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SBA lending by metro area

SBA lenders in Helena, MT

Which lenders fund Helena-area businesses, how much, and how the market compares with Montana: SBA 7(a) and 504 loans, FY2010–2026.

By Mario Bailey · SBA FOIA data as of 2026-03-31

SBA loans
474
Total funded
$149.1M
Average loan
$314K
7(a) charge-off
2.7%

Top SBA lenders in the Helena area

Ranked by SBA volume funded to businesses located in the Helena metropolitan area, wherever the lender is headquartered. National SBA lenders that fund here are included.

# Lender Loans Total funded Average loan 7(a) charge-off
1 Glacier Bank 207 $27.4M $132K 1.45%
2 First Interstate Bank 52 $12.8M $247K 5.77%
3 Opportunity Bank of Montana 19 $12.8M $671K not reported
4 Live Oak Banking Company 8 $12.6M $1.6M not reported
5 Ascent Bank 40 $11.1M $279K 5.00%
6 Big Sky Economic Development Corporation 30 $11.0M $368K not reported
7 Bank of the Rockies 19 $8.3M $437K not reported
8 Wells Fargo Bank National Association 26 $5.2M $202K 0.00%
9 First Montana Bank, Inc. 6 $5.0M $825K not reported
10 The Yellowstone Bank 5 $4.5M $904K not reported

SBA 7(a) and 504 loans, FY2010–2026, as of 2026-03-31, from the SBA's public record.

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How Helena compares

Median funded SBA loan and 504 share of loans, FY2010–2026.

Median loan504 share
Helena area $101K ▼ 32.7% 7.4% ▼ 3.9 pts
Montana$150K11.3%
United States$179K11.2%

What gets funded in Helena

IndustryLoansTotal funded
Construction 69 $24.4M
Accommodation and Food Services 60 $20.2M
Retail Trade 57 $18.6M
Arts, Entertainment, Recreation 17 $14.6M
Health Care and Social Assistance 61 $13.9M
Other Services 38 $11.2M
Real Estate 22 $8.7M
Educational Services 10 $8.3M

SBA lending in Helena by year

Geography, precisely

"Helena area" here means the Helena, MT metropolitan statistical area as delineated by OMB (July 2023), which is exactly these counties: Broadwater County, MT; Jefferson County, MT; Lewis and Clark County, MT. Loans are placed by the SBA's recorded project county, which can differ from a borrower's mailing address. Counts are SBA 7(a) and 504 funded loans, FY2010–2026, as of 2026-03-31. See the methodology.