Insights

Life Settlement Tech Leverage SettleWerx and life settlement know-how to target secondary market participants such as brokers, hedge funds, banks, and family offices seeking back office efficiency and portfolio opportunities.

Targeted Lead Gen LeadWerx delivers highly targeted insurance and financial services leads, enabling sales teams to improve ROI and monetize marketing spend across producers, planners, and advisory channels.

Partnership Growth The Finance Logix partnership signals a channel driven growth strategy; pursue co sell and white label opportunities with advisory firms and asset managers.

Diversified Clients A broad client roster across insurers, BGAs, financial planners, broker dealers, hedge funds, banks, and family offices provides cross selling potential for combined back office, lead generation, and advisory services.

Secure Modernization A modern tech stack with security focused features positions Amrita to offer modernization, cybersecurity, and compliance services to life settlement and financial services clients.

Similar companies to Amrita Financial

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
  • HTTP/3
    Web & Portal Technology
  • X-Content-Type-Options
    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
67%
FLast@amritafinancial.comJDoe@amritafinancial.com
16%
First.Last@amritafinancial.comJohn.Doe@amritafinancial.com
17%

Frequently Asked Questions

Where is Amrita Financial's headquarters located?

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Amrita Financial's main headquarters is located at Oceanside, California 92054 United States. 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 February 2026, 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-ProtectionHTTP/3X-Content-Type-OptionsGoogle 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 ServicesCalifornia, United States2-10 Employees

Amrita Financial operates as a technology-enabled services provider to the insurance and financial services community, combining software-driven capabilities with industry expertise. It serves a diverse range of customers, including insurance producers, BGAs, financial planners, broker-dealers, hedge funds, banks, investment funds, and family offices, supporting more efficient operations and informed decision-making. The company is based in Oceanside, California, and operates with a small team focused on technology-driven solutions.

In the life settlements space, Amrita Financial is licensed as a life settlement broker and provides back-office processing for the secondary market, with experience spanning individual policies to large portfolios. It also develops proprietary tools to help clients generate revenue by delivering highly targeted leads to insurance and financial services professionals at pivotal points in the customer journey, aiming to improve lead effectiveness. A notable development is the April 2022 announcement of a strategic partnership with Finance Logix.

Section iconCompany Overview

Headquarters
Oceanside, California 92054 United States
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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