SmartFinancial: Detailed Company Information & Corporate Profile
Summary
SmartFinancial was founded in 2012 and is headquartered in Newport Beach, California. The company blends software development with liability insurance expertise to power innovative solutions.
Its portfolio includes live transfers, insurance leads, inbound marketing, insurance calls, and lead generation for commercial, business, auto, home, and health coverage. The firm also operates in the insurtech space, supporting insurance agents through marketplaces, MGAs, and advanced CRM solutions.
SmartFinancial’s team features senior executives such as CEO Lev Barinskiy, Senior Vice Presidents Benjamin Wang, Kyle McBrien, Michael Orefice, Yogesh Pendharkar, and others including Sales Lead Brandon Kaiser and Customer Success Manager Brian Lange.
With a workforce of 200 to 500 employees, the company reports annual revenues between $100 million and $500 million.
| SmartFinancial Website | SmartFinancial.com |
| Phone Number | 877-323-7750 |
| Industries | |
| SmartFinancial Headquarters Address | 4041 MacArthur Blvd, Newport Beach, California, 92660 US |
| Company Size | 200-500 employees |
| Specialities & Services | Live Transfers, Insurance Leads, Inbound Marketing, Insurance Calls, Lead Generation, Inbound Insurance Leads, insurtech, insurance agents, insurance marketplace, MGA, insurance CRM, Insurance Partnerships, Commercial Insurance, Business Insurance, Auto Insurance, Home Insurance, Health Insurance |
| Founded | 2012 |
| Estimated Annual Revenue | $100M - 500M |
| Updated: | 2026-09-11 |
SmartFinancial Org Chart
Chief Executive Officer
C-Level
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
SmartFinancial's workforce includes employees across a wide range of tenure levels.
10% have been with the company for less than 1 year25% have been with the company for 1 to 2 years10% have been with the company for 3 to 4 years20% have been with the company for 5 to 7 years15% have been with the company for 8 to 10 years20% have been with the company for more than 11 years
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SmartFinancial Corporate Information: FAQ
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