Partner
Program
Designed for professionals and organizations that support business owners and want to connect them with responsible capital guidance.
The fundfi Partner Program is designed for professionals and organizations that support business owners and value responsible capital guidance. Our partnerships are built on transparency, alignment, and shared standards for ethical business funding.
Partners refer businesses to fundfi for strategic guidance related to business funding and business credit. fundfi retains full responsibility for all advisory services, recommendations, and client outcomes.
The program is flexible by design. Partners may participate in prequalification and data collection for select services, or refer clients and earn commissions while fundfi manages the full advisory process.
How the Program Works
Partners refer businesses to fundfi through a secure tracking link or referral process. Once a referral is received, fundfi manages all client communication, assessments, and advisory services.
Compensation is structured around successful funding amounts deposited to clients, not just approvals or loan outcomes. This approach ensures recommendations remain objective and aligned with the client’s best interests.
A dedicated referral dashboard
Transparent tracking and reporting
Ongoing communication regarding referral status
Educational resources related to business funding and credit readiness
White-labeled support materials
Priority advisor access
Numbers Say It All
Explore the milestones and achievements that showcase our journey, impact, and commitment to excellence through measurable success
Who the Affiliate Program Is For
The fundfi Partner Program is a fit for professionals who regularly work with business owners and entrepreneurs, including:
- Accountants and CPAs
- Bookkeepers and fractional CFOs
- Business consultants and coaches
- Attorneys and legal professionals
- Real estate investors and advisors
- Marketing agencies and operational consultants
- Business coaches with a marketing focus
- Performance and media buyers
- Lead generation specialists
- Funnel builders and automation experts
Our Standards for Affiliates
Affiliates serve as trusted connectors, introducing businesses to fundfi when capital readiness or funding strategy becomes relevant.
Represent fundfi accurately and professionally
Avoid promises or guarantees related to funding or approvals
Refrain from offering credit advice or funding recommendations on behalf of fundfi
Comply with all applicable advertising and disclosure requirements
These standards protect both referred businesses and affiliate partners while preserving long-term credibility
Why Partner With fundfi
Affiliates partner with fundfi to provide additional value to their clients without taking on funding risk or compliance responsibility. Our advisory-first approach allows affiliates to:
- Extend trusted guidance without replacing their core services
- Offer a responsible alternative to transactional funding referrals
- Strengthen client relationships through better financial outcomes
At fundfi, we act as a strategic extension of your professional services, not a replacement.
Become A Partner
Joining the fundfi Partner Program is easy. Approved partners receive access to referral tools, program guidelines, and ongoing support to ensure a smooth experience for both partners and referred businesses.
If you are interested in becoming an affiliate, submit an application to begin the review process.