Connected Financial Solutions

What Connected Financial Solutions does

Connected Financial Solutions, operating commercially as ConnectedFi (and secondarily as Ag Wallet), is a privately held vertical SaaS provider that develops origination software for the commercial finance industry. The company sells a cloud-based CRM platform used by two counterparty segments — brokers (business introducers) and funders (lenders) — to manage deal data, generate proposals in a standardized format, share documents through per-deal deal rooms, and track commissions and broker relationships. The product surface consists of a Broker Portal module for business introducers and a Funder Portal module for lenders, both built on a centralized data layer with real-time updates, an analytics and benchmarking dashboard, GDPR-compliant encryption, and bank-standard security infrastructure. A US-specific identity and bank-verification integration is provided through Plaid, and US loan applications submitted through the platform are routed to Cooperative Finance Association (CFAFS), which distributes them to underlying lenders.

The business model is a subscription-based SaaS delivered to B2B customers in the commercial-finance value chain; pricing tiers and contract values are not publicly disclosed, and the company relies on a self-serve sandbox funnel supplemented by email-based demo requests as its primary demand-generation motion. ConnectedFi's commercial finance platform is augmented by the Ag Wallet trading style, which targets farmer loan applicants, indicating a deliberate vertical diversification beyond core broker/funder CRM. Geographic footprint is split between the United Kingdom, where the operating subsidiary Connected Financial Solutions UK Limited is registered (England, company no. 12682259), and the United States, where the parent CFI Solutions, Inc. is incorporated in Delaware and where a Boulder firmographic presence is recorded.

The corporate structure is a cross-border group: CFI Solutions, Inc. (Delaware C-Corp) wholly owns Connected Financial Solutions UK Limited, which trades as both Ag Wallet and ConnectedFi from a London registered office at 167-169 Great Portland Street. The company is small (1–10 employees), has no disclosed funding rounds, no public ARR, no named enterprise customers, and no patents, awards, or M&A activity on record. Leadership disclosed in the source material is limited to Timur Kunayev, identified as Technical Co-Founder and Chief Product Officer. Marketed differentiators center on domain specialization (commercial-finance-specific workflows), standardized proposal formats, network effects between brokers and funders on a shared system, and GDPR/bank-grade data handling.

Name

Connected Financial Solutions

Legal name

Connected Financial Solutions UK Limited

Website

https://connectedfi.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Connected Financial Solutions, trading as ConnectedFi, provides a vertical CRM and origination platform for brokers and funders in the commercial finance industry, with a Broker Portal, Funder Portal, deal-room workflow, and a US loan-routing partnership with CFAFS.

Ownership category

akta.pro rank

Product category

Commercial Lending Software

NAICS

Mortgage and Nonmortgage Loan Brokers (522310)

SIC

Loan Brokers (6163), Finance Services (6199)

akta.pro primary industry

Lead Generation, Comparison & Marketplace Platforms (Financial Products) (FSAEAMAM)

akta.pro secondary industry

Mortgage & Loan Introducers (Residential & Commercial) (FSAEAMAA)

Keywords

• Commercial finance CRM
• Loan origination software
• Broker funder platform
• Business introducer software
• Deal management software

Headquarters

HQ city

Boulder

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Infrastructure, Marketing or Sales

Revenue model

1. CRM SaaS Subscription: Software subscription model for CRM services provided to business introducers (brokers) and funders in the commercial finance industry. The platform centralizes deal data, proposal management, and broker-funder communications.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels2 records

Core offering

Connected Financial Solutions develops ConnectedFi, a cloud-based CRM and origination platform for the commercial finance industry. The product enables commercial finance brokers (business introducers) to centralize deal data and submit standardized proposals to funders, while funders receive real-time updates, dedicated deal rooms, and analytics to manage broker relationships. The company also operates an Ag Wallet trading style through which farmers submit loan applications that are processed and forwarded to affiliate lenders such as CFAFS.

Product overview

Connected Financial Solutions offers a unified CRM platform called ConnectedFi with distinct portal modules for the two user segments in the commercial finance ecosystem: a Broker Portal for business introducers to manage deal origination, proposal submission, and customer relationships, and a Funder Portal for lenders to receive, review, and track broker-submitted deals. Both portals share a centralized data layer and include deal room functionality, CRM synchronization, analytics, and real-time communication features. The platform operates under the trading styles of 'Ag Wallet' and 'Connected Fi'.

Differentiator

Problem solved

Functional benefit

Products and services

• ConnectedFi CRM Platform Cloud-based CRM and origination software for the commercial finance industry that enables business introducers (brokers) and funders (lenders) to manage deal data, generate standardized proposals, communicate in real time, and track relationships and commissions from a single platform.
• Broker Portal
• Funder Portal Funder-facing portal of the ConnectedFi platform that enables lenders to receive real-time deal proposals from brokers, access professional documentation, track broker relationships, and monitor deal pipeline through an analytics dashboard.
• Ag Wallet Loan Origination Loan origination service operated under the Ag Wallet trading style, through which farmers apply for loans and applications are processed and forwarded to affiliate lenders such as Cooperative Finance Association (CFAFS) in the USA.

Quantifiable outcome

• Deal proposal assembly reduced from 2 hours (copying/pasting across monitors) to 5 minutes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature8 records

Partnerships

Two partnerships are on record, tiered core.

• Cooperative Finance Association (CFAFS)coreStrategic or Co-development PartnerCFAFS is the primary recipient of loan applications submitted through ConnectedFi in the USA. ConnectedFi sends loan applications to CFAFS, which forwards them to lenders. The lenders communicate interest rates directly to applicants and publish rates on their website.
• CFI Solutions, Inc.coreOthersConnected Financial Solutions UK Limited is the wholly owned subsidiary of CFI Solutions, Inc, a Delaware, USA registered C-Corporation. CFI Solutions, Inc. is the parent company controlling the UK subsidiary.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• LoanPro: Cloud-based loan servicing and origination platform with API-first architecture. Comparable to ConnectedFi in providing lender-facing workflow tools, deal management, and integrations; serves a similar fintech-forward lender customer base.
• Abrigo: Provider of commercial lending and credit risk software to community banks and credit unions. Directly comparable to ConnectedFi in serving commercial loan originations with CRM-like deal management and broker-facing workflows.
• LendingPad: Cloud-based loan origination system built for mortgage lenders and brokers. Directly comparable to ConnectedFi's broker-funder origination workflow, standardized proposal formats, and CRM-style deal management, though primarily residential-mortgage focused.
• Calyx Software: Loan origination software provider for mortgage lenders and brokers with point-of-sale and CRM capabilities. Comparable to ConnectedFi in supporting broker-funder workflows, standardized application packages, and integration with back-office systems.

Broad incumbents

• MeridianLink: Loan origination and digital account opening platform used by banks, credit unions, and lenders. Comparable to ConnectedFi through its lending workflow automation, broker-funder integration, and analytics, though it spans a much broader set of consumer and mortgage products.
• Encompass (ICE Mortgage Technology): Industry-standard mortgage loan origination system. Comparable to ConnectedFi in loan origination, document handling, and broker-lender workflows, though focused primarily on residential mortgage rather than broader commercial finance.
• Salesforce Financial Services Cloud: Horizontal CRM with a financial services industry configuration including relationship management, deal pipelines, and analytics. Direct competitor to ConnectedFi for the CRM layer that brokers and funders rely on, with significantly broader capabilities but less commercial-finance specialization.
• nCino: Cloud-based bank operating system with a commercial lending origination suite. Overlaps with ConnectedFi in loan-origination workflows and CRM-like deal management for lenders and commercial brokers, but operates at significantly larger scale and serves depository institutions as well.
• Temenos: Global banking software platform covering origination, servicing, and CRM for commercial and retail banks. Comparable to ConnectedFi at the origination and broker-funder management layer, though Temenos operates at enterprise-bank scale across many geographies.

Others

• Plaid (as ecosystem identity/infrastructure layer): Open banking data network that ConnectedFi already integrates with for bank-account and identity verification. Included as an adjacent enabler — Plaid is not a CRM competitor but is the underlying infrastructure ConnectedFi depends on for US consumer-side verification flows.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Connected Financial Solutions