Insights

Innovative Mortgage Platform Piedmont Financial Services emphasizes a simplified, responsive, and customer-focused mortgage process, signaling an openness to technology solutions that enhance user experience and operational efficiency.

Growth Potential With annual revenue estimates between 10 million and 25 million and a small team of 2-10 employees, Piedmont presents opportunities for scalable technology integrations and support to help expand their market reach.

Customer Service Focus Their commitment to personal, prompt client interactions indicates a need for CRM, communication, and customer engagement tools that can streamline personalized service delivery.

Competitive Edge Piedmont’s low-margin lending approach suggests interest in cost-effective tech solutions that maximize customer value while maintaining margins, making them receptive to innovative financial technologies.

Regional Market Strategy Operating in the southeastern US with multiple state licenses, they could benefit from localized digital marketing, compliance solutions, and regional data analytics to better serve their targeted customer base.

Piedmont Financial Services, LLC Tech Stack

Piedmont Financial Services, LLC uses 8 technology products and services including Amazon CloudFront, cdnjs, Microsoft 365, and more. Explore Piedmont Financial Services, LLC's tech stack below.

  • Amazon CloudFront
    Content Delivery Network
  • cdnjs
    Content Delivery Network
  • Microsoft 365
    Email
  • Font Awesome
    Font Scripts
  • Velocify
    Lead Generation
  • Google Maps
    Maps
  • X-XSS-Protection
    Security
  • X-Content-Type-Options
    Web & Portal Technology

Media & News

Piedmont Financial Services, LLC's Email Address Formats

Piedmont Financial Services, LLC uses at least 1 format(s):
Piedmont Financial Services, LLC Email FormatsExamplePercentage
First@piedmontfinancialservices.comJohn@piedmontfinancialservices.com
50%
First@piedmontfinancialservices.comJohn@piedmontfinancialservices.com
50%

Frequently Asked Questions

Where is Piedmont Financial Services, LLC's headquarters located?

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Piedmont Financial Services, LLC's main headquarters is located at 322 Lamar Avenue Suite 300 Charlotte, North Carolina 28204 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Piedmont Financial Services, LLC's official website and social media links?

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Piedmont Financial Services, LLC's official website is piedmontfinancialservices.com and has social profiles on LinkedIn.

What is Piedmont Financial Services, LLC's NAICS code?

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Piedmont Financial Services, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Piedmont Financial Services, LLC have currently?

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As of March 2026, Piedmont Financial Services, LLC has approximately 3 employees across 2 continents, including North AmericaAsia. Key team members include President/Mortgage Banker: J. C.Vice President: K. K.: M. J. C.. Explore Piedmont Financial Services, LLC's employee directory with LeadIQ.

What industry does Piedmont Financial Services, LLC belong to?

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Piedmont Financial Services, LLC operates in the Financial Services industry.

What technology does Piedmont Financial Services, LLC use?

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Piedmont Financial Services, LLC's tech stack includes Amazon CloudFrontcdnjsMicrosoft 365Font AwesomeVelocifyGoogle MapsX-XSS-ProtectionX-Content-Type-Options.

What is Piedmont Financial Services, LLC's email format?

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Piedmont Financial Services, LLC's email format typically follows the pattern of First@piedmontfinancialservices.com. Find more Piedmont Financial Services, LLC email formats with LeadIQ.

When was Piedmont Financial Services, LLC founded?

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Piedmont Financial Services, LLC was founded in 2018.

Piedmont Financial Services, LLC

Financial ServicesNorth Carolina, United States2-10 Employees

Piedmont Financial Services, LLC NMLS# 1845138 is a regional mortgage company designed with the consumer in mind. We are the answer to a mortgage process that is outdated, leaving consumers frustrated and yearning for more. We were founded on the principle that applying for and obtaining a mortgage should be Simple, Responsive and Focused!

Simple – We aspire to make complex mortgage transactions as simple and intuitive as possible. We’re always innovating and engineering solutions that make the process more convenient for the borrower.

Responsive – We are always here for our clients! We personally go over each loan application and closing disclosure with our clients for their comprehension. If you have a question or request, that is of the utmost importance to us and we will respond promptly.

Focused – Who you work with matters, our mortgage professionals are seasoned veterans and it shows! We set realistic expectations on all files and are committed to delivering a superior customer service experience. Our "low-margin" lending philosophy provides consumers with an ultra-competitive rate.

info@piedmontfinancialservices.com
NMLS# 1845138
NC# B-184511
SC# MB-1845138
VA# MC-6960
GA# 69160
FL# MBR-6910
AL# MB-27701

NMLS Consumer Access:  http://www.nmlsconsumeraccess.org/

Section iconCompany Overview

Headquarters
322 Lamar Avenue Suite 300 Charlotte, North Carolina 28204 United States
NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Piedmont Financial Services, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Piedmont Financial Services, LLC's revenue is estimated to be in the range of $10M$25M

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