Your Business Deserves Better Than a Bank
ClearSide connects serious business operators to funding, insurance, banking, and financial infrastructure — all in one place. No branch visits. No runaround.
Whether you need business funding to grow, small business insurance to protect what you've built, or a better business banking setup for day-to-day operations — ClearSide is the financial platform built for business owners in the US and Canada who've outgrown generic financial advice.
Serving businesses doing $500K–$10M/year in the US and Canada
Everything Your Business Needs, In One Place
Five pillars of financial infrastructure — each one critical to running a profitable, resilient business.
Business Funding
Working capital, equipment financing, lines of credit, and MCA options — matched to your revenue and credit profile.
Funding available
Business Insurance
General liability, professional liability, commercial property, and BOP coverage for US and Canadian businesses.
For every business model
Business Banking
Compare business checking, fintech accounts, and USD accounts for Canadian businesses — find the right fit for how you operate.
Cross-border ready
Business Setup
Incorporate, choose the right tax structure, understand sole proprietor vs. corp — get your foundation right from day one.
Canada & US incorporation
Wealth & Growth
Salary vs. dividends, holding company strategy, corporate investing, and exit planning for business owners.
Wealth strategies
The Financial Co-Pilot for Business Owners Who've Outgrown Generic Advice
Most financial platforms are built for consumers who happen to run a business. ClearSide is built for operators — people who think about cash flow, payroll, taxes, and growth as full-time disciplines.
We don't sell products. We match you to the right ones — from funding partners who understand your industry to banking options that actually work across the US-Canada border.
- No hard credit pull to check eligibility
- US and Canadian businesses served
- Vetted funding partners, not random lenders
- Real guidance, not generic content
How It Works
From first check to funded — here's what to expect.
Check Eligibility
Answer 3 quick questions about your revenue, time in business, and credit profile. No hard pull — takes 60 seconds.
Get Matched
We match you to lenders and partners from our vetted network who fit your profile. No cold calls, no runaround.
Get Funded
Work directly with your matched lender. Decisions in 24–48 hours. Funding as fast as same business day.
We Work With Your Industry
Funding, insurance, and financial guidance specific to how your business actually operates.
Know Your Business Financial Health Score
Answer 12 questions. Get a letter grade across five pillars — funding, insurance, banking, setup, and wealth — plus three specific actions to improve your score.
No email required. Takes 3–4 minutes. Instant results.
Check Your ScoreCommon Questions
Straight answers. No sales pitch.
Ready to Get Your Funding Options?
No hard credit pull. No commitment. Get matched to lenders who work with your revenue, industry, and timeline.