Swoop Advisor Portal

Smart tech built by accountants, for accountants

What you need to know

Today, accountants and advisors are called on to help their clients thrive. Swoop will work with you to discover the right funding solutions across debt, equity and grants, and help identify and make savings - so you become indispensable to your clients.

Swoop’s technology is combined with experienced finance professionals made up of ex-underwriters, accountants and equity analysts who are happy to be as involved with your clients’ applications as you like.

By partnering with Swoop you can:

• Match your clients with tailored funding across loans, equity investment and grants from over 1000 funders
• Discover savings your clients can make on everyday spend including foreign exchange, banking, insurance and utilities – plus we have mobilised an energy taskforce to make sure your clients are paying the minimum possible at this time
• Grow your knowledge and keep abreast of an ever-changing market with extensive CPD-accredited funding training modules
• Access a highly experienced team of funding professionals to smoothly guide you and your clients through the funding process
• Earn commission on successfully funded deals
• Join our rapidly growing community, and access the tools and support you need to become a genuinely trusted advisor
• Get expert account management support from ex-accountants to help spot opportunities and build confidence in your team. Team training sessions are also available.