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The referral partner
your clients will thank you for

Introduce your clients to a named specialist who will add genuine value. You earn referral income on every introduction that leads to a service. The relationship stays yours throughout.

• Independent     • FCA-compliant     • B Corp certified     • 20+ years capital markets experience     • Named contact on every account

WHAT WE DO

Expertise your clients need. Income you earn.

We work across the areas of finance that mid-market businesses consistently underserve: currency risk, treasury management, and working capital. When you introduce a client, we assess what they actually need and build the right solution. You stay informed at every step.

01

Fully Independent


We answer to our clients, not a private equity fund with a return target. That independence shapes every conversation we have and means we source a best fit solution rather than try to put everyone in the same box.

02

A named contact on every account

Your clients deal with a person, not just a platform. Every account has a dedicated contact who knows the business and picks up the phone.

03

Commercial finance through 250+ lenders
 

Trade finance, working capital, and development finance through a panel of over 250 lenders, with indicative terms typically within 24 hours.

Anchor 1

What you get from the relationship

Referral income on every introduction

Earn a competitive referral fee on every client you introduce who takes a service in perpetuity. No hoops, no delays.

Kept informed throughout

Regular updates on referred clients. You always know where things stand, without having to chase.

A named contact, always

You and your clients always have a single point of contact. No overseas call centres, no ticket systems, no hold music.

20+ years of capital markets experience

Your clients get access to professionals who have worked at London brokers, investment banks, and hedge funds. That context matters.

No conflict with your existing offer

What we do sits alongside accountancy, legal, advisory, and finance broking, not in competition with it.

FCA-compliant and B Corp certified

A partner you can refer with confidence. Compliant with regulations and B Corp certified, and built to operate transparently.

WHO WE WORK WITH

Partners across professional services

We work with advisers and professionals who sit close to business finance decisions. Whatever your specialism, if your clients have financial complexity in their business, there is likely a conversation worth having.

What your clients actually get

Independently Sourced Rates on FX & Lending

Most businesses default to their bank. The margin difference, at scale, is significant. We show them exactly what they are paying.

Free, no-obligation review

Every new client gets a straightforward review of what they are currently paying and what a better arrangement would look like.

Forward contracts to remove uncertainty

Lock in a rate today for a transaction happening in three, six, or twelve months. Certainty on costs, regardless of where the market moves.

Finance and FX under one roof

Invoice finance, working capital, currency risk, and treasury management. One relationship, multiple solutions, no product pushing.

Funds held at tier-one banks

Client funds are safeguarded by our regulated e-money partners, not on a platform balance sheet. That distinction matters.

Transparent pricing, no hidden costs

We tell clients exactly what they are paying and why. No margin buried in the rate, no fees appearing after the fact.

Businesses we work alongside

ready to talk?

A short conversation is all it takes to understand whether there is a fit. No obligation, no pressure.

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Payment and e-money services are provided by The Currency Cloud Limited. Registered in England No. 06323311. Registered Office: 1 Sheldon Square, London, W2 6TT, United Kingdom. The Currency Cloud Limited is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199).

 

For clients based in the European Economic Area, the issuance of e-money and the provision of related payment services for Pathfinder FX are provided by CurrencyCloud B.V. CurrencyCloud B.V. is registered with the Dutch Chamber of Commerce in the Netherlands under number 72186178. Registered office Mr. Treublaan 7, 1097 DP, Amsterdam, Netherlands. CurrencyCloud B.V. is licensed and regulated by De Nederlandsche Bank as an Electronic Money Institution (Relation Number: R142701).

 

For United States, Payment services for Pathfinder FX are provided by Visa Global Services Inc. (VGSI), a licensed money transmitter (NMLS ID 181032) in the states listed here. VGSI is licensed as a money transmitter by the New York Department of Financial Services. Mailing address: 900 Metro Center Blvd, Mailstop 1Z, Foster City, CA 94404. VGSI is also a registered Money Services Business (“MSB”) with FinCEN and a registered Foreign MSB with FINTRAC. For live customer support contact VGSI at (888) 733-0041.Currencycloud Terms of Use

Some payment Services are provided by Equals Connect Limited, registered in England and Wales (registered no. 07131446). Registered Office: Vintners’ Place, 68 Upper Thames St, London, EC4V 3BJ. Equals Connect Limited are authorised by the Financial Conduct Authority to provide payment services (FRN: 671508).

 

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Testimonials and case studies shared on our website reflect individual customer experiences. Results may vary depending on personal circumstances.

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