About Us

CONNEXFinancial was created to provide financial resources and knowledge to small and mid-sized businesses and investors. We are more than a source of the critical capital that our clients need for growth and greater profitability. This company is prepared to play a role in the capital planning of our clients.

With CONNEXFinancial's wide range of funding options, we can design a capital plan that will finance your goals. Our clients are not forced to hammer a square peg into a round hole. Rather, we assemble a financial plan (in close consultation with our client) that meets the specific needs of each business or investor. Not only can we select the right type of financing for each element of a business, but we can match our clients with a funding source that understands what they do and how their business works.

 

We do not disappear after a closing, either, like a loan broker might do. We maintain contact with our clients; digitally storing copies of their financing documents, updating them on changes in interest rates and changes in payments, and reminding them of other critical requirements and deadlines concerning their financings.

All of this allows us to build long-term relationships and participate in the planning and growth of each client. Whether your firm needs short-term assistance or long-term financial planning skills, we can help you achieve your goals.