Same-Day Funding Options
Qualified applicants who submit before 2pm ET may receive funding the same business day when approved.
Financial Services Business Funding
Capital forFinancial FirmsThat Are Scaling
Hire ahead of busy season, upgrade your technology stack, or acquire a book of business. MonetaFi helps qualified financial service firms access working capital quickly.
Access $20,000 to $2,000,000+ in funding with same-day options when you apply before 2pm ET and your file qualifies.
Newly available: we now fund financial services.
Step
How Much Capital Are YouLooking For?
$
$20,000$2,000,000
No hard credit check. No obligation to accept.
MonetaFi (muh-NEH-tuh-fy)
A nod to Moneta, goddess of money. We turn complex finance into seamless capital solutions.
Why Financial Service Firms Choose MonetaFi
Seasonal revenue and retainer cycles make traditional underwriting awkward. We look at the deposits and the trend, not a rigid template.
No Hard Credit Inquiry
Initial review focuses on business performance and deposits, not a hard pull on your personal credit.
Up to $2 Million Available
Access the range you need for payroll, equipment, inventory, marketing, and near-term growth initiatives.
U.S.-Based Funding Specialists
Work with experienced professionals who guide you from application through funding with clear communication.
Accounting and advisory firms often need capital exactly when they are busiest and least able to sit through a bank process. Speed is the whole point.
Steve Kamhi
Executive Director of Strategic Partnerships
How Financial Services Funding Works
A straightforward path from application to funded, built for firms managing client deadlines.
Step 1
Submit a Short Application
Share your business details and funding goals. Most owners complete the form in about five minutes.
Step 2
Review Tailored Options
Our team evaluates your file and presents funding options aligned with your revenue profile and timeline.
Step 3
Accept and Receive Funds
Choose the offer that fits your plan. Qualified businesses may fund the same day when approved early.
Our Funding Solutions
Industries We Serve
Serving a wide variety of companies and industries.
Financial Services Eligibility Requirements
3+
Months in Business
$20K–$2M+
Funding Range
USA
Based Businesses
Financial Services Funding FAQs
What kinds of financial service businesses can apply?
Accounting and tax practices, bookkeeping firms, payroll providers, advisory and consulting practices, and similar service businesses with consistent deposits may qualify.
What can financial services funding be used for?
Common uses include seasonal staffing, software and technology upgrades, marketing, office expansion, acquiring a client book, and bridging cash flow between retainer or filing cycles.
Why was this industry restricted before?
Many funders exclude financial service businesses by policy rather than by performance. We reviewed the category, built underwriting around the revenue patterns these firms actually have, and opened it.
How quickly can a firm get funded?
Speed depends on file completeness and qualification, but approved businesses that apply before 2pm ET may receive same-day funding.
Apply for Financial Services Funding
Fund Your NextGrowth MoveWith MonetaFi
Start your application to see funding options for your firm. Fast review, clear terms, and hands-on support.
Fast application. Clear options. No hard credit inquiry.
Step
How Much Capital Are YouLooking For?
$
$20,000$2,000,000
Applying is free and won't impact your credit*