From securing funding for expansion to sourcing the right investment opportunities, Financely operates at the intersection of capital and growth. We make sure both sides gain the momentum to move forward.
Proven Results, Measurable Impact
We bridge businesses seeking strategic growth with investors pursuing high-caliber opportunities, aligning capital demand and supply.
$3B+
Capital raised for growing businesses, enabling companies to access the funding they need to fuel expansion, innovation, and long-term success.
90%
Successful deal execution rate from inception to completion, our strategic approach ensures a high success rate for all capital-raising initiatives.
30%
Faster time to funding. Our expertise accelerates the funding process, allowing businesses to access capital quickly and move forward without delay.
1,000+
Institutional and Private Investors. We connect clients with a powerful network of investors spanning diverse sectors and regions.
50+
High-Impact Deals Structured Annually. Our team brings together dozens of well-structured, impactful deals each year, meeting the needs of growth-focused businesses and discerning investors.
$20B+
Access to Institutional Capital. Through our established network, clients can access substantial funding from top-tier institutional investors worldwide.
Leveraging Technology to Connect Capital and Opportunity
Get to Know Financely’s Process and Approach
Whether you're looking to secure capital for a project or considering partnering as an investor or lender, these questions provide insights into how Financely operates.
We cover our process, commitment to serious clients, and the standards we uphold to create successful connections for everyone involved.
Financely provides direct access to a curated network of financial institutions and investment banks, connecting you with capital for your projects. From structuring to compliance and execution, we ensure your project meets the highest industry standards, maximizing your funding success.
Financely operates as a technology platform, not a broker or bank. This enables you as a client to access sophisticated financing tools, structured solutions, and a network of top-tier professionals—all without the typical overhead costs. Clients on our platform benefit from streamlined, results-driven support tailored to real-world funding needs.
If you’re looking for proven capital-raising solutions backed by an established network of financial experts, Financely is an excellent choice. Our platform has delivered successful results across diverse industries, helping clients and investors achieve targeted funding outcomes. We invite you to book a consultation to explore how our expertise can support your project.
Financely operates fully remotely, providing efficient digital support worldwide. However, once retained, clients may request on-site consultations with our consultants if needed. Travel fees and associated costs apply for this service.
For further details, we recommend booking a consultation. If you're already familiar with our terms, you may also request a proposal directly.
Consultations require a non-refundable booking fee, and retainers are generally non-refundable once work begins. If Financely defaults due to reasons solely attributed to us, up to 60% of the retainer may be refunded, minus billable hours for large retainers. This policy applies to both businesses raising capital on our platform and investors, ensuring priority for committed, transaction-ready partners.
See What Our Clients and Partners Say. Our clients and partners trust us for exceptional results in capital-raising and strategic finance solutions. Read their experiences to learn how Financely has supported their success.
"We reached out to Financely to support a large trade finance deal. Their network secured us the capital in record time, and they negotiated favorable terms that exceeded our expectations. Financely made it happen without the hassle we’ve experienced with other firms."
Carlos Almeida, Senior Financial Analyst
EverGreen Trading Corp
"For our cross-border expansion, Financely provided unmatched expertise. They connected us with banks and advisors who structured our financing precisely to our needs. Financely is the partner you want if you’re serious about scaling right."
Emily Wang, VP of Finance
SkyBlue Ventures
"Financely brought exceptional value to our team by providing access to the right investors and expertly structuring our real estate financing. They understood our needs and sourced capital efficiently, allowing us to focus on scaling. Truly a game-changer."
Mark Rivera, Head of Real Estate Investment
PrimeGrowth Partners
"We were struggling to access reliable trade finance until we came across Financely. They connected us with reputable lenders and ensured we secured the capital on terms that allowed us to expand confidently. Their hands-on approach set them apart."
Lisa Tran Director of Operations
Northland Imports
"As a mid-sized energy firm, finding the right financing for our project was crucial. Financely not only connected us with a bank that provided favorable terms but also advised on structuring the loan for maximum flexibility. I couldn’t ask for a better partner in growth."
John Maxwell, CEO
ClearPath Energy Solutions
"Financely was instrumental in securing the capital we needed for our expansion. Their team connected us with key investors and structured our deal for the best terms we could imagine. Their expertise and network made a complex process straightforward. Highly recommend for any growing company."
Sarah Kim, CFO
Redbridge Manufacturing
Schedule a consultation with one of our team members.
For inquiries prior to submitting a Request for Quote (RFQ), please schedule a 45-minute consultation.
Financely connects growth-oriented businesses with investors seeking premium opportunities, effectively bridging the gap between capital demand and supply. While we are not a securities broker or dealer, we collaborate with investment banks, legal counsel, and other professionals as needed. We do not offer to buy or sell securities and disclaim liability for capital-raising results.
Financely Inc. is a corporate finance consulting firm wholly owned by Aurora Bay Trust, a Bahamas established Trust or its relevant authorised affiliates. Our advisory business is carried out through Financely Group LLC. We do not operate as a securities broker/dealer. Please read our terms of service to determine if working with Financely Group is appropriate for you. Pursuant to the Dodd-Frank Act, we operate as an exempt
foreign private adviser in the United States.
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