What is Thousand Oaks Financial, Inc's NAICS code?

Thousand Oaks Financial, Inc's NAICS code is 531 (Real Estate).

Insights

Acquired by CI Potential upsell opportunities with parent entity CI Financial Corporation and its affiliated networks to expand product lines, cross-sell high-net-worth mortgage and advisory services, and leverage CI’s distribution channels for referrals.

Niche Local Expertise Small California mortgage brokerage with local focus and referral-based model. Sales play: introduce scalable tech-enabled mortgage solutions that can be white-labeled or licensed to offer enhanced digital experience to CA clients.

Digital Enablement Tech stack includes OpenAI, PWA, and security best practices. Opportunity to offer AI-driven customer engagement, lead qualification, and automated compliance tooling to accelerate origination and improve conversion rates for a broader client base.

Growth Currency Revenue range indicates healthy scale for targeted upsell of premium mortgage analytics, portfolio management tools, and advisory services as an add-on to existing real estate and loan origination activities.

Market Position Competitive landscape includes large wealth and brokerage firms; position Thousand Oaks Financial as a boutique, referral-driven mortgage specialist. Sales angle: partnerships with larger firms seeking specialized California loan origination competence and client retention strategies.

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Thousand Oaks Financial, Inc Tech Stack

Thousand Oaks Financial, Inc uses 8 technology products and services including Facebook Pixel, Snowplow, Akamai, and more. Explore Thousand Oaks Financial, Inc's tech stack below.

Facebook Pixel
Analytics
Snowplow
Analytics
Akamai
Content Delivery Network
Cloudflare
Content Management System
OpenAI
Generative Ai
PWA
Miscellaneous
HSTS
Security
X-Content-Type-Options
Web & Portal Technology

Media & News

CI Financial Corp. acquires Thousand Oaks Financial, Inc.
The subsidiary of CI Financial Corporation has agreed to acquire Thousand Oaks Financial Corporation, a RIA firm based in California operating under the name Professional Planning.
Jul 31, 2020 | international-adviser.com

Thousand Oaks Financial, Inc's Email Address Formats

Thousand Oaks Financial, Inc uses at least 2 email formats:

Thousand Oaks Financial, Inc Email Formats	Example	Percentage
FLast@tofinancial.com	JDoe@tofinancial.com	83%
F.Last@tofinancial.com	J.Doe@tofinancial.com	17%

Frequently Asked Questions

What is Thousand Oaks Financial, Inc's phone number?

You can contact Thousand Oaks Financial, Inc's main corporate office by phone at

+1-510-841-****

. 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 Thousand Oaks Financial, Inc's official website and social media links?

Thousand Oaks Financial, Inc's official website is tofinancial.com and has social profiles on LinkedIn.

How much revenue does Thousand Oaks Financial, Inc generate?

As of October 2026, Thousand Oaks Financial, Inc's annual revenue is estimated to be $1M - $10M.

What is Thousand Oaks Financial, Inc's SIC code and NAICS code?

Thousand Oaks Financial, Inc's SIC code is 6163 - Loan Brokers and NAICS code is 531 - Real Estate.

How many employees does Thousand Oaks Financial, Inc have currently?

As of October 2026, Thousand Oaks Financial, Inc has approximately 5 employees across 1 continents, including North America. Key team members include Director: P. R. Explore Thousand Oaks Financial, Inc's employee directory with LeadIQ.

What industry does Thousand Oaks Financial, Inc belong to?

Thousand Oaks Financial, Inc operates in the Real Estate industry.

What technology does Thousand Oaks Financial, Inc use?

Thousand Oaks Financial, Inc's tech stack includes Facebook Pixel, Snowplow, Akamai, Cloudflare, OpenAI, PWA, HSTS and X-Content-Type-Options.

What is Thousand Oaks Financial, Inc's email format?

Thousand Oaks Financial, Inc's email format typically follows the pattern of FLast@tofinancial.com. Find more Thousand Oaks Financial, Inc email formats with LeadIQ.

Thousand Oaks Financial, Inc

Q: How many employees does Thousand Oaks Financial, Inc have currently?

Thousand Oaks Financial, Inc has approximately 5 employees.

Q: What technology does Thousand Oaks Financial, Inc use?

Thousand Oaks Financial, Inc's tech stack includes Google Analytics, Cloudflare Bot Management, PWA, Snowplow, Akamai Bot Manager.

Real EstateCalifornia, United States2-10 Employees

Thousand Oaks Financial, Inc. is a small mortgage brokerage based in Berkeley, California. The firm provides mortgage consulting services to individuals, handling loans locally and across the state of California with a team described as highly qualified. Founded in November 2000, the company relies on referrals and has cultivated a loyal client base that supports its ongoing activity.

Within the real estate sector, it serves homebuyers and other borrowers by advising on loan options and navigating the financing process across California. In 2020, CI Financial Corp. acquired Thousand Oaks Financial, Inc., a California-based RIA described in press materials as operating under the name Professional Planning.