Vertex Financial Group logo
VerifiedFinancial Services· Founded 2000

Vertex Financial Group

Vertex Financial Group is a team of residential mortgage specialists. We are headquartered in Denver with Advisors serving clients in Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Maryland, Oregon, Texas, Utah, Virginia, Washington, and Wyoming. Company NMLS number is 3051. Your home is typically your most valuable asset and your mortgage your largest debt. It is critical that both be properly managed from an income tax and investment perspective. Today’s mortgages are constantly changing financial vehicles and there are hundreds of different mortgage options; thus, you need financial expertise to maximize your opportunity. Many brokers and lenders lack the expertise to effectively coordinate this asset/debt with your overall financial plan. Since its inception in Vertex Financial group has maintained a big-picture focus for our clients; three members of the leadership team are CFP® (Certified Financial Planner™) professionals. We focus on clients, not on transactions. Typically a bank, savings & loan, or credit union can only quote rates for the loans they offer as a retail outlet. As mortgage specialists, we shop among dozens of national and local lenders for wholesale-priced loan programs designed to meet your unique needs. At Vertex Financial Group, we promise to provide you with objective mortgage advice, professional service, and low-interest rates in a trustworthy manner. Vertex State Licenses AZ - MB-0903574 CA - DRE01477418 CO - Regulated by the Colorado Division of Real Estate CT - 13467 FL - MBR 5654 GA - 23168 ID - MBL-6509 IL - MD - OR - ML-2136 TX - 3051 UT - 7003412-NMLC VA - MC-7825 WA - MB-3051 WY - MBL-776

7-day free trial · no credit card

HeadquartersHighlands Ranch, United StatesEmployees29(11 to 50)Annual revenue$1M to <$10MFounded year2000Websitevertex-financial.comLinkedIn profileLinkedIn

Verified contacts

25

available on Kipplo

LinkedIn employees

29

11 to 50 range

Open roles

no listings

Distinct roles

21

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

Sign up free to see all 25 verified contacts at Vertex Financial Group

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

25 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Vertex Financial Group

21 distinct titles indexed · top 10 shown.

  • 3loan officer assistant
  • 2loan processor
  • 1accounting manager
  • 1business owner
  • 1developer
  • 1licensing and compliance
  • 1loan officer
  • 1mortgage advisor
  • 1mortgage broker, nmls#105795, vertex nmls#3051
  • 1mortgage loan advisor
  • +11more titles

Sign up to unlock all 25 contacts at Vertex Financial Group

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 25 verified contacts at Vertex Financial Group

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Vertex Financial Group | Kipplo Discover