Join Now, Become Charter Member Program opens June 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 close a longstanding gap in alternative finance: the lack of clear, independent standards for how sensitive merchant data is handled. Together with Secure Funder™, Secure Broker™ helps responsible brokers and funders stand apart while making it harder for bad actors to operate unchecked.

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1,000% count us in. The industry has needed this for a long time and sets the path for pairing Secure Brokers with members of Secure Funder.
Absolutely we want to be included. Our business is built on doing things the right way, so if we can contribute to more of that across the space, we're in.
Excited to be a part of this!
This is an important step forward toward tightening things up in this industry.
The data security of our referral partners and borrowers is a top priority for us.
We are excited to be part of your program and look forward to what's ahead.
Apply before June 2026 to join as Charter Member

Membership Benefits

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

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

Receive digital badge. 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

Brokers ready to stand apart

For brokers that already have safeguards in place, certification provides independent recognition. For others, the framework creates a clear path toward certified status.

A focused review of the safeguards used to protect merchant data and 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

Data Exposure

Weak controls create opportunities for unauthorized use.

Deal Misuse

Stolen submissions can lead to unauthorized solicitation and stacking.

Market Impact

Overextended merchants struggle with repayment.

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.

Program administered by Aquamark
Secure Broker™ Certified 2026

Become a Member

Founding member enrollment until June 2026

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

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Professional environment

Charter membership is open now.

Join the founding group of brokers setting a higher standard.

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