Amrita Financial

Financial ServicesCalifornia, United States2-10 Employees

Amrita Financial is a technology enabled provider of services to the insurance and financial services community.  It designs, develops and subsequently leverages proprietary, market disruptive technology to deliver surperior results for its customers, which include; insurance producers, BGA's, fin. planners, B/D's, hedge funds, banks, investment funds and family offices, among other market participants.  

As a licensed life settlement brokering entity, Amrita Financial uses its SettleWerx technology to provide back office processing solutions for the secondary life insurance market. This technology not only greatly improves the efficiency of transactions, but also offers additional value by enabling stakeholders to better recognize life settlement opportunities that benefit the policy owner. In addition, Amrita Financial has deep expertise in the tertiary life settlement marketplace with experience transacting a wide array of cases from individual policies to very large portfolios. 

Amrita Financial also develops and maintains proprietary technology that helps those in the insurance and financial services community drive more revenue. Through its LeadWerx platform, Amrita maintains a lead generation technology that delivers the right customer to ins. and financial svcs. professionals that can best assist them. LeadWerx improves ROI on sales & marketing expenses by delivering highly targeted sales leads at the most critical part of the customer decision making process.

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