Linking People and Capital
Linking People and Capital
®
Linking People and Capital
(800) 864-2626
PARTNERSHIPS
STARS PROGRAM
STRATEGIC ALLIANCE REFERRAL PARTNERS ("STARS")
With more than 25 years in private banking, Caplinx has developed a strong network of sub-advisors that fall into roughly ten broad categories. We have learned that qualified referrals are a valuable way to enhance the Caplinx ecosystem and benefit clients with best-in-class products and services. We decided to formalize these relationships through our STARs Program which can lead to referral awards in situations where the referring party and transaction qualify.
How It Works:
• Available to high-touch advisors looking to expand their product suite with client or prospective client relationships
• RIA’s, CPAs, lawyers, brokers, consultants, realtors and other advisors looking to expand their product offering
• Loans must fall within one of the 20 CapLinx commercial loan programs listed;
• Qualified leads from clients are typically UHNW individuals (>$50M net worth) or SME companies (>$50M revenues).
STARS Networks
* CapLinx provides commercial finance advisory services only and does not offer consumer products or services.
CapLinx is not a licensed loan broker, broker-dealer, or investment advisor and does not perform services requiring professional licensing.
CapLinx expressly disclaims the provision of tax, legal, or accounting counsel.
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