Insights

Innovative Technology Amrita Financial's proprietary SettleWerx and LeadWerx platforms demonstrate a strong focus on leveraging cutting-edge technology to improve transaction efficiency and lead targeting, presenting opportunities to collaborate with firms seeking advanced insurtech solutions.

Market Niche Expertise With deep expertise in the secondary and tertiary life settlement markets, Amrita Financial is well-positioned to partner with insurance providers, brokers, and investors looking to expand or optimize their life settlement portfolios.

Strategic Partnerships Recent collaboration with Finance Logix indicates openness to strategic alliances, suggesting potential avenues for joint product development or sales channels within the financial services ecosystem.

Customer Segments The company's clientele includes insurance producers, financial planners, hedge funds, and family offices, highlighting opportunities to tailor solutions or expand offerings to these key market participants.

Growth Potential With revenues estimated between $10M and $25M and an innovative technological edge, Amrita Financial shows strong growth prospects that can be supported through targeted sales efforts toward enhancing their service capabilities and market reach.

Amrita Financial Tech Stack

Amrita Financial uses 8 technology products and services including WordPress, MySQL, jQuery, and more. Explore Amrita Financial's tech stack below.

  • WordPress
    Content Management System
  • MySQL
    Database
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • X-XSS-Protection
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • HTTP/3
    Web & Portal Technology
  • Google Analytics
    Web Analytics

Amrita Financial's Email Address Formats

Amrita Financial uses at least 1 format(s):
Amrita Financial Email FormatsExamplePercentage
First@amritafinancial.comJohn@amritafinancial.com
40%
FLast@amritafinancial.comJDoe@amritafinancial.com
10%
First.Last@amritafinancial.comJohn.Doe@amritafinancial.com
10%
First@amritafinancial.comJohn@amritafinancial.com
40%

Frequently Asked Questions

Where is Amrita Financial's headquarters located?

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Amrita Financial's main headquarters is located at ., Oceanside, CA 92054, US. The company has employees across 1 continents, including North America.

What is Amrita Financial's phone number?

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You can contact Amrita Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Amrita Financial's official website and social media links?

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Amrita Financial's official website is amritafinancial.com and has social profiles on LinkedIn.

What is Amrita Financial's NAICS code?

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Amrita Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Amrita Financial have currently?

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As of October 2025, Amrita Financial has approximately 7 employees across 1 continents, including North America. Key team members include Partner: P. B.. Explore Amrita Financial's employee directory with LeadIQ.

What industry does Amrita Financial belong to?

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Amrita Financial operates in the Financial Services industry.

What technology does Amrita Financial use?

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Amrita Financial's tech stack includes WordPressMySQLjQueryPHPX-XSS-ProtectionX-Content-Type-OptionsHTTP/3Google Analytics.

What is Amrita Financial's email format?

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Amrita Financial's email format typically follows the pattern of First@amritafinancial.com. Find more Amrita Financial email formats with LeadIQ.

When was Amrita Financial founded?

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Amrita Financial was founded in 2008.

Amrita Financial

Financial ServicesUnited 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.

Section iconCompany Overview

Headquarters
., Oceanside, CA 92054, US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Amrita Financial's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Amrita Financial's revenue is estimated to be in the range of $10M$25M

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