Client First Settlement Funding
Client First Settlement Funding is a privately held Boca Raton-based financial services firm founded in 2008 that provides structured settlement and annuities funding to individuals involved in legal settlements, operating primarily through phone and web contact channels.
- Company typePrivate
- Founded2008
- HeadquartersBoca Raton, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Client First Settlement Funding does
Client First Settlement Funding is a privately held, for-profit financial services firm headquartered in Boca Raton, Florida, founded in 2008 by Burt Kroner, who continues to serve as Founder, Owner, and CEO. The company operates in the structured settlement and annuities funding segment, providing financial services to individuals involved in legal settlements; no distinct named product lines, modules, or sub-brands are disclosed in the available source material. Its sole public-facing commercial surface is a standard web platform (clientfirstfunding.com) backed by a CloudFront CDN and instrumented with Google Analytics for visitor behavior tracking, with lead capture handled through a contact form that collects name, email, and telephone number.
The business model is consistent with a niche, phone-driven funding operation: a toll-free number (888-876-6010) and a website contact form serve as the primary intake channels, and the firm retains submitted data indefinitely for client communication and follow-up. Customer information collected via the contact form may be accessed by principals and partners of AnnuityFreedom.net, indicating a data-sharing arrangement that likely functions as a lead-referral or co-marketing link between the two entities; the partnership is described in the firm's privacy policy rather than as a publicly announced alliance.
Operationally, the firm sits in a headcount band of 101-250 employees and reports no disclosed revenue, pricing, funding history, certifications, regulatory actions, geographic markets served, named customers, or management beyond its founder. There is no evidence of proprietary technology, app, or AI capabilities beyond basic web analytics, and no press, awards, or third-party coverage appears in the supplied material. The combination of long tenure in a regulated niche and a deliberately thin public footprint is consistent with a small specialist shop rather than a scaled platform.
Client First Settlement Funding firmographics
Firmographics- Name
- Client First Settlement Funding
- Legal name
- Client First Settlement Funding
- Website
- https://clientfirstfunding.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Client First Settlement Funding is a privately held Boca Raton-based financial services firm founded in 2008 that provides structured settlement and annuities funding to individuals involved in legal settlements, operating primarily through phone and web contact channels.
- Ownership category
- akta.pro rank
Client First Settlement Funding industry classification
Industry- Product category
- Structured Settlement Funding
- NAICS
- Miscellaneous Intermediation (523910)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Check Cashing with Deferred Presentment (FSAKAMAL)
Keywords
Where Client First Settlement Funding is headquartered
LocationHeadquarters
- HQ city
- Boca Raton
- HQ country
- United States
- HQ region
- North America
Markets served
Client First Settlement Funding business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Marketing channels1 record
Client First Settlement Funding product offering
Product offeringCore offering
Client First Settlement Funding is a financial services company that provides settlement funding to individuals involved in legal settlements. The company purchases or advances against structured settlements and annuities, giving plaintiffs access to lump-sum cash in exchange for their future periodic payments. The firm operates primarily through its Boca Raton, Florida office, serving customers via phone (888-876-6010) and its website, clientfirstfunding.com.
Product overview
Client First Settlement Funding is a settlement funding company that provides financial services to individuals involved in legal settlements. The company offers a single main service focused on settlement funding, though no distinct named products, modules, or sub-brands were identified in the available source material.
Differentiator
Problem solved
Functional benefit
Products and services
- Structured Settlement Funding Purchase of future structured settlement or annuity payment streams from individual plaintiffs in exchange for an immediate lump-sum cash payment, allowing recipients to access liquidity before scheduled payments arrive.
Companies that use Client First Settlement Funding
Customer profileIdeal customer profiles1 record
Client First Settlement Funding technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Client First Settlement Funding partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- AnnuityFreedom.netminorClient First Settlement Funding shares customer information (name, email, telephone number from contact form submissions) with principals and partners of AnnuityFreedom.net. This appears to be a data-sharing arrangement for lead/inquiry management purposes, as indicated in their Privacy Policy.
Recent moves3 records
Expansion highlights2 records
Client First Settlement Funding competitors and assessment
Company assessmentDirect peers
- DRB Capital: DRB Capital buys future structured settlement, annuity, and lottery payments at a discount, competing head-to-head with Client First to convert future payment streams into lump-sum cash for the same plaintiff customer.
- JG Wentworth: JG Wentworth is the largest and best-known purchaser of structured settlements and annuity payment streams in the U.S., directly competing with Client First for the same personal-injury plaintiff payees with the same core cash-advance product.
- Oasis Financial: Oasis Financial is one of the leading purchasers of structured settlements and tailored settlement advances in the U.S., serving the same plaintiff population with an essentially identical cash-for-future-payments product as Client First.
- AnnuityFreedom.net: AnnuityFreedom.net is a structured settlement and annuity payment buyer that has a documented data-sharing and partner relationship with Client First, indicating direct competitive overlap in the same niche alongside commercial cooperation.
- Peachtree Settlement Funding: Peachtree Settlement Funding purchases structured settlement, annuity, and lottery payments from individuals — a direct overlap of product, customer segment, and delivery model with Client First.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat2 records
Key risks4 records
Key highlights4 records
Customer concentration
Client First Settlement Funding social profiles
Digital presenceClient First Settlement Funding financial estimates
Financial estimateRevenue estimate
Valuation estimate
Client First Settlement Funding leadership team
Management profileNumber of profiles
Profiles1 record
Client First Settlement Funding funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Client First Settlement Funding M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Client First Settlement Funding
What does Client First Settlement Funding do?
Client First Settlement Funding is a financial services company that provides settlement funding to individuals involved in legal settlements. The company purchases or advances against structured settlements and annuities, giving plaintiffs access to lump-sum cash in exchange for their future periodic payments. The firm operates primarily through its Boca Raton, Florida office, serving customers via phone (888-876-6010) and its website, clientfirstfunding.com.
When was Client First Settlement Funding founded?
Client First Settlement Funding was founded in 2008. It employs 101 to 250 people.
Where is Client First Settlement Funding based?
Client First Settlement Funding is headquartered in Boca Raton, United States, in the North America region.
Who are Client First Settlement Funding's main competitors?
Direct peers on record are DRB Capital, JG Wentworth, Oasis Financial, AnnuityFreedom.net and Peachtree Settlement Funding.
Does Client First Settlement Funding have an API?
No public API is recorded for Client First Settlement Funding.
What industry is Client First Settlement Funding in?
Client First Settlement Funding's product category is Structured Settlement Funding. Its primary akta.pro industry code is FSAKAMAL, Check Cashing with Deferred Presentment. Its NAICS code is 523910 and its SIC code is 6199.