Sequoia Financial | Tailored Lending Solutions for Client Growth

Sequoia 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 offer 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, our team provides personalized guidance at every stage of the process. From identifying your client’s needs to presenting customized options and supporting them through to loan closing, our aim is to ensure a smooth, results-driven experience.

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

EXCEPTIONAL ACCESS

Nationwide network of >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
CONFIDENTIAL

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 Sora & 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

EXCEPTIONAL ACCESS

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

Lending solutions across asset classes and loan types ensures that any client credit need can be supported
CONFIDENTIAL

Requests are posted anonymously - clients can review proposals prior to sharing information

EXPERIENCED GUIDANCE

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

The Team work closely with you and the client at every step to facilitate communications with lenders
DEEPER CLIENT INSIGHTS

Providing credit solutions gives wealth managers a deeper understanding of their client's financial needs

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..."

Danny Skarda
Chairman & CEO