Insights

Expanding Lending Capacity Idea Financial has recently secured a significant $50 million warehouse facility to scale its small business lending operations, providing an opportunity to offer tailored financing solutions to a growing customer base seeking larger or more flexible funding options.

Strategic Partnerships The company's partnership with Performance Trust Capital Partners has increased its lending limit to $350,000, indicating a readiness to collaborate with institutional investors for expanding loan offerings and reaching new market segments.

Investment in Assets Recent investments into asset growth suggest a strategic move to strengthen infrastructure, which can be leveraged to support more structured financing products for clients looking for scalable and secure funding sources.

Technology Stack The company's modern technology platform, including integrations with QuickBooks and innovative web frameworks, provides an opportunity to emphasize its efficient, digitally accessible lending process appealing to tech-savvy business owners seeking seamless financing solutions.

Idea Financial Tech Stack

Idea Financial uses 8 technology products and services including QuickBooks, WordPress, AngularJS, and more. Explore Idea Financial's tech stack below.

  • QuickBooks
    Accounting And Finance
  • WordPress
    Content Management System
  • AngularJS
    Javascript Frameworks
  • Preact
    Javascript Libraries
  • Clipboard.js
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Bootstrap
    UI Frameworks
  • Adobe Creative Suite
    Visualisation Software

Media & News

Idea Financial's Email Address Formats

Idea Financial uses at least 1 format(s):
Idea Financial Email FormatsExamplePercentage
First.Last@ideafinancial.comJohn.Doe@ideafinancial.com
65%
FLast@ideafinancial.comJDoe@ideafinancial.com
21%
Last@ideafinancial.comDoe@ideafinancial.com
13%
FirstLast@ideafinancial.comJohnDoe@ideafinancial.com
1%

Frequently Asked Questions

What is Idea Financial's official website and social media links?

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Idea Financial's official website is ideafinancial.com and has social profiles on LinkedInCrunchbase.

What is Idea Financial's NAICS code?

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Idea Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Idea Financial have currently?

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As of December 2025, Idea Financial has approximately 75 employees across 2 continents, including North AmericaEurope. Key team members include Ceo And Co-Founder: J. L.Chief Financial Officer: S. R.Chief Risk Officer: E. W.. Explore Idea Financial's employee directory with LeadIQ.

What industry does Idea Financial belong to?

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Idea Financial operates in the Financial Services industry.

What technology does Idea Financial use?

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Idea Financial's tech stack includes QuickBooksWordPressAngularJSPreactClipboard.jsCloudflare Bot ManagementBootstrapAdobe Creative Suite.

What is Idea Financial's email format?

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Idea Financial's email format typically follows the pattern of First.Last@ideafinancial.com. Find more Idea Financial email formats with LeadIQ.

When was Idea Financial founded?

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Idea Financial was founded in 2017.

Idea Financial

Financial ServicesFlorida, United States51-200 Employees

At Idea Financial, we're committed to empowering businesses with fast and flexible financing solutions. Our revolving line of credit and working capital loans provide businesses the resources they need to succeed. 

Trusted by business owners across hundreds of industries, we are dedicated to delivering personalized support, transparent terms, and affordable rates. Our streamlined application process ensures businesses get quick access to funds without the hassle. 

Whether you're looking to expand, manage day-to-day expenses, or bridge cash flow gaps, Idea Financial is your partner in progress.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Idea Financial's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Idea Financial's revenue is estimated to be in the range of $50M$100M

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