Company lists · Data refreshed November 2026
Top 25 Refinancing advisors based in the United States
RevenueBase identified 913 company matches for refinancing advisors associated with the United States as of November 2026 and tracks 6,974 professional contacts across them, including 2,315 with verified work emails. Miami is the largest hub.
This list covers company matches for refinancing advisors associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest refinancing advisors based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 560 contacts → | ||||
Exact match “Welcome to Revolution Mortgage!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 281 contacts → | ||||
Exact match “Auto Approve is an auto refinance company that specializes in helping consumers find the best possible vehicle interest rates through its national network of credit unions, banks…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 221 contacts → | ||||
Exact match “Affordable Refinancing and Home Mortgages Made Simple NMLS# 1925352 https://nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/1925352” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 193 contacts → | ||||
Exact match “Maximizing Value.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 184 contacts → | ||||
Exact match “Own Up is a technology company that exists to make sure no borrower overpays for their mortgage.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 158 contacts → | ||||
Exact match “A better way to refinance your auto loan.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 153 contacts → | ||||
Exact match “Shoreham Bank is a Federally Regulated Savings Bank that has been assisting homeowners for over 35 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 117 contacts → | ||||
Exact match “RANLife.com is a home loan lender and servicer.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 80 contacts → | ||||
Exact match “Client Direct Mortgage is a consumer-direct mortgage brokerage and lender leveraging industry-leading technology and access to tons of loan types to help borrowers purchase or…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 68 contacts → | ||||
Exact match “Mortgage Banking Company headquartered in St Louis, MO.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 64 contacts → | ||||
Exact match “Zoom Home Lending is a Mortgage Brokerage offering tailored home financing and refinancing options with a focus on customer service.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 61 contacts → | ||||
Exact match “For over 36 years we have been helping our local community purchase new homes and refinance existing mortgages.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 57 contacts → | ||||
Exact match “Our team is committed to providing our clients with exceptional financial services by brokering through a variety of different lenders to offer competitive interest rates and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 57 contacts → | ||||
Exact match “Acquired by Marcus & Millichap Capital Corporation (NYSE:MMI) in 4Q2020, Mission Capital Advisors, LLC is a leading loan sale advisory, due diligence and capital markets firm…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 56 contacts → | ||||
Exact match “At Loan Pronto, we specialize in providing a seamless and stress-free mortgage experience.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 56 contacts → | ||||
Exact match “Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 39 contacts → | ||||
Exact match “First Meridian Mortgage Specializes in No Closing Cost Refinancing and Zero Cost Refinancing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 36 contacts → | ||||
Exact match “Whether you are looking to purchase a new home or refinance an existing one, PowerHouse Solutions is with you every step of the way.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 35 contacts → | ||||
Exact match “Defease With Ease | Thirty Capital is a CRE debt advisory firm focused on debt management, refinancing, defeasance, and interest rate hedging.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 35 contacts → | ||||
Exact match “JetStream Lending is taking advantage of the opportunities available to homeowners in this challenging market by creating innovative programs and fast-tracking services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 32 contacts → | ||||
Exact match “STRATMOR is the most trusted advisory firm in the mortgage industry based on our reputation for providing candid, data-driven advice that helps drive change in our clients’…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 30 contacts → | ||||
Exact match “Convoy Capital is committed to excellence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 30 contacts → | ||||
Exact match “Whether you are refinancing your house or a first time home buyer, we will put you in the right loan with the best possible rate.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 26 contacts → | ||||
Exact match “New Start Capital is a financial services and advisory firm that helps customers with lower to moderate credit scores obtain loans, consolidate debts, and reduce creditor payments…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 26 contacts → | ||||
Exact match “Vertex Financial Group is a team of residential mortgage specialists.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “refinancing advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 913 refinancing advisors based in the United States
See the full list, filter by size, metro and specialty, and access 2,315 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Refinancing advisors based in the United States at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 913 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “refinancing advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 2,315 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “refinancing advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many refinancing advisors are there based in the United States?
RevenueBase identified 913 company matches for refinancing advisors associated with the United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Revolution Mortgage tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most refinancing advisors?
Miami leads with 24 company records, followed by New York (24) and Denver (14).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,315 professional contacts with verified work emails tracked across these 913 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 913 refinancing advisors based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Refinancing advisors by geography
- Refinancing advisors based in Melbourne, Australia
- Refinancing advisors based in Sydney, Australia
- Refinancing advisors based in London, United Kingdom
- Refinancing advisors based in Australia
- Refinancing advisors based in Brazil
- Refinancing advisors based in Canada
- Refinancing advisors based in France
- Refinancing advisors based in Germany
- Refinancing advisors based in the Netherlands
- Refinancing advisors based in New Zealand
- Refinancing advisors based in the United Kingdom
Browse the directory
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Refinancing advisors based in Melbourne, Australia
- Refinancing advisors based in Sydney, Australia
- Refinancing advisors based in London, United Kingdom
- Refinancing advisors based in Australia
- Refinancing advisors based in Brazil
- Refinancing advisors based in Canada
Company intelligence · public preview
Top 25 refinancing advisors based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 913 matching company records for refinancing advisors based in the United States, with 6,974 tracked contacts and 2,315 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 refinancing advisors based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Revolution Mortgagerevolutionmortgage.comHQ: Westerville, TX, United StatesReported employees: 201-500 | Westerville, TX, United States | 201-500 | Exact match | 560 contacts → |
“Welcome to Revolution Mortgage!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Auto Approveautoapprove.comHQ: St Louis Park, MN, United StatesReported employees: 201-500 | St Louis Park, MN, United States | 201-500 | Exact match | 281 contacts → |
“Auto Approve is an auto refinance company that specializes in helping consumers find the best possible vehicle interest rates through its national network of credit unions, banks…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Mortgagepros, LLCmtgpros.comHQ: Troy, MI, United StatesReported employees: 51-200 | Troy, MI, United States | 51-200 | Exact match | 221 contacts → |
“Affordable Refinancing and Home Mortgages Made Simple NMLS# 1925352 https://nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/1925352” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  LCG Advisorslcgadvisors.comHQ: Tampa, CO, United StatesReported employees: 51-200 | Tampa, CO, United States | 51-200 | Exact match | 193 contacts → |
“Maximizing Value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  OWN UPownup.comHQ: Boston, MA, United StatesReported employees: Not recorded | Boston, MA, United States | Not recorded | Exact match | 184 contacts → |
“Own Up is a technology company that exists to make sure no borrower overpays for their mortgage.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Rategeniusrategenius.comHQ: Austin, TX, United StatesReported employees: 201-500 | Austin, TX, United States | 201-500 | Exact match | 158 contacts → |
“A better way to refinance your auto loan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Shoreham Bankshoreham.bankHQ: Warwick, RI, United StatesReported employees: 51-200 | Warwick, RI, United States | 51-200 | Exact match | 153 contacts → |
“Shoreham Bank is a Federally Regulated Savings Bank that has been assisting homeowners for over 35 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Ranlife, INCranlife.comHQ: Sandy, UT, United StatesReported employees: 51-200 | Sandy, UT, United States | 51-200 | Exact match | 117 contacts → |
“RANLife.com is a home loan lender and servicer.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Client Direct Mortgageclientdirectmtg.comHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 80 contacts → |
“Client Direct Mortgage is a consumer-direct mortgage brokerage and lender leveraging industry-leading technology and access to tons of loan types to help borrowers purchase or…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Golden OAK Lendinggoldenoaklending.comHQ: St. Louis, PA, United StatesReported employees: 51-200 | St. Louis, PA, United States | 51-200 | Exact match | 68 contacts → |
“Mortgage Banking Company headquartered in St Louis, MO.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Zoom Home Lending LLCzoomhomelending.comHQ: Livonia, MI, United StatesReported employees: 51-200 | Livonia, MI, United States | 51-200 | Exact match | 64 contacts → |
“Zoom Home Lending is a Mortgage Brokerage offering tailored home financing and refinancing options with a focus on customer service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Partners Mortgagepartnersmortgage.comHQ: Roseville, CA, United StatesReported employees: 11-50 | Roseville, CA, United States | 11-50 | Exact match | 61 contacts → |
“For over 36 years we have been helping our local community purchase new homes and refinance existing mortgages.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  M & M Mortgage, LLC Nmls 213677themmmortgage.comHQ: Roseville, MN, United StatesReported employees: 11-50 | Roseville, MN, United States | 11-50 | Exact match | 57 contacts → |
“Our team is committed to providing our clients with exceptional financial services by brokering through a variety of different lenders to offer competitive interest rates and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mission Capital Advisors, LLCmissioncap.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 57 contacts → |
“Acquired by Marcus & Millichap Capital Corporation (NYSE:MMI) in 4Q2020, Mission Capital Advisors, LLC is a leading loan sale advisory, due diligence and capital markets firm…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Loan Pronto INCloanpronto.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 56 contacts → |
“At Loan Pronto, we specialize in providing a seamless and stress-free mortgage experience.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Versailles Group, LTDversaillesgroup.comHQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 56 contacts → |
“Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  First Meridian Mortgage Corporationfirstmeridianmortgage.comHQ: Alexandria, VA, United StatesReported employees: Not recorded | Alexandria, VA, United States | Not recorded | Exact match | 39 contacts → |
“First Meridian Mortgage Specializes in No Closing Cost Refinancing and Zero Cost Refinancing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Powerhouse Solutions, INCphsloans.comHQ: Great Neck, NY, United StatesReported employees: 11-50 | Great Neck, NY, United States | 11-50 | Exact match | 36 contacts → |
“Whether you are looking to purchase a new home or refinance an existing one, PowerHouse Solutions is with you every step of the way.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Defease With Ease Thirty Capitaldefeasewitheasetc.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 35 contacts → |
“Defease With Ease | Thirty Capital is a CRE debt advisory firm focused on debt management, refinancing, defeasance, and interest rate hedging.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Jetstream Lendingjetstreamlendingco.comHQ: Mason, OH, United StatesReported employees: 11-50 | Mason, OH, United States | 11-50 | Exact match | 35 contacts → |
“JetStream Lending is taking advantage of the opportunities available to homeowners in this challenging market by creating innovative programs and fast-tracking services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Stratmor Groupstratmorgroup.comHQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 32 contacts → |
“STRATMOR is the most trusted advisory firm in the mortgage industry based on our reputation for providing candid, data-driven advice that helps drive change in our clients’…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Convoy Capitalconvoy-cap.comHQ: El Segundo, CA, United StatesReported employees: 1-10 | El Segundo, CA, United States | 1-10 | Exact match | 30 contacts → |
“Convoy Capital is committed to excellence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Gold Standard Mortgage Cfll 60dbo44102goldstandardmortgage.comHQ: Kingsburg, CA, United StatesReported employees: 1-10 | Kingsburg, CA, United States | 1-10 | Exact match | 30 contacts → |
“Whether you are refinancing your house or a first time home buyer, we will put you in the right loan with the best possible rate.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  NEW Start Capitalnewstartcap.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 26 contacts → |
“New Start Capital is a financial services and advisory firm that helps customers with lower to moderate credit scores obtain loans, consolidate debts, and reduce creditor payments…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Vertex Financial Groupvertex-financial.comHQ: Highlands Ranch, CO, United StatesReported employees: 11-50 | Highlands Ranch, CO, United States | 11-50 | Exact match | 26 contacts → |
“Vertex Financial Group is a team of residential mortgage specialists.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 913 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Refinancing advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
910 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 913 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for refinancing advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many refinancing advisors did RevenueBase find based in the United States?
The saved snapshot records 913 matching company records, 6,974 tracked contacts and 2,315 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Refinancing advisors by geography
- Refinancing advisors based in Melbourne, Australia
- Refinancing advisors based in Sydney, Australia
- Refinancing advisors based in London, United Kingdom
- Refinancing advisors based in Australia
- Refinancing advisors based in Brazil
- Refinancing advisors based in Canada
- Refinancing advisors based in France
- Refinancing advisors based in Germany
- Refinancing advisors based in the Netherlands
- Refinancing advisors based in New Zealand
- Refinancing advisors based in the United Kingdom
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 refinancing advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/refinancing-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Refinancing advisors based in Melbourne, Australia
- Refinancing advisors based in Sydney, Australia
- Refinancing advisors based in London, United Kingdom
- Refinancing advisors based in Australia
- Refinancing advisors based in Brazil
- Refinancing advisors based in Canada
Company intelligence · public preview
Top 25 refinancing advisors based in the United States
RevenueBase records 913 matching company records for refinancing advisors based in the United States, with 6,974 tracked contacts and 2,315 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 refinancing advisors based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Revolution Mortgagerevolutionmortgage.com HQ: Westerville, TX, United StatesReported employees: 201-500 | Westerville, TX, United States | 201-500 | Exact match | 560 contacts → |
“Welcome to Revolution Mortgage!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Auto Approveautoapprove.com HQ: St Louis Park, MN, United StatesReported employees: 201-500 | St Louis Park, MN, United States | 201-500 | Exact match | 281 contacts → |
“Auto Approve is an auto refinance company that specializes in helping consumers find the best possible vehicle interest rates through its national network of credit unions, banks…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Mortgagepros, LLCmtgpros.com HQ: Troy, MI, United StatesReported employees: 51-200 | Troy, MI, United States | 51-200 | Exact match | 221 contacts → |
“Affordable Refinancing and Home Mortgages Made Simple NMLS# 1925352 https://nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/1925352” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | LCG Advisorslcgadvisors.com HQ: Tampa, CO, United StatesReported employees: 51-200 | Tampa, CO, United States | 51-200 | Exact match | 193 contacts → |
“Maximizing Value.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | OWN UPownup.com HQ: Boston, MA, United StatesReported employees: Not recorded | Boston, MA, United States | Not recorded | Exact match | 184 contacts → |
“Own Up is a technology company that exists to make sure no borrower overpays for their mortgage.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Rategeniusrategenius.com HQ: Austin, TX, United StatesReported employees: 201-500 | Austin, TX, United States | 201-500 | Exact match | 158 contacts → |
“A better way to refinance your auto loan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Shoreham Bankshoreham.bank HQ: Warwick, RI, United StatesReported employees: 51-200 | Warwick, RI, United States | 51-200 | Exact match | 153 contacts → |
“Shoreham Bank is a Federally Regulated Savings Bank that has been assisting homeowners for over 35 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ranlife, INCranlife.com HQ: Sandy, UT, United StatesReported employees: 51-200 | Sandy, UT, United States | 51-200 | Exact match | 117 contacts → |
“RANLife.com is a home loan lender and servicer.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Client Direct Mortgageclientdirectmtg.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 80 contacts → |
“Client Direct Mortgage is a consumer-direct mortgage brokerage and lender leveraging industry-leading technology and access to tons of loan types to help borrowers purchase or…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Golden OAK Lendinggoldenoaklending.com HQ: St. Louis, PA, United StatesReported employees: 51-200 | St. Louis, PA, United States | 51-200 | Exact match | 68 contacts → |
“Mortgage Banking Company headquartered in St Louis, MO.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Zoom Home Lending LLCzoomhomelending.com HQ: Livonia, MI, United StatesReported employees: 51-200 | Livonia, MI, United States | 51-200 | Exact match | 64 contacts → |
“Zoom Home Lending is a Mortgage Brokerage offering tailored home financing and refinancing options with a focus on customer service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Partners Mortgagepartnersmortgage.com HQ: Roseville, CA, United StatesReported employees: 11-50 | Roseville, CA, United States | 11-50 | Exact match | 61 contacts → |
“For over 36 years we have been helping our local community purchase new homes and refinance existing mortgages.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | M & M Mortgage, LLC Nmls 213677themmmortgage.com HQ: Roseville, MN, United StatesReported employees: 11-50 | Roseville, MN, United States | 11-50 | Exact match | 57 contacts → |
“Our team is committed to providing our clients with exceptional financial services by brokering through a variety of different lenders to offer competitive interest rates and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mission Capital Advisors, LLCmissioncap.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 57 contacts → |
“Acquired by Marcus & Millichap Capital Corporation (NYSE:MMI) in 4Q2020, Mission Capital Advisors, LLC is a leading loan sale advisory, due diligence and capital markets firm…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Loan Pronto INCloanpronto.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 56 contacts → |
“At Loan Pronto, we specialize in providing a seamless and stress-free mortgage experience.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Versailles Group, LTDversaillesgroup.com HQ: Boston, MA, United StatesReported employees: 11-50 | Boston, MA, United States | 11-50 | Exact match | 56 contacts → |
“Founded in 1987, Versailles Group is a boutique investment banking firm specializing in mergers, acquisitions, divestitures, private placements, and fairness opinions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | First Meridian Mortgage Corporationfirstmeridianmortgage.com HQ: Alexandria, VA, United StatesReported employees: Not recorded | Alexandria, VA, United States | Not recorded | Exact match | 39 contacts → |
“First Meridian Mortgage Specializes in No Closing Cost Refinancing and Zero Cost Refinancing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Powerhouse Solutions, INCphsloans.com HQ: Great Neck, NY, United StatesReported employees: 11-50 | Great Neck, NY, United States | 11-50 | Exact match | 36 contacts → |
“Whether you are looking to purchase a new home or refinance an existing one, PowerHouse Solutions is with you every step of the way.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Defease With Ease Thirty Capitaldefeasewitheasetc.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 35 contacts → |
“Defease With Ease | Thirty Capital is a CRE debt advisory firm focused on debt management, refinancing, defeasance, and interest rate hedging.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Jetstream Lendingjetstreamlendingco.com HQ: Mason, OH, United StatesReported employees: 11-50 | Mason, OH, United States | 11-50 | Exact match | 35 contacts → |
“JetStream Lending is taking advantage of the opportunities available to homeowners in this challenging market by creating innovative programs and fast-tracking services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Stratmor Groupstratmorgroup.com HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 32 contacts → |
“STRATMOR is the most trusted advisory firm in the mortgage industry based on our reputation for providing candid, data-driven advice that helps drive change in our clients’…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Convoy Capitalconvoy-cap.com HQ: El Segundo, CA, United StatesReported employees: 1-10 | El Segundo, CA, United States | 1-10 | Exact match | 30 contacts → |
“Convoy Capital is committed to excellence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Gold Standard Mortgage Cfll 60dbo44102goldstandardmortgage.com HQ: Kingsburg, CA, United StatesReported employees: 1-10 | Kingsburg, CA, United States | 1-10 | Exact match | 30 contacts → |
“Whether you are refinancing your house or a first time home buyer, we will put you in the right loan with the best possible rate.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | NEW Start Capitalnewstartcap.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 26 contacts → |
“New Start Capital is a financial services and advisory firm that helps customers with lower to moderate credit scores obtain loans, consolidate debts, and reduce creditor payments…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Vertex Financial Groupvertex-financial.com HQ: Highlands Ranch, CO, United StatesReported employees: 11-50 | Highlands Ranch, CO, United States | 11-50 | Exact match | 26 contacts → |
“Vertex Financial Group is a team of residential mortgage specialists.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 913 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Refinancing advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
910 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 913 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for refinancing advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many refinancing advisors did RevenueBase find based in the United States?
The saved snapshot records 913 matching company records, 6,974 tracked contacts and 2,315 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Refinancing advisors by geography
- Refinancing advisors based in Melbourne, Australia
- Refinancing advisors based in Sydney, Australia
- Refinancing advisors based in London, United Kingdom
- Refinancing advisors based in Australia
- Refinancing advisors based in Brazil
- Refinancing advisors based in Canada
- Refinancing advisors based in France
- Refinancing advisors based in Germany
- Refinancing advisors based in the Netherlands
- Refinancing advisors based in New Zealand
- Refinancing advisors based in the United Kingdom
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 refinancing advisors based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/refinancing-advisors/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Refinancing advisors based in Melbourne, Australia
- Refinancing advisors based in Sydney, Australia
- Refinancing advisors based in London, United Kingdom
- Refinancing advisors based in Australia
- Refinancing advisors based in Brazil
- Refinancing advisors based in Canada