Helios Strategic Advisors

What Helios Strategic Advisors does

Helios Strategic Advisors is a privately-held financial advisory firm founded in 2017 and headquartered at 85 Broad Street, 17th Floor, New York. The firm specializes in balance sheet stability through supply chain solutions, offering five core product lines: Supply Chain Financing, Inventory Financing, Accounts Receivables Factoring/Financing, Consumer Loan Origination, and Direct Lending. Its stated value proposition is connecting corporate and institutional clients with capital from an extensive network of institutional investors, with the firm positioning itself as a relationship-based, solution-centric, fully collaborative advisor rather than a product vendor.

The firm operates a sales-led, relationship-based go-to-market targeting enterprise-level clients across three primary use cases: corporations seeking balance sheet optimization, consumer loan origination platforms requiring forward flow takeout or bulk portfolio sale partners, and direct lending participants on both sides of the transaction. Its institutional investor network spans prime, near-prime, and subprime consumer credit appetite. Core differentiators cited are the breadth of its investor network, customized structuring (including off-balance-sheet inventory treatment and payment-term extension), and three decades of combined advisor experience.

Revenue is generated through professional services — advisory fees and/or success fees tied to capital access and financing arrangements facilitated for clients. Pricing is not publicly disclosed and is presumed to be quote-based and customized. The firm has no disclosed funding rounds, no parent company, no subsidiaries, no public management team listings, and no AI/ML technology layer; it is a pure advisory intermediary rather than a fintech or technology platform.

Name

Helios Strategic Advisors

Legal name

Helios Strategic Advisors, LLC

Website

https://heliosstrategicadvisors.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Helios Strategic Advisors is a New York-based financial advisory firm founded in 2017 that connects corporate and institutional clients to capital through supply chain financing, inventory financing, receivables factoring, consumer loan origination, and direct lending.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399)

SIC

Loan Brokers (6163), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industry

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

Keywords

• Supply chain financing
• Inventory financing
• Accounts receivables financing
• Consumer loan origination
• Direct lending advisory

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Financial Advisory Services: The firm generates revenue by providing advisory services related to supply chain financing, inventory financing, accounts receivables factoring/financing, consumer loan origination, and direct lending. Revenue appears to be derived from advisory fees and/or success fees tied to capital access and financing arrangements facilitated for clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Helios Strategic Advisors is a financial advisory firm that creates customized supply chain and balance-sheet financing solutions for corporate clients and consumer loan origination platforms. The firm arranges supply chain financing, inventory financing, accounts receivables factoring/financing, consumer loan origination partnerships (forward flow takeout and bulk portfolio sales), and direct lending by connecting clients with its network of institutional investors.

Product overview

Helios Strategic Advisors is a financial advisory firm offering a portfolio of five specialized services: Supply Chain Financing, Inventory Financing, Accounts Receivables Factoring/Financing, Consumer Loan Origination, and Direct Lending. The firm provides access to institutional investor networks and focuses on balance sheet stability through supply chain solutions, combining relationship-based and solution-centric approaches.

Differentiator

Problem solved

Functional benefit

Products and services

• Supply Chain Financing

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights2 records

Direct peers

• PrimeRevenue: A supply chain financing platform that connects corporate buyers and suppliers with institutional capital, closely overlapping Helios's core supply chain financing and receivables offerings.
• Taulia: Supply chain finance and working capital platform serving corporates, directly comparable to Helios's supply chain and inventory financing solutions.
• Demica: Provider of receivables and supply chain finance solutions, comparable in its focus on working capital optimization and institutional capital intermediation.
• Orbian: Supply chain finance provider that works with corporate buyers, suppliers, and institutional funders — a direct comparable to Helios's institutional-capital-driven SCF model.
• C2FO: Working capital marketplace enabling early payment and supply chain financing between corporates and institutional funders, overlapping with Helios's SCF and receivables offerings.

Broad incumbents

• Allianz Trade (formerly Euler Hermes): A large incumbent in trade credit and trade finance solutions, providing receivables management and supply chain finance products that overlap with Helios's portfolio.
• Greensill: Historically one of the largest supply chain finance intermediaries, connecting corporates with institutional capital — directly comparable in business model to Helios though now operating at reduced scale.
• HSBC Trade and Supply Chain Finance: Global bank's trade and supply chain finance franchise, competing for the same corporate mandates and institutional capital flows that Helios serves.

Emerging players

• Upgrade: Consumer lending platform that, like Helios's consumer loan origination partners, securitizes and sells loan portfolios to institutional investors across the credit spectrum.
• LendingClub: Consumer loan origination platform that funds loans through institutional capital and securitization, comparable to Helios's consumer loan forward flow / bulk portfolio sale activities.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/helios-strategic-advisors

Revenue estimate

Valuation estimate

Number of profiles

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 Helios Strategic Advisors