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Investor Success Stories

Real results from real clients

See how financial institutions, advisors, and investors across the country are transforming their lending programs and client relationships with SBL Nova.

Proven success across the financial ecosystem

Broker dealer executive in a professional setting
Broker Dealer

Meridian Capital Group Triples SBL Loan Book in 18 Months

Meridian Capital Group deployed SBL Nova's end-to-end platform to replace a paper-based origination process. With digital origination, advisor training, and integrated collateral monitoring, they scaled their SBL program dramatically while reducing operational overhead.

3x loan book growth in 18 months68% reduction in origination time
Bank lending team reviewing portfolio performance
Bank

NovaTrust Financial Adds $2B in SBL Assets Through Distribution Network

NovaTrust Financial leveraged SBL Nova's wholesale funding network to access a pipeline of pre-qualified SBL originations from broker dealer and RIA distribution partners — growing their loan book without incremental sales infrastructure.

$2B in new loan volumeZero incremental credit losses in year one
RIA advisor celebrating client success
RIA

PrimeWealth Advisory Grows AUM 40% by Becoming a Personal CFO

PrimeWealth Advisory implemented SBL Nova to offer SBLOCs as part of a holistic financial planning approach. By addressing both sides of the balance sheet, their advisors deepened client relationships, reduced attrition, and attracted new clients through referrals.

40% AUM growth92% client retention rate28% increase in referrals

What our clients say

The speed and simplicity of SBL Nova's platform is unlike anything we've seen. Our advisors went from skeptical to enthusiastic within their first month of use.
Head of Advisor Solutions, Major Regional BD
SBL Nova's collateral monitoring saved us from multiple potential losses during market volatility. The automated alerts gave us time to act — every time.
Chief Risk Officer, National Bank Partner
My clients love the digital experience. They can apply, monitor, and manage their SBLOC from their phone. It's raised the bar for everything we do in our practice.
Senior Wealth Advisor, Keystone Financial
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Write your own success story

Join the growing network of financial institutions and advisors transforming their businesses with SBL Nova.