Over 10 years we help companies reach their financial and branding goals. Maxbizz is a values-driven consulting agency dedicated.

Gallery

Contact

+1-800-456-478-23

411 University St, Seattle

maxbizz@mail.com

Twitter Facebook-f Pinterest-p Instagram

The CRD Vest Process

what we offer

Make Stock Loan Services Work For Your Business

We assist clients at every stage of their financial journey, whether they are seeking immediate liquidity or long-term investment solutions. As market conditions fluctuate, we consistently explore innovative ways to meet their evolving needs.

Create personalized loan structures that enable clients to access liquidity without selling their stocks, catering to both short-term cash needs and long-term financial plans.

01

Bespoke Financing Solutions

Connect clients with a network of financial experts and institutions to facilitate better investment decisions and enhance portfolio performance through strategic partnerships.

02

Integrated Investment Ecosystem

Offer cutting-edge financial products such as non-recourse stock loans, allowing clients to leverage their stock portfolios to gain capital while retaining potential upside.

03

Innovative Financial Products

85
Loan Origination Efficiency
75
Client Portfolio Growth
60
Risk Management
60
Client Retention
the language of business

Consultancy That Empowers Your Financial Goals

We help you navigate the complexities of the financial markets, unlock liquidity from your assets, and achieve outcomes that align with your long-term financial objectives.

our philosophy
our mission
our vision

Our Philosophy

Our approach to financial services is continuously evolving to keep pace with the dynamic market landscape. We adhere to a client-first philosophy, developing bespoke solutions that not only meet immediate financial needs but also pave the way for future opportunities.

Tailored Financial Solutions

We forge long-term relationships by creating customized loan structures that leverage your stock portfolio to meet your specific financial targets.

Client-Centric Service

Our team is committed to empowering your decision-making with comprehensive support and expert advice, ensuring you maximize the benefits of our services.

Our Mission

To provide innovative and secure stock loan solutions that empower our clients to achieve financial freedom and success. We strive to simplify access to capital through flexible, non-traditional financing options that safeguard and respect our clients’ investment goals.

Client Empowerment

We commit to empowering our clients with the financial tools and insights needed to maximize their assets under management.

Service Excellence

Maintain the highest standards of integrity and professionalism in delivering bespoke financing solutions tailored to each client's unique needs.

Our Vision

To be the leader in stock loan services, recognized for our integrity, customer satisfaction, and pioneering financial solutions. We envision a future where every investor has the tools and resources to optimize their investment strategy and enhance their financial well-being.

Innovative Leadership

To set the industry standard by introducing innovative financial products that redefine possibilities for asset-based lending.

Expanding Access

Expand access to capital markets by providing flexible and efficient stock loan options that cater to a diverse client base globally.

main principles

Global Reach with Local Understanding

Exceptional Client Service
At CRD Vest, we pride ourselves on going beyond the ordinary. Our client service isn’t just about responsiveness; it’s about understanding your unique needs and exceeding expectations. Your success is our priority.
A Great Team and Winning Culture
Our team is more than professionals; we’re a family. Collaboration, respect, and shared goals define our winning culture. From seasoned experts to tech-savvy analysts, everyone at CRD Vest contributes to our success.
A Commitment to Integrity, Fairness
Trust is fundamental. We uphold the highest standards of integrity and fairness. Transparency guides us in all dealings
testimonials

What People Say About Us

Oliver Simson
"Your team's deep knowledge of the stock exchange, paired with a personalized and inclusive service approach, has significantly improved our investment outcomes. We appreciate the care and attention given to our unique needs."
Oliver Simson
client
Mary Grey
"The diverse and inclusive approach your team brings to the table truly sets you apart. Your expertise in navigating the stock exchange has not only enhanced our portfolio but also instilled confidence in our investment strategies."
Mary Grey
client
Samanta Fox
"Working with your firm has been a game-changer for us. The comprehensive understanding of the stock exchange, combined with a commitment to inclusivity, has made our financial growth both steady and sustainable."
Samanta Fox
client