3059 indexable Financial Services companies headquartered in California, United States, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $17.5B across 252 funded companies, including 3 unicorns.
| # | Company | Funding | Valuation | Stage | Latest round | Employees | Founded | Momentum |
|---|---|---|---|---|---|---|---|---|
| 1 |
Dakota Financial
Provider of funding solutions for businesses with challenged credit profiles |
$77M | — | Funding Raised | Conventional Debt Apr 2026 | 40 | 2002 | ↑ Active |
| 2 |
MerQube
Index provider solutions for financial and insurance industries |
$35M | — | Series C | Series C Apr 2026 | 9 | 2019 | ↑ Active |
| 3 |
BluePath Finance
Owner and operator of sustainable infrastructure funding distributed energy projects |
$47.3M | — | Series D | Series D Mar 2026 | 22 | 2012 | ↑ Active |
| 4 |
Pacific Life
Insurance company |
$2B | — | Late Stage | Unattributed Mar 2025 | 3,138 | 1868 | ↑ Active |
| 5 |
Poppy Bank
California bank providing personal, business banking, and commercial lending solutions |
$19.1M | — | Series B | Conventional Debt Mar 2026 | 143 | 2004 | ↑ Active |
| 6 |
Tala
Provider of a platform offering credit and digital financial services |
$350M | — | Series E | Conventional Debt Mar 2025 | 738 | 2011 | ↑ Active |
| 7 |
Lendistry
Small business loans provider |
$21.5M | — | Series B | Conventional Debt Dec 2025 | — | 2014 | ↑ Active |
| 8 |
Health Net
Provider of health plans and related services |
$175M | — | Acquired | Grant (prize money) 2025 | 2,600 | 1977 | ↑ Active |
| 9 |
Flora
Provider of fertility insurance plans |
$6.5M | — | Seed | Seed Apr 2026 | — | 2023 | ↑ Active |
| 10 |
Cover Whale
Provider of commercial truck insurance, saving wholesale and retail insurance |
$43M | — | Series B | Series B Jul 2025 | 131 | 2019 | ↑ Active |
| 11 |
Kick
Provider of bookkeeping, audit risk, tax saving, and other accountant services |
$20M | — | Series B | Series B Nov 2025 | 11 | 2010 | ↑ Active |
| 12 |
SureCo
Healthcare focused insurance brokerage firm |
$23M | — | Series A | Series A Sep 2025 | 103 | 2015 | ↑ Active |
| 13 |
EB5 United
Real estate investment firm |
$44.9M | — | Series B | Series B May 2025 | — | 2013 | ↑ Active |
| 14 |
High Rise Financial
Provides lawsuit, personal injury, and other loan services |
$150M | — | Funding Raised | Conventional Debt Dec 2024 | 34 | 2016 | ↑ Active |
| 15 |
Avistone
Provider of real estate investment management services |
$2.9M | — | Series A | Series A Feb 2026 | 9 | 2012 | ↑ Active |
| 16 |
PointOne
Provider of multi-family office services including investment, planning, and family support |
$6.5M | — | Series A | Series A Dec 2025 | — | 2025 | ↑ Active |
| 17 |
Clearinghouse CDFI
Diversified lending NBFI |
$20.6M | — | Series G | Series G Aug 2025 | 43 | 1996 | ↑ Active |
| 18 |
Commercial Bank of California
Commercial bank |
$144.4M | — | Acquired | Series D Nov 2024 | 132 | 2003 | ↑ Active |
| 19 |
Liberate
Provider of home, property, auto, renters, business & specialty insurance services |
$7M | — | Series B | Series B Oct 2025 | 11 | 2022 | ↑ Active |
| 20 |
Strike Acceptance
Provider of consumer auto loans |
$20.7M | — | Series B | Series B Mar 2025 | 21 | 2016 | ↑ Active |
| 21 |
Gantry
Provider of mortgage brokerage, loan servicing and consulting services |
$64M | — | Funding Raised | Conventional Debt Aug 2024 | 92 | 2019 | ↑ Active |
| 22 |
The Change Company
Provider of diversified SME loans |
$40M | — | Seed | Conventional Debt Jun 2024 | 54 | 2017 | ↑ Active |
| 23 |
Highway Benefits
Provider of cooperative education loan |
$5.7M | — | Seed | Seed Apr 2025 | 8 | 2021 | ↑ Active |
| 24 |
Xpansiv
Unicorn Offsets and renewable energy marketplace |
$712.2M | $1.2B as of 2022 |
Series D | Series D Jan 2023 | 277 | 2016 | — |
| 25 |
Lvrch Capital
Provider of mutual fund, financial and investment management services |
$600M | — | Series D | Jul 2023 | 142 | 2013 | — |
| 26 |
Apmortgage
Provider of mortgage lending services and home loan products. It offers a variety of loan options, including purchase, refinance, home equity, and VA loans. Services encompass the entire home buying and refinancing process, from initial consultation and application to closing. Calculators are available to assist clients in estimating affordability and potential savings. The company also provides resources and educational materials to support customers throughout their journey. |
$117.6K | — | Seed | Seed Feb 2026 | 3,396 | — | ↑ Active |
| 27 |
Liberty Company
Provider of commercial, personal, and employee benefits insurance solutions |
$4M | — | Series A | Conventional Debt Feb 2025 | 287 | 1987 | ↑ Active |
| 28 |
LEONID
Provider of financial services |
$200M | — | Funding Raised | Conventional Debt Sep 2023 | 9 | 2019 | — |
| 29 |
Sagent Management
Provider of financial and tax services |
$16.6M | — | Series B | Series B Jun 2024 | — | 2004 | ↑ Active |
| 30 |
Westcore
Real Estate Investment firm focusing on acquistion |
$1B | — | Late Stage | PE Jun 2021 | 95 | 2000 | — |
| 31 |
Mysten Labs
Unicorn Blockchain platform offering Web3 infrastructure solutions |
$336M | $2B as of 2022 |
Series B | Series B Sep 2022 | 140 | 2021 | — |
| 32 |
BioMed Realty
Real estate solutions provider for life science and technology industries |
$1.1B | — | Acquired | Conventional Debt Oct 2019 | 220 | 2004 | — |
| 33 |
Balboa Capital
Provider of loan financing to Small Businesses |
$660M | — | Acquired | Conventional Debt May 2021 | 210 | 1988 | — |
| 34 |
Regents Capital
Equipment financing solutions tailored to fuel business growth and overcome challenges |
$130.6M | — | Funding Raised | Conventional Debt May 2023 | 95 | 2013 | — |
| 35 |
Juno kids
Provider of disability insurance services |
$8.5M | — | Series A | Series A Jul 2024 | — | 2018 | ↑ Active |
| 36 |
Uncaged Capital
Provider of commercial real estate financing solutions |
$39.5M | — | Series A | Series A Mar 2024 | — | 2019 | — |
| 37 |
Point Digital Finance
Online home equity loans platform |
$245.7M | — | Series C | Series C May 2022 | 144 | 2015 | — |
| 38 |
Beneficial State Bank
Ethical banking for people and planet, supporting community development |
$218M | — | Series D | Series D Jun 2022 | 240 | 2007 | — |
| 39 |
CoreVest American Finance Lender
Provider of finance for residential real estate investors |
$1.2B | — | Acquired | Conventional Debt Jul 2018 | — | 2014 | — |
| 40 |
Kennedy Wilson
Real estate investment firm |
$300M | — | Acquired | Post IPO Feb 2022 | 259 | 1977 | — |
| 41 |
Change Home Mortgage
Provider of home loan services |
$211M | — | Series D | Series D Apr 2022 | 551 | 1994 | — |
| 42 |
Astiva Health
Provider of healthcare insurance for senior population in Orange and San Diego counties |
$15.8M | — | Series B | Series B May 2024 | 17 | 2019 | — |
| 43 |
Canter Wealth
Provider of banking & financial services |
$300K | — | Seed | Seed Jun 2025 | 13 | 2016 | ↑ Active |
| 44 |
C2 Capital Group
Financial services company providing debt capital to companies |
$2M | — | Series A | Oct 2024 | — | 2008 | ↑ Active |
| 45 |
EBSC Lending
Provider of loans and financial services |
$22.8M | — | Funding Raised | Conventional Debt Jan 2024 | — | 2021 | — |
| 46 |
Alignment Health
Provider of health insurance services |
$375M | — | Public | Series C Mar 2020 | 906 | 2013 | — |
| 47 |
Lendtable
Wealth management firm |
$26.7M | — | Series A | Grant (prize money) Sep 2023 | 34 | 2019 | — |
| 48 |
Colony Credit Real Estate
Equity REIT that invests in commercial real estate |
$560M | — | Public | Conventional Debt Feb 2019 | — | 2017 | — |
| 49 |
Uprise
AI-powered financial advisory platform for individuals |
$1.4M | — | Seed | Seed Oct 2024 | 8 | 2021 | ↑ Active |
| 50 |
Marcato Capital Management
Diversified investment management firm |
$666.2M | — | Series D | Series D Dec 2016 | 16 | 2002 | — |
Provider of funding solutions for businesses with challenged credit profiles. It delivers funding programs designed for customers with prior bankruptcies, tax liens, judgments, repossessions, or slow payments. Financing is based on collateral, and it offers approvals, leases, and equipment financing agreements. The company provides documentation and aims to work through business challenges.
Index provider solutions for financial and insurance industries. It provides services like designing and calculating wide varieties of indices ranging from thematic to ESG, factor, and retirement while covering multi-asset, equities, and futures as well as options. It also has a comprehensive governance framework regarding the design, calculation, maintenance, and dissemination of its indices.
Owner and operator of sustainable infrastructure funding distributed energy projects. This includes distributed and community solar, behind-the-meter batteries, microgrids, and EV infrastructure. The company partners with engineering groups to source, construct, and maintain projects, while it funds, owns, and operates them. Funding is provided through various financial structures, including power purchase agreements
Pacific Life is an insurance company. Their products include life insurance products, annuities, and mutual funds. The company also offers investment products and services to individuals, businesses, and pension plans. In 2022, the company recorded annual revenues of $13.36B and a net profit of $0.76B.
California bank providing personal, business banking, and commercial lending solutions. We are a FDIC-insured institution offering a comprehensive suite of financial products and services. These include personal checking and savings accounts, certificates of deposit, consumer credit cards, and digital banking options. For businesses, we provide business accounts, online banking, treasury management, and various lendi
Provider of a platform offering credit and digital financial services. Its personalized credit platform harnesses machine learning models trained on billions of proprietary data points from over a decade of customer relationships to underwrite millions of customers who have never interacted with the formal banking system. It is the first and only platform to combine the intelligence of a credit bureau, the payments e
Small business loans provider
Provider of health plans and related services. This entity offers health insurance plans for individuals, families, and businesses of all sizes, including Medi-Cal and Medicare plans. Additional services encompass behavioral health, pharmacy benefits, and support programs. The company also facilitates access to a provider network and offers various resources for members, including online tools and language assistance
Provider of fertility insurance plans. This organization offers risk-sharing models designed to fund reproductive health treatments. The services include coverage for diagnostics, medications, and procedures related to family building. The platform facilitates access to reproductive care through a community-based financial model.
Provider of commercial truck insurance, saving wholesale and retail insurance
Provider of bookkeeping, audit risk, tax saving, and other accountant services
Healthcare focused insurance brokerage firm
Rankings are computed by Radar (Fliar BI) from the Radar company master and are updated periodically. Funding and momentum scores use disclosed equity-funding data only. Figures may lag private rounds. Last updated 2026-06-16.
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