Insight Financial Services logo

Insight Financial Services Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Insight Financial Services (IFS), a division of Insight Investments, LLC, provides customized leasing solutions for acquiring technology, equipment, and related services. Its offerings support corporate enterprises, educational institutions, and government agencies through transparent IT refresh and lease programs. The firm also partners with value-added resellers, original equipment manufacturers, and managed services providers to deliver tailored vendor programs that help customers access a broader range of solutions.

With a national managed portfolio exceeding $1.4 billion, IFS emphasizes a hands-on, collaborative approach to leasing. Based in Irvine, California, the company operates in the financial services sector, focusing on financing for technology and equipment. In 2021, IFS launched an updated Asset Management Online System (AMOS), a digital platform for asset and lease management that clients can use anytime, anywhere.

Find Insight Financial Services employees' phone numbers or email addresses

Insight Financial Services Global Highlights

Location
Employees

North America
75

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  • United States Of America
    74
  • Canada
    1

Europe
6

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  • United Kingdom Of Great Britain And Northern Ireland
    6

Africa
1

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  • South Africa
    1

Asia
1

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  • Sri Lanka
    1

Insight Financial Services's Leadership

  • Stylized image of a person
    C. S. G.
    President
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  • Stylized image of a person
    C. C.
    President
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  • Stylized image of a person
    P. M.
    Owner / President
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  • Stylized image of a person
    S. T.
    Owner
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  • Stylized image of a person
    A. S.
    Partner
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  • Stylized image of a person
    E. L.
    Owner
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  • Stylized image of a person
    J. G.
    Owner
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  • Stylized image of a person
    P. D.
    Owner
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Insight Financial Services Employee Metrics

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

Contact profiles from Insight Financial Services

Name
Title
Contact Info
Location
Last Update
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    G. K.
    Director Of Planning Services - Risk Management
    Phone icon
    United StatesKansas
    Jun 08, 2026
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    S. F.
    Director Of Client Relations
    Phone icon
    United StatesNew Jersey
    May 29, 2026
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    K. B. Y.
    Senior Business Relationship Manager
    Phone icon
    United StatesGeorgia
    May 31, 2026
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    B. W.
    Finance And Accounting Manager
    Phone icon
    Hong KongHong Kong
    Apr 13, 2026
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    J. M.
    National Account Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    R. O.
    Senior Loan Officer Nmls 30870
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    B. R.
    Account Executive
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    United StatesNew York
    Apr 16, 2026
  • Stylized image of a person
    K. S.
    Business Development Executive
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    United StatesMississippi
    Mar 24, 2026
  • Stylized image of a person
    N. S.
    Financial Adviser
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    United Kingdom
    May 28, 2026
  • Stylized image of a person
    D. T.
    Financial And Operations Consultant
    Phone icon
    United StatesNew Jersey
    Apr 17, 2026

Frequently Asked Questions

What is Insight Financial Services known for?

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Insight Financial Services was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 2030 Main Street Suite 1400 Irvine, California 92614 United States; you can contact the main corporate office by phone at . Explore Insight Financial Services's company overview page for more information.

What is Insight Financial Services's most common email format?

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Insight Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Insight Financial Services email formats with LeadIQ.

How many employees does Insight Financial Services have currently?

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Insight Financial Services has approximately 37 employees as of June 2026. These team members are located across 4 continents, including North AmericaEuropeAfrica.

Who are Insight Financial Services's key employees and leadership?

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As of June 2026, Insight Financial Services's key employees include:

  • President: C. S. G.
  • President: C. C.
  • Owner / President: P. M.
  • Owner: S. T.
  • Partner: A. S.

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