Company lists
Accounting, asset management, lending, insurance, startups and more: the companies building financial services in California, with their founders, funding, team size and business models.
Funding, M&A, contract wins and launches involving 5,262 financial services companies in California, last 24 months: 381 M&A deals · 40 Contracts · 28 funding rounds · 17 launches. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: Jun 2026.
Private Management Group Inc. bought a new stake in shares of Advance Auto Parts, Inc. (NYSE:AAP – Free Report) during the 4th quarter, Holdings Channel reports. The institutional…
Los Angeles Capital Management LLC acquired a new position in shares of Sensient Technologies Corporation (NYSE:SXT – Free Report) during the fourth quarter, according to the company in…
Equity Residential (NYSE:EQR) entered into definitive agreement to acquire AvalonBay Communities, Inc. (NYSE:AVB) in a merger of equals transaction for $26.6 billion on May 20, 2026.
Sustainable energy firm Gensource has acquired Perth-based Solar Kingdom as it expands residential home energy delivery across Scotland.
Paul Hastings LLP advised Morgan Stanley & Co. LLC, serving as lead financial advisor to Equity Residential (NYSE: EQR), in connection with Equity Residential's all-stock merger of…
AvalonBay Communities, Inc. (NYSE: AVB) and Equity Residential (NYSE: EQR) have entered into a definitive all-stock merger agreement, combining to form one of the largest and most…
Lido Advisors announced a partnership with Jackson Hole Capital Partners (JHCP), a firm based in Tulsa, Oklahoma, with more than $1 billion in regulatory AUM.
California-headquartered Inszone Insurance Services has continued its hot streak of acquisitions with the purchase of Coastal Insurance Services in Florida and affiliated Optimal…
Last week, Inszone announced it also had acquired Smith & Co. Insurance in Arkansas, and James Vozar agency in Michigan.
SLIM Capital LLC, a nationwide independent equipment finance company, announced that it has acquired Capital Finance Solutions LLC ("CFS"), a California-based equipment finance firm…
K2 Insurance Services has acquired Oculus Underwriters, strengthening its position in the small and mid-sized commercial property insurance market through the integration of the…
Schnieders Capital Management LLC. lifted its holdings in Eli Lilly and Company by 16.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 7,993 shares of the company’s…
Allworth Financial, a Folsom, Calif.-based registered investment advisor with about $35 billion in client assets, has received its third investment round since its founding, led by…
The Property Franchise Group (TPFG), the multi-brand property franchisor, has acquired a 25% equity interest in Meridian HoldCo Limited, the parent of Legal & General Surveying Services…
CNSide Diagnostics, LLC, a wholly-owned subsidiary of Plus Therapeutics, Inc. (Nasdaq: PSTV ) (“Plus” or the “Company”), announced today a new payer coverage agreement with Blue Shield…
The offering, RCER 2026-1, consisted of $132.9 million in notes backed by a portfolio of Regents’ originated loans and leases spanning a broad range of industries, including:…
San Clemente-based CareTrust REIT Inc. today announced it closed on approximately $628 million worth of investments.
The acquisition is being funded with financial backing from private equity firm Nexus Capital Management, which will boost its stake in Laird to 71.7% from 53.5% as part of the deal.
Franklin Resources Inc. boosted its position in shares of PPG Industries by 39.4% in the 3rd quarter. Franklin Resources Inc. now owns 4,695,477 shares of the specialty chemicals…
Franklin Resources Inc. raised its holdings in shares of Regeneron Pharmaceuticals by 6.0% in the 3rd quarter.
Green Bay, Wisconsin-based Nicolet National Bank is selling its three Denver locations to Sunwest Bank, the lenders announced Tuesday.
Universal Beteiligungs und Servicegesellschaft mbH grew its holdings in shares of CareTrust REIT by 18.2% in the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns…
Zurcher Kantonalbank Zurich Cantonalbank lifted its stake in CareTrust REIT by 12.4% in the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 164,136 shares of the company’s…
Mirae Asset Global Investments Co. Ltd. lifted its stake in CareTrust REIT by 39.6% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 8,776 shares of the company’s…
CPC Advisors LLC acquired a new stake in CareTrust REIT, Inc. (NYSE:CTRE – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm…
Key Capital Management INC acquired a new stake in CareTrust REIT in the 4th quarter valued at about $69,000.
Evergreen Capital Management LLC grew its holdings in shares of CareTrust REIT by 213.7% in the 4th quarter. Evergreen Capital Management LLC now owns 56,576 shares of the company’s…
State of Alaska Department of Revenue raised its holdings in American Healthcare REIT by 28.2% in the 4th quarter. State of Alaska Department of Revenue now owns 98,953 shares of the…
Mirae Asset Global Investments Co. Ltd. raised its holdings in American Healthcare REIT by 41.0% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 4,928 shares of the…
B&I Capital AG acquired a new position in American Healthcare REIT in the 4th quarter worth about $10,662,000.
Few financial services companies in California publish revenue, so this list compares what is on record instead: recorded equity funding, team size, revenue model, age and stage. The 50 companies below lead on recorded funding and team size among 4,133 active companies.
Offsets and renewable energy marketplace
Financial exchangesUS$712.17m across 8 disclosed equity rounds
Darker bars = larger rounds
AWS
React
Next.js
AngularEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Diversified investment management firm
Hedge fundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
Banks
PHPEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of health insurance services
Insurance distributionUS$375.00m across 3 disclosed equity rounds
Darker bars = larger rounds
AWSAngular
TypeScriptPHP
CloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of a platform offering credit and digital financial services
Alternative lendingUS$346.50m across 7 disclosed equity rounds
Darker bars = larger rounds
PHP
MySQL
NginxCloudflare
ZendeskEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Blockchain platform offering Web3 infrastructure solutions
Blockchain infrastructureUS$336.00m across 2 disclosed equity rounds
Darker bars = larger rounds
Focus: Patents concentrated in computing, sensing & instrumentation
CPC G06F21/106, H04L63/0421, H04L9/3221ReactCloudflare
HubSpot
Webflow
jQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Online home equity loans platform
Asset managementUS$245.65m across 4 disclosed equity rounds
Darker bars = larger rounds
AWSReactCloudflare
Intercom
SalesforceEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Ethical banking for people and planet, supporting community development
BanksReactPHPCloudflare
BootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Real estate investment trust
ReitsUS$178.50m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Aircraft leasing and financing
Aircraft financing & leasingPHPMySQL
WordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of investment management services
Asset managementCloudflareWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Owner and operator of sustainable infrastructure funding distributed energy projects
Consumer and sme loansUS$122.29m across 4 disclosed equity rounds
Darker bars = larger roundsReact
NetlifyEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Real estate lending and investment firm specializing in short-term real estate loans secured by first trust deed
Service providers to banksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Platform acquiring Amazon FBA brands
Services for investment industry
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of commercial truck insurance, saving wholesale and retail insurance
Insurance carriersUS$83.00m across 3 disclosed equity rounds
Darker bars = larger rounds
ReactNext.js
Node.jsCloudflareHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of business banking
BanksUS$78.00m across 2 disclosed equity rounds
Darker bars = larger rounds
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Mortgage lender providing home loans, refinancing, and home equity solutions
Alternative lendingUS$71.95m across 3 disclosed equity rounds
Darker bars = larger rounds
AWSReactAngularNode.jsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Index provider solutions for financial and insurance industries
Services for investment industryUS$65.00m across 4 disclosed equity rounds
Darker bars = larger rounds
Focus: Blockchain-based data indexing and tracking solutions for secure, verifiable information management.
CPC G06F16/2255, H04L9/3239ReactCloudflare
SentryZendesk
FirebaseEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of home, property, auto, renters, business & specialty insurance services
Insurance carriersUS$57.00m across 2 disclosed equity rounds
Darker bars = larger rounds
Focus: Streaming video delivery and adaptive multimedia content distribution for constrained devices
CPC H04N7/17318, G06F8/4434, H04L67/62AWSCloudflareHubSpotZendeskWebflowEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Favrille: Your guide to consumer loans with the best interest
Services for investment industryUS$54.60m across 2 disclosed equity rounds
Darker bars = larger rounds
Focus: Patents concentrated in health & consumer products
CPC A61K39/39558, A61K39/0005Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Community-focused commercial bank specializing in commercial & industrial loans
BanksPHPMySQLWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Investment management firm
Asset management
PHPMySQLCloudflareSalesforceWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Credit brokerage firm
Services for investment industryPHPMySQLWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Real estate investment firm
Asset managementUS$44.90m across 3 disclosed equity rounds
Darker bars = larger roundsPHPMySQLNginxCloudflareWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of capital improvement and heritage protection services
Services for investment industryUS$42.10m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of diversified SME loans
Consumer and sme loansFocus: Automated beverage formulation, carbonation, and fluid handling systems for packaging and dispensing
CPC B67D1/0074, B67D1/0071, G06Q30/0279CloudflareWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of commercial real estate financing solutions
Service providers to banksEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of consumer auto loans
Consumer and sme loansUS$34.01m across 2 disclosed equity rounds
Darker bars = larger roundsAWS
Google CloudReact
Amazon S3
Tailwind CSSEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Multi-family office
Asset management
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of AI-driven high-value property insurance
Insurance carriers
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Independent wealth management firm
Asset managementUS$27.01m across 6 disclosed equity rounds
Darker bars = larger roundsPHPMySQLCloudflareSalesforceWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Wealth management firm
Asset managementUS$26.68m across 4 disclosed equity rounds
Darker bars = larger rounds
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Small business loans provider
Consumer and sme loansUS$26.48m across 3 disclosed equity rounds
Darker bars = larger rounds
PHPMySQLCloudflareSentryWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Diversified investment management firm
Asset managementUS$24.20m across 4 disclosed equity rounds
Darker bars = larger rounds
jQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Healthcare focused insurance brokerage firm
Insurance distribution
AWSReactCloudflareSentryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of working capital loans
Consumer and sme loansEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of loan facility that unlocks liquidity, leverage, and flexibility for general and limited partners, offering a solution for venture investors seeking to manage their investments efficiently
Service providers to banksUS$21.75m across 2 disclosed equity rounds
Darker bars = larger rounds
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
California bank providing personal, business banking, and commercial lending solutions
BanksUS$20.07m across 2 disclosed equity rounds
Darker bars = larger roundsAWSReactPHPMySQLCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of bookkeeping, audit risk, tax saving, and other accountant services
Finance & accounting services
AWSReactNext.jsNode.jsCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Hedge funds focused on alternative assets
Cryptocurrencies
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Diversified investment management firm
Asset managementUS$17.88m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Customized banking solutions for businesses and individuals with complex financial needs
Banks
Vue.jsPHPMySQLWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of a platform facilitating interactions to address social needs
Services for health insurers
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of healthcare insurance for senior population in Orange and San Diego counties
Insurance carriersUS$16.90m across 2 disclosed equity rounds
Darker bars = larger roundsBootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of financial and tax services
Finance & accounting servicesEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of SME loans
Alternative lendingUS$15.00m across 2 disclosed equity rounds
Darker bars = larger roundsPHPMySQLNginxWordPressBootstrapEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Auto insurance broker
Insurance distribution
jQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Association focused on reinsurance market and financial services
Financial services industry associationsReactNext.jsNode.jsCloudflareSentryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of of tax, valuation, financial advisory, and related consulting services to individual and commercial clients
Finance & accounting servicesUS$11.23m across 3 disclosed equity rounds
Darker bars = larger roundsFocus: Advanced window and façade systems with structural sealing, composite extrusion, and project management tools.
CPC E06B3/22, C08L27/06, E06B9/52AWSReactNext.jsAngularVue.jsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of real estate investment management services
Asset managementUS$11.21m across 3 disclosed equity rounds
Darker bars = larger roundsPHPMySQLCloudflareWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
No matching company in this list.
This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.
Open financial services in California on RadarFind financial services companies in California for accounting, asset management, lending and insurance. Browse financial planning services and financial services companies by specialty.
Providers of accounting, tax, CFO and finance advisory services.
It is a financial advisory firm
Finance & accounting servicesProvider of financial, accounting, auditing, compliance, and business consulting services
Finance & accounting services
Provider of accounting and tax services
Finance & accounting services
BPM is a public accounting and advisory firm that serves emerging and mid-cap businesses and high-net-worth individuals.
Finance & accounting services
Provider of tax consulting services
Finance & accounting servicesInvestment management and wealth planning businesses.
Diversified investment management firm
Hedge fundsProvider of investment management services
Asset managementInvestment management firm
Asset managementReal estate investment firm
Asset managementIndependent wealth management firm
Asset managementLenders offering consumer, SME, mortgage and business finance.
Provider of a platform offering credit and digital financial services
Alternative lendingOwner and operator of sustainable infrastructure funding distributed energy projects
Consumer and sme loansMortgage lender providing home loans, refinancing, and home equity solutions
Alternative lendingProvider of diversified SME loans
Consumer and sme loansProvider of commercial real estate financing solutions
Service providers to banksInsurance companies, distributors and related providers.
Provider of health insurance services
Insurance distributionProvider of commercial truck insurance, saving wholesale and retail insurance
Insurance carriersProvider of home, property, auto, renters, business & specialty insurance services
Insurance carriersProvider of AI-driven high-value property insurance
Insurance carriersHealthcare focused insurance brokerage firm
Insurance distributionRecently founded financial services businesses in California.
Blockchain platform offering Web3 infrastructure solutions
Blockchain infrastructureProvider of home, property, auto, renters, business & specialty insurance services
Insurance carriersProvider of AI-driven high-value property insurance
Insurance carriersAssociation focused on reinsurance market and financial services
Financial services industry associations
Platform providing private market data
Services for investment industryFinancial services employers with hiring activity in California.
Offsets and renewable energy marketplace
Financial exchangesCommercial bank
BanksProvider of health insurance services
Insurance distributionBlockchain platform offering Web3 infrastructure solutions
Blockchain infrastructureOnline home equity loans platform
Asset managementPublicly listed financial services businesses in California.
Commercial bank
BanksProvider of health insurance services
Insurance distributionMortgage lender providing home loans, refinancing, and home equity solutions
Alternative lendingFavrille: Your guide to consumer loans with the best interest
Services for investment industryCommunity-focused commercial bank specializing in commercial & industrial loans
BanksThe most-installed Android apps published by financial services companies headquartered in California — 5.5M installs between them. 184 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.
The figures on this page come from Fliar’s company, funding, hiring and news data. Use it through the Investor Intelligence API and company data exports, or explore every company, founder and investor in Radar.
2,207 recorded equity rounds have gone to 48,810 financial services companies in the United States — how much, at which stage, into which sub-sectors, from whom, and how California compares. Debt, IPO and grant rounds are excluded.
US$1.25bn
US$2.66bn
877 rounds in the United States
last 24 months
Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2022, with US$5.95bn across 212 rounds.
Equity rounds over the last five years, 5,262 financial services companies in California among 48,810 in the United States.
Each deal appears in the events strip at the top of the page.
Go deeper in the financial services landscape reports:
Financial Services Industry Landscape of the United StatesThe financials above are one chapter. The full financial services landscape of California maps the whole industry — every segment, the capital behind it, the talent market and where the next opportunities are.
125 financial services companies in California have recorded equity funding, US$5.70bn in total. Totals and round dates describe the historical record; they are not current valuations.
Largest recorded equity totals, with the latest recorded round.
Financial exchangesOffsets and renewable energy marketplace
Hedge fundsDiversified investment management firm
BanksCommercial bank
Insurance distributionProvider of health insurance services
Alternative lendingProvider of a platform offering credit and digital financial services
Blockchain infrastructureBlockchain platform offering Web3 infrastructure solutions
Asset managementOnline home equity loans platform
BanksEthical banking for people and planet, supporting community development
ReitsReal estate investment trust
Founders
Details not available
Aircraft financing & leasingAircraft leasing and financing
Asset managementProvider of investment management services
Founders
Details not available
Consumer and sme loansOwner and operator of sustainable infrastructure funding distributed energy projects
Service providers to banksReal estate lending and investment firm specializing in short-term real estate loans secured by first trust deed
Founders
Details not available
Services for investment industryPlatform acquiring Amazon FBA brands
Insurance carriersProvider of commercial truck insurance, saving wholesale and retail insurance
BanksProvider of business banking
Founders
Details not available
US$712.17m across 8 disclosed equity rounds
Darker bars = larger roundsAWSReactNext.jsAngularEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$375.00m across 3 disclosed equity rounds
Darker bars = larger roundsAWSAngularTypeScriptPHPCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$346.50m across 7 disclosed equity rounds
Darker bars = larger roundsPHPMySQLNginxCloudflareZendeskEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$336.00m across 2 disclosed equity rounds
Darker bars = larger roundsFocus: Patents concentrated in computing, sensing & instrumentation
CPC G06F21/106, H04L63/0421, H04L9/3221ReactCloudflareHubSpotWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$245.65m across 4 disclosed equity rounds
Darker bars = larger roundsAWSReactCloudflareIntercomSalesforceEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ReactPHPCloudflareBootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$178.50m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
CloudflareWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$122.29m across 4 disclosed equity rounds
Darker bars = larger roundsReactNetlifyEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$83.00m across 3 disclosed equity rounds
Darker bars = larger roundsReactNext.jsNode.jsCloudflareHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$78.00m across 2 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Meet the people behind financial services companies in California. 905 of 4,133 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.
Companies whose recorded headcount rose the most between the two most recent team-size snapshots. A larger team is a signal of momentum, not of profitability.
Finance & accounting servicesProvider of of tax, valuation, financial advisory, and related consulting services to individual and commercial clients
BanksBanking solutions with personalized service, global reach, and lasting partnerships
BanksProvider of traditional and cloud based telecom infrastructure services
Asset managementProvider of retirement planning advisory services
ReitsProvider of invests services for restaurant real estate franchise business
Insurance distributionDiversified insurance brokerage firm
ReitsREIT focused on residential and multi-family properties
Service providers to banksAccredited debt relief solutions provider
Services for investment industryPrivate equity firm focused on multiple sector
Nbfc lendersExcedr leases lab equipment with one goal: save researchers time and money.
Founders
Details not available
Affordable housingReal estate investment and management firm
Founders
Details not available
Insurance carriersProvider of customized third party administration of workers compensation and liability claims
Founders
Details not available
US$11.23m across 3 disclosed equity rounds
Darker bars = larger roundsFocus: Advanced window and façade systems with structural sealing, composite extrusion, and project management tools.
CPC E06B3/22, C08L27/06, E06B9/52AWSReactNext.jsAngularVue.jsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSGoogle CloudCloudflareAmazon S3jQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPNginxEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
WebflowEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Ruby On RailsCloudflareBootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
CloudflareHubSpotWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQL
RedisWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLNginxWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Financial services companies in California with at least one woman on the founding team. Expand a profile to meet the founders; teams can include both women and men.
Finance & accounting servicesProvider of accounting, taxation, compliance, auditing, and consulting services
Insurance distributionProvider of health insurance services
Alternative lendingProvider of a platform offering credit and digital financial services
BanksEthical banking for people and planet, supporting community development
Asset managementDiversified investment management firm
Asset managementMulti-family office
Consumer and sme loansProvider of mortgage loans
Consumer and sme loansConsumer loans provider
Services for investment industryAI-powered financial advisory platform for individuals
Asset managementDiversified investment management firm
Insurance distributionManufacturer of home appliances and consumer electronics
Services for investment industryAI-powered platform for asset management
PHPMySQLCloudflareWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$375.00m across 3 disclosed equity rounds
Darker bars = larger roundsAWSAngularTypeScriptPHPCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$346.50m across 7 disclosed equity rounds
Darker bars = larger roundsPHPMySQLNginxCloudflareZendeskEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ReactPHPCloudflareBootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$24.20m across 4 disclosed equity rounds
Darker bars = larger roundsjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AngularTypeScriptSentryNetlifyEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$4.70m across 2 disclosed equity rounds
Darker bars = larger rounds
AWSReactNext.jsNode.jsIntercomEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$9.21m across 2 disclosed equity rounds
Darker bars = larger roundsPHPMySQLCloudflareWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$1.00m across 2 disclosed equity rounds
Darker bars = larger rounds
ReactNext.jsNode.js
VercelTailwind CSSEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
CloudflareWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Financial services companies in California founded in the last four years, newest first.
Asset managementProvider of financial planning, tax planning, and investment management services
Founders
Details not available
Service providers to banksProvider of various mortgage options, including refinancing and home purchasing
Founders
Details not available
Asset managementProvider of deep value investment strategies using quantitative and qualitative analysis
Founders
Details not available
Asset managementProvider of multi-family office services including investment, planning, and family support
Asset managementProvider of M&A, capital raise, valuations, finance strategy, and CFO advisory services
ReitsProvider of investment services
Finance & accounting servicesProvider of loan servicing and collateral management for crypto loans
Asset managementProvider of investment management and advisory services
BanksOnline bank providing banking services, loans, mutual funds, savings, and investments
Founders
Details not available
Finance & accounting servicesProvider of growth strategy and fractional CRO services for fintechs
Founders
Details not available
BanksProvider of micro banking, loan, wire transfer, and deposit services
Founders
Details not available
Asset managementProvider of financial advisory and wealth management services to individuals
Founders
Details not available
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Supercritical CO₂ power cycles and efficient launch vehicle propulsion systems
CPC F02C3/20, F02C1/06, F02C3/34Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Companies with the most distinct news events in the last 24 months across the business press Fliar tracks.
BanksCommercial bank
ReitsREIT that invests in industrial property throughout infill Southern California
ReitsREIT that invests in commercial retail, industrial, office, and agriculture real estate assets
Consumer and sme loansAuto loans provider
BanksCommercial bank
ReitsREIT focused on acquiring and developing high quality commercial properties
Insurance carriersProvider of speciality property insurance services
Asset managementDiversified investment management firm and fund of funds focused on venture capital funds
ReitsHealthcare REIT investing in senior housing and healthcare properties
ReitsEquity REIT investing in retail real estate
BanksCommercial bank
ReitsEquity REIT investing in hotel properties
Focus: Secure mobile and IoT financial transaction processing, authentication, and cryptographic services.
CPC G06Q40/02, G06Q40/06, G06Q40/03AWSReactAngularTypeScriptEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLCloudflareWordPressBootstrapEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPCloudflareSalesforcejQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSPHPCloudflareBootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLCloudflareSalesforceWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ReactCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Industrial process monitoring and decision support for bonding using optical deformation sensing
CPC G08B13/22, G02B6/4227, B23K20/004ReactPHPMySQLCloudflareHubSpotEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AngularTypeScriptCloudflarejQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
CloudflareTailwind CSSEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSCloudflareBootstrapjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSCloudflareSalesforcejQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
CloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
The most common specialisations among financial services companies in California. Open a company to see what it sells, who runs it and how far it has come.
1,323 financial services companies in California work in finance & accounting services. Shown: the best-documented.
Finance & accounting servicesProvider of accounting, taxation, compliance, auditing, and consulting services
Finance & accounting servicesProvider of of tax, valuation, financial advisory, and related consulting services to individual and commercial clients
Finance & accounting servicesProvider of banking & financial services
Finance & accounting servicesProvider of bookkeeping, audit risk, tax saving, and other accountant services
Founders
Details not available
Finance & accounting servicesProvider of accounting and tax services
Finance & accounting servicesIt is a financial advisory firm
Finance & accounting servicesProvider of financial and tax services
Finance & accounting servicesProvider of financial, accounting, auditing, compliance, and business consulting services
Founders
Details not available
Finance & accounting servicesFinancial holding firm
Finance & accounting servicesEntertainment Partners is the global leader in entertainment payroll, residuals, tax incentives, finance.
Founders
Details not available
Finance & accounting servicesBPM is a public accounting and advisory firm that serves emerging and mid-cap businesses and high-net-worth individuals.
Founders
Details not available
Finance & accounting servicesProvider of financial services
PHPMySQLCloudflareWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$11.23m across 3 disclosed equity rounds
Darker bars = larger roundsFocus: Advanced window and façade systems with structural sealing, composite extrusion, and project management tools.
CPC E06B3/22, C08L27/06, E06B9/52AWSReactNext.jsAngularVue.jsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$1.80m across 2 disclosed equity rounds
Darker bars = larger roundsPHPMySQLNginxCloudflareWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSReactNext.jsNode.jsCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSCloudflareAmazon S3jQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSReactAngularTypeScript
GraphQLEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLCloudflareWordPressjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AWSGoogle CloudAngularTypeScriptEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
509 financial services companies in California work in asset management. Shown: the best-documented.
Asset managementIndependent wealth management firm
Asset managementOnline home equity loans platform
Asset managementDiversified investment firm
Asset managementDiversified investment management firm
Asset managementMulti-family office
Asset managementWealth management firm
CryptocurrenciesHedge funds focused on alternative assets
Founders
Details not available
Asset managementProvider of wealth management services
Hedge fundsDiversified investment management firm
Asset managementDiversified investment management firm
Asset managementDiversified investment management firm
Asset managementPrivate credit for fintechs, enabling responsible growth in underserved markets
US$27.01m across 6 disclosed equity rounds
Darker bars = larger roundsPHPMySQLCloudflareSalesforceWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$245.65m across 4 disclosed equity rounds
Darker bars = larger roundsAWSReactCloudflareIntercomSalesforceEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLCloudflareWordPressBootstrapEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$24.20m across 4 disclosed equity rounds
Darker bars = larger roundsjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$26.68m across 4 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$6.77m across 2 disclosed equity rounds
Darker bars = larger roundsGoogle CloudReactSentryBootstrapEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
WebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
485 financial services companies in California work in consumer and sme loans. Shown: the best-documented.
Alternative lendingMortgage lender providing home loans, refinancing, and home equity solutions
Consumer and sme loansReverse mortgage loans provider
Alternative lendingProvider of a platform offering credit and digital financial services
Alternative lendingProvider of SME loans
Founders
Details not available
Consumer and sme loansProvider of consumer home loans
Consumer and sme loansProvider of diversified SME loans
Consumer and sme loansProvider of auto loans
Consumer and sme loansProvider of mortgage loans
Consumer and sme loansOwner and operator of sustainable infrastructure funding distributed energy projects
Consumer and sme loansProvider of consumer auto loans
Consumer and sme loansConsumer loans provider
Consumer and sme loansHome loans provider
US$71.95m across 3 disclosed equity rounds
Darker bars = larger roundsAWSReactAngularNode.jsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$4.72m across 2 disclosed equity rounds
Darker bars = larger roundsAWSPHPMySQLWordPressBootstrapEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$346.50m across 7 disclosed equity rounds
Darker bars = larger roundsPHPMySQLNginxCloudflareZendeskEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$15.00m across 2 disclosed equity rounds
Darker bars = larger roundsPHPMySQLNginxWordPressBootstrapEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PHPMySQLWordPressEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Automated beverage formulation, carbonation, and fluid handling systems for packaging and dispensing
CPC B67D1/0074, B67D1/0071, G06Q30/0279CloudflareWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$489k across 2 disclosed equity rounds
Darker bars = larger roundsAWSReactCloudflareEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$122.29m across 4 disclosed equity rounds
Darker bars = larger roundsReactNetlifyEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$34.01m across 2 disclosed equity rounds
Darker bars = larger roundsAWSGoogle CloudReactAmazon S3Tailwind CSSEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AngularTypeScriptSentryNetlifyEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
385 financial services companies in California work in services for investment industry. Shown: the best-documented.
Social platformsOnline marketplace for startup founders and accelerators
Blockchain infrastructureBlockchain platform offering Web3 infrastructure solutions
Services for investment industryPlatform acquiring Amazon FBA brands
Marketing servicesProvider of financial and strategy services for investment industries
Services for investment industryPlatform providing private market data
Investment techTech platform that brings investors and alternative investment opportunities together
Services for investment industryFavrille: Your guide to consumer loans with the best interest
Services for investment industryIndex provider solutions for financial and insurance industries
Services for investment industrySaaS-based solutions for private investors & wealth managers
Services for investment industryAI-powered financial advisory platform for individuals
Services for investment industryAI-powered platform for asset management
Services for investment industryProvider of investment services
US$900k across 2 disclosed equity rounds
Darker bars = larger roundsPolicy × Technology | Chief Secretary to a Diet Member | Founder in stealth.
Focus: Enhanced wood composites with termite/fungal resistance and silicone treatments; advanced packaging coatings.
CPC B27D1/04, D21H19/82, E04D12/00Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$336.00m across 2 disclosed equity rounds
Darker bars = larger roundsFocus: Patents concentrated in computing, sensing & instrumentation
CPC G06F21/106, H04L63/0421, H04L9/3221ReactCloudflareHubSpotWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$1.11m across 3 disclosed equity rounds
Darker bars = larger roundsEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$9.70m across 3 disclosed equity rounds
Darker bars = larger rounds
WebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Focus: Rotary fluid processing for chemical/biofuel synthesis and high‑rate weapon and device enclosures
CPC B01D53/06, F41A9/46, B01D53/0462Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$54.60m across 2 disclosed equity rounds
Darker bars = larger roundsFocus: Patents concentrated in health & consumer products
CPC A61K39/39558, A61K39/0005Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$65.00m across 4 disclosed equity rounds
Darker bars = larger roundsFocus: Blockchain-based data indexing and tracking solutions for secure, verifiable information management.
CPC G06F16/2255, H04L9/3239ReactCloudflareSentryZendeskFirebaseEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
US$4.70m across 2 disclosed equity rounds
Darker bars = larger roundsAWSReactNext.jsNode.jsIntercomEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
CloudflareWebflowjQueryEach tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
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