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.

Find Amrita Financial employees' phone numbers or email addresses

Amrita Financial Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Amrita Financial's Leadership

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

Amrita Financial Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Amrita Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. B.
    Partner
    Phone icon
    United StatesFlorida
    May 30, 2026

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, California 92054 United States; 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 February 2026. 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 February 2026, Amrita Financial's key employees include:

  • Partner: P. B.

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