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We help homeowners and financial professionals access home equity in a modern, non-debt way — without selling the home, taking out a loan, or adding monthly payments. Our flagship solution, CHEIFS® (Cornerstone Home Equity Insurance/Investment Funding Solutions), allows homeowners to convert a portion of their home equity into liquidity to support real financial planning needs — including retirement income strategies, long-term care planning, tax planning, and legacy goals — while keeping ownership and control of their home. Cornerstone is bringing institutionally backed home equity access into the wealth-planning ecosystem. Through our integration with InsMark’s Wealthy & Wise+™ platform, advisors can model home equity alongside traditional planning strategies — helping clients unlock more flexibility, diversification, and long-term outcomes.

Cornerstone Financing Questions

Daniel Anderson is the Co-Founder and Chairman of Cornerstone Financing.

13 people are employed at Cornerstone Financing.

Cornerstone Financing is based in Summit, New Jersey.

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