Advisors
You already guide clients on capital.
Stop rebuilding lender maps by hand for every file. Generate the plan, adjust it in the builder, and execute faster across every client.
FundSolve · for funding advisors and partner firms
Build a lender-ready funding plan in five minutes.
FundSolve turns a client's credit profile, business financials, and goals into a complete funding strategy: lenders, sequence, amounts, and approach. Built on eight years and $112M+ of placements by the Vantage Funding practice.
Already a partner? Sign in to FundSolve →Your pipeline · monthly costLive
Best fit—
Monthly—
Per plan—
Base price plus per-plan overage beyond each tier's allowance.
~5 minFrom client data to a ranked, sequenced plan
$112M+Placed by the practice whose routing logic it runs on
8 yrsOf funding experience behind the platform
Two ways in
Offer funding for your business, or grow yours.
Partner without building an internal underwriting team. FundSolve does the mapping; you keep the client relationship.
Firms
You want to add funding to what you offer.
CPAs, payroll providers, consultants, and brokers can add a funding line with standardized scoring and lender lists from day one, and earn per placement.
How it works
From raw file to game plan.
The biggest bottleneck in funding is turning raw client data into a plan you can act on. That's the step FundSolve takes off your desk.
1
Drop in the client data
Credit profile, business financials, and personal information.
About a minute2
The engine reads the full picture
It evaluates lenders, loan structures, and sequencing options against the file.
Seconds3
Get the complete game plan
A ranked, multi-step strategy with lender recommendations you can rearrange in the builder.
Ready to executeStrategy
Multi-lender strategy
Maps each client profile across dozens of lending options and orders them to protect inquiries.
Builder
Drag-and-drop builder
Adjust the generated plan before you execute: swap lenders, change the order, resize amounts.
Teams
Built for your team
Banker forms and scripts included, so every advisor runs the same playbook.
Brand
White-label option
Deploy the platform under your own brand for the advisors you work with.
Pricing
Pay for the pipeline you actually run.
Start with two free plans. Then choose an allowance; overage is billed per plan. The card that fits your volume from the estimator above is highlighted.
Founding affiliate
50% off for six months, and Founding status for life.
Open to funding advisors who create an account and take part as a referral partner. Spots are limited to the first ten founding affiliates.
Partner or referrer?
Two channels. Pick the one you run.
If you place funding yourself, the platform is for you. If you just know someone who needs capital, send the file instead.
| Partners · FundSolve platform | Referrals · affiliate | |
|---|---|---|
| Who it's for | Advisors and firms running an active funding practice | Anyone with a one-off client who needs capital |
| What you get | Platform access, the plan engine, multi-client workflows | A specialist who works the file for you |
| Who works the file | You, with FundSolve's plan | A Vantage specialist, start to finish |
| How you earn | Per placement, on files that fund | Open-ended commission, Net 30 |
| Start with 2 free plans → | Refer a client → |
Direct line
Talk through a partnership.
White-label, team rollout, or a firm adding funding for the first time. A specialist responds within one business day.
FAQ
What partners ask first.
More detail on a call with the team behind the platform.
Can I try it before paying?
Yes. Every advisor account starts with two free plans. Choose a paid allowance when your pipeline grows.
How do partners earn?
Partners earn per placement on client files that fund. Files follow standardized scoring and lender lists, so results are consistent across your team.
Is the plan a credit decision?
No. Plans are directional strategies built from the data you enter. Lenders make every credit decision, and placement is conditional on lender approval.
Can I put it under my own brand?
Yes. The white-label option lets you deploy the platform under your brand for the advisors you work with.
What happens if I go over my plan allowance?
Extra plans are billed per plan at your tier's overage rate: $22 on Starter, $17 on Growth, $12 on Agency.
Funding advisors: stop guessing. Start executing.
Two free plans to start. A paid allowance when your pipeline grows.