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# New SBA loan approvals: finance & insurance businesses

**617 new SBA loan approvals: finance & insurance businesses are listed from U.S. SBA FOIA loan data, dated 2026-01-05 to 2026-09-30, totaling $394,969,000 in approved loans in the 500 newest; the most frequent is Live Oak Banking Company with 73. Data last updated 2026-11-04; each record links to its official source and a full report.**

Data as of 2026-11-04 · [Compiled by Zalwin](/research/sbaloanpulse) from U.S. SBA FOIA loan data Copy citation

Download the newest 500 SBA loan approvals: finance & insurance businesses (CSV) — $3.99 →

Includes: Business, City, State, Industry, Loan, Approved, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe

[Free sample: 3 records (CSV)](/v1/verticals/sbaloanpulse/records.csv?sector=52)

617 records from U.S. SBA FOIA loan data (the 500 newest are listed here), dated 2026-01-05 to 2026-09-30, $394,969,000 in total approved loans in the 500 newest. Most frequent: Live Oak Banking Company (73). Each record links to a full report and the official source.

Last updated 2026-11-04. Source: U.S. SBA FOIA loan data.

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Records

617

Total approved loans in the 500 newest

$394,969,000

Most frequent

- Live Oak Banking Company (73)
- Newtek Bank, National Association (36)
- U.S. Bank, National Association (34)
- Northeast Bank (22)
- United Midwest Savings Bank National Association (20)

## How do I get new SBA loan approvals: finance & insurance businesses by email?

Search, filter and export these records, or get alerts when new ones appear.

[Search and filter](/v/sbaloanpulse?sector=52) [Watch this exact filter](/v/sbaloanpulse?sector=52#more-ways) [See alert plans](/v/sbaloanpulse#pricing)

## What are the top new SBA loan approvals: finance & insurance businesses right now?

| Business | City | Industry | Loan | Approved |
|---|---|---|---|---|
| Great Legacy Management Corp, EAGLE ID | EAGLE | Financial Transactions Processing, Reserve, and Clearinghouse Activities | $2,737,000 | 2026-09-28 |
| Monarch Title Company, GLENDALE CA | GLENDALE | Other Direct Insurance (except Life, Health, and Medical) Carriers | $4,640,000 | 2026-09-28 |
| Zervos Group Financial Services LLC, SOUTHFIELD MI | SOUTHFIELD | Insurance Agencies and Brokerages | $5,000,000 | 2026-09-28 |
| JASON GRIFFIN INSURANCE AGENCY, YAKIMA WA | YAKIMA | Insurance Agencies and Brokerages | $2,481,900 | 2026-09-11 |
| Transworld Business Advisors of PNW LLC, Bend OR | Bend | Miscellaneous Intermediation | $1,385,000 | 2026-09-24 |
| VARGAS INSURANCE AGENCY, Burbank CA | Burbank | Insurance Agencies and Brokerages | $2,254,000 | 2026-09-30 |
| Matt Abel Enterprises L.L.C., SULPHUR LA | SULPHUR | Insurance Agencies and Brokerages | $2,000,000 | 2026-09-29 |
| BMN Group LLC, GRAND RAPIDS MI | GRAND RAPIDS | Portfolio Management and Investment Advice | $5,000,000 | 2026-09-29 |
| Axias Wealth Management, LLC, PITTSBURGH PA | PITTSBURGH | Portfolio Management and Investment Advice | $4,145,000 | 2026-09-28 |
| Allsen Insurance Agency Inc., HUMBLE TX | HUMBLE | Insurance Agencies and Brokerages | $3,200,000 | 2026-09-28 |
| Meinecke Insurance Group Incorporated, AVONDALE AZ | AVONDALE | Insurance Agencies and Brokerages | $550,000 | 2026-09-23 |
| Davis Insurance Group LLC, Midlothian IL | Midlothian | Insurance Agencies and Brokerages | $1,325,600 | 2026-09-11 |
| RJB EDINA PROPERTY LLC, EDINA MN | EDINA | Insurance Agencies and Brokerages | $1,121,700 | 2026-09-10 |
| Demian Insurance Agency LLC, Sarasota FL | Sarasota | Insurance Agencies and Brokerages | $1,441,800 | 2026-09-09 |
| Roberson & Associates, Insurance, Real Estate & Investments Inc., BENTON AR | BENTON | Insurance Agencies and Brokerages | $3,950,000 | 2026-09-02 |
| Amber Gronert Insurance LLC, Maitland FL | Included in the full CSV with every column 🔒 Unlock all 500 records → |
| BEACON CAPITAL LLC, Jordan MN | Included in the full CSV with every column 🔒 Unlock all 500 records → |
| The Roberto Palencia Agency LLC, FORT WORTH TX | Included in the full CSV with every column 🔒 Unlock all 500 records → |

Browse 35 more matching record reports
- [Amber Gronert Insurance LLC, Maitland FL](/report/sbaloanpulse/amber-gronert-insurance-llc-maitland-fl--sba-7a-0518422-2026-08-28-1175000)
- [BEACON CAPITAL LLC, Jordan MN](/report/sbaloanpulse/beacon-capital-llc-jordan-mn--sba-7a-0038689-2026-08-27-587200)
- [The Roberto Palencia Agency LLC, FORT WORTH TX](/report/sbaloanpulse/the-roberto-palencia-agency-llc-fort-worth-tx--sba-7a-0085712-2026-08-19-2440000)
- [TXUR Life Group, LLC, DALLAS TX](/report/sbaloanpulse/txur-life-group-llc-dallas-tx--sba-7a-0087878-2026-07-09-3500600)
- [1444 AP HQ LLC, SAINT PETERSBURG FL](/report/sbaloanpulse/1444-ap-hq-llc-saint-petersburg-fl--sba-7a-0053803-2026-06-30-1987500)
- [Froid Insurance Agency LLC, Saint Petersburg FL](/report/sbaloanpulse/froid-insurance-agency-llc-saint-petersburg-fl--sba-7a-0051009-2026-09-25-842000)
- [Transworld Business Advisors of PNW LLC, Pocatello ID](/report/sbaloanpulse/transworld-business-advisors-of-pnw-llc-pocatello-id--sba-7a-0123548-2026-09-24-300000)
- [THE HIGHLAND INSURANCE GROUP LLC, BATON ROUGE LA](/report/sbaloanpulse/the-highland-insurance-group-llc-baton-rouge-la--sba-7a-0455644-2026-09-30-500000)
- [North Texas Wealth Management, LLC, Highland Village TX](/report/sbaloanpulse/north-texas-wealth-management-llc-highland-village-tx--sba-7a-0021023-2026-09-29-1850000)
- [ATEmpire LLC, CONIFER CO](/report/sbaloanpulse/atempire-llc-conifer-co--sba-7a-0053803-2026-09-28-1180000)
- [Axias Wealth Management, LLC, PITTSBURGH PA](/report/sbaloanpulse/axias-wealth-management-llc-pittsburgh-pa--sba-7a-0032688-2026-09-28-150000)
- [Hawa Insurance Agency LLC, ANAHEIM CA](/report/sbaloanpulse/hawa-insurance-agency-llc-anaheim-ca--sba-7a-0021023-2026-09-25-780000)
- [Commercial Risk Insurance LLC, STRONGSVILLE OH](/report/sbaloanpulse/commercial-risk-insurance-llc-strongsville-oh--sba-7a-0056102-2026-09-25-877000)
- [Zirkle Insurance and Financial Services LLC, SAINT PETERSBURG FL](/report/sbaloanpulse/zirkle-insurance-and-financial-services-llc-saint-petersburg-fl--sba-7a-0021023-2026-09-25-1465000)
- [JNZ Insurance Services Inc, SAINT AUGUSTINE FL](/report/sbaloanpulse/jnz-insurance-services-inc-saint-augustine-fl--sba-7a-0117732-2026-09-25-1250000)
- [Xalmax Insurance LLC, DENVER CO](/report/sbaloanpulse/xalmax-insurance-llc-denver-co--sba-7a-0021023-2026-09-25-1194000)
- [THOMAS FREEMAN CAREY AGENCY LLC, ALLENDALE NJ](/report/sbaloanpulse/thomas-freeman-carey-agency-llc-allendale-nj--sba-7a-0455644-2026-09-24-626000)
- [BrokersBloc, St. Louis MO](/report/sbaloanpulse/brokersbloc-st-louis-mo--sba-7a-0029599-2026-09-24-175000)
- [Otis Insurance Solutions LLC, LEESBURG VA](/report/sbaloanpulse/otis-insurance-solutions-llc-leesburg-va--sba-7a-0057328-2026-09-23-513000)
- [Loyal Insurance Group LLC, MIAMI FL](/report/sbaloanpulse/loyal-insurance-group-llc-miami-fl--sba-7a-0028811-2026-09-23-500000)
- [MCLAUGHLIN INSURANCE SERVICE LLC, FRANKLIN PA](/report/sbaloanpulse/mclaughlin-insurance-service-llc-franklin-pa--sba-7a-0455644-2026-09-23-1100000)
- [Lion Rock Enterprises, LLC, SANTA ANA CA](/report/sbaloanpulse/lion-rock-enterprises-llc-santa-ana-ca--sba-7a-0057328-2026-09-23-1522500)
- [WealthGuide Advisors, LLC, LOMBARD IL](/report/sbaloanpulse/wealthguide-advisors-llc-lombard-il--sba-7a-0455644-2026-09-23-1335000)
- [PLATINUM RISK SOLUTIONS GROUP, LLC, HUMBLE TX](/report/sbaloanpulse/platinum-risk-solutions-group-llc-humble-tx--sba-7a-0455644-2026-09-23-1680000)
- [Semel Risk Consultants L.L.C., RENO NV](/report/sbaloanpulse/semel-risk-consultants-l-l-c-reno-nv--sba-7a-0099541-2026-09-22-1110000)
- [Stonehaven Strategic Wealth LLC, PLACENTIA CA](/report/sbaloanpulse/stonehaven-strategic-wealth-llc-placentia-ca--sba-7a-0455644-2026-09-21-1610000)
- [The Williamson Agency LLC, KALAMAZOO MI](/report/sbaloanpulse/the-williamson-agency-llc-kalamazoo-mi--sba-7a-0085712-2026-09-18-220000)
- [TORCH INSURANCE GROUP INC., BONITA SPRINGS FL](/report/sbaloanpulse/torch-insurance-group-inc-bonita-springs-fl--sba-7a-0021023-2026-09-18-987400)
- [Erin Levan Insurance Agency Inc, FORT COLLINS CO](/report/sbaloanpulse/erin-levan-insurance-agency-inc-fort-collins-co--sba-7a-0053803-2026-09-17-325000)
- [ALLRED SYNERGY, INC, SOUTH JORDAN UT](/report/sbaloanpulse/allred-synergy-inc-south-jordan-ut--sba-7a-0455644-2026-09-17-1525000)
- [Jhovanny Hernandez Agency Corporation, SUMMIT NJ](/report/sbaloanpulse/jhovanny-hernandez-agency-corporation-summit-nj--sba-7a-0262380-2026-09-14-1794000)
- [Heyday Insurance Agency LLC, HOUSTON TX](/report/sbaloanpulse/heyday-insurance-agency-llc-houston-tx--sba-7a-0455644-2026-09-11-200000)
- [Insurance by Hand, LLC, FORT WAYNE IN](/report/sbaloanpulse/insurance-by-hand-llc-fort-wayne-in--sba-7a-0262358-2026-09-10-512000)
- [PRONTO ALL INSURANCE SERVICES #1 INC, MIAMI FL](/report/sbaloanpulse/pronto-all-insurance-services-1-inc-miami-fl--sba-7a-0455644-2026-09-10-650000)
- [West Star Insurance Agency LLC, LITTLETON CO](/report/sbaloanpulse/west-star-insurance-agency-llc-littleton-co--sba-7a-0085712-2026-09-02-368000)

More records in this hub: [page 2](/hub/sbaloanpulse/industry/finance-insurance/page/2) · [page 3](/hub/sbaloanpulse/industry/finance-insurance/page/3) · [page 4](/hub/sbaloanpulse/industry/finance-insurance/page/4)

[Browse all SbaLoanPulse record reports](/hub/sbaloanpulse/records)

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### Browse by industry by state

[New SBA loan approvals: retail trade businesses in California (535)](/hub/sbaloanpulse/state_industry/ca--retail-trade) [New SBA loan approvals: hotels & restaurants businesses in California (498)](/hub/sbaloanpulse/state_industry/ca--hotels-restaurants) [New SBA loan approvals: hotels & restaurants businesses in Texas (489)](/hub/sbaloanpulse/state_industry/tx--hotels-restaurants) [New SBA loan approvals: health care businesses in California (484)](/hub/sbaloanpulse/state_industry/ca--health-care) [New SBA loan approvals: construction businesses in California (417)](/hub/sbaloanpulse/state_industry/ca--construction) [New SBA loan approvals: professional services businesses in California (416)](/hub/sbaloanpulse/state_industry/ca--professional-services) [New SBA loan approvals: health care businesses in Texas (379)](/hub/sbaloanpulse/state_industry/tx--health-care) [New SBA loan approvals: health care businesses in Florida (374)](/hub/sbaloanpulse/state_industry/fl--health-care) [New 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(201)](/hub/sbaloanpulse/state_industry/ga--hotels-restaurants) [New SBA loan approvals: administrative & support services businesses in California (195)](/hub/sbaloanpulse/state_industry/ca--administrative-support-services) [New SBA loan approvals: manufacturing businesses in Florida (191)](/hub/sbaloanpulse/state_industry/fl--manufacturing) [New SBA loan approvals: construction businesses in New York (185)](/hub/sbaloanpulse/state_industry/ny--construction) [New SBA loan approvals: hotels & restaurants businesses in Washington (177)](/hub/sbaloanpulse/state_industry/wa--hotels-restaurants) [New SBA loan approvals: hotels & restaurants businesses in Ohio (174)](/hub/sbaloanpulse/state_industry/oh--hotels-restaurants) [New SBA loan approvals: arts & recreation businesses in Texas (170)](/hub/sbaloanpulse/state_industry/tx--arts-recreation) [New SBA loan approvals: professional services businesses in New York (169)](/hub/sbaloanpulse/state_industry/ny--professional-services) [New SBA loan approvals: hotels & restaurants businesses in Illinois (168)](/hub/sbaloanpulse/state_industry/il--hotels-restaurants) [New SBA loan approvals: administrative & support services businesses in Texas (161)](/hub/sbaloanpulse/state_industry/tx--administrative-support-services) [New SBA loan approvals: manufacturing businesses in Texas (159)](/hub/sbaloanpulse/state_industry/tx--manufacturing) [New SBA loan approvals: hotels & restaurants businesses in Pennsylvania (157)](/hub/sbaloanpulse/state_industry/pa--hotels-restaurants) [New SBA loan approvals: wholesale trade businesses in Florida (155)](/hub/sbaloanpulse/state_industry/fl--wholesale-trade) [New SBA loan approvals: hotels & restaurants businesses in New Jersey (146)](/hub/sbaloanpulse/state_industry/nj--hotels-restaurants) [New SBA loan approvals: arts & recreation businesses in California (142)](/hub/sbaloanpulse/state_industry/ca--arts-recreation) [New SBA loan approvals: hotels & restaurants businesses in Michigan (142)](/hub/sbaloanpulse/state_industry/mi--hotels-restaurants) [New SBA loan approvals: hotels & restaurants businesses in North Carolina (142)](/hub/sbaloanpulse/state_industry/nc--hotels-restaurants)

## Frequently asked questions

### How many new SBA loan approvals: finance & insurance businesses are listed?

617 records from U.S. SBA FOIA loan data (the 500 newest are shown on this page), last refreshed automatically. The most recent is dated 2026-09-30.

### What is the total approved loans?

$394,969,000 across the 500 newest records listed.

### Can I get alerts for Finance & insurance?

Yes. SbaLoanPulse can email you new records matching this filter; plans are listed on the SbaLoanPulse page.

Source: U.S. SBA FOIA loan data. Informational only. [RSS feed of new records](/feed/sbaloanpulse.xml)

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