Amrita Financial Employee Directory

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.

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