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Client Lending Solutions

Access, Guidance & Advocacy 

NewEdge offers tailored lending solutions designed to support your clients at every stage of growth. Whether your client is an entrepreneur seeking capital for a new venture, a real estate developer financing a project, or a business owner looking to expand operations, we can provide a range of options  to enable  clients to achieve their goals.

With direct, on-demand access to an extensive network of banking and lending institutions, we provide personalized guidance at every stage of the lending process. From identifying your client’s needs to presenting customized options and supporting them through to loan closing, we ensure a smooth, results-driven experience.

For more information about how NewEdge can assist your clients or to discuss a specific opportunity, please fill out the inquiry form or contact our team directly.

Comprehensive Credit Solutions

No Fees to Clients

Multiple Loan Types Supported
  • COMMERCIAL LOANS
  • SMALL BUSINESS ADMINISTRATION (SBA)
  • SBLOCs
  • INSURANCE PREMIUM FINANCE
  • SPECIALTY (Planes, Boats, Other)
Download Overview

To speak with the Lending Team directly, please contact:

kippvisiKipp Visi
VP Banking & Lending | NewEdge Wealth
E: kvisi@newedgecg.com
T: (203) 428-007

Talk with our Team
NewEdge-SolutionOverview
Talk with our Team

To speak with the Lending Team directly, please contact:

kippvisiKipp Visi
VP Banking & Lending | NewEdge Wealth
E: kvisi@newedgecg.com
T: (203) 428-007

Access a Nationwide Network of Financial Institutions & Other Originators
Current PNC Bank Members include:

Interstate Bank
Heartland State Bank
FNBLogoKY
PB Magnolia Logo-2-1-1

Comprehensive Credit Solutions

No Fees to Clients
  • COMMERCIAL LOANS
  • SMALL BUSINESS ADMINISTRATION (SBA)
  • SBLOCs
  • INSURANCE PREMIUM FINANCE
  • SPECIALTY (Planes, Boats, Other)

Discussing Lending Solutions with Clients

An overview video on how to discuss credit needs with your clients

Value Add for
Wealth Managers & Clients

Highlights of the NewEdge Solution

  • EXCEPTIONAL ACCESS

    Nationwide network of over 1,400 institutions available on-demand to review each client opportunity 

  • DIVERSE OPTIONS

    Lending solutions across multiple asset class and loan types ensures that almost any client credit need can be supported

  • ANONYMOUS

    All requests are posted anonymously - clients can post an inquiry and review proposals prior to sharing information

  • EXPERIENCED GUIDANCE

    Each opportunity is reviewed and optimized by a dedicated team of credit specialists prior to posting on the marketplace

  • DEDICATED SUPPORT

    The NewEdge & CCT teams work closely with you and the client at every step to facilitate communications with lenders

  • DEEPER CLIENT INSIGHTS

    Providing credit solutions gives wealth managers an even deeper understanding of their client's financial needs, goals

Recent Case Study | Interstate Bank (TX)

" Finding loans to buy is frustrating for a bank our size. In the past, we have had to turn to five different sources to access five different types of loans. So having just one place to turn to that we can trust to help us with the entire process is a game changer..."

DannySkarda

Danny Skarda 
Chairman & CEO

Creative Planning Lending - Case Study Biz Financing

Creative Planning | Client Credit Opportunity Case Study

Frequently Asked Questions.

Security

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Deal Flow

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Lending Insights | Client Stories & Education

“My company has a lot of growth opportunities, but we needed some additional capital to keep on track with our near-term expansion plans.
 
This solution helped quickly identify a bank that could provide us with the capital and financing terms we sought. Having support and input throughout the process was invaluable.”
_________
 
James B. | CEO, $10Bn Manufacturing Firm (IN)
ScreenNewEdge

EDUCATION

More About Lending

CASE STUDIES

Client Stories & Solutions

Case Studies | Client Lending Stories

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A photo of Shaun Benson, Marketing Manager, Agriflora Inc.
Shaun Benson, Marketing Manager, Agriflora Inc.

Commercial Lending

Residential Mortgages

Specialty Lending (SBLOC, Aviation, Marine)

Commercial Lending

Residential Mortgages

Specialty | SBLOC, Aviation, Marine

To lean more about Client Lending Solutions please contact :

NewEdge Wealth - Client Lending
Kipp Visi | VP Banking & Lending 
  kvisi@newedgecg.com
   (203) 428-0007

The NewEdge Loan Marketplace is a being supported by NewEdge Client Lending. NewEdge Client Lending is not providing investment, legal, tax, financial, accounting, or other advice to you or any other party, and is not acting as an advisor or fiduciary in any respect in connection with providing this information.