Lender record
Fortifi Bank
The real lending record — every figure from funded deals. HQ: 240 Broadway, Berlin, WI. 10 branches.
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
- Thunder Lake Storage LLC — Crivitz · $333K · FY2026 · Lessors of Miniwarehouses and Self-Storage Units
- INFORMATION RESOURCES CONSULTING LLC — Green Lake · $294K · FY2026 · Other Personal Care Services
- Passageway Financial LLC — Fond Du Lac · $250K · FY2026 · Other Accounting Services
- INFORMATION RESOURCES CONSULTING LLC — Green Lake · $200K · FY2026 · Other Personal Care Services
- BD APL Sales & Services LLC — Appleton · $460K · FY2025 · Furniture Retailers
- Big Impact Performance Training, LLC — Appleton · $349K · FY2025 · Fitness and Recreational Sports Centers
- NorthCoast Media Group, LLC — Green Bay · $250K · FY2025 · Advertising Agencies
- Specialty Auto Sales, LLC — Suamico · $100K · FY2025 · Used Car Dealers
- BD APL Sales & Services LLC — Appleton · $50K · FY2025 · Furniture Retailers
- Ganshert Landscapes LLC — Fitchburg · $2.3M · FY2024 · Landscape Architectural Services
- Raj Dev Hospitality LLC — Berlin · $608K · FY2024 · Hotels (except Casino Hotels) and Motels
- Baja Management Corporation — Pickett · $450K · FY2024 · Drywall and Insulation Contractors
- Ganshert Landscapes LLC — Fitchburg · $200K · FY2024 · Landscape Architectural Services
- Specialty Auto Sales, LLC — Suamico · $125K · FY2024 · Used Car Dealers
- AAM Manufacturing, LLC — Madison · $80K · FY2024 · All Other Miscellaneous Wood Product Manufacturing
- BAJA Management Corporation — Pickett · $50K · FY2024 · Drywall and Insulation Contractors
- FabCo & Investment, Inc. — Neenah · $2.0M · FY2023 · Industrial and Commercial Fan and Blower and Air Purificatio
- Specialty Auto Sales LLC — Suamico · $1.6M · FY2023 · Used Car Dealers
- Last Drop Roofing LLC — Sobieski · $530K · FY2023 · Roofing Contractors
- Specialty Auto Sales LLC — Suamico · $250K · FY2023 · Used Car Dealers
- Oxford Anglers, LLC — Oxford · $225K · FY2023 · Drinking Places (Alcoholic Beverages)
- Psychotherapy Center of Waunakee, LLC — Waunakee · $200K · FY2023 · Offices of Mental Health Practitioners (except Physicians)
- FabCo & Investment, Inc. — Neenah · $200K · FY2023 · Industrial and Commercial Fan and Blower and Air Purificatio
- AJS RIVERSIDE LLC — Berlin · $189K · FY2023 · Snack and Nonalcoholic Beverage Bars
- Ripon Tent LLC — Ripon · $184K · FY2023 · All Other Consumer Goods Rental
- Avergent, LLC — Green Bay · $170K · FY2023 · Health and Welfare Funds
- Fletcher Chiropractic Office, S.C. — Oshkosh · $150K · FY2023 · Offices of Chiropractors
- Wisco Bin Cleaning LLC — Wrightstown · $120K · FY2023 · All Other Miscellaneous Waste Management Services
- Metoxen Enterprises LLC — Ripon · $108K · FY2023 · Services for the Elderly and Persons with Disabilities
- Tie the Knot Bridal Boutique, LLC — Green Bay · $100K · FY2023 · Clothing and Clothing Accessories Retailers
- Lou and The Big Smooth LLC — De Pere · $68K · FY2023 · Cosmetics, Beauty Supplies, and Perfume Retailers
- Last Drop Roofing LLC — Sobieski · $50K · FY2023 · Roofing Contractors
- MCBC Sales LLC — Green Bay · $50K · FY2023 · Furniture Retailers
- MCBC Sales LLC — Green Bay · $50K · FY2023 · Furniture Retailers
- Avergent, LLC — Green Bay · $50K · FY2023 · Health and Welfare Funds
- Ka Luawai, LLC — Winneconne · $40K · FY2023 · Limited-Service Restaurants
- AJS RIVERSIDE LLC — Berlin · $25K · FY2023 · Snack and Nonalcoholic Beverage Bars
- Bay Area Burger Co., LLC — Green Bay · $25K · FY2023 · Mobile Food Services
- Lou and The Big Smooth LLC — De Pere · $15K · FY2023 · Cosmetics, Beauty Supplies, and Perfume Retailers
- Twin Oaks Golf Course, LLC — Denmark · $1.5M · FY2022 · Golf Courses and Country Clubs
- Freedom Metals, Inc. — Coleman · $1.1M · FY2022 · Machine Shops
- Northern Express Bus Service, LLC — Berlin · $625K · FY2022 · School and Employee Bus Transportation
- Freedom Metals, Inc. — Coleman · $350K · FY2022 · Machine Shops
- Natural Learners Community, LLC — Appleton · $333K · FY2022 · Child Day Care Services
- Ahnapee Brewery LLC — Suamico · $332K · FY2022 · Breweries
- Seba Transport, Inc. — Cottage Grove · $300K · FY2022 · General Freight Trucking, Long-Distance, Truckload
- Tie the Knot Bridal Boutique, LLC — Green Bay · $280K · FY2022 · Clothing and Clothing Accessories Retailers
- Northern Express Bus Service, LLC — Ripon · $234K · FY2022 · School and Employee Bus Transportation
- Midwest Insurance Solutions LLC — Green Bay · $225K · FY2022 · Insurance Agencies and Brokerages
- Bay Area Burger Co., LLC — Green Bay · $200K · FY2022 · Mobile Food Services
- Stretch Jones, LLC — Appleton · $185K · FY2022 · Fitness and Recreational Sports Centers
- Dynamic Ventures, LLC — Green Bay · $180K · FY2022 · Computer Systems Design Services
- Twin Oaks Real Estate, LLC — Denmark · $150K · FY2022 · Golf Courses and Country Clubs
- Freedom Metals, Inc. — Coleman · $150K · FY2022 · Machine Shops
- LNC Land Clearing & Tree Service, LLC — Pardeeville · $122K · FY2022 · Landscaping Services
- Tie the Knot Bridal Boutique, LLC — Green Bay · $100K · FY2022 · Clothing and Clothing Accessories Retailers
- SS Bennett Restaurants LLC — Sheboygan · $100K · FY2022 · Full-Service Restaurants
- FAR Enterprises, LLC — De Pere · $50K · FY2022 · Full-Service Restaurants
- Seba Transport, Inc. — Cottage Grove · $50K · FY2022 · General Freight Trucking, Long-Distance, Truckload
- Branch and Daughter LLC — Windsor · $352K · FY2021 · Limited-Service Restaurants
- JJ Bovee Inc — Oshkosh · $275K · FY2021 · Private Mail Centers
- Branch and Daughter LLC — Windsor · $187K · FY2021 · Limited-Service Restaurants
- Avergent, LLC — De Pere · $50K · FY2021 · Health and Welfare Funds
- Simon's Auto Service LLC — Oshkosh · $25K · FY2021 · General Automotive Repair
- KMA, S.C. — Madison · $3.1M · FY2020 · Offices of Certified Public Accountants
- TNT Holdings, LLC — Green Bay · $612K · FY2020 · Drinking Places (Alcoholic Beverages)
- KMA, S.C. — Madison · $350K · FY2020 · Offices of Certified Public Accountants
- Badger State Tire LLC — Berlin · $320K · FY2020 · Tire Dealers
- Bent Rail Brewing LLC — Westfield · $273K · FY2020 · Drinking Places (Alcoholic Beverages)
- Tollefson's Storage LLC — Montello · $161K · FY2020 · Lessors of Miniwarehouses and Self-Storage Units
- All Source Supply, Inc. — Winneconne · $150K · FY2020 · Other Concrete Product Manufacturing
- RRDS, INC. — Cottage Grove · $81K · FY2020 · General Freight Trucking, Local
- EDIE FALK INC — Rothschild · $70K · FY2020 · Hardware Stores
- Psychotherapy Center of Waunakee, LLC — Waunakee · $50K · FY2020 · Offices of Mental Health Practitioners (except Physicians)
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.Furniture Retailers (4)
- 2.Used Car Dealers (4)
- 3.Drinking Places (Alcoholic Beverages) (3)
- 4.Health and Welfare Funds (3)
- 5.Clothing and Clothing Accessories Retailers (3)
- 6.Limited-Service Restaurants (3)
- 7.Machine Shops (3)
- 8.Lessors of Miniwarehouses and Self-Storage Units (2)
Most active states
- 1.Wisconsin (74 deals)
Franchises they finance most
Can Fortifi Bank fund you? The bank behind the loans
Total assets
$723.0M
▼ 2.9% vs prior quarter
Deposits on hand
$583.9M
▼ 3.5% vs prior quarter
Loans outstanding
$578.4M
▲ 3.4% vs prior quarter
Net income (latest qtr)
$2.9M
- •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 shrank last quarter — worth asking early how much new-loan appetite they have right now.
- •Return on assets of 1.59% — 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 03/2026.
Walk into a Fortifi Bank branch (10)
Fortifi BankMain office240 BroadwayBerlin, WI 54923 · since 1876
Green Lake BranchN6230 State Road 49Green Lake, WI 54941 · since 1999
Montello Branch408 Main StMontello, WI 53949 · since 2000
Omro Branch120 Alder AveOmro, WI 54963 · since 2002
Winneconne Financial Center Branch908 E Main StWinneconne, WI 54986 · since 2004
Waunakee Financial Center Branch1330 Montondon AvenueWaunakee, WI 53597 · since 2006
Green Bay Branch701 Cormier RdGreen Bay, WI 54304 · since 2015
Ripon Branch1092 W Fond Du Lac StRipon, WI 54971 · since 2020
Berlin Corporate Office Branch140 W Huron StBerlin, WI 54923 · since 2021 · limited service
Oshkosh Branch400 N Koeller StOshkosh, WI 54902 · since 2022
Scroll for all 10 branches · Branch data: FDIC BankFind.
Recent deals
- Thunder Lake Storage LLC in Crivitz, WI — $333K (2026) · purchase · Lessors of Miniwarehouses and Self-Storage Units
- Program
- Preferred Lenders Program
- Rate at approval
- 6.99% fixed
- Term
- 246 months
- SBA guaranteed
- $250K (75%)
- Approval → funding
- 49 days
- Approved
- 1/9/2026
- First disbursed
- 2/27/2026
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Business age
- Change of Ownership
- Industry
- Lessors of Miniwarehouses and Self-Storage Units
If you were the buyer here
- Est. deal size
- $370K
- Est. down payment (10%)
- $37K
- Est. cash at closing
- $49K
- Monthly payment
- $2,551
- Annual debt service
- $31K
- Cash flow needed (1.25×)
- $38K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Your business? Claim this record · Request removal
- INFORMATION RESOURCES CONSULTING LLC in Green Lake, WI — $294K (2026) · Other Personal Care Services
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 7.5% variable
- Term
- 84 mo (7 yrs)
- SBA guaranteed
- $147K (50%)
- Approval → funding
- 13 days
- Approved
- 1/28/2026
- First disbursed
- 2/10/2026
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Startup, Loan Funds will Open Business
- Industry
- Other Personal Care Services
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- Passageway Financial LLC in Fond Du Lac, WI — $250K (2026) · Other Accounting Services
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 9% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $125K (50%)
- Approval → funding
- 27 days
- Approved
- 12/19/2025
- First disbursed
- 1/15/2026
- Loan status
- Current
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- New Business or 2 years or less
- Industry
- Other Accounting Services
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- INFORMATION RESOURCES CONSULTING LLC in Green Lake, WI — $200K (2026) · Other Personal Care Services
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 7.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $100K (50%)
- Approved
- 1/28/2026
- Loan status
- Committed
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Business age
- Startup, Loan Funds will Open Business
- Industry
- Other Personal Care Services
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- BD APL Sales & Services LLC in Appleton, WI — $460K (2025) · Furniture Retailers
- Program
- Preferred Lenders Program
- Rate at approval
- 7.75% variable
- Term
- 240 mo (20 yrs)
- SBA guaranteed
- $345K (75%)
- Approval → funding
- 2 days
- Approved
- 4/21/2025
- First disbursed
- 4/23/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Startup, Loan Funds will Open Business
- Industry
- Furniture Retailers
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- Big Impact Performance Training, LLC in Appleton, WI — $349K (2025) · Fitness and Recreational Sports Centers
- Program
- Preferred Lenders Program
- Rate at approval
- 7.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $262K (75%)
- Approval → funding
- 45 days
- Approved
- 8/12/2025
- First disbursed
- 9/26/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Existing or more than 2 years old
- Industry
- Fitness and Recreational Sports Centers
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- NorthCoast Media Group, LLC in Green Bay, WI — $250K (2025) · Advertising Agencies
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 8.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $125K (50%)
- Approval → funding
- 10 days
- Approved
- 9/23/2025
- First disbursed
- 10/3/2025
- Loan status
- Current
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 17
- Business age
- Existing or more than 2 years old
- Industry
- Advertising Agencies
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- Specialty Auto Sales, LLC in Suamico, WI — $100K (2025) · Used Car Dealers
- Program
- 7a General
- Rate at approval
- 8.5% fixed
- Term
- 42 months
- SBA guaranteed
- $85K (85%)
- Approval → funding
- 13 days
- Approved
- 11/29/2024
- First disbursed
- 12/12/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 7
- Business age
- Existing or more than 2 years old
- Industry
- Used Car Dealers
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- BD APL Sales & Services LLC in Appleton, WI — $50K (2025) · Furniture Retailers
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 8.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $25K (50%)
- Approval → funding
- 2 days
- Approved
- 4/21/2025
- First disbursed
- 4/23/2025
- Loan status
- Current
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Startup, Loan Funds will Open Business
- Industry
- Furniture Retailers
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- Ganshert Landscapes LLC in Fitchburg, WI — $2.3M (2024) · purchase · Landscape Architectural Services
- Program
- 7a General
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.7M (75%)
- Approval → funding
- 45 days
- Approved
- 6/4/2024
- First disbursed
- 7/19/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 22
- Business age
- Change of Ownership
- Industry
- Landscape Architectural Services
If you were the buyer here
- Est. deal size
- $2.6M
- Est. down payment (10%)
- $258K
- Est. cash at closing
- $356K
- Monthly payment
- $30,046
- Annual debt service
- $361K
- Cash flow needed (1.25×)
- $451K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
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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.
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Businesses Fortifi Bank financed
51 businesses on record. Each links to its full SBA record.
- KMA, S.C.Madison, WI · 2 loans$3.4M
- Ganshert Landscapes LLCFitchburg, WI · 2 loans$2.5M
- FabCo & Investment, Inc.Neenah, WI · 2 loans$2.2M
- Specialty Auto Sales, LLCSuamico, WI · 4 loans$2.0M
- Freedom Metals, Inc.Coleman, WI · 3 loans$1.6M
- Twin Oaks Golf Course, LLCDenmark, WI · 1 loan$1.5M
- Northern Express Bus Service, LLCBerlin, WI · 2 loans$859K
- TNT Holdings, LLCGreen Bay, WI · 1 loan$612K
- Raj Dev Hospitality LLCBerlin, WI · 1 loan$608K
- Last Drop Roofing LLCSobieski, WI · 2 loans$580K
- Branch and Daughter LLCWindsor, WI · 2 loans$539K
- BAJA Management CorporationPickett, WI · 2 loans$500K
- INFORMATION RESOURCES CONSULTING LLCGreen Lake, WI · 2 loans$494K
- Tie the Knot Bridal Boutique, LLCGreen Bay, WI · 3 loans$480K
- BD APL Sales & Services LLCAppleton, WI · 1 loan$460K
- Seba Transport, Inc.Cottage Grove, WI · 2 loans$350K
- Big Impact Performance Training, LLCAppleton, WI · 1 loan$349K
- Thunder Lake Storage LLCCrivitz, WI · 1 loan$333K
- Natural Learners Community, LLCAppleton, WI · 1 loan$333K
- Ahnapee Brewery LLCSuamico, WI · 1 loan$332K
- Badger State Tire LLCBerlin, WI · 1 loan$320K
- JJ Bovee IncOshkosh, WI · 1 loan$275K
- Bent Rail Brewing LLCWestfield, WI · 1 loan$273K
- Avergent, LLCDe Pere, WI · 3 loans$270K
- NorthCoast Media Group, LLCGreen Bay, WI · 1 loan$250K
- Passageway Financial LLCFond Du Lac, WI · 1 loan$250K
- Psychotherapy Center of Waunakee, LLCWaunakee, WI · 2 loans$250K
- Oxford Anglers, LLCOxford, WI · 1 loan$225K
- Bay Area Burger Co., LLCGreen Bay, WI · 2 loans$225K
- Midwest Insurance Solutions LLCGreen Bay, WI · 1 loan$225K
- AJS RIVERSIDE LLCBerlin, WI · 2 loans$214K
- Stretch Jones, LLCAppleton, WI · 1 loan$185K
- Ripon Tent LLCRipon, WI · 1 loan$184K
- Dynamic Ventures, LLCGreen Bay, WI · 1 loan$180K
- Tollefson's Storage LLCMontello, WI · 1 loan$161K
- Fletcher Chiropractic Office, S.C.Oshkosh, WI · 1 loan$150K
- All Source Supply, Inc.Winneconne, WI · 1 loan$150K
- Twin Oaks Real Estate, LLCDenmark, WI · 1 loan$150K
- LNC Land Clearing & Tree Service, LLCPardeeville, WI · 1 loan$122K
- Wisco Bin Cleaning LLCWrightstown, WI · 1 loan$120K
- Metoxen Enterprises LLCRipon, WI · 1 loan$108K
- SS Bennett Restaurants LLCSheboygan, WI · 1 loan$100K
- MCBC Sales LLCGreen Bay, WI · 2 loans$100K
- Lou and The Big Smooth LLCDe Pere, WI · 2 loans$83K
- RRDS, INC.Cottage Grove, WI · 1 loan$81K
- AAM Manufacturing, LLCMadison, WI · 1 loan$80K
- EDIE FALK INCRothschild, WI · 1 loan$70K
- BD APL Sales & Services LLCAppleton, WI · 1 loan$50K
- FAR Enterprises, LLCDe Pere, WI · 1 loan$50K
- Ka Luawai, LLCWinneconne, WI · 1 loan$40K
- Simon's Auto Service LLCOshkosh, WI · 1 loan$25K
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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
- 10 FDIC branch locations
- FDIC total assets $723.0M
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- 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.
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