Preserve Your Investments, Access Capital Quickly

Unlock the value of your portfolio without selling your shares. With our stock-backed loans, you can achieve financial flexibility while maintaining full ownership of your investments.

Overview of Stock-Backed Finance

Stock-backed finance provides an innovative solution for individuals and businesses seeking liquidity without selling their shares. By leveraging a stock portfolio as collateral, clients can unlock capital while maintaining market exposure and benefiting from potential asset appreciation.

At Review Financials, we offer bespoke financing solutions tailored to the needs of high-net-worth individuals, investors, and business owners. Whether you require funds for a major acquisition, portfolio diversification, or business expansion, our lending partners provide flexible, non-recourse stock-backed loans designed to align with your financial objectives.

This service is ideal for:

– Investors looking to access capital without liquidating their stock positions.
– Entrepreneurs leveraging stock holdings to finance new ventures or acquisitions.
– Businesses securing funding for expansion, mergers, or operational needs.
– High-net-worth individuals requiring liquidity while preserving investment gains.

Key Benefits

Stock-Backed Finance Benefits

Benefits:

Ownership Retention

Keep control of your shares and their potential growth.

Discreet Financing

Maintain privacy and avoid public disclosures.

Fast Access to Capital

Time is critical in financial transactions. Our streamlined process ensures you receive funds quickly—often within days.

Tax Advantages

Avoid taxable events often associated with stock sales.

Flexible Terms

Customisable loans structured around your goals.

Non-Recourse Loans

Enjoy peace of mind with non-recourse loans. If you walk away, there’s no personal liability, and your credit score remains unaffected.

Why Choose Us

Why Choose Review Financials

Trusted Partners

Access to a global network of reliable lenders.

Client-Centric Solutions

Tailored loans aligned with your financial goals.

Fast, Secure Process

Get the capital you need quickly and discreetly.

Eligibility Requirements

Qualify for a Stock-Backed Loan:

Loan Amounts

We offer loans ranging from $1M to $500M, enabling clients to access substantial liquidity against their publicly traded stocks.

Stock Analysis

Eligibility is determined based on factors such as liquidity, market capitalisation, trading volume, and volatility to ensure the asset meets lending criteria.

Exchange Listing

The pledged stock must be publicly traded on an approved exchange, ensuring market transparency and accessibility.

How It Works

Access Funding in 4 Simple Steps:

1. Identify Eligible Stock

Select the stock you want to leverage as collateral, ensuring they meet eligibility criteria.
2. Conduct Due Diligence

Our team assesses the stock’s value, liquidity, and market stability to ensure asset authenticity.
3. Receive Loan Terms Proposal

Based on the stock valuation, we provide a tailored loan offer, including terms and conditions.
4. Funds Disbursed

Upon agreement, receive prompt access to your funds without disrupting your stock ownership.

Apply Now

Application Form

Unlock liquidity while retaining ownership of your shares. Start your application today and secure fast, flexible stock-backed financing:

Full Name

First

Last

Phone Number

Country of Residence

Stock Name

Enter the full name of the stock you wish to pledge as collateral (e.g. Tesla, Apple, Microsoft)

you Full Stock

Ticker Symbol

Enter the stock’s market ticker symbol (e.g. TSLA, AAPL, MSFT)

Stock Exchange Name

Specify the stock exchange where your shares are listed (e.g., NYSE, NASDAQ, LSE)

Stock Holdings

Specify the amount of stock you hold and wish to pledge (e.g. 10,000 shares, 5,500 shares)

Desired Funding Amount

Enter the amount you wish to borrow (e.g. 5,000,000)

Preferred Currency

Specify your preferred currency for the loan (e.g. USD, GBP, EUR)

Reason for Loan

Briefly explain how you intend to use the loan, such as for business expansion, investment opportunities, portfolio diversification, or liquidity access without selling shares

We never sell your information. By submitting this form, you agree to be contacted by Review Financials

We never sell your information. By submitting this form, you agree to be contacted by Review Financials

More Resources

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We make accessing capital simple, secure, and confidential. Let’s discuss how we can assist you in achieving your financial goals.

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