Bellevue, USA
364 employees
Founded 2001
Verified active February 2, 2026

Key Highlights

  • CEO: Melissa Balsan
  • Headquarters: Bellevue
  • Founded: 2001
  • Employees: 359
  • eFinancial is a life insurance agency that specializes in offering life insurance options directly t

About eFinancial

eFinancial is one of the fastest-growing life insurance agencies in the country, specializing in providing accessible life insurance solutions directly to customers. The company utilizes a proprietary platform to match customers with personalized policy recommendations from various insurance partners.

Leadership Team

M
Melissa Balsan
President and CEO
melissa.balsan@efinancial.com
Email

Tip: The CEO isn't always your best path in. Data Surfer finds the champions and influencers who actually drive purchasing decisions.

Company Facts

Ownership Private Company
Stock IAG (TSX)
Parent Company iA Financial Group

Technology Stack

  • Proprietary platform

Connect with eFinancial

Why Contact eFinancial?

eFinancial is a life insurance agency that specializes in offering life insurance options directly to customers through a proprietary platform that compares quotes from various trusted insurance compa

Who Should Contact eFinancial for Business?

eFinancial operates as a direct-to-consumer life insurance agency using a proprietary platform to search top companies and deliver policy recommendations based on customer needs and budgets.

Frequently Asked Questions

Who is the CEO of eFinancial?
Melissa Balsan serves as the President and CEO of eFinancial.
What is Melissa Balsan's email at eFinancial?
Melissa Balsan's email address is melissa.balsan@efinancial.com.
What does eFinancial do?
eFinancial is a life insurance agency that specializes in offering life insurance options directly to customers through a proprietary platform that compares quotes from various trusted insurance companies.
How many employees does eFinancial have?
As of the latest reports, eFinancial has approximately 359 total employees.
Where is eFinancial headquartered?
The company is headquartered in Bellevue, Washington.
What industry is eFinancial in?
eFinancial operates in Life and Health Insurance.
When was eFinancial founded?
eFinancial was founded in 2001.
What is the email format at eFinancial?
eFinancial uses the email format first.last@efinancial.com.
Is eFinancial still active?
Yes, eFinancial was verified as an active company on February 2, 2026. Data Surfer regularly validates company information to ensure accuracy.
How do I sell to eFinancial?
Research eFinancial's priorities and goals, identify the right decision makers and champions, monitor for buying signals, and reach out at the right time with verified contact details. Learn how Data Surfer helps.

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Last verified: February 2, 2026

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