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SmartFinancial's Overview

Total employees271
HeadquartersCosta Mesa
Founded2012

SmartFinancial is a leading digital insurance marketplace that connects in-market insurance consumers with a vast network of insurance agents and carriers across the United States. They leverage proprietary technology and data analytics to efficiently match individuals and businesses seeking auto, home, health, life, and commercial insurance with providers who can meet their specific needs. The platform aims to simplify the insurance shopping experience for consumers while providing high-intent leads to its insurance partners.

Where is SmartFinancial's Headquarters?

HQ Function

The Costa Mesa headquarters serves as the central command for SmartFinancial's operations, including technology development, marketing strategy, sales leadership, partner relations, and corporate administration.

Notable Features:

The office is likely a modern workspace designed to foster collaboration and innovation, equipped with advanced technology infrastructure to support its digital platform and extensive data analysis capabilities.

Work Culture:

SmartFinancial's headquarters likely fosters a fast-paced, data-driven, and results-oriented work culture. Emphasis is placed on technological innovation, customer acquisition, and building strong partnerships within the insurance industry. Employees may experience a collaborative environment that encourages entrepreneurial thinking.

HQ Significance:

This location is crucial for SmartFinancial's strategic planning, technological advancement, and management of its nationwide network. Its proximity to a rich talent pool in technology and marketing supports its growth and innovation.

Values Reflected in HQ: The headquarters likely reflects SmartFinancial's core values of innovation, efficiency, customer focus, and growth through technology and strategic partnerships.

Location:

SmartFinancial's operations and customer base are primarily concentrated within the United States. They connect American consumers with US-based insurance agents and carriers. While they utilize global technology infrastructure, their direct market presence is domestic. There is no indication of physical offices or direct service offerings outside the USA.

Street Address:

200 E Baker St, Suite 100

City:

Costa Mesa

State/Province:

CA

Country:

USA

SmartFinancial's Global Presence

Columbus, Ohio, USA

Address: Address not publicly specified, likely a regional operations or sales office.

Supports SmartFinancial's national reach by providing a base in the Eastern or Central time zones, facilitating better coverage for customer and agent support, and tapping into the regional talent pool for specific operational functions.

Buying Intent Signals for SmartFinancial

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of SmartFinancial

As of April 2025, SmartFinancial' leadership includes:

Lev Barinskiy - Chief Executive Officer & Co-Founder
Ross Elmore - Chief Financial Officer
Graham J. H. Gerst - General Counsel & Chief Compliance Officer
Harish Goli - Chief Technology Officer
Ellie Mirshah - VP of People

Investors of SmartFinancial

SmartFinancial has been backed by several prominent investors over the years, including:

FTV Capital
Anthemis Group
ManchesterStory

Executive New Hires/Exits in the Last 12 Months

Hire2
Exits0

SmartFinancial has seen some strategic additions to its leadership team over the past year, notably strengthening its technology and people operations. No major publicly announced departures have been noted.

New Appointments:

Harish Goli, Harish Goli appointed as Chief Technology Officer to drive technological innovation and infrastructure scaling.
Ellie Mirshah, Ellie Mirshah joined as VP of People, focusing on enhancing company culture and talent strategy.

Technology (Tech Stack) used by SmartFinancial

Discover the tools SmartFinancial uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

SmartFinancial Email Formats and Examples

SmartFinancial likely utilizes common corporate email formats. Based on industry standards and available information, the primary email pattern is [first_initial][last]@smartfinancial.com or [first].[last]@smartfinancial.com.

flast@smartfinancial.com (e.g., jdoe@smartfinancial.com) or first.last@smartfinancial.com (e.g. jane.doe@smartfinancial.com)

Format

lbarinskiy@smartfinancial.com

Example

80%

Success rate

News and media

Business WireAugust 15, 2023

SmartFinancial Named to Inc. 5000 List of Fastest-Growing Private Companies for Fifth Consecutive Year

SmartFinancial announced its fifth consecutive appearance on the Inc. 5000 list, ranking among America's fastest-growing private companies. This recognition highlights its sustained growth and impact in the insurtech sector....more

PR NewswireOctober 4, 2023

SmartFinancial Appoints Harish Goli as Chief Technology Officer

SmartFinancial announced the appointment of Harish Goli as its new Chief Technology Officer. Goli will lead the company's technology strategy, product development, and innovation efforts to further enhance its insurance marketplace platform....more

GlobeNewswireJune 28, 2023

SmartFinancial Welcomes Ellie Mirshah as VP of People

SmartFinancial has appointed Ellie Mirshah as its new Vice President of People. In this role, Mirshah will spearhead the company's human resources functions, focusing on talent acquisition, employee engagement, and organizational development to support SmartFinancial's continued growth....more

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