Cornerstone Financing, Llc
We provide homeowners and financial professionals with a modern, non-debt way to access home equity — without selling, borrowing, or taking on monthly payments. Our flagship solution, CHEIFS® (Cornerstone Home Equity Insurance/Investment Funding Solutions), enables homeowners to convert a portion of their home equity into liquidity to fund insurance, retirement income strategies, wealth transfer planning, and long-term care — while keeping full ownership and lifestyle control. Cornerstone is the first company to bring institutionally backed home equity access directly into the wealth-planning ecosystem. Through our integration with InsMark’s Wealthy & Wise® Advanced platform, advisors can now model home equity as an asset class alongside traditional retirement and estate strategies — powering more flexibility, tax-efficient diversification, and improved long-term outcomes for clients.
7-day free trial · no credit card
Verified contacts
17
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 17 verified contacts at Cornerstone Financing, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- SS
Steve Schwab
Relationship Manager · Sales & Business Development
EmailPhone - DA
Daniel Anderson
Co-founder & Chairman · General Business & Management
EmailPhone - DM
Deborah Moran
Managing Director, Credit Policy · Other
EmailPhone - SM
Sam Masucci
Exchange Traded Managers Group · Other
EmailPhone - JB
John Biancamano
Senior System Administrator · Information Technology
EmailPhone - DM
Dawn Myers
Managing Director - Project Management Office · General Business & Management
EmailPhone
Showing 6 of 17 verified contacts
Top roles at Cornerstone Financing, Llc
9 distinct titles indexed · top 9 shown.
- 2financial analyst
- 1co-founder & chairman
- 1exchange traded managers group
- 1managing director - project management office
- 1managing director, credit policy
- 1relationship manager
- 1senior accountant
- 1senior system administrator
- 1summer financial analyst
Sign up to unlock all 17 contacts at Cornerstone Financing, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 17 verified contacts at Cornerstone Financing, Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.