MIDDLETOWN, DE — creditpath.io has expanded its advisor-focused credit platform nationwide to support financial advisors seeking liquidity solutions without requiring asset liquidation or changes to long-term investment strategies.
The platform is designed to integrate credit into broader financial planning, allowing advisors to address liquidity needs while preserving portfolio integrity and avoiding tax consequences.
creditpath.io operates on a subscription model for advisors, while credit providers participate without fees.
The company said the structure is intended to avoid pricing pressures tied to platform costs and to support flexible, advisor-aligned lending terms.
Participating credit providers are selected based on their ability to offer higher loan-to-value tolerances, alternative collateral strategies, and structures that do not require clients to move assets or establish new banking relationships.
The platform evaluates a range of financing options, including residential and commercial real estate loans, business-purpose credit, securities-backed and insurance-backed lines of credit, and luxury asset-backed lending.
Recent platform updates include the addition of insurance-backed lines of credit, acquisition financing for advisory practices, and unsecured business lending programs tied to a percentage of revenue.
creditpath.io said it has also expanded access to more than 2,500 institutional and private capital sources.
Anthony Marinaccio, co-founder of creditpath.io, said the platform is designed to streamline the process of sourcing credit for advisors.
“The goal is adoption, trust, and long-term alignment with advisors,” Marinaccio said.
He added that advisors often avoid offering credit solutions due to the time required to identify and structure options.
“The platform allows advisors to remain focused on strategy and client relationships while the complexity of sourcing and structuring credit is handled quietly in the background,” Marinaccio said.
creditpath.io is available to financial advisors, registered investment advisors, and advisory teams across the United States.
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