Insights

Growth Potential Emery Financial operates in real estate mortgage brokerage with a mid-market revenue range and California focus, presenting opportunities to upsell technology, marketing analytics, and vendor services to scale loan originations and customer acquisition.

Technology Stack Current tools include iCIMS, AWS, analytics/tracking tags and web tech like PHP and CodeIgniter, indicating openness to modernizing workflows, CRM integrations, and scalable cloud-based lending platforms.

Market Focus Serving California with loans up to 3 million for 1-4 unit properties suggests targeted outreach to CRE and multi-family sectors, with potential cross-sell of finance tools, compliance solutions, and asset management services.

Scale Opportunity Revenue is in the mid-range for a regional lender, implying there is room to partner on marketing spend optimization, lead generation programs, and cost-per-loan reduction initiatives to accelerate growth.

Staffing & Partnerships 11-50 employees hints at a lean operation with potential benefit from outsourcing or MSP services, training platforms, and tailored recruitment technology to support expansion and new market entry.

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Emery Financial, Inc. Tech Stack

Emery Financial, Inc. uses 8 technology products and services including UserWay, HubSpot Analytics, Linkedin Insight Tag, and more. Explore Emery Financial, Inc.'s tech stack below.

UserWay
Accessibility
HubSpot Analytics
Analytics
Linkedin Insight Tag
Analytics
iCIMS
Applicant Tracking Systems
Amazon Web Services
Cloud Hosting
WordPress
Content Management System
Mailgun
Email
Microsoft 365
Email

Emery Financial, Inc.'s Email Address Formats

Emery Financial, Inc. uses at least 4 email formats:

Emery Financial, Inc. Email Formats	Example	Percentage
FLast@emeryfinancial.com	JDoe@emeryfinancial.com	82%
First@emeryfinancial.com	John@emeryfinancial.com	14%
Last@emeryfinancial.com	Doe@emeryfinancial.com	3%
First.Last@emeryfinancial.com	John.Doe@emeryfinancial.com	1%

Frequently Asked Questions

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

Emery Financial, Inc.'s official website is emeryfinancial.com and has social profiles on LinkedIn.

How much revenue does Emery Financial, Inc. generate?

As of September 2026, Emery Financial, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Emery Financial, Inc.'s NAICS code?

Emery Financial, Inc.'s NAICS code is 531 - Real Estate.

How many employees does Emery Financial, Inc. have currently?

As of September 2026, Emery Financial, Inc. has approximately 41 employees across 1 continents, including North America. Key team members include Chief Information Officer: M. R., Chief Operating Officer: T. K. and President: A. M. Explore Emery Financial, Inc.'s employee directory with LeadIQ.

What industry does Emery Financial, Inc. belong to?

Emery Financial, Inc. operates in the Real Estate industry.

What technology does Emery Financial, Inc. use?

Emery Financial, Inc.'s tech stack includes UserWay, HubSpot Analytics, Linkedin Insight Tag, iCIMS, Amazon Web Services, WordPress, Mailgun and Microsoft 365.

What is Emery Financial, Inc.'s email format?

Emery Financial, Inc.'s email format typically follows the pattern of FLast@emeryfinancial.com. Find more Emery Financial, Inc. email formats with LeadIQ.

When was Emery Financial, Inc. founded?

Emery Financial, Inc. was founded in 1993.

Emery Financial, Inc.

Q: How many employees does Emery Financial, Inc. have currently?

Emery Financial, Inc. has approximately 41 employees.

Q: What technology does Emery Financial, Inc. use?

Emery Financial, Inc.'s tech stack includes Mailgun, Linkedin Insight Tag, PHP, Apache HTTP Server, jsDelivr.

Q: What is Emery Financial, Inc.'s NAICS code?

Emery Financial, Inc.'s NAICS code is 531 (Real Estate).

Real EstateCalifornia, United States11-50 Employees

Emery Financial, Inc. operates as a mortgage broker and banking service within the real estate sector, focusing on financing for single-family and multi-family properties. Based in Newport Beach, California, the company has served the state since 1993, offering loan products for residences ranging from 1-4 units with loan amounts up to $3,000,000. The firm serves clients seeking mortgage solutions for home purchases or refinances, handling financing needs across California real estate markets.