Join Now, Become Charter Member Program begins July 2026
Secure Broker
Est. 2026

Independent Certification for Alternative Finance

Join the list of brokers committed to greater transparency and integrity — backed by independent verification.

Our mission is to address a longstanding gap in alternative finance: the lack of clear oversight around how sensitive merchant data is handled. As a result, misuse and theft of that data has become far too common. Secure Broker gives brokers a way to stand out as a trusted source.

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Membership Benefits

When members on both sides come together,
the entire data chain is protected.

Secure Broker
Secure Broker
Secure Funder
Secure Funder

Access to Funders

Members are listed in the Secure Funder™ portal, get access to the Secure Funder network, and your logo featured at program-sponsored events.

More Deal Flow

Certification contributes to greater trust, stronger relationships, repeat business, and more deal flow.

Verified Trust

Independent third-party verification that carries more weight than simply saying you operate responsibly.

Compliance Readiness

Security standards evolve alongside emerging regulation. Get ahead of what's inevitably coming instead of scrambling to catch up.

Day 1

Join Today, Get Listed Today

Signal your commitment to the industry immediately.

Day 90

Verify on Your Schedule

90-day grace period to complete verification.

Are You Eligible?

A program for ISOs and brokers,
in alternative finance.

Working Capital Merchant Cash Advance Term Loan Equipment Financing Line of Credit Invoice Factoring E-Commerce Asset-Based Lending SBA Credit Card Split

Who Should Join?

Some applicants already have safeguards in place. Others use the framework to work toward certified status. The program supports both.

We confirm that merchant data is protected to limit unauthorized external sharing.

Process for vetting funders
Document intake and storage
System access and permissions
Personnel policies
Standard of Trust

It Begins with Brokers

The industry runs on trust. Certification sets you apart.

1 in 3
funders have cut ties with a broker over trust issues
100%
of merchants expect their data to be handled securely

Based on industry survey data and funder feedback

The Cost of No Standards

The Leak

Unsecured brokers risk internal backdooring.

The Stack

Stolen deals lead to excessive stacking and increased PTI.

The Impact

When merchants are overextended, everyone in the stack takes the hit.

Program Director

Christina Duncan — Program Director, Secure Broker

Christina Duncan

Program Director

With nearly 20 years in alternative finance, Christina brings deep operational experience spanning ISO operations, funder relationships, and the day-to-day realities of how merchant data moves through the industry. She founded Aquamark to address industry-wide data security challenges she witnessed firsthand, and created Secure Funder and Secure Broker to establish a practical framework for self-governance.

Secure Broker™ Certified 2026

Become a Member

Founding member enrollment until July 2026

Under 10 salespeople — $499/year
Over 10 salespeople — $1,499/year
Flexible payment options available

In the News

Professional environment

Charter membership is open now.

Join the founding group of brokers setting a higher standard.

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