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Supervest, Inc.

Finance / Alternative Investments ~40 employees
Founded
--
Employees (Est.)
~40
4 leaders known
Total Funding
$75.0M
Funding Rounds
2
Last Funding
2025-12-18

About Supervest, Inc.

Supervest is a platform that connects capital to opportunity, offering retail investors and financial advisors direct access to investment opportunities within the Small Business Finance asset class. The company aims to help users diversify their portfolios, generate passive income, and boost yields through alternative investments.

Products & Services

SV Short-Term Note I:Offers an annual return of 10% with a 1-year term. Minimum investment is $25,000.
SV Mid-Term Note E:A mid-term investment note with specific terms not detailed in the content. Minimum investment details not specified.
Self Directed MCA (Small Business Financing):An investment offering to provide capital to small businesses for growth. Minimum investment is $1,000,000.

Specialties

Small Business Finance Alternative Investments Portfolio Diversification

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Note Portfolio
T: -
FT: Note Portfolio 		A: 50000000
MR: -
FA: $50,000,000
FAN: 50000000 		D: 2025-12-18
FD: 2025-12-18 		-
2 RT: Debt
T: -
FT: Debt 		A: 25000000
MR: -
FA: $25 million
FAN: 25000000 		D: 2025-11-12
FD: 2025-11-12 		-
Note Portfolio Latest
2025-12-18
$50.0M
Debt 2025-11-12
$25.0M

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Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

J

J. Morton

Co-Founder and Chief Executive Officer

LinkedIn (Pro only)
K

Kris Kehler

Co-Founder and Chief Technology Officer

LinkedIn (Pro only)
J

John Donahue

SVP - Chief Investment Officer

LinkedIn (Pro only)
J

Jennifer Cross

VP of Client Services

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Recent News

Supervest, Inc. Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Read more →

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Industries
Finance / Alternative Investments
Company Size
~40 employees (est.)

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Technology Stack

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