Skip to main content
← Find a lenderClaim this listing

Lender record

Fortifi Bank

The real lending record — every figure below is drawn from public SBA 7(a) loan records (FY2020–present): the loans Fortifi Bank funded, the businesses, the branches, and its FDIC profile. HQ: 240 Broadway, Berlin, WI. 10 branches.

Fortifi Bank banner

74

Recent deals (FY20+)

$189K

Typical deal

14 days

Approval → funding

1.7%

Failure rate (FY20–23)

Where Fortifi Bank lends

Deals Fortifi Bank funded — list all 74 as text

Deal profile

Most Fortifi Bank deals land between $81K and $332K — that range covers half of everything they fund. Top industries and states:

Industries they fund most

  1. 1.Furniture Retailers (4)
  2. 2.Used Car Dealers (4)
  3. 3.Drinking Places (Alcoholic Beverages) (3)
  4. 4.Health and Welfare Funds (3)
  5. 5.Clothing and Clothing Accessories Retailers (3)
  6. 6.Limited-Service Restaurants (3)
  7. 7.Machine Shops (3)
  8. 8.Lessors of Miniwarehouses and Self-Storage Units (2)

Most active states

  1. 1.Wisconsin (74 deals)

Franchises they finance most

Super 8 by Wyndhan

1 deals

Oasis Senior Advisors

1 deals

Stretch Zone

1 deals

The UPS Store

1 deals

Ace Hardware

1 deals

Can Fortifi Bank fund you? The bank behind the loans

Total assets

$750.4M

▲ 3.8% vs prior quarter

Deposits on hand

$608.8M

▲ 4.3% vs prior quarter

Loans outstanding

$550.5M

▼ 4.8% vs prior quarter

Net income (latest qtr)

$5.2M

  • •SBA is a sideline here — this year's production is a rounding error against the loan book. Your deal competes with everything else they'd rather fund; a specialist bank will usually move faster. That makes Fortifi Bank more SBA-focused than 49% of the banks on our record.
  • •Deposits grew last quarter — more raw lending capacity than the quarter before.
  • •Return on assets of 1.4% — above the ~1% mark generally considered strong for a bank. How any of this translates to your rate is a question for the loan officer — pricing is set deal by deal.

FDIC call-report data, quarter ending 06/2026.

Recent deals

  • Thunder Lake Storage LLC in Crivitz, WI — $333K (2026) · purchase · Lessors of Miniwarehouses and Self-Storage Units
  • INFORMATION RESOURCES CONSULTING LLC in Green Lake, WI — $294K (2026) · Other Personal Care Services
  • Passageway Financial LLC in Fond Du Lac, WI — $250K (2026) · Other Accounting Services
  • INFORMATION RESOURCES CONSULTING LLC in Green Lake, WI — $200K (2026) · Other Personal Care Services
  • BD APL Sales & Services LLC in Appleton, WI — $460K (2025) · Furniture Retailers
  • Big Impact Performance Training, LLC in Appleton, WI — $349K (2025) · Fitness and Recreational Sports Centers
  • NorthCoast Media Group, LLC in Green Bay, WI — $250K (2025) · Advertising Agencies
  • Specialty Auto Sales, LLC in Suamico, WI — $100K (2025) · Used Car Dealers
  • BD APL Sales & Services LLC in Appleton, WI — $50K (2025) · Furniture Retailers
  • Ganshert Landscapes LLC in Fitchburg, WI — $2.3M (2024) · purchase · Landscape Architectural Services

Hover or tap a deal for terms: program, rate, SBA guarantee, days to fund.

One of these businesses yours? Claim your listing or request removal.

Failed deals

1 of Fortifi Bank's loans on record were charged off — the lender gave up collecting, which usually means the business failed. Each links to its full record.

Work at Fortifi Bank?

Claim this profile free to keep your lending record accurate, route buyer leads to your team, and sponsor your placement in the rankings.

Claim this listing

Businesses Fortifi Bank financed

51 businesses on record. Each links to its full SBA record.

Work at Fortifi Bank?

Claim this profile to keep your record accurate, route buyer leads to your team, or sponsor your placement in the rankings.

Claim this listingRequest removal

CapBench analysis of public lending records, FY2020–present. Not affiliated with Fortifi Bank.

Agent summary

This page summarizes Fortifi Bank's public SBA 7(a) lending record — deal sizes, industries, geography, and FDIC profile — from CapBench SBA Intelligence. CapBench is not a lender and does not originate or approve loans.

  • 74 SBA 7(a) loans on record
  • $189K typical deal
  • 16 business-acquisition loans
  • HQ: 240 Broadway, Berlin, WI
  • FDIC total assets $750.4M

Next steps

Request an introRank lendersPre-qualify a deal
Data freshness:
SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-10-11.
Sources:
Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:
https://www.capbench.com/lenders/fortifi-bank
API:
https://www.capbench.com/api/public/lenders/fortifi-bank
Methodology:
Sources & methodology
  • Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
  • Figures come from public records and CapBench methodology; verify before relying on them.
  • Lender matches are informational and based on public lending activity — they do not guarantee lender interest or approval.

Find the bank most likely to fund your deal

Fortifi Bank is one of 1,000+ SBA lenders on record — and they all have different appetites. Tell us your deal size, industry, and location, and we'll point you to the banks that fund deals like yours.

Free · No documents · Usually same-day

Backed by data on 1,000+ SBA lenders and 300,000+ funded deals. Your details go only to lending partners you ask to be matched with — never sold to advertisers.

Use this lender data in ChatGPT

Ask ChatGPT to compare this lender against your buyer profile, target deal, industry, geography, and SBA funding history.

ChatGPT will ask you to connect Capbench if you have not already approved it.

Open in ChatGPT
Scroll