Secure Broker

Broker Certification for
Alternative Finance

Good companies should be easy to identify.

Our mission is to establish a new standard in alternative finance. Unlike traditional lending, the industry lacks clear expectations for handling sensitive business information. As a result, data theft continues to expose business owners, harm brokers and funders, and weaken confidence across the space. Secure Broker™ and Secure Funder™ distinguish responsible companies and create a clear framework others can follow.

Membership Benefits

Connect with Funders

Get listed in the Secure Funder™ portal, where participating brokers and funders can connect and build new partnerships.

Digital Badge

Merchants are increasingly aware of "backdooring." Display your badge on your website and email signature as a visible trust signal.

Competitive Advantage

Certification helps trusted brokers stand out, while making it harder for bad actors to compete.

Regulatory Readiness

Security standards are evolving alongside emerging regulation. Get ahead of what's coming.

Stand apart.

Give merchants and funders a clear reason to choose you.

Are You Eligible?

MCA
Working Capital
Term Loan
Line of Credit
Equipment Financing
Invoice Factoring
Asset-Based Lending
SBA
E-Commerce
Credit Card Split

For companies that want to be recognized for doing things the right way.

Requirements

Your controls matter, but so does the way others handle deal flow. Brokers and funders operate through shared networks, one weak link affects everyone. Connect with other participants working to raise the standard.

Certification Process

Secure Broker™ Certified 2026

Member Portal

Self-guided and secure.

Upload Evidence

Recordings, screenshots, documents.

On Your Schedule

90-day grace period, extensions available.

Collaborative

Message us for support.

Cost of No Standards.

Data theft leads to stacking, leaving merchants overleveraged and less likely to renew.

Program Director

Christina Duncan — Program Director, Secure Broker

Christina Duncan

San Francisco, CA

Christina has nearly 20 years of experience in alternative finance, with deep knowledge of ISO operations, funder relationships, and merchant data workflows. She founded Aquamark and created Secure Funder™ and Secure Broker™ to advance practical standards for data protection and industry self-governance.

Join Program

Help lead the way, get listed today.

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