Insights

Niche Market Expertise Fallbrook specializes in monetizing federal and state tax credits across diverse sectors including banking, healthcare, manufacturing, and retail, presenting opportunities to target businesses seeking tax credit advisory services or tax optimization solutions.

Growing Revenue Potential With an estimated revenue range of 25 to 50 million dollars and extensive experience monetizing over 5 billion dollars in tax credits, the company demonstrates high transaction volume and recurring engagement potential with large enterprises and governmental agencies.

Industry Focus Expansion Given their focus on tax credit programs, there are opportunities to develop solutions or consultancy services tailored to government agencies, benefit programs, or industries seeking to enhance their tax credit utilization and compliance.

Tech Stack Optimization Utilizing a modern technology stack including Google Analytics and Cloudflare Bot Management suggests openness to digital transformation; this facilitates tailored outreach campaigns and digital marketing strategies to engage potential clients and partners.

Strategic Partnership Potential Considering their operational scale and client diversity, there are prospects for forming strategic alliances with financial technology providers, compliance consulting firms, or industry associations to expand service offerings and market reach.

Fallbrook Financial Services Company Tech Stack

Fallbrook Financial Services Company uses 8 technology products and services including BootstrapCDN, WordPress, Font Awesome, and more. Explore Fallbrook Financial Services Company's tech stack below.

  • BootstrapCDN
    Content Delivery Network
  • WordPress
    Content Management System
  • Font Awesome
    Font Scripts
  • WPBakery
    Page Builders
  • Yoast SEO
    Search Engines
  • reCAPTCHA
    Security
  • Google Analytics
    Web Analytics
  • Apache HTTP Server
    Web Servers

Media & News

Fallbrook Financial Services Company's Email Address Formats

Fallbrook Financial Services Company uses at least 2 format(s):
Fallbrook Financial Services Company Email FormatsExamplePercentage
First@fallbrookcapital.comJohn@fallbrookcapital.com
63%
Last@fallbrookcapital.comDoe@fallbrookcapital.com
31%
First.Last@fallbrookcapital.comJohn.Doe@fallbrookcapital.com
6%

Frequently Asked Questions

Where is Fallbrook Financial Services Company's headquarters located?

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Fallbrook Financial Services Company's main headquarters is located at 26610 Agoura Road 120 Calabasas, California 91302 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Fallbrook Financial Services Company's phone number?

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You can contact Fallbrook Financial Services Company'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 Fallbrook Financial Services Company's official website and social media links?

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Fallbrook Financial Services Company's official website is fallbrookfinancialservices.com and has social profiles on LinkedIn.

What is Fallbrook Financial Services Company's NAICS code?

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Fallbrook Financial Services Company's NAICS code is 52 - Finance and Insurance.

How many employees does Fallbrook Financial Services Company have currently?

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As of June 2026, Fallbrook Financial Services Company has approximately 25 employees across 3 continents, including North AmericaAsiaEurope. Key team members include President: L. D.Managing Director: J. J.Managing Director: E. F.. Explore Fallbrook Financial Services Company's employee directory with LeadIQ.

What industry does Fallbrook Financial Services Company belong to?

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Fallbrook Financial Services Company operates in the Financial Services industry.

What technology does Fallbrook Financial Services Company use?

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Fallbrook Financial Services Company's tech stack includes BootstrapCDNWordPressFont AwesomeWPBakeryYoast SEOreCAPTCHAGoogle AnalyticsApache HTTP Server.

What is Fallbrook Financial Services Company's email format?

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Fallbrook Financial Services Company's email format typically follows the pattern of First@fallbrookcapital.com. Find more Fallbrook Financial Services Company email formats with LeadIQ.

When was Fallbrook Financial Services Company founded?

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Fallbrook Financial Services Company was founded in 1999.

Fallbrook Financial Services Company

Financial ServicesCalifornia, United States11-50 Employees

Fallbrook Financial Services Company, LLC (“Fallbrook”) specializes in the finance and monetization of state and federal tax credits.  The United States Government and numerous states have created tax credit programs as an incentive for individuals and companies to invest in designated industries and geographic regions. Fallbrook helps tax credit awardees maximize the value of their tax credits while helping taxpayers utilize tax credits to lower their effective tax rates, increase cash flow and increase after-tax earnings.  These programs can also help investors improve their public image by providing social and economic benefits to the citizens of the state offering the incentive.  Fallbrook has an extensive understanding of tax credit markets and has facilitated the monetization of over $5,000,000,000 of federal and state tax credits for its clients, which include companies from diverse sectors such as banking, financial services, insurance, retail, health care, media and manufacturing.

Section iconCompany Overview

Headquarters
26610 Agoura Road 120 Calabasas, California 91302 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Fallbrook Financial Services Company's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Fallbrook Financial Services Company's revenue is estimated to be in the range of $25M$50M

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