Idea Financial logo

Idea Financial Employee Directory

Financial ServicesFlorida, United States51-200 Employees

Idea Financial operates in the financial services sector, offering fast and flexible financing options to small businesses. Its core products include a revolving line of credit and working capital loans designed to provide quick access to funds for expansion, daily operating needs, or cash flow management. The company emphasizes transparent terms and affordable rates, supporting business owners across hundreds of industries through a streamlined application process.

Headquartered in Miami, Florida, Idea Financial positions itself as a mid-sized lender within the small business lending space. Its customer base comprises business owners across hundreds of industries seeking liquidity to grow or stabilize operations. In May 2026, Idea Financial announced an integration with Cloudsquare's Lender API, a development aimed at reducing manual work for brokers and speeding up submissions.

Find Idea Financial employees' phone numbers or email addresses

Idea Financial Global Highlights

Location
Employees

North America
88

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  • United States Of America
    87
  • Dominican Republic
    1

Europe
1

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  • Poland
    1

Idea Financial's Leadership

  • Stylized image of a person
    J. L.
    Ceo And Co-Founder
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  • Stylized image of a person
    L. B.
    President & Co-Founder
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  • Stylized image of a person
    J. G.
    Head Of Collections And Customer Services
    Phone icon
  • Stylized image of a person
    T. C.
    Svp, Finance And Ops
    Phone icon
  • Stylized image of a person
    J. G.
    Executive Vice President National Sales And Marketing
    Phone icon
  • Stylized image of a person
    R. Y.
    Director Salesforce Operations, Development And Techincal Architecture
    Phone icon
  • Stylized image of a person
    S. V.
    Sales Manager
    Phone icon
  • Stylized image of a person
    A. M.
    Accounting Manager
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Idea Financial Employee Metrics

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50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Business Development
  • Research
  • Other

Contact profiles from Idea Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. W.
    Sales Manager
    Phone icon
    Feb 26, 2023
  • Stylized image of a person
    M. M. C.
    Senior Financial Analyst
    Phone icon
    Dominican RepublicDistrito Nacional
    Jan 29, 2026
  • Stylized image of a person
    A. S.
    Senior Underwriter
    Phone icon
    Jun 30, 2026
  • Stylized image of a person
    Y. D. A.
    Data Scientist
    Phone icon
    May 29, 2026
  • Stylized image of a person
    F. B.
    Software Engineer
    Phone icon
    PolandPomorskie
    Jun 28, 2026
  • Stylized image of a person
    C. M.
    Design, Experience, Product
    Phone icon
    May 22, 2026
  • Stylized image of a person
    M. M.
    Financial Analyst
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    S. E.
    Copywriter
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    J. G.
    Head Of Collections And Customer Services
    Phone icon
    Apr 23, 2026

Frequently Asked Questions

What is Idea Financial known for?

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Idea Financial was founded in 2017 operates in the Financial Services industry. Explore Idea Financial's company overview page for more information.

What is Idea Financial's most common email format?

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

How many employees does Idea Financial have currently?

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Idea Financial has approximately 74 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Idea Financial's key employees and leadership?

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As of July 2026, Idea Financial's key employees include:

  • Ceo And Co-Founder: J. L.
  • President & Co-Founder: L. B.
  • Head Of Collections And Customer Services: J. G.
  • Svp, Finance And Ops: T. C.
  • Executive Vice President National Sales And Marketing: J. G.

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