/job · 2020-02-18

FFE, LLC

Santa Fe Springs, CA · 90670

$3,735,000

7(a)

Wells Fargo Bank National Association2017-06-02

Abandoned Property Advisors, LLC

Naples, FL · 34108

$3,100,000

7(a)

Peapack Private Bank and Trust$69K/job · 2020-12-11

Sovereign Lending Group Incorporated

Costa Mesa, CA · 92626

$2,056,000

504

CDC Small Business Finance Corp.$29K/job · 2015-09-15

SENTINEL PRIVATE WEALTH INC.

Boca Raton, FL · 33486

$1,905,000

7(a)

Live Oak Banking Company$953K/job · 2021-06-21

Marlin Management Company LLC

Hermosa Beach, CA · 90254

$1,734,000

504

Mortgage Capital Development Corporation$578K/job · 2010-10-15

W W Industrial Corp.

Saint Paul, MN · 55124

$1,500,000

7(a)

Choice Financial Group$300K/job · 2015-03-12

Dynamic Wealth Strategies Inc

Palm Beach Gardens, FL · 33410

$1,440,000

7(a)

Grasshopper Bank National Association$360K/job · 2026-03-05

Zift, LLC

Spanish Fork, UT · 84660

$1,215,000

7(a)

Community Banks of Colorado, A Division of NBH Bank$87K/job · 2016-03-01

Check Cashing ATM, LLC dba Transaction Processing Solutions

Hainesport, NJ

$1,100,000

7(a)

TD Bank, National Association$220K/job · 2009-11-13

BUSINESSWARE SOLUTIONS

Hutchinson, MN · 55350

$995,000

7(a)

Citizens Bank & Trust Co2004-08-24

Round Rock Advisors LLC

Wilton, CT

$946,400

7(a)

Webster Bank National Association$473K/job · 2022-03-07

Zions Bank, A Division of$21K/job · 2004-08-24

Credit Systems Inc

Colorado Springs, CO · 80907

$812,700

7(a)

U.S. Bank, National Association$135K/job · 2025-12-11

Financial Services Co., Inc.

Worcester, MA

$693,000

7(a)

TD Bank, National Association$173K/job · 2011-11-04

Retirement Matters, LLC

Cincinnati, OH · 45246

$686,000

7(a)

The Huntington National Bank$229K/job · 2023-12-19

Vance Wealth Group, Inc.

Costa Mesa, CA · 92626

$679,000

504

Mortgage Capital Development Corporation$136K/job · 2025-04-15

Benedetti and Gucer, Inc.

Atlanta, GA · 30328

$660,000

7(a)

Live Oak Banking Company$83K/job · 2018-09-21

Granite Harbor Advisors Inc.

Houston, TX · 77064

$623,000

7(a)

Fifth Third Bank2016-12-06

DC & B Investments LLC

College Station, TX · 77845

$610,000

7(a)

Third Coast Bank$76K/job · 2019-12-27

Eclipse Cash Systems, LLC

Chandler, AZ · 85226

$601,400

7(a)

Wells Fargo Bank National Association$50K/job · 2008-08-11

Peoples State Bank$86K/job · 2014-06-19

Benefit Consultants Group Inc

Delran, NJ

$500,000

7(a)

Firstrust Savings Bank$20K/job · 2012-09-19

1–25 of 122

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