What Beverly Hills Escrow does

Beverly Hills Escrow is an independent, California-licensed escrow company headquartered at 118 South Beverly Drive in Beverly Hills, founded in the 1940s and owned by Lola Levoy for over 40 years. The firm provides full-service escrow for residential and commercial real estate transactions — including sale escrows (homes, apartments, condominiums, co-ops, office and industrial buildings), refinances across 1st/2nd/3rd trust deeds, condo conversions, relocations, and holding escrow — and complements this with Beverly Hills Deferred Exchange, a wholly-owned sister company operating as a Qualified Intermediary for 1031 tax-deferred exchanges since 1987.

The business is built on a licensed, compliance-driven operating model rather than proprietary technology: the firm holds a California Department of Financial Protection and Innovation license (#963 0029), operates in compliance with CFPB regulations, is bonded by the Escrow Agents Fidelity Corporation, and undergoes annual CPA audits and unannounced operational audits. All employees are DOJ background-checked, and managers must meet prescribed experience thresholds. Service delivery is exclusively direct and in-person from the single Beverly Hills office; there is no online self-service portal, mobile app, or API surface.

Revenue is generated through per-transaction escrow fees (not publicly disclosed) on a pay-as-you-go basis, with the Sales Ambassador role compensated on commission — reinforcing a relationship-driven, referral-led go-to-market. The firm serves a horizontal base of real estate buyers, sellers, agents, brokers, and investors across California, with a stated emphasis on high-net-worth and complex transactions. Owner-led community engagement through the Working Dreams 501(c)(3) and a 90%+ repeat client rate are central to its client acquisition and retention model.

Name

Beverly Hills Escrow

Legal name

Beverly Hills Escrow

Website

https://bhescrow.com

Company type

Private

Founded year

1940

Operating status

Operating

Headcount range

1–10 employees

Short description

Beverly Hills Escrow is an independent, California-licensed escrow firm founded in the 1940s, serving residential and commercial real estate buyers, sellers, agents, and investors from its Beverly Hills office and offering 1031 exchange services through its affiliated Beverly Hills Deferred Exchange.

Ownership category

akta.pro rank

Product category

Real Estate Escrow Services

NAICS

Title Abstract and Settlement Offices (541191), Trusts, Estates, and Agency Accounts (52592), Other Activities Related to Real Estate (531390)

SIC

Real Estate Agents & Managers (For Others) (6531), Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Escrow Services (BPAJAOAD)

akta.pro secondary industries

Escrow & Fiduciary Escrow Services (FSAAANAH), Escrow Administration (Tax/Insurance) & Payments Processing (FSALAEAI), HOA/Condo Document & Estoppel Services (BPAJAOAK)

Keywords

• Real estate escrow
• 1031 exchange services
• Property transaction escrow
• Qualified intermediary
• Commercial and residential escrow

Headquarters

HQ city

Beverly Hills

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Escrow Services: Beverly Hills Escrow earns revenue through fees charged for completing escrow transactions, including sale escrows (homes, apartments, condominiums, co-ops, office and industrial buildings), refinances (1st, 2nd and 3rd trust deeds), condo conversions, relocations, and holding escrow. Revenue is transaction-based, earned upon successful closing of real estate transactions.
2. Deferred Exchange / 1031 Exchange Services: Beverly Hills Deferred Exchange serves as a Qualified Intermediary for 1031 Tax-Deferred Exchanges, earning fees for facilitating deferred exchanges of like-kind real and personal property. This is a companion service to the core escrow business.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Beverly Hills Escrow is a licensed California escrow company that handles the neutral holding and disbursement of funds and documents for real estate transactions, including sale escrows (homes, apartments, condominiums, co-ops, office and industrial buildings), refinances (1st, 2nd, and 3rd trust deeds), condo conversions, relocations, and holding escrows. Through its affiliated sister company Beverly Hills Deferred Exchange (operating since 1987), the firm also serves as a Qualified Intermediary facilitating 1031 tax-deferred exchanges of like-kind real and personal property.

Product overview

Beverly Hills Escrow operates as a single full-service escrow company offering residential and commercial escrow services, with a sister company providing 1031 tax-deferred exchange services. The company has two primary offerings: Beverly Hills Escrow (core escrow services) and Beverly Hills Deferred Exchange (specialized 1031 exchange accommodation). Both services are offered under unified management by the same ownership team.

Differentiator

Problem solved

Functional benefit

Products and services

• Beverly Hills Escrow (Full-Service Escrow) Licensed California escrow company providing full-service escrow for residential and commercial real estate transactions, including sale escrows (homes, apartments, condominiums, co-ops, office and industrial buildings), refinances on 1st, 2nd, and 3rd trust deeds, condo conversions, relocations, and holding escrow. The company has handled over 100,000 escrows over more than 60 years and maintains a 90%+ repeat client rate.
• Beverly Hills Deferred Exchange (1031 Tax-Deferred Exchange Qualified Intermediary) Qualified Intermediary services for 1031 Tax-Deferred Exchanges of like-kind real and personal property, enabling investors to defer capital gains taxes by reinvesting sale proceeds into qualifying replacement properties. Operates as a sister company to Beverly Hills Escrow and has handled hundreds of 1031 exchange transactions of varied complexity.

Quantifiable outcome

• 100,000+ escrow transactions completed in over 60 years of business
• +2 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Beverly Hills Deferred Exchange (BHE)coreOthersBeverly Hills Deferred Exchange is the affiliated sister company of Beverly Hills Escrow, serving as a Qualified Intermediary for 1031 Tax-Deferred Exchanges. It was established by Owner Lola Levoy and operates alongside Beverly Hills Escrow to provide comprehensive real estate transaction services. Beverly Hills Deferred Exchange has been facilitating 1031 exchanges since 1987, handling hundreds of transactions of varied complexity.
• Escrow Agents Fidelity CorporationcoreOthersEscrow Agents Fidelity Corporation provides fidelity bonding for Beverly Hills Escrow, a regulatory requirement for licensed California escrow companies. This partnership ensures trust fund protection for clients.
• Department of Financial Protection and Innovation (State of California)coreOthersBeverly Hills Escrow is licensed by the California Department of Financial Protection and Innovation (License #963 0029) and operates in compliance with all CFPB (Consumer Financial Protection Bureau) regulations. The regulatory oversight ensures the company meets financial liquidity requirements, undergoes annual CPA audits, and passes regular unannounced operational procedure audits.
• Working DreamsminorOthersWorking Dreams is a 501(c)(3) non-profit charity founded by Owner Lola Levoy, focusing exclusively on foster care children in Los Angeles County. It organizes three annual events: Holiday Toy Event (serving over 17,000 foster children per year), Glitz and Glam Prom Dress Event (serving over 300 foster care high school girls), and Back to School Backpack Event (serving foster youth K-12). The organization has distributed over 40,000 items to children. VP Kymberli Gayles serves as Executive Director of Working Dreams.

Scale indicators7 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Chicago Title: One of the largest U.S. title and escrow insurers (owned by Fidelity National Financial), offering residential and commercial escrow services nationwide. Directly comparable to Beverly Hills Escrow in core escrow functionality, though operating at vastly greater scale and as part of a broader title insurance portfolio.
• Old Republic National Title Insurance: Established national title and escrow underwriter with significant California presence. Competes with BHE for real estate agent referrals on residential and commercial escrows, while also offering affiliated escrow operations through independent agents.
• Fidelity National Financial: Parent of Chicago Title and other title/escrow brands; the largest U.S. title insurance and escrow conglomerate. Sets the competitive backdrop for independent escrow firms like Beverly Hills Escrow, particularly in California where FNF-controlled underwriters dominate agent relationships.
• First American Title Insurance Company: National title and escrow services provider under First American Financial Corporation. Overlaps directly with BHE's escrow and settlement offering for both residential and commercial transactions, but operates across all 50 states with a much larger infrastructure.
• Stewart Title: Major U.S. title insurance and escrow services company with direct operations in California. Provides comparable escrow, settlement, and 1031-related services through owned and independent agencies, competing with BHE for agent referrals and direct escrow business.

Emerging players

• Asset Preservation Inc. Specialized Qualified Intermediary providing 1031 exchange accommodation and related tax-deferred exchange services. A comparable 1031 specialist competing with Beverly Hills Deferred Exchange for investor clients across California.
• IPX1031: National Qualified Intermediary specializing in 1031 tax-deferred exchanges. Directly comparable to Beverly Hills Deferred Exchange, offering the same QI services to investors deferring capital gains on like-kind property swaps.
• 1031 Corp: Specialist Qualified Intermediary for 1031 exchanges serving real estate investors nationwide. Directly competes with Beverly Hills Deferred Exchange on 1031 accommodation services, particularly for larger commercial and investment property exchanges.

Direct peers

• North American Title Insurance Company: Title and escrow services company with a sizable California footprint, operating through both direct and agent channels. Directly competes with Beverly Hills Escrow for residential, commercial, and refinance escrow transactions.
• WFG National Title Insurance Company: Title and escrow underwriter that operates through an independent agent model, closely mirroring BHE's independent-agent positioning in the California escrow market. Directly competes for the same real estate agent and broker referral relationships.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/beverly-hills-escrow-deferred-exchange

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries1 record

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 Beverly Hills Escrow