Integrity. Quality. Innovation.
FundNovaSoft is on a mission to democratize access to securities-based lending — bringing sophisticated liquidity solutions to advisors and investors across the financial spectrum.
Our Story
Built by fintech veterans who saw a better way
FundNovaSoft was founded over a decade ago by a team of financial services and technology professionals who recognized a fundamental gap: securities-based lending was an incredibly powerful financial tool, but access to it was limited to only the largest and most sophisticated institutions.
We set out to change that. By building the industry's first truly end-to-end digital SBL platform, we've made it possible for broker dealers, banks, and RIAs of all sizes to offer this transformative product to their clients.
Today, FundNovaSoft monitors billions of dollars in collateral daily, serves clients across the country, and continues to lead the industry in innovation, security, and client outcomes.
Our Values
The principles that guide everything we do
Integrity
We do what we say we'll do, every time. Our clients trust us with their most sensitive financial data and their most important business processes. We honor that trust in every decision we make.
Quality
We hold ourselves to the highest standards in software engineering, client service, and compliance. Our annual SOC 2 audits, rigorous testing, and Agile development practices reflect our commitment to excellence.
Innovation
We never stop building. Our platform evolves constantly — driven by client feedback, market changes, and our team's relentless pursuit of better solutions. We ship meaningful updates every two weeks.
Client Success
Our clients' success is our success. We measure our performance by the outcomes we help our clients achieve — loan volume growth, operational efficiency gains, and client satisfaction scores.
Security First
Every line of code we write, every system we deploy, and every process we implement starts with security. Our clients trust us with sensitive financial data, and we protect it as if it were our own.
Democratization
We believe every investor — not just the ultra-wealthy — deserves access to sophisticated liquidity solutions. Our platform makes this possible at scale, across thousands of advisors and millions of client accounts.
By the Numbers
A decade of measurable impact
$50B+
Collateral monitored daily across our entire client network
500+
Financial institutions and advisor practices powered by FundNovaSoft
10+
Years as the recognized technology leader in securities-based lending
99.9%
Platform uptime SLA — enterprise-grade reliability your business depends on
SOC 2
Type II certified — annually audited for security, availability, and confidentiality
2-week
Agile sprint cadence — continuous platform improvement and innovation
Join the FundNovaSoft community
Discover how our platform, our team, and our mission can help you build a better lending program.
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