Current Investment Opportunity

Battle Financial, Inc.

506(c) Investment Offering


Convertible Promissory Notes

Battle Financial, Inc. (“Battle”), is a Delaware corporation incorporated for the purpose of operating a national direct-to-consumer bank through its wholly owned subsidiary, Battle Bank, N.A. (in formation).  Battle Bank will be headquartered in Eagle County, Colorado and regulated by the Office of the Comptroller of the Currency (“OCC”).


Battle intends to leverage the experienced management team, clean balance sheet and proprietary technology to target a national audience of financially sophisticated, self-directed, mass-affluent clients and a diverse base of small to medium-sized business clients. Battle expects these clients to have unique interest in our high yielding deposit products, currency deposit accounts, precious metals offerings, precious metals lending products and unique retirement accounts.  Our target clients are well-educated consumers of independent financial research who have complex needs that are currently unmet by the banking industry.  Battle plans to meet those needs with state-of-the-art technology and readily available and knowledgeable client support.


The organizers of Battle Financial, Inc. have submitted de novo banking charter applications to the OCC and the Federal Deposit Insurance Corporation (FDIC) and have received conditional approval from the OCC and a “substantially complete” letter from the FDIC.


Battle Financial, Inc. is offering, for sale by subscription, up to $14.75 million of Convertible Promissory Notes to Accredited Investors Only. 


All securities are being offered by Battle Financial, Inc. and not by its proposed subsidiary, Battle Bank, N.A., which is currently in its organizational phase and not yet open for business. Convertible Promissory Notes are not deposits of Battle Bank, N.A. and are not insured by the FDIC or any other governmental agency.


Minimum investment $75,000.

Who is Battle Financial, Inc.
building Battle Bank?

Experienced Management Team

Management team with 30+ years of experience operating proposed business model and 35+ years of specific business experience in the precious metals/foreign currency market segments.

Scalable Source of Low-Cost Funds

Scalable platform and low-cost distribution channels is expected to enable Battle to achieve a lower all-in cost of deposit compared to traditional branch-intensive models.

Unique Product Mix for Target Client

Diverse and innovative set of products and services that provide complementary earnings streams, investment opportunities and customer cross-selling benefits.

Diversified Asset Deployment for Expected Growth

Assets will be deployed nationally using a diversified mix of precious metals loans, national community bank lending, RIA practice lending, and self-directed retirement account lending with a goal of producing rapid, yet conservative growth. 

Offering Resources



Register to Receive the Offering Memorandum​

Click here to learn more about the SEC's definition of an Accredited Investor. Please also note that a third-party verification of your accredited investor status is required before you can participate in this offering.