Idea Financial Recensioni 

564
TrustScore 4.5 su 5

4,5

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Valutata 1 stelle su 5

They make you re-apply every time you want to draw from your line of credit. They give you the run around and make you jump through hoops just to access the capital they already agreed to provide via... Leggi di più

Valutata 5 stelle su 5

We have worked with Idea Financial for years and they have been extremely professional from day one. Their loan documentation is clear, their online portal is organized and up-to-the-minute and their... Leggi di più

Valutata 5 stelle su 5

Idea Financial has quickly become a member of our support team at United P&H. Jim Picanso of Idea and Jon Cohen of Fundible.com worked together-- listening to, and understanding, our needs. They have... Leggi di più

Valutata 5 stelle su 5

I was receiving funding opportunities everyday from multiple sources. Most were aggressive and had an agenda that more suited their needs not my company's. Cameron reached out to me, followed with a c... Leggi di più

Dettagli dell'azienda

  1. Servizi finanziari non bancari
  2. Consulente finanziario

Informazioni su Idea Financial

Scritti dall'azienda

Idea Financial empowers small businesses with flexible funding solutions tailored to your unique needs. Our two core offerings - business lines of credit and business term loans - provide the financial tools you need to thrive. With our line of credit, access funds as needed for managing cash flow, seizing opportunities, or covering unexpected expenses. For larger investments, our term loans offer lump sum funding to fuel significant growth initiatives.

We stand out through our fast, streamlined application process and personalized support from financial experts. Our innovative approach combines cutting-edge technology with a commitment to building lasting client relationships.

Experience the difference of working with a financial ally who truly understands and champions small businesses. Whether you're looking to expand, invest in equipment, or capitalize on new opportunities, Idea Financial provides the accessible, flexible funding you need to turn your vision into reality. Choose us and take your business to the next level with smart, tailored financing solutions.


Informazioni di contatto

4,5

Eccellente

TrustScore 4.5 su 5

564 recensioni

5 stelle
4 stelle
3 stelle
2 stelle
1 stella

Non risultano inviti alla recensione recenti

Questa azienda non ha mandato inviti ai suoi clienti di recente, quindi le recensioni potrebbero non essere rappresentative

Ha risposto al 25% delle recensioni negative ricevute

Solitamente risponde entro 24 ore

Come questa azienda usa Trustpilot

Scopri come vengono raccolte, valutate e moderate le loro recensioni e valutazioni.

4,5

Tutte le recensioni

(564)

34 recensioni negli ultimi 12 mesi

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Valutata 5 stelle su 5

They have your back

When I needed a small business loan, it was incredibly difficult to get anyone to take me seriously or even respond. As a female- and veteran-owned business, I often felt overlooked. I was expanding my office and needed funds for the buildout — but the few offers I received were for loan amounts that were way too small to actually help.

That’s when I found IDEA Financial. They were absolutely amazing to work with from start to finish. They took the time to listen, guided me through every step of the process, and got me funded in about a week. Thanks to them, I was able to complete my buildout and move into my new office on time. Honestly, I don't know what I would have done without them.

Today, I still have a line of credit with IDEA Financial (although I’ve paid off my initial loan), and I’m so grateful for the relationship we’ve built. It's a huge relief knowing that if I ever need support again, they’ll be there to help. Highly recommend!

3 giugno 2024
Non scritta su invito
Valutata 5 stelle su 5

Great company to work with

Great company to work with! Their people are smart, competent, and they respond very quickly to questions or concerns. Our line of credit deal completed quickly and without any hassles.

10 aprile 2025
Non scritta su invito
Valutata 5 stelle su 5

The funding process with quick and easy.

I had a great experience working with Ken at Idea Financial who helped me with every step of the process. Excellent availability as I never had to wait on the phone and he never left the call until I was done. So glad I switched to this lender as my previous one was not as communicative or supportive.

24 febbraio 2025
Non scritta su invito
Valutata 5 stelle su 5

Great Communication!

Idea has been a great company to work with. Their communication is excellent. We work with Clifford and he is always prompt and professional

5 febbraio 2025
Non scritta su invito
Valutata 1 stelle su 5

Failed to come through on line of credit when needed

This company approved us for a line of credit. We took a small draw and paid it timely every time. We received constant offers to draw more and we are in California so when the wildfires hit near us they made offers to assist. We had a couple of customers who were impacted by the wildfires and did not want to press them for immediate payment so we made a further draw. They then subjected us to new underwriting (with no prior notice) and then declined the draw saying that we could not take more money until the business "stabilized" -- there was nothing to stabilize the business was not materially impacted just a slight cash flow issue that was going to mitigated in a couple of weeks. What good is a line of credit when the lender won't fund it when you actually need it? Had we had any idea this company would bail on us we could have simply pressed the customers for payment (despite the wildfire impacts) but we had no reason to think we needed to. We have large receivables, no risk, no default ever, no other debt. Just a completely unjustifiable failure to fund under the line of credit they offered. Worst lending experience ever and would never do business with them again.

30 gennaio 2025
Non scritta su invito
Valutata 1 stelle su 5

Use Idea if you want to be yelled at and belittled...

I have been a client multiple times now and was just treated worse than a Hardees worker. I have a text and a recorded call of Al Beutel threatening me and raising his voice saying he only reports to the CEO and he can do whatever he wants. I Tried to reach HR and got sent back to Al....RUN! Don't say I didn't warn you

26 novembre 2024
Non scritta su invito
Valutata 1 stelle su 5

Dont trust this company

I had a fire at our retail location and thought Idea Financial would have my back thought I could get funds to help. No, since it took months to reopen and my bank account sales badropped (imagine that, your sales dropping while being closed) they denied my request even though I never missed a payment my checking account balance had more than my loan. They are great as long as you don't need them, I have had a loan with them for 15 or more years. I will find someone else and would NEVER recommend them to anyone.

1 ottobre 2024
Non scritta su invito

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