Idea Financial logo

Idea Financial Employee Directory

Financial ServicesFlorida, United States51-200 Employees

Idea Financial operates in the financial services sector, offering fast and flexible financing options to small businesses. Its core products include a revolving line of credit and working capital loans designed to provide quick access to funds for expansion, daily operating needs, or cash flow management. The company emphasizes transparent terms and affordable rates, supporting business owners across hundreds of industries through a streamlined application process.

Headquartered in Miami, Florida, Idea Financial positions itself as a mid-sized lender within the small business lending space. Its customer base comprises business owners across hundreds of industries seeking liquidity to grow or stabilize operations. In May 2026, Idea Financial announced an integration with Cloudsquare's Lender API, a development aimed at reducing manual work for brokers and speeding up submissions.

Find Idea Financial employees' phone numbers or email addresses

Idea Financial Global Highlights

Location
Employees

North America
88

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  • United States Of America
    87
  • Dominican Republic
    1

Europe
1

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  • Poland
    1

Idea Financial's Leadership

  • Ceo And Co-Founder at Idea Financial
    J. L.
    Ceo And Co-Founder
  • President & Co-Founder at Idea Financial
    L. B.
    President & Co-Founder
  • Head Of Collections And Customer Services at Idea Financial
    J. G.
    Head Of Collections And Customer Services
  • Svp, Finance And Ops at Idea Financial
    T. C.
    Svp, Finance And Ops
  • Executive Vice President National Sales And Marketing at Idea Financial
    J. G.
    Executive Vice President National Sales And Marketing
  • Director Salesforce Operations, Development And Techincal Architecture at Idea Financial
    R. Y.
    Director Salesforce Operations, Development And Techincal Architecture
  • Sales Manager at Idea Financial
    S. V.
    Sales Manager
  • Accounting Manager at Idea Financial
    A. M.
    Accounting Manager

Idea Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Business Development
  • Research
  • Other

Contact profiles from Idea Financial

Name
Title
Contact
Location
Last Update
  • Ceo And Co-Founder at Idea Financial
    J. L.
    Ceo And Co-Founder
    Jul 17, 2026
  • President & Co-Founder at Idea Financial
    L. B.
    President & Co-Founder
    Jul 02, 2024
  • Svp, Finance And Ops at Idea Financial
    T. C.
    Svp, Finance And Ops
    Jul 07, 2026
  • Executive Vice President National Sales And Marketing at Idea Financial
    J. G.
    Executive Vice President National Sales And Marketing
    Jul 31, 2026
  • Director Salesforce Operations, Development And Techincal Architecture at Idea Financial
    R. Y.
    Director Salesforce Operations, Development And Techincal Architecture
    Feb 10, 2025
  • Sales Manager at Idea Financial
    S. V.
    Sales Manager
    Oct 23, 2025
  • Accounting Manager at Idea Financial
    A. M.
    Accounting Manager
    Jun 26, 2026
  • Senior Marketing Manager at Idea Financial
    A. P.
    Senior Marketing Manager
    Jun 27, 2026
  • Qa Manager at Idea Financial
    G. G. A.
    Qa Manager
    Jul 06, 2026
  • Human Resources Manager at Idea Financial
    N. C.
    Human Resources Manager
    Oct 22, 2024

Frequently Asked Questions

What is Idea Financial known for?

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Idea Financial was founded in 2017 and operates in the Financial Services industry. Explore Idea Financial's company overview page for more information.

What is Idea Financial's most common email format?

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Idea Financial employees' email format typically follows the pattern of First.Last@ideafinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Idea Financial email formats with LeadIQ.

How many employees does Idea Financial have currently?

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Idea Financial has approximately 74 employees as of July 2026. These team members are located across 2 continents, including North America and Europe.

Who are Idea Financial's key employees and leadership?

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As of July 2026, Idea Financial's key employees include:

  • Ceo And Co-Founder: J. L.
  • President & Co-Founder: L. B.
  • Head Of Collections And Customer Services: J. G.
  • Svp, Finance And Ops: T. C.
  • Executive Vice President National Sales And Marketing: J. G.

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