Insights

Niche Jumbo Focus Specializes in jumbo and super-jumbo loans (10M+), including complex income like RSUs and self-employment. Sales opportunity: target high-net-worth borrowers and partner with wealth/advisory firms for referrals.

Wealth Partnering Opportunity to establish referral partnerships with wealth managers, private banks, and family offices to feed jumbo loan opportunities; implement a structured referral program.

Tech Marketing Leveraging AdRoll, Pixel and Salesforce Marketing Cloud indicates readiness for data-driven lead generation. Can enhance campaigns targeting 10M+ loan prospects and offer marketing optimization services.

Specialized Income Unique capability to include RSU income and intricate self-employment scenarios positions Carlyle to win clients in tech-focused CA regions; tailor outreach to executives and engineers with equity compensation.

Scale Readiness Strong experience and jumbo lending volume suggest growth potential through broker networks, product diversification, or expansion into additional markets aligned with demand.

Similar companies to Carlyle Financial

Carlyle Financial Tech Stack

Carlyle Financial uses 8 technology products and services including AdRoll, Facebook Pixel, Google Ads Conversion Tracking, and more. Explore Carlyle Financial's tech stack below.

AdRoll
Advertising
Facebook Pixel
Analytics
Google Ads Conversion Tracking
Analytics
TweenMax
Javascript Frameworks
Salesforce Marketing Cloud Account Engagement
Marketing Automation
Priority Hints
Performance
PHP
Programming Languages
reCAPTCHA
Security

Media & News

Carlyle Financial's Email Address Formats

Carlyle Financial uses at least 1 format(s):

Carlyle Financial Email Formats	Example	Percentage
FLast@carlylefinancial.com	JDoe@carlylefinancial.com	53%
Last@carlylefinancial.com	Doe@carlylefinancial.com	21%
First.Last@carlylefinancial.com	John.Doe@carlylefinancial.com	15%
First@carlylefinancial.com	John@carlylefinancial.com	11%

Frequently Asked Questions

Where is Carlyle Financial's headquarters located?

Carlyle Financial's main headquarters is located at Suite 2525 One Hundred Palms, California United States. The company has employees across 1 continents, including North America.

What is Carlyle Financial's phone number?

You can contact Carlyle Financial's main corporate office by phone at

+1-330-562-****

. 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 Carlyle Financial's official website and social media links?

Carlyle Financial's official website is carlylefinancial.com and has social profiles on LinkedIn.

What is Carlyle Financial's NAICS code?

Carlyle Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Carlyle Financial have currently?

As of April 2026, Carlyle Financial has approximately 15 employees across 1 continents, including North America. Key team members include Founder: R. C.Founder - Super Jumbo Mortgage Broker: R. C.Director Of Business Development: S. K.. Explore Carlyle Financial's employee directory with LeadIQ.

What industry does Carlyle Financial belong to?

Carlyle Financial operates in the Financial Services industry.

What technology does Carlyle Financial use?

Carlyle Financial's tech stack includes AdRollFacebook PixelGoogle Ads Conversion TrackingTweenMaxSalesforce Marketing Cloud Account EngagementPriority HintsPHPreCAPTCHA.

What is Carlyle Financial's email format?

Carlyle Financial's email format typically follows the pattern of FLast@carlylefinancial.com. Find more Carlyle Financial email formats with LeadIQ.

When was Carlyle Financial founded?

Carlyle Financial was founded in 2013.

Carlyle Financial

Q: How many employees does Carlyle Financial have currently?

Carlyle Financial has approximately 15 employees.

Q: What technology does Carlyle Financial use?

Carlyle Financial's tech stack includes React, Microsoft Clarity, ThemeIsle Menu Icons, Pardot, oEmbed.

Q: What is Carlyle Financial's NAICS code?

Carlyle Financial's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States11-50 Employees

Carlyle Financial is your personal mortgage lender offering an extensive suite of jumbo and super-jumbo home loan options customized to your needs.

Our incredible team of experts navigate your complex financial situations with expertise to find the best possible mortgage for you. We accommodate larger loans amounts of $10M+, interest-only payments, RSU income, and even the most intricate self-employment income.

We use the best of lending technology to make the loan process easy, and your trusted mortgage partner will guide you through the entire process.

With over 30 years of experience and over $2 billion in jumbo home loans, we are here to make sure you get exactly what you want at the best rates in the marketplace.