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NewtekOne Inc
4800 T Rex Avenue, Suite 120
Phone: (212) 356-9500p:212 356-9500 BOCA RATON, FL  33431  United States Ticker: NEWTNEWT
Business Summary
NewtekOne, Inc. (NewtekOne) is a financial holding company. The Company provides a range of business and financial solutions under the Newtek brand to the small and medium-sized business (SMB) market. NewtekOne’s business and financial solutions include complete lending solutions, account receivable lines of credit, small balance unsecured term loans, electronic payment processing and tablet-based payment, processing solutions, mobile payment processing solutions, payroll and benefit processing solutions, Web design and full e-commerce business solutions, health insurance and benefits, commercial/personal insurance, complete information technology (IT) solutions, and the cloud-based operating platform. The Company’s registered trademarks include Newtek, NewtekOne, Newtek Bank, National Association, Your Business Solutions Company, and One Solution for All Your Business Needs. The Company serves approximately 50 states.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
Yes--Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/202412/31/2023YesYes-YesYes

Industries
SIC Code Description
7389 Business services, not elsewhere classified
6141 Personal credit institutions
6029 Commercial banks, not elsewhere classified
8721 Accounting, auditing, and bookkeeping services
6099 Functions related to depository banking, not elsewhere classified
7373 Computer integrated systems design
6719 Offices of holding companies, not elsewhere classified

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board, President, Chief Executive Officer Barry S.Sloane 64 1/1/2008 1/1/1999
Chief Financial Officer M. ScottPrice 45 5/16/2023 5/16/2023
Executive Vice President, Chief Accounting Officer Frank M.Demaria 35 3/29/2024 3/29/2024
11 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
banc-serv Partners, LLC 777 East Main Street Westfield IN United States
Newtek Bank, National Association 13629 38Th Ave Flushing NY United States
Premier Payments LLC 40 Cuttermill Road Great Neck NY United States

Business Names
Business Name
Banc Serv Acquisition Co, Inc
banc-serv Partners, LLC
Benefits Solutions
28 additional Business Names available in full report.

General Information
Number of Employees: 528 (As of 12/31/2023)
Outstanding Shares: 26,305,056 (As of 11/8/2024)
Shareholders: 89
Stock Exchange: NASD
Federal Tax Id: 463755188


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Wednesday, November 20, 2024