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SmartBiz Team

SmartBiz Team

Our team


We’re a diverse and distributed team of technologists working together to transform small business banking. We’re making bold moves and scaling quickly under the committed leadership of an executive team working on behalf of entrepreneurs and the forward-thinking banks that serve them.


How we work


Our core values help enable us to pursue an ambitious and important vision and to make an immediate impact in the lives of the entrepreneurs we serve. We believe in diversity of thought and perspectives, which is why we rotate authors on our team to ensure our blog content reflects varying viewpoints. This allows each SmartBiz team member to contribute to providing valuable resources to small business owners.

About the SmartBiz Editorial Process

Our writers and editors work hard to provide the most accurate and up-to-date blog posts. Our editorial process reflects our vision and standards and applies to all content. Learn more about how we write, edit, and fact check our posts:

Editorial Process ›

November 27, 2019

7 Tax Tips for Small Business and Entrepreneurs

For small businesses and entrepreneurs, every penny counts. One way they can save money is to use a business model that allows them to take advantage of the... Read More
November 22, 2019

Small Business Saturday 2019: Advice from San Francisco Business Owners

Small Business Saturday is around the corner, and SmartBiz is here to help you succeed this holiday season! We love working with small business owners like you, so... Read More
November 19, 2019

Where to Shop in Austin on Small Business Saturday 2019

Are you ready for Small Business Saturday 2019? Here are the SmartBiz team’s top picks for local shopping in the Austin, Texas area. Shop small and support your... Read More
November 13, 2019

7 Mistakes You’re Making With Your Social Media Marketing

In 2021, more than 3 billion people will be using social media. That's more than a third of the world population today. There's no surprise that businesses are using... Read More
November 12, 2019

Where to Shop in the East Bay on Small Business Saturday 2019

The San Francisco East Bay is home to some of the most vibrant small businesses in the local community, and it’s also a quick BART ride away from our office in... Read More
November 06, 2019

Four Ways to Promote Synergy Between Your Employees

Creating an effective workplace can be challenging. It can be difficult to get all of your employees to come together in order to achieve organizational goals.... Read More
November 05, 2019

Where to Shop in New York City on Small Business Saturday 2019

SmartBiz loves NY, and we also love shopping at these local businesses all over NYC! From pizzerias to record stores to karaoke bars and everything in between, we’ve... Read More
November 04, 2019

3 Biggest Dangers of Implementing New Technology in Your Small Business

New technology, tools, and apps are exciting. It’s fun to see the new features or tricks new tech can bring. However, constantly bringing new tech to your small... Read More
November 01, 2019

11 Successful Customer Service Techniques

Customer service is all about problem solving, whether you're resolving an issue with an existing purchase or suggesting a new product that will meet a client's needs.... Read More

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1. We conduct a soft credit pull that will not affect your credit score. However, in processing your loan application, the lenders with whom we work will request your full credit report from one or more consumer reporting agencies, which is considered a hard credit pull and happens after your application is in the funding process and matched with a lender who is likely to fund your loan

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3. Based on FY2020 SBA loans data released by the SBA for SBA 7(a) loans under $350,000

4. This calculator is a tool meant to help you estimate monthly payment amounts based on the information you enter. The monthly payment provided is an estimate meant for illustrative purposes only, loan sizes, interest rates, and loan terms vary and are determined by the applicant's credit profile.