Insights

Niche Real Estate Small team in real estate with moderate revenue suggests potential outsourcing or partner solutions for property management, insurance, or risk assessment services to scale operations.

Tech Stack Legacy or basic tooling (DreamWeaver, Apache, Font Awesome) signals opportunities to offer modernization services, cloud adoption, cybersecurity, and CRM/proptech integrations to improve efficiency.

Growth Potential Revenue range indicates growing but lean organization; cross-sell insurance products, tenant risk coverage, and property insurance bundles tailored for small portfolios.

Geographic Focus San Jose-based operation presents foothold into California real estate financing and insurance markets; explore localized risk analytics, regulatory compliance, and partner channels in the region.

Strategic Partnerships Size and industry alignment with major insurers in the provided peers suggests potential for broker or agency partnerships, co-marketing, and referral arrangements to accelerate client acquisition.

Similar companies to Courtney Financial Insurance

Courtney Financial Insurance Tech Stack

Courtney Financial Insurance uses 3 technology products and services including DreamWeaver, Font Awesome, Apache, and more. Explore Courtney Financial Insurance's tech stack below.

  • DreamWeaver
    Editors
  • Font Awesome
    Font Scripts
  • Apache
    Web Servers

Courtney Financial Insurance's Email Address Formats

Courtney Financial Insurance uses at least 1 email format:
Courtney Financial Insurance Email FormatsExamplePercentage
First@courtneyfinancial.comJohn@courtneyfinancial.com
100%

Frequently Asked Questions

What is Courtney Financial Insurance's phone number?

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You can contact Courtney Financial Insurance's main corporate office by phone at . 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 Courtney Financial Insurance's official website and social media links?

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Courtney Financial Insurance's official website is courtneyfinancial.com and has social profiles on LinkedIn.

How much revenue does Courtney Financial Insurance generate?

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As of September 2026, Courtney Financial Insurance's annual revenue is estimated to be $1M - $10M.

What is Courtney Financial Insurance's SIC code and NAICS code?

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Courtney Financial Insurance's SIC code is 6531 - Real Estate Agents and Managers and NAICS code is 531 - Real Estate.

How many employees does Courtney Financial Insurance have currently?

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As of September 2026, Courtney Financial Insurance has approximately 3 employees across 1 continents, including North America. Key team members include Life Insurance Specialist - F E: P. I. Explore Courtney Financial Insurance's employee directory with LeadIQ.

What industry does Courtney Financial Insurance belong to?

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Courtney Financial Insurance operates in the Real Estate industry.

What technology does Courtney Financial Insurance use?

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Courtney Financial Insurance's tech stack includes DreamWeaver, Font Awesome and Apache.

What is Courtney Financial Insurance's email format?

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Courtney Financial Insurance's email format typically follows the pattern of First@courtneyfinancial.com. Find more Courtney Financial Insurance email formats with LeadIQ.
Courtney Financial Insurance logo

Courtney Financial Insurance

Real EstateCalifornia, United States2-10 Employees

Courtney Financial Insurance operates within the real estate sector, offering services centered on property-related needs in San Jose, California. The firm is positioned to serve clients in the local area, leveraging its small team to provide focused, personalized support tied to real estate transactions and property management considerations. Based in San Jose, the company appears to function with a compact organization, likely coordinating closely with clients to address specific insurance and real estate requirements. The description indicates a physical presence on South Bascom Avenue, situating the business within the city’s real estate ecosystem. A concise, recent development noted is the continuation of its real estate-focused activities from its San Jose location, without reference to broader revenue or scale metrics.

Section iconCompany Overview

Phone number
SIC Code
6531 - Real Estate Agents and Managers
NAICS Code
531 - Real Estate
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Courtney Financial Insurance's revenue is estimated to be in the range of $1M - $10M

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