Insights

Growth Readiness Mid-sized mortgage services firm with revenue in the 50-100M range and a broad service mix (mortgage banker and broker) indicating potential for cross-sell of tech-enabled loan origination tools, CRM enhancements, and customer data analytics to improve loan conversions.

Regulatory Footprint Licensed by California DFPI and the California Department of Real Estate, signaling compliance-driven operations and potential upsell of compliance automation, licensing management, and secure document workflows to support regulated mortgage activities.

Tech Stack Leverage Uses WordPress, Shopify, Mailchimp, Microsoft 365, OpenAI, Google Cloud, WP Engine, and industry links like Fannie Mae, presenting opportunities for AI-powered underwriting support, marketing automation enhancements, and cloud-based data interoperability.

Market Positioning Compared to major financial institutions, Augusta Financial sits in a competitive but scalable segment with room to improve efficiency, CRM integration, and digital client engagement to accelerate loan cycles and compete on service and speed.

Growth Opportunities Enterprise-like revenue with a lean employee base suggests potential for scalable back-office automation, risk management tooling, and partner ecosystems (vendors, aggregators, and lenders) to broaden product offerings and referral networks.

Similar companies to Augusta Financial Inc.

Augusta Financial Inc. Tech Stack

Augusta Financial Inc. uses 8 technology products and services including WordPress, Shopify, Mailchimp, and more. Explore Augusta Financial Inc.'s tech stack below.

Augusta Financial Inc.'s Email Address Formats

Augusta Financial Inc. uses at least 4 email formats:
Augusta Financial Inc. Email FormatsExamplePercentage
First@augustafinancial.comJohn@augustafinancial.com
58%
First.Last@augustafinancial.comJohn.Doe@augustafinancial.com
24%
First.L@augustafinancial.comJohn.D@augustafinancial.com
12%
Last@augustafinancial.comDoe@augustafinancial.com
6%

Frequently Asked Questions

What is Augusta Financial Inc.'s official website and social media links?

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Augusta Financial Inc.'s official website is augustafinancial.com and has social profiles on LinkedIn.

How much revenue does Augusta Financial Inc. generate?

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As of September 2026, Augusta Financial Inc.'s annual revenue is estimated to be $50M - $100M.

What is Augusta Financial Inc.'s SIC code and NAICS code?

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Augusta Financial Inc.'s SIC code is 6163 - Loan Brokers and NAICS code is 52 - Finance and Insurance.

How many employees does Augusta Financial Inc. have currently?

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As of September 2026, Augusta Financial Inc. has approximately 85 employees across 1 continents, including North America. Key team members include Mortgage Loan Originator: C. T. and Mortgage Loan Originator: M. D. Explore Augusta Financial Inc.'s employee directory with LeadIQ.

What industry does Augusta Financial Inc. belong to?

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Augusta Financial Inc. operates in the Financial Services industry.

What technology does Augusta Financial Inc. use?

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Augusta Financial Inc.'s tech stack includes WordPress, Shopify, Mailchimp, Microsoft 365, OpenAI, Google Cloud, WP Engine and Fannie Mae.

What is Augusta Financial Inc.'s email format?

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Augusta Financial Inc.'s email format typically follows the pattern of First@augustafinancial.com. Find more Augusta Financial Inc. email formats with LeadIQ.

When was Augusta Financial Inc. founded?

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Augusta Financial Inc. was founded in 1996.
Augusta Financial Inc. logo

Augusta Financial Inc.

Financial ServicesCalifornia, United States51-200 Employees

Augusta Financial Inc. operates as both a mortgage banker and a mortgage broker, enabling a range of loan options from simpler to more complex and even challenging cases. Based in Santa Clarita, California, the firm serves clients in the financial services sector, focusing on lending solutions for individuals and real estate needs. The company holds licenses under California’s residential mortgage lender act and is recognized as an equal housing lender, indicating regulatory compliance and a commitment to fair housing practices. With a workforce described in the mid-sized range, Augusta Financial positions itself within the mortgage industry by offering both brokerage and lending capabilities to facilitate real estate financing. The organization is also registered as a real estate broker in California, reflecting a broader scope in real estate transactions beyond mortgage origination. While specific growth or market metrics are not provided, the combination of lending and brokerage licenses suggests an integrated approach to supporting clients through various stages of property acquisition and refinancing.

Section iconCompany Overview

SIC Code
6163 - Loan Brokers
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    Augusta Financial Inc.'s revenue is estimated to be in the range of $50M - $100M

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