Amrita Financial Employee Directory

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.

Find Amrita Financial employees' phone numbers or email addresses

Amrita Financial Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

Amrita Financial's Leadership

  • Stylized image of a person
    P. B.
    Partner
    Phone icon

Contact profiles from Amrita Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. B.
    Partner
    Phone icon
    United StatesFlorida
    Jun 18, 2025

Frequently Asked Questions

What is Amrita Financial known for?

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Amrita Financial was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in ., Oceanside, CA 92054, US; you can contact the main corporate office by phone at . Explore Amrita Financial's company overview page for more information.

What is Amrita Financial's most common email format?

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Amrita Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Amrita Financial email formats with LeadIQ.

How many employees does Amrita Financial have currently?

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Amrita Financial has approximately 7 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Amrita Financial's key employees and leadership?

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As of October 2025, Amrita Financial's key employees include:

  • Partner: P. B.

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