What The Everest Equity Company does

The Everest Equity Company, Inc. is a boutique mortgage brokerage founded in 2004 by Brooke Jacob, operating as a registered mortgage broker (NMLS ID 12484) licensed by the New York State Department of Financial Services and additionally licensed in New Jersey, Connecticut, Pennsylvania, Florida, Texas, and North Carolina. The company arranges, but does not fund, residential and commercial mortgages through a network of third-party lender providers, earning transaction fees on loan placements. Residential services span primary residences, secondary residences, jumbo mortgages, investment properties, and cash-out refinances; commercial services span acquisition and refinance loans, bridge loans, construction loans, and non-profit/institutional loans. Recently financed projects highlighted on the company site total over $305M, including a $220M Brooklyn Class A structure, $33.26M Brooklyn multi-family, $36M Upstate NY warehouse construction, $15M NY hotel, and $1M Monsey single-family residence.

The company operates from a single headquarters at 2 Executive Boulevard, Suite 201, Suffern, NY, with a sales-led, relationship-driven service model delivered by a team of 30+ employees and an average loan turnaround of 4-6 weeks. Supporting products include a mortgage calculator, an amortization calculator, an educational glossary, a 150+ article market insights blog, and an Ask the Expert Q&A platform. The technology stack is non-proprietary: there is no developed platform, no API, no SDK, no AI/ML capabilities, and no mobile app. Everest is a founder-owned, family-operated business with no institutional backing, no funding rounds, and no M&A activity; multiple Jacob family members hold key leadership roles including CEO and Chief Loan Officer, Director of Finance, Lender Liaison, Commercial Loan Officer, and Loan Officer.

Everest is a sales-led, referral-driven brokerage with seven consecutive Inc. 5000 recognitions (2014-2025) as one of the fastest-growing private companies in the USA, and Brooke Jacob has been a 10+ year winner of the Five Star Mortgage Professional Award. The firm holds annual compliance certifications under the SAFE Act, AML, Fair Lending Act, and Gramm-Leach-Bliley Act, and is certified under the USA Cares Military Housing Education Program. Customer concentration is diversified across individuals and commercial developers, with long-tenured partnerships evidenced by 10-30 year client relationships; the primary industries served are residential homebuyers and commercial real estate investors in the Northeast and Southeast US.

Name

The Everest Equity Company

Legal name

The Everest Equity Company, Inc.

Website

https://everestequity.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

The Everest Equity Company is a boutique, founder-owned mortgage brokerage arranging residential and commercial loans through third-party lenders across seven U.S. states, with 30+ employees and $305M+ in recently financed projects.

Ownership category

akta.pro rank

Product category

Mortgage Brokerage

NAICS

Mortgage and Nonmortgage Loan Brokers (52231)

SIC

Loan Brokers (6163)

akta.pro primary industry

Purchase Mortgage Origination (Homebuyer Focused) (FSALAAAD)

akta.pro secondary industry

Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)

Keywords

• Residential mortgage brokerage
• Commercial mortgage brokerage
• Commercial real estate financing
• Construction loan services
• Jumbo mortgage lending

Headquarters

HQ city

Suffern

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others, Technology or R&D

Revenue model

1. Mortgage Brokerage Fees: The Everest Equity Company operates as a registered mortgage broker (NMLS ID 12484) that arranges mortgages through third-party providers. Loans are arranged through third party lenders. As a broker, they earn fees for connecting borrowers with appropriate lending institutions. Not a mortgage lender or mortgage correspondent lender.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

The Everest Equity Company is a boutique mortgage brokerage that arranges residential and commercial mortgages through third-party lenders rather than funding loans itself. It serves individual homebuyers and commercial real estate investors with products spanning primary residences, jumbo mortgages, cash-out refinances, acquisition and refinance loans, bridge loans, construction loans, and non-profit/institutional loans. Loan turnaround averages 4-6 weeks, and the firm is licensed as a mortgage broker in New York, New Jersey, Connecticut, Pennsylvania, Florida, Texas, and North Carolina.

Product overview

The Everest Equity Company operates as a boutique mortgage brokerage offering residential and commercial mortgage services. The company provides a comprehensive suite of products including residential mortgages (primary residences, secondary residences, jumbo loans, investment properties, cash-out refinances) and commercial mortgages (acquisition/refinance loans, bridge loans, construction loans, institutional loans). Supporting these core products are value-added tools including mortgage calculators, an educational glossary, an Ask the Expert Q&A platform, and a market insights blog covering real estate trends. The company maintains relationships with premier lenders to provide competitive rates and specialized loan products.

Differentiator

Problem solved

Functional benefit

Products and services

• Residential Mortgage Brokerage Mortgage brokerage services for individuals seeking residential property financing, including primary residences, secondary residences (up to 80% financing), jumbo mortgages, investment properties, and cash-out refinances. Arranged through third-party lender providers with personalized attention from loan officers.
• Commercial Mortgage Brokerage Commercial mortgage brokerage for real estate investors, developers, and non-profit/institutional borrowers, including acquisition loans, refinance loans, bridge loans, construction loans, and non-profit/institutional loans. Loans are arranged through third-party lender providers.

Quantifiable outcome

• Average 4-6 week loan turnaround time
• +2 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Third-Party Lenders NetworkcoreChannel Partner/ Reseller/ DistributorEverest Equity works with a network of top lenders to coordinate specialized mortgage loans. The company arranges loans through these third-party providers and is not a mortgage lender itself. Their strong relationships with lenders enable access to specialized loan products and competitive rates not available elsewhere. Lenders trust Everest's presentation and loan quality.

Scale indicators6 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• PRMG (Paramount Residential Mortgage Group): National retail and wholesale mortgage lender/broker. Operates in many of the same states as Everest with comparable multi-channel residential and commercial origination capabilities.
• Academy Mortgage: Independent retail mortgage lender with broad multi-state retail branch operations, comparable in scale and product mix to Everest's residential and commercial offerings.
• Cardinal Financial: Wholesale and retail mortgage lender with a significant broker channel and multi-state footprint. Comparable broker-channel focus and product breadth to Everest.
• AnnieMac Home Mortgage: Multi-state mortgage banker and broker with retail, wholesale, and correspondent channels. Closely mirrors Everest's broker-driven, multi-state origination model.
• Plaza Home Mortgage: Wholesale and correspondent mortgage lender with a strong broker focus. Everest has received Select Circle recognition from Plaza, signaling active partnership in the same broker ecosystem.

Broad incumbents

• loanDepot: Top-five US mortgage originator with a large wholesale and retail business through LD Wholesale. Everest has received Valued Business Partner recognition from loanDepot, indicating active lender partnership.
• United Wholesale Mortgage: The largest wholesale mortgage broker channel in the US, partnering with independent mortgage brokers. Directly relevant to Everest's broker-only operating model, though at vastly greater scale.
• Homepoint: Wholesale mortgage lender operating primarily through independent brokers. Operates in the same third-party broker channel Everest relies on for residential production.
• Rocket Pro TPO: The broker-focused division of Rocket Mortgage, one of the largest US originators. Serves the same third-party broker channel that Everest operates in.

Emerging players

• Newfi: Non-QM and specialty mortgage lender focused on complex borrower profiles. Comparable to Everest's specialty/commercial deal capabilities for borrowers that don't fit agency guidelines.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/sharer.php?t=About+Everest&u=https://everestequity.com/media
• LinkedInlinkedin.com/shareArticle?title=About+Everest&url=https://everestequity.com/media
• Pinterestpinterest.com/pin/create/button/?description=About+Everest&media=&url=https://everestequity.com/media

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Everest Equity Company