Monterey Financial Services Inc. is a comprehensive financial solutions provider specializing in receivables management and finance. The company offers a wide range of services including consumer financing, loan and backup servicing, debt recovery, and custodial services, primarily serving businesses in California. Monterey Financial tailors its offerings to meet the specific needs of various industries, ensuring robust support throughout the entire lifecycle of receivables.
The firm's investment philosophy centers on providing tailored financial management solutions that nurture the entire receivables process, from document generation to back-end recovery services and full accounting. Key partners and decision-makers at Monterey Financial bring extensive experience in financial services, helping clients navigate unique market challenges. The firm’s notable value-add includes its ability to offer specialized services across diverse sectors, ensuring comprehensive support for its clientele.
Quick Facts
When was Monterey Financial Services' last funding round?
Monterey Financial Services' most recent funding round was for $13.6M (USD) in July 2021.
How much disclosed funding has Monterey Financial Services raised?
As of Jul 29, 2021, Monterey Financial Services has disclosed funding of $33.6M (USD).
Classification
Also Known As
Monterey Financial Services, Inc.
Headquarters
4095 Avenida De La Plata
Oceanside, CA, 92056-5802
US
NAICS
52Finance and InsuranceEdition: 2022
SIC
60Depository InstitutionsEdition: 1987
ISIC
6630Fund management activitiesEdition: Rev.4
Industry
Financial Services Companies
Brokerage Firms
Investment Companies
Show 15 more industry codes
NAICS
523Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesEdition: 2022
5231Securities and Commodity Contracts Intermediation and BrokerageEdition: 2022
523150Investment Banking and Securities IntermediationEdition: 2022