Solutions Tailored for Brokers, Investors & Borrowers
At OZ Financial LLC, we deliver smart, flexible financial solutions to help you grow, invest, and succeed — no matter your role in the financial journey.
About
OZ Financial LLC
OZ Financial LLC has been helping Americans navigate both traditional mortgage lending and alternative investment opportunities. We’re not your typical mortgage lender — we’re the key that unlocks financial opportunities for individuals who may not meet the rigid criteria of traditional banks.
With over $100 million in Assets Under Management (AUM), we’re proud to play a vital role in shaping brighter financial futures. At OZ Financial, we believe everyone deserves a fair shot at homeownership and the chance to build long-term wealth through strategic investments.
If you’re looking for more than just a mortgage — if you’re seeking financial empowerment, stable investment options, and a partner who’s truly committed to your success — you’ve come to the right place.
Discover how OZ Financial can help you secure your future through investments in the OZ Financial Mortgage Investment Corporation. Your journey to financial freedom starts here.
01.
Brokers
At OZ Financial, we’ve been in your shoes. Our founders are seasoned mortgage professionals with decades of experience as brokers themselves. We know firsthand the challenges you face — from navigating complex borrower profiles to meeting tight timelines.
That’s why we’re uniquely positioned to support you. We offer flexible, broker-friendly solutions designed to help you close more deals and deliver exceptional value to your clients. When you partner with OZ Financial, you’re backed by a team that truly understands your business — because we’ve lived it.
02.
Investors
At OZ Financial LLC, we offer two distinct investment options designed to help you grow and protect your wealth.
Our Mortgage Fund, backed by a diversified portfolio of carefully selected U.S. mortgage loans, provides investors with the opportunity to earn a targeted rate of return through monthly distributions — without the direct risks typically associated with individual mortgage lending.
For investors seeking more control, our Private Mortgage Investment option allows you to invest in individual mortgage loans, giving you the flexibility to select deals that align with your specific financial goals and risk tolerance.
03.
Borrowers
At OZ Financial, we involve you at every step of the lending process — because we believe in partnership, not just transactions. We’re committed to building long-term relationships based on trust, transparency, and shared success.
When you and your borrowers succeed, we succeed.
Testimonials
What My Clients Say?
“As a mortgage broker, finding a lender who truly understands our challenges is rare. OZ Financial has been a game-changer — responsive, flexible, and always focused on solutions. They don’t just fund deals; they build relationships.”
Jason R.
Mortgage Broker, Florida
“I was looking for an investment that offered steady returns without the volatility of the stock market. OZ Financial’s mortgage fund has delivered exactly that — consistent monthly income and peace of mind, backed by real estate.”
Karen D.
Private Investor, California
“After being turned down by traditional banks, I thought homeownership was out of reach. OZ Financial looked at the full picture and gave me a chance. Now, I’m a proud homeowner thanks to their personalized approach.”
Marcus L.
Homebuyer, Texas
Trusted mortgage lending and investment solutions
Take Control of Your Financial Future Today
Whether you’re an investor or broker, OZ Financial helps you achieve your goals with personalized support and proven expertise.
Get Started Now