The modern wirehouse
for independents

Faster, cheaper and more flexible securities-backed lending
for you and your clients

Transform the way you deliver financial solutions

Measured streamlines the lending process so you can focus on what matters

Minutes, not weeks

Approval in minutes, funds in days. Ditch the paperwork and tedious back-and-forth

Flexible and collaborative

Seamless interoperability between advisor and client

Zero friction

Custodian agnostic and can have you up and running in days with no technical integration

Best-in-class pricing

Market leading rates across the board

Expanded accessibility

Accessible to more of your clients. Line sizes as low as $10,000

Clear insights

Information that can drive responsible borrowing. Preemptive notifications and collaborative cure periods

Better experience for each
use case

One automated platform to establish new lines or refinance preexisting lines

New lines of credit

Unlock liquidity while retaining assets

Measured connects your clients with competitive rates, enabling them to borrow without selling assets or triggering tax events, starting at $10,000

Refinance existing lines

Save on existing loans

Capture meaningful savings in a matter of minutes with our automated refinance solution

FAQs

Why Measured?

Measured offers a quick and seamless way for borrowers to access cash, allowing them to keep their investments where they are and avoid unnecessary capital gains tax events. We provide loans and refinancings with market-leading interest rates, with a streamlined platform to maximize efficiency in the borrowing process. 

From onboarding to monitoring and servicing, Measured provides the end-to-end platform and retains the servicing of each loan. There are no intermediaries to deal with and the fully automated platform makes everything easy for the advisor.

What are Measured’s rates?

You can find a full rate table on the product page of the website. We offer a standard rate table to our customers based on the amount they would like to borrow. All rates are variable and use a base rate of SOFR + a premium.

How do I get started and what will it cost my firm?

Getting started is easy and it costs nothing to partner with Measured. Just click on any of our “Join Us” buttons throughout our website to email our team. We will email you a guide on how to sign up!

How does Measured work?

Measured typically partners with banks and other lenders to originate loans. Once the loan is originated, it will continue to be serviced by Measured throughout the term of the loan. You will only ever work with Measured directly.

What are the risks?

SBLOCs are a powerful lending solution but there are a few risks to be aware of:

  • Adjustable Interest Rates: Our interest rates are variable, so if the base rate changes, your interest rate adjusts as well. In order to avoid excess interest charges, consider paying both interest and principal toward the loan balance each month.

  • Market Drops: If at any time the value of the collateral falls below the minimum required to support the outstanding loan balance, Measured may request immediate payment of part or all of the outstanding obligations, or require additional cash to be deposited or securities to be pledged. This is what is called a maintenance call.
    • We may sell some of your securities if you fail to remediate a call.
    • We will work with advisors and the borrowers to get ahead of any maintenance call action required on your account. Measured seeks to avoid the liquidation of assets unless truly necessary.
  • Account Restriction: Assets that have been pledged to your line of credit may not be removed from the account. You may trade one security into another (or into cash), but you will not be able to remove collateral from the restricted account without express approval from Measured. If you do trade within the account, your borrowing capacity may be reduced in line with Measured advance rates for the type of new security you are purchasing.

Still have questions?

Chat with Measured before partnering!

Partner with us

Measured is trusted by advisory firms managing $225B+ to provide streamlined lending solutions that retain clients and boost satisfaction. Whether you're a firm or an individual advisor, Measured is your solution.

The modern wirehouse for independents
Measured is a financial technology company, not a bank. Measured partners with third-party banks to offer lines of credit.

We comply with the Equal Credit Opportunity Act (ECOA), which prohibits discrimination in credit transactions based on race, color, religion, national origin, sex, marital status, age (provided the applicant has the capacity to contract), because all or part of your income is derived from any public assistance program, or because you have in good faith exercised any right under the Consumer Credit Protection Act.

Measured Financial, Inc.’s NMLS ID is 2499576. Additional details about Measured and our licensing can be found through the NMLS Consumer Access website.

© 2025 Measured Financial, Inc. All rights reserved.