Our Trusted Advisor Partners
We value our trusted network. Partnering with Serve Funding means you’re working with a committed team that understands the importance of your reputation with every referral.
Our Trusted Network
- Commercial Bankers
- Fractional CFOs
- Investment Bankers
- Accountants
- Private Equity
- Business Advisors
The Importance of Trust: Your Reputation Matters
We get it—when a banker declines credit and wants to refer a client to an alternative funding solution, they need assurance that their client is in trusted hands. By referring your clients and prospects to Serve Funding, you’re introducing them to a trusted advisor who prioritizes their best interests.

Our Commitment to You
Clear and Efficient Processes:
We guide your clients through a streamlined process of obtaining alternative working capital, eliminating wasted time and frustration.
Transparent Communication:
We keep you in the loop so you can continue to serve your clients by sending updates at key checkpoints to keep you informed of progress.
Personalized Support:
We believe in trust-based, collaborative partnerships over impersonal interactions.
Proven Results:
We take a servant leadership approach with all our clients, lenders and partners to ensure win-win outcomes.

Commercial Bankers
As a Commercial Banker, partnering with Serve Funding empowers you to be the hero your clients need. By connecting them with our specialized financial solutions, you enhance their business strategies and growth potential. Our expert brokerage navigates complex funding landscapes to secure bespoke solutions, positioning you as a pivotal resource in your clients’ success.
- Elevate Client Trust: Provide access to specialized funding.
- Expand Your Network: Benefit from reciprocal client referrals.
- Boost Your Earnings: Receive competitive fees for referrals.
- Streamlined Collaboration: Transparent and efficient processes.
- Partner with Integrity: Join forces with a trusted financial leader.
Your partnership with Serve Funding transforms you into a key facilitator of your clients’ financial triumphs, solidifying your role as their trusted commercial banker.
Fractional CFOs
As a Fractional CFO, elevate your client impact by partnering with Serve Funding. Our brokerage specializes in securing bespoke funding solutions that empower you to go beyond conventional financial management. With our expertise in complex financing, you can enhance your advisory role, becoming an indispensable asset in your clients’ growth. This partnership not only solidifies your strategic influence but also positions you as a comprehensive financial strategist.
- Enhance Service Range: Offer access to specialized funding.
- Forge Strategic Alliances: Strengthen your professional network.
- Increase Earnings: Gain referral fees from successful funding.
- Boost Client Loyalty: Tackle complex funding needs, enhancing retention.
- Access Market Insights: Stay informed on the latest funding trends.
Partnering with Serve Funding transforms your role, positioning you not just as a financial advisor but as a pivotal strategic partner in your clients’ success stories.


Investment Bankers
As an Investment Banker, your goal is to enhance client value beyond traditional deal-making. Partnering with Serve Funding opens up strategic avenues in corporate finance. By referring clients for specialized funding solutions, you complement your advisory services and establish yourself as a comprehensive financial strategist. Serve Funding’s deep expertise in navigating complex funding scenarios ensures tailored solutions that bolster your clients’ operational strategies, enhancing your pivotal role throughout their business lifecycle.
- Broaden Financial Solutions: Access specialized capital and lending options.
- Enhance Deal Flow: Connect with mid-market companies for new opportunities.
- Diversify Revenue: Earn referral fees without impacting core services.
- Strengthen Client Bonds: Address funding challenges, improving retention.
- Acquire Market Insights: Deepen your knowledge of operational finance needs.
Partnering with Serve Funding not only broadens your financial toolkit but also transforms your role into a holistic financial partner, pivotal to your clients’ success in all business phases.
CPAs / Accountants
As an accountant, your role extends beyond number crunching to being a trusted advisor in your clients’ financial narratives. Partnering with Serve Funding can significantly expand your advisory capabilities. In the complex terrain of business finance, referring clients for specialized funding solutions not only broadens your service scope but also cements your status as an indispensable financial strategist. Serve Funding’s proficiency in navigating diverse lending landscapes ensures your clients receive customized solutions, boosting your impact on their financial well-being and affirming your position as their primary financial consultant.
- Expand Financial Solutions: Access specialized funding beyond conventional options.
- Generate Additional Revenue: Earn referral fees from successful placements.
- Enhance Client Loyalty: Address complex funding needs, bolstering retention.
- Professional Growth: Learn advanced funding strategies to enhance your expertise.
- Gain Competitive Advantage: Offer unique financial solutions, attracting premium clients.
Through your partnership with Serve Funding, you evolve from a traditional accountant to a holistic financial advisor, playing a pivotal role in your clients’ business success and fortifying your position as their trusted financial ally.


Private Equity Firms
As a private equity firm, your goal is to enhance value and discover new investment opportunities. Partnering with Serve Funding offers a competitive edge by providing specialized funding solutions for your portfolio companies. This partnership enhances your toolkit for value creation and positions you as a key financial strategist. With Serve Funding’s expertise in complex funding situations, your investments receive customized solutions that boost operational efficiency and growth, enhancing your fund’s overall performance.
- Optimize Portfolio Performance: Access specialized capital options for growth.
- Discover Investment Opportunities: Identify potential investments early.
- Accelerate Value Creation: Address liquidity challenges efficiently.
- Mitigate Financial Risks: Diversify funding sources to enhance stability.
- Enhance Due Diligence: Gain insights into financing trends and strategies.
Partnering with Serve Funding not only broadens your financial management capabilities but also sharpens your competitive edge in deal sourcing and value creation, driving superior investor returns and reaffirming your leadership in the private equity market.
Business Advisors
As a Business Advisor, enriching your advisory toolkit with Serve Funding’s resources can transform your client relationships. Our trusted brokerage facilitates access to specialized funding solutions, allowing you to extend beyond strategic advice to operational financial support. With our expertise in complex financing landscapes, your recommendations become more actionable, reinforcing your role as an indispensable strategic asset. We ensure your clients receive customized funding solutions, boosting their growth potential and reaffirming your position as their comprehensive business guide.
- Provide Tailored Financial Options: Enhance your ability to meet clients’ strategic and operational needs.
- Strengthen Your Credibility: Broaden your expertise with bespoke funding solutions.
- Generate Additional Revenue: Earn referral fees, complementing your advisory income.
- Deepen Client Engagement: Address complex funding needs, securing client loyalty.
- Access Advanced Insights: Stay updated on funding trends to advise effectively.
By partnering with Serve Funding, you evolve from a strategic advisor to a comprehensive business partner, playing a pivotal role in your clients’ success across their growth journey and solidifying your position as their trusted business confidant.

Feedback from Our Partners
Let’s Connect
Please fill out this form and we’ll schedule a call
