Insights

Growth Momentum Fund-Ex Solutions Group is a fast-growing non-bank SBA 7(a) lender based in Syracuse with a leadership focus evidenced by multiple CEO/President promotions, indicating a dynamic strategic direction and potential demand for scalable financing solutions.

Strategic Leadership The recurring promotions of Heidi Whitesell to President and Chief Operating Officer since 2021 suggest a stable leadership trajectory and a possible emphasis on operational efficiency and sales capabilities that could align with channel partnerships or expanded SBA loan origination programs.

SBA Niche As a dedicated non-bank SBA 7(a) lender with emphasis on a fast, hassle-free experience, there is a strong sales opportunity to cross-sell technology-driven customer acquisition, onboarding optimization, and digital marketing services to streamline SBA loan workflows.

Tech Stack Utilizing modern tools such as Microsoft Azure, Visual Website Optimizer, and module federation indicates openness to digital experience improvements and scalable infrastructure, presenting upsell potential for cloud-based underwriting, security, and observability solutions.

Growth Opportunities Revenue range indicates a mid-market focus with potential for additional funding channels or partnerships with fintech lenders and allied financial service providers, suggesting opportunities for alliance partnerships, referral networks, and co-marketing arrangements.

Fund-Ex Solutions Group Tech Stack

Fund-Ex Solutions Group uses 8 technology products and services including Atlassian, DNS Made Easy, Mimecast Secure Email Gateway, and more. Explore Fund-Ex Solutions Group's tech stack below.

  • Atlassian
    Application Development & Management
  • DNS Made Easy
    Domain Name Services
  • Mimecast Secure Email Gateway
    Email Security
  • Azure Front Door
    Load Balancers
  • Microsoft Azure
    Platform As A Service
  • HSTS
    Security
  • DigiCert
    Ssl Certificate
  • Nginx
    Web Servers

Fund-Ex Solutions Group's Email Address Formats

Fund-Ex Solutions Group uses at least 1 format(s):
Fund-Ex Solutions Group Email FormatsExamplePercentage
FLast@fundexsolutions.comJDoe@fundexsolutions.com
100%

Frequently Asked Questions

What is Fund-Ex Solutions Group's official website and social media links?

Minus sign iconPlus sign icon
Fund-Ex Solutions Group's official website is fundexsolutions.com and has social profiles on LinkedIn.

How much revenue does Fund-Ex Solutions Group generate?

Minus sign iconPlus sign icon
As of July 2026, Fund-Ex Solutions Group's annual revenue is estimated to be $1M - $10M.

What is Fund-Ex Solutions Group's NAICS code?

Minus sign iconPlus sign icon
Fund-Ex Solutions Group's NAICS code is 52 - Finance and Insurance.

How many employees does Fund-Ex Solutions Group have currently?

Minus sign iconPlus sign icon
As of July 2026, Fund-Ex Solutions Group has approximately 6 employees across 2 continents, including North AmericaAfrica. Key team members include Chief Credit Officer: K. B.Sba Credit Underwriter: J. L.. Explore Fund-Ex Solutions Group's employee directory with LeadIQ.

What industry does Fund-Ex Solutions Group belong to?

Minus sign iconPlus sign icon
Fund-Ex Solutions Group operates in the Financial Services industry.

What technology does Fund-Ex Solutions Group use?

Minus sign iconPlus sign icon
Fund-Ex Solutions Group's tech stack includes AtlassianDNS Made EasyMimecast Secure Email GatewayAzure Front DoorMicrosoft AzureHSTSDigiCertNginx.

What is Fund-Ex Solutions Group's email format?

Minus sign iconPlus sign icon
Fund-Ex Solutions Group's email format typically follows the pattern of FLast@fundexsolutions.com. Find more Fund-Ex Solutions Group email formats with LeadIQ.
Fund-Ex Solutions Group logo

Fund-Ex Solutions Group

Financial ServicesNew York, United States2-10 Employees

Fund-Ex Solutions Group provides SBA 7(a) loan financing through a non-bank lending model. The company is based in Syracuse, New York, and operates within the financial services industry. It is a wholly-owned subsidiary of Bankers Healthcare Group and is recognized as an SBA Preferred Lender.

Its target clients are small businesses seeking SBA 7(a) financing. It operates in the non-bank SBA lending space, offering alternatives to traditional banks. In 2023, the company elevated Heidi Whitesell to the role of President and Chief Operating Officer.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Fund-Ex Solutions Group's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Fund-Ex Solutions Group's revenue is estimated to be in the range of $1M - $10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.