Boca Raton-based financial services company for small businesses. Banking, lending, insurance, and tech solutions.
Location
Boca Raton, FL, US
Founded
1998
Newtek is a Boca Raton-based financial services company that focuses on providing comprehensive solutions for small businesses across the United States. Their investment activities typically target seed-stage rounds, with investments aimed at fostering growth and innovation in sectors such as banking, lending, insurance, and technology solutions. Newtek has been operational since 1998, servicing over 100,000 business accounts nationwide.
Notable portfolio companies include Biller Genie, which has raised $4.5 million. Newtek's investment philosophy centers around delivering state-of-the-art content and business services to become a key resource for business owners. The firm offers a range of value-add services, including financial, technology, and HR solutions, ensuring that their portfolio companies receive comprehensive support to scale effectively.
Newtek - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Follow-on Investments1
Current Portfolio Count1
Top Investment Stages
Seed2 (100.0%)
Stage Mix
Seed 100%
Concentration shown as share of disclosed investments by stage.
