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Funding, savings and education

Advisor Funding Platform

Built by accountants for accountants, Swoop is an advanced technology platform supporting advisors and businesses access the right funding and savings solutions tailored specifically to their needs.
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Free and subscription plans available. Book a personal demo and discover the benefits of being an ICAEW member. Get started

Swoop is constantly scanning the market to ensure you have access to every funding and saving opportunity making you indispensable to your clients.

Swoop is rapidly becoming an essential tool for all accountants:

  • Match your clients with tailored funding across loans, equity investment and grants from over 1000 funders.
  • Discover savings your clients can make on everyday spend including fx, banking, insurance and utilities – plus we have mobilised an energy taskforce ensuring your clients are paying the minimum possible at this time.
  • Grow your knowledge and keep abreast of an ever-changing market with extensive CPD-accredited funding training modules.
  • Access a highly experienced team of funding professionals to smoothly guide you and your clients through the funding process.
  • Earn commission on successfully funded deals.
  • Join our rapidly growing community, and access the tools and support you need to become a genuinely trusted advisor.
  • Expert account management support from ex-accountants to help spot opportunities and build confidence in your team. Team training sessions available.

The team at Swoop are brilliant. Their focus on finding the best outcome for our clients is matched by the diverse range of solutions they can offer. Definitely recommended!

James Lizars, CEO, Thrive Accountants
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*All information stored on the platform is for your eyes only and no credit checks are run on your clients unless they have been submitted to a funding provider with your permission