Broker certification for alternative commercial finance.
The industry has a data theft problem. We certify companies taking steps to prevent it.
Secure Broker is not software.
About
Secure Broker is a new industry initiative focused on addressing data theft and encouraging responsible data handling. The program establishes a simple framework designed to make sensitive business information more difficult to steal, distinguish responsible companies in the process, and give small business owners greater confidence when pursuing alternative capital.
Why join
Companies join for different reasons.
Strengthen merchant data protection
Build trust with merchants and partners
Distinguish themselves in the market
Support an initiative they believe the industry needs
Who can participate
Open to non-bank funding companies.
- Revenue-based
- Asset-based
- Equipment finance
- Factoring
- General working capital
The long-term cost
Data theftOver‑solicitationExcessive stackingDefaults
How it works
- 01JoinPortal access, member #, directory listing, public announcement.
- 02EvidenceUpload evidence within 90 days. Support and extensions available.
- 03Final reviewSubmit member fee to start final review.
- 04CertificationReceive certification and a digital badge.
Stay informed
Program updates, certification news, security tips, and educational content.
Join today. Change tomorrow.
Moving the industry forward.
Compliance Center
Available to the public.
In the news
Press and media.
