Insights

Market Positioning Monterey Financial Services operates as a notable player within the specialty financial services sector, with a revenue range of 10 to 25 million dollars, indicating substantial market engagement and potential for expanding financial product offerings or partnerships.

Recent Growth Initiatives The company's launch of an Enhanced Broker Program and recent leadership appointment suggest an active strategy to expand its broker network and strengthen market presence, providing opportunities to offer supporting technology solutions or value-added services.

Recognition & Culture Recognition as one of the Best Places to Work in Collections and community partnerships reflect a strong corporate culture, making Monterey Financial an attractive partner for employee engagement tools, corporate social responsibility programs, or industry-led initiatives.

Technology Usage Utilizing a modern tech stack including PHP, MySQL, and Bootstrap indicates an investment in scalable, web-based solutions, opening avenues to introduce advanced analytics, cybersecurity services, or custom software enhancements tailored to their operations.

Growth & Acquisition The recent acquisition of Continental Central Credit signifies ongoing expansion efforts, highlighting opportunities to provide integrated financial solutions, portfolio management tools, or merger support services to facilitate further growth.

Monterey Financial Services, Inc. Tech Stack

Monterey Financial Services, Inc. uses 8 technology products and services including MySQL, Font Awesome, jQuery UI, and more. Explore Monterey Financial Services, Inc.'s tech stack below.

  • MySQL
    Database
  • Font Awesome
    Font Scripts
  • jQuery UI
    Javascript Libraries
  • PHP
    Programming Languages
  • All in One SEO
    Search Engines
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology
  • Microsoft IIS
    Web Servers

Media & News

Monterey Financial Services, Inc.'s Email Address Formats

Monterey Financial Services, Inc. uses at least 1 format(s):
Monterey Financial Services, Inc. Email FormatsExamplePercentage
FLast@montereyfinancial.comJDoe@montereyfinancial.com
48%
Last@montereyfinancial.comDoe@montereyfinancial.com
3%
First_Last@montereyfinancial.comJohn_Doe@montereyfinancial.com
1%
FLast@montereyfinancial.comJDoe@montereyfinancial.com
48%

Frequently Asked Questions

What is Monterey Financial Services, Inc.'s phone number?

Minus sign iconPlus sign icon
You can contact Monterey Financial Services, Inc.'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 Monterey Financial Services, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Monterey Financial Services, Inc.'s official website is montereyfinancial.com and has social profiles on LinkedIn.

How much revenue does Monterey Financial Services, Inc. generate?

Minus sign iconPlus sign icon
As of December 2025, Monterey Financial Services, Inc.'s annual revenue is estimated to be $13M.

What is Monterey Financial Services, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign icon
Monterey Financial Services, Inc.'s SIC code is 6141 - Personal Credit Institutions NAICS code is 52 - Finance and Insurance.

How many employees does Monterey Financial Services, Inc. have currently?

Minus sign iconPlus sign icon
As of December 2025, Monterey Financial Services, Inc. has approximately 51 employees across 1 continents, including North America. Key team members include Vice President - Chief Financial Officer: D. K.Vice President Of Client And Support Services, Compliance Officer: L. P.Vice President Human Resources: J. R.. Explore Monterey Financial Services, Inc.'s employee directory with LeadIQ.

What industry does Monterey Financial Services, Inc. belong to?

Minus sign iconPlus sign icon
Monterey Financial Services, Inc. operates in the Financial Services industry.

What technology does Monterey Financial Services, Inc. use?

Minus sign iconPlus sign icon
Monterey Financial Services, Inc.'s tech stack includes MySQLFont AwesomejQuery UIPHPAll in One SEOBootstrapX-Content-Type-OptionsMicrosoft IIS.

What is Monterey Financial Services, Inc.'s email format?

Minus sign iconPlus sign icon
Monterey Financial Services, Inc.'s email format typically follows the pattern of FLast@montereyfinancial.com. Find more Monterey Financial Services, Inc. email formats with LeadIQ.

Monterey Financial Services, Inc.

Financial ServicesCalifornia, United States51-200 Employees

Monterey Financial Services is a Financial Services company located in P.O. Box 4658, Carlsbad, California, United States.

Section iconCompany Overview

Phone number
SIC Code
6141 - Personal Credit Institutions
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $10M$25M

    Monterey Financial Services, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Monterey Financial Services, Inc.'s revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.