Radar · Financial Services in California
Best Financial Services Companies in California, United States
The 3059 best Financial Services companies in California, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Pacific Life.
By Riya SenguptaFinancials
3059companies tracked
$17.5Bdisclosed funding
3unicorns
240have raised
Ranked: Best Financial Services companies in California
| # | Company | Disclosed funding | Last round | Stage | Employees | Founded | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Pacific Life Insurance company | $2.0B | 15 mo ago | Late Stage | 3,138 3,138 → 4,845 (+54%) · sector median +67% | 1868 | — | 1 award |
| 2 | CoreVest American Finance Lender Provider of finance for residential real estate investors | $1.2B | 95 mo ago | Acquired | — | 2014 | — | 4 job openings |
| 3 | BioMed Realty Real estate solutions provider for life science and technology industries | $1.1B | 79 mo ago | Acquired | 220 220 → 402 (+83%) · sector median +67% | 2004 | — | 2 expansions |
| 4 | Westcore Real Estate Investment firm focusing on acquistion | $1.0B | 60 mo ago | Late Stage | 95 | 2000 | — | 4 expansions |
| 5 | Xpansiv 🦄 Offsets and renewable energy marketplace | $712M | 41 mo ago | Series D | 277 | 2016 | — | 3 partnerships |
| 6 | Marcato Capital Management Diversified investment management firm | $666M | 114 mo ago | Series D | 16 | 2002 | — | — |
| 7 | Balboa Capital Provider of loan financing to Small Businesses | $660M | 60 mo ago | Acquired | 210 210 → 198 (-6%) · sector median +67% | 1988 | — | — |
| 8 | Lvrch Capital Provider of mutual fund, financial and investment management services | $600M | 34 mo ago | Series D | 142 | 2013 | — | — |
| 9 | Colony Credit Real Estate Equity REIT that invests in commercial real estate | $560M | 88 mo ago | Public | — | 2017 | — | — |
| 10 | Alignment Health Provider of health insurance services 82Fin. health top 21%Tech top 25%Funding top 29%Growth top 35% All 9 signals ▾Fin. healthtop 21% Techtop 25% Fundingtop 29% Growthtop 35% Markettop 37% Talentbottom 40% Moatbottom 38% Globalbottom 32% Newsbottom 31% Fin. health: Revenue ~$2.7B (FY2023) · Net margin 0.6% Tech: 52 technologies across 5/8 capability areas · Cloud: Amazon Cloudfront, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 82/100 | $375M | 75 mo ago | Public | 906 906 → 1,125 (+24%) · sector median +67% | 2013 | — | 1 award |
| 11 | Tala Provider of a platform offering credit and digital financial services | $350M | 14 mo ago | Series E | 738 | 2011 | — | 2 partnerships · 1 award |
| 12 | Mysten Labs 🦄 Blockchain platform offering Web3 infrastructure solutions | $336M | 45 mo ago | Series B | 140 | 2021 | 6 patents Patents concentrated in computing, sensing & instrumentation | — |
| 13 | Kennedy Wilson Real estate investment firm | $300M | 51 mo ago | Acquired | 259 259 → 494 (+91%) · sector median +67% | 1977 | — | 1 job opening · 1 partnership · 1 award |
| 14 | Point Digital Finance Online home equity loans platform | $246M | 49 mo ago | Series C | 144 | 2015 | — | — |
| 15 | Beneficial State Bank Ethical banking for people and planet, supporting community development | $218M | 48 mo ago | Series D | 240 | 2007 | — | — |
| 16 | Change Home Mortgage Provider of home loan services | $211M | 50 mo ago | Series D | 551 | 1994 | — | — |
| 17 | LEONID Provider of financial services | $200M | 33 mo ago | Funding Raised | 9 | 2019 | — | — |
| 18 | Health Net Provider of health plans and related services 67Market top 24%Funding top 31%Fin. health top 34%Tech top 46% All 7 signals ▾Markettop 24% Fundingtop 31% Fin. healthtop 34% Techtop 46% Growthbottom 46% Globalbottom 32% Newsbottom 27% Market: 2,600 employees (top 13% of Insurance Distribution) · Revenue ~$13.6B Funding: Raised $175M · 3 rounds over 19 yrs (0.2/yr) rank vs industry peers · Fliar Intelligence Index 67/100 | $175M | 12 mo ago | Acquired | 2,600 | 1977 | — | — |
| 19 | High Rise Financial Provides lawsuit, personal injury, and other loan services | $150M | 17 mo ago | Funding Raised | 34 | 2016 | — | — |
| 20 | Commercial Bank of California Commercial bank | $144M | 19 mo ago | Acquired | 132 132 → 226 (+71%) · sector median +67% | 2003 | — | — |
| 21 | Regents Capital Equipment financing solutions tailored to fuel business growth and overcome challenges | $131M | 36 mo ago | Funding Raised | 95 | 2013 | — | — |
| 22 | Dakota Financial Provider of funding solutions for businesses with challenged credit profiles 45Growth top 28%Funding top 33%Tech bottom 49%Market bottom 33% All 5 signals ▾Growthtop 28% Fundingtop 33% Techbottom 49% Marketbottom 33% Globalbottom 29% Growth: Web rank 10,000,000 → 5,000,000 YoY · Fresh capital in last 24 mo Funding: Raised $77.0M across 3 rounds · 3 rounds over 5 yrs (0.6/yr) rank vs industry peers · Fliar Intelligence Index 45/100 | $77M | 1 mo ago | Funding Raised | 40 | 2002 | — | — |
| 23 | Gantry Provider of mortgage brokerage, loan servicing and consulting services | $64M | 21 mo ago | Funding Raised | 92 92 → 143 (+55%) · sector median +67% | 2019 | — | 1 internship |
| 24 | BluePath Finance Owner and operator of sustainable infrastructure funding distributed energy projects | $47M | 3 mo ago | Series D | 22 | 2012 | — | — |
| 25 | EB5 United Real estate investment firm | $45M | 12 mo ago | Series B | — | 2013 | — | — |
| 26 | Cover Whale Provider of commercial truck insurance, saving wholesale and retail insurance 55News top 30%Funding top 32%Growth top 35%Tech top 35% All 9 signals ▾Newstop 30% Fundingtop 32% Growthtop 35% Techtop 35% Moattop 48% Producttop 49% Talentbottom 49% Marketbottom 35% Globalbottom 29% News: 4 BI events in 12 mo (of 19 tracked, 3 types) · Top themes: Funding Funding: Raised $43.0M across 3 rounds · 3 rounds over 5 yrs (0.6/yr) rank vs industry peers · Fliar Intelligence Index 55/100 | $43M | 10 mo ago | Series B | 131 | 2019 | — | — |
| 27 | The Change Company Provider of diversified SME loans | $40M | 23 mo ago | Seed | 54 | 2017 | 36 patents Automated beverage formulation, carbonation, and fluid handling systems for packaging and dispensing | — |
| 28 | Uncaged Capital Provider of commercial real estate financing solutions | $40M | 26 mo ago | Series A | — | 2019 | — | — |
| 29 | MerQube Index provider solutions for financial and insurance industries 48Funding top 23%Talent top 33%Growth top 35%News top 37% All 10 signals ▾Fundingtop 23% Talenttop 33% Growthtop 35% Newstop 37% Moattop 41% Techtop 48% Patentstop 49% Innovationbottom 48% Globalbottom 39% Marketbottom 29% Funding: Raised $35.0M across 4 rounds · 4 rounds over 7 yrs (0.6/yr) Talent: 3 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 48/100 | $35M | 2 mo ago | Series C | 9 | 2019 | 4 patents Blockchain-based data indexing and tracking solutions for secure, verifiable information management. | — |
| 30 | Lendtable Wealth management firm | $27M | 32 mo ago | Series A | 34 | 2019 | — | — |
| 31 | SureCo Healthcare focused insurance brokerage firm 60Growth top 28%Tech top 33%Funding top 36%Talent top 38% All 9 signals ▾Growthtop 28% Techtop 33% Fundingtop 36% Talenttop 38% Innovationtop 45% Producttop 46% Newsbottom 42% Globalbottom 29% Marketbottom 28% Growth: Web rank 50,000,000 → 10,000,000 YoY · Fresh capital in last 24 mo Tech: 36 technologies across 5/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 60/100 | $23M | 8 mo ago | Series A | 103 | 2015 | — | 1 award |
| 32 | EBSC Lending Provider of loans and financial services | $23M | 28 mo ago | Funding Raised | — | 2021 | — | — |
| 33 | Lendistry Small business loans provider | $21M | 6 mo ago | Series B | — | 2014 | — | 1 internship |
| 34 | Strike Acceptance Provider of consumer auto loans | $21M | 14 mo ago | Series B | 21 | 2016 | — | 1 job opening · 1 internship |
| 35 | Clearinghouse CDFI Diversified lending NBFI | $21M | 10 mo ago | Series G | 43 43 → 72 (+67%) · sector median +67% | 1996 | — | 1 internship · 1 award |
| 36 | Kick Provider of bookkeeping, audit risk, tax saving, and other accountant services 60AI top 20%Tech top 25%Funding top 33%Growth top 35% All 6 signals ▾AItop 20% Techtop 25% Fundingtop 33% Growthtop 35% Globalbottom 29% Marketbottom 28% AI: Classified as an AI company Tech: 44 technologies across 5/8 capability areas · Cloud: Amazon Alb, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 60/100 | $20M | 7 mo ago | Series B | 11 | 2010 | — | — |
| 37 | Poppy Bank California bank providing personal, business banking, and commercial lending solutions | $19M | 2 mo ago | Series B | 143 143 → 253 (+77%) · sector median +67% | 2004 | — | 3 expansions · 1 award |
| 38 | Sagent Management Provider of financial and tax services 37Funding top 42%Talent bottom 45%Global bottom 25% All 3 signals ▾Fundingtop 42% Talentbottom 45% Globalbottom 25% Funding: Raised $16.6M across 1 rounds · 1 rounds over 2 yrs (0.5/yr) Talent: 1 named leader on record rank vs industry peers · Fliar Intelligence Index 37/100 | $17M | 24 mo ago | Series B | — | 2004 | — | — |
| 39 | Astiva Health Provider of healthcare insurance for senior population in Orange and San Diego counties | $16M | 25 mo ago | Series B | 17 | 2019 | — | — |
| 40 | Juno kids Provider of disability insurance services 13Talent bottom 49%Funding bottom 47%Tech bottom 45%Global bottom 32% All 5 signals ▾Talentbottom 49% Fundingbottom 47% Techbottom 45% Globalbottom 32% Marketbottom 16% Talent: 1 named leader on record · 1 C-suite/founder profile curated Funding: Raised $8.5M across 1 rounds · 1 rounds over 2 yrs (0.5/yr) rank vs industry peers · Fliar Intelligence Index 13/100 | $8M | 23 mo ago | Series A | — | 2018 | — | 1 award |
| 41 | Liberate Provider of home, property, auto, renters, business & specialty insurance services | $7M | 8 mo ago | Series B | 11 | 2022 | 13 patents Content delivery and streaming media management, including adaptive distribution and network resource allocation. | — |
| 42 | Flora Provider of fertility insurance plans | $6M | 2 mo ago | Seed | — | 2023 | 7 patents Patents concentrated in health & consumer products | — |
| 43 | PointOne Provider of multi-family office services including investment, planning, and family support | $6M | 6 mo ago | Series A | — | 2025 | — | — |
| 44 | Highway Benefits Provider of cooperative education loan | $6M | 14 mo ago | Seed | 8 | 2021 | — | — |
| 45 | Liberty Company Provider of commercial, personal, and employee benefits insurance solutions 42Growth top 21%Tech top 41%Funding top 46%Moat bottom 49% All 8 signals ▾Growthtop 21% Techtop 41% Fundingtop 46% Moatbottom 49% Marketbottom 41% Patentsbottom 38% Globalbottom 37% Innovationbottom 27% Growth: Headcount 63 → 287 (+356%) across vintages · Fresh capital in last 24 mo Tech: 43 technologies across 4/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 42/100 | $4M | 16 mo ago | Series A | 287 287 → 562 (+96%) · sector median +67% | 1987 | 8 patents Pipe handling and transport equipment for construction and infrastructure projects | — |
| 46 | Avistone Provider of real estate investment management services | $3M | 4 mo ago | Series A | 9 | 2012 | — | — |
| 47 | C2 Capital Group Financial services company providing debt capital to companies | $2M | 20 mo ago | Series A | — | 2008 | 23 patents Automated financial scheduling, target identification, and entitlement clearing platforms | — |
| 48 | Uprise AI-powered financial advisory platform for individuals | $1M | 19 mo ago | Seed | 8 | 2021 | — | — |
| 49 | Canter Wealth Provider of banking & financial services 11Tech bottom 47%Talent bottom 45%Funding bottom 36%Global bottom 25% All 5 signals ▾Techbottom 47% Talentbottom 45% Fundingbottom 36% Globalbottom 25% Marketbottom 21% Tech: 25 technologies across 4/8 capability areas · Cloud: Cloudflare Talent: 1 named leader on record rank vs industry peers · Fliar Intelligence Index 11/100 | $300K | 12 mo ago | Seed | 13 13 → 13 (+0%) · sector median +67% | 2016 | — | 1 award |
| 50 | Apmortgage Provider of mortgage lending services and home loan products. | $118K | 3 mo ago | Seed | 3,396 | — | — | — |
Top 12 Financial Services companies in California
#1
Funding Raised · Los Angeles, California · founded 2002 · 40 employees$77Mraised▾
Funding Raised · Los Angeles, California · founded 2002 · 40 employees
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.
Fliar Intelligence Index™ 45how this company ranks against its industry peers
Growth
top 28%Funding
top 33%Tech
bottom 49%Market
bottom 33%Global
bottom 29%Growth: Web rank 10,000,000 → 5,000,000 YoY · Fresh capital in last 24 mo
Funding: Raised $77.0M across 3 rounds · 3 rounds over 5 yrs (0.6/yr) · Last round Conventional Debt (Apr 2026)
Tech: 35 technologies across 3/8 capability areas · Cloud: Azure, Cloudflare · Security: Hsts, Sectigo
Audience (LinkedIn): 2k LinkedIn followers
Hiring (LinkedIn): 1 hiring post in 12 mo (public) · hiring: Experienced Bilingual Collections Specialist (Spanish/English)
Funding rounds
- Apr 2026Conventional Debt$20M
- May 2024Conventional Debt$27M
- Sep 2021Conventional Debt$30M
- May 2021PE—
Investors
Atalaya Capital Management
Tech stack
Apache Http ServerAstraAzureAzure MonitorBootstrapBootstrap Icons
#2
Series C · San Francisco, California · founded 2019 · 9 employees$35Mraised▾
Series C · San Francisco, California · founded 2019 · 9 employees
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.
Fliar Intelligence Index™ 48how this company ranks against its industry peers
Funding
top 23%Talent
top 33%Growth
top 35%News
top 37%Moat
top 41%Tech
top 48%Funding: Raised $35.0M across 4 rounds · 4 rounds over 7 yrs (0.6/yr) · Last round Series C (Apr 2026)
Talent: 3 named leaders on record · 2 C-suite/founder profiles curated
Growth: Fresh capital in last 24 mo
Audience (LinkedIn): 7k LinkedIn followers
Funding rounds
- Apr 2026Series C$30M
- Jul 2023Series B$22M
- Aug 2022Series A$8M
- Oct 2021Series A$5M
Founders & team
Investors
Intel Capital, Allianz, Citi, J P Morgan, Laurion Capital, UBS
Tech stack
CloudflareCloudflare Bot ManagementCookie ScriptEmotionFirebaseGoogle Analytics
#3
Series D · San Francisco, California · founded 2012 · 22 employees$47.3Mraised▾
Series D · San Francisco, California · founded 2012 · 22 employees
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 and energy-as-a-service models. The company also provides debt financing for energy transition projects.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers
Funding rounds
- Mar 2026Series D—
- Dec 2025Series D$75M
- Aug 2022Series C$10M
- Apr 2021Series C$25M
Founders & team
Investors
TWG Global, Windsail Capital Group
Tech stack
SanityReactStyled-ComponentsGatsbyGoogle Tag ManagerGoogle Font Api
#4
Late Stage · Newport Beach, California · founded 1868 · 3138 employees$2Braised▾
Late Stage · Newport Beach, California · founded 1868 · 3138 employees
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.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 63k LinkedIn followers — 12.7% of this cohort's audience
Activity: 1 awards announced in 12 mo
Founders & team
Tech stack
Adobe AnalyticsAdobe Audience ManagerAdobe Client Data LayerAdobe Experience ManagerAdobe Experience Platform Identity ServiceAdobe Experience Platform Launch
#5
Series B · San Francisco, California · founded 2004 · 143 employees$19.1Mraised▾
Series B · San Francisco, California · founded 2004 · 143 employees
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 lending solutions such as commercial, small business, and commercial property assessed clean energy financing. We focus on supporting the economic prosperity of the communities we serve through tailored financial solutions and community involvement. We offer online banking with login, enroll and forgot password options.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 6k LinkedIn followers
Activity: 1 awards · 3 expansions announced in 12 mo
Funding rounds
- Mar 2026Conventional Debt$101.1M
- Jan 2025Series B$1M
- Sep 2023Conventional Debt$8M
- May 2022Series B$19.1M
Founders & team
Tech stack
Amazon Web ServicesApple Icloud MailAuthorize.NetBackbone.JsBootstrapBootstrap Icons
#6
Series E · Santa Monica, California · founded 2011 · 738 employees$350Mraised▾
Series E · Santa Monica, California · founded 2011 · 738 employees
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 execution of a fintech and the relationship expertise of a bank into one integrated solution. It has built a plug-and-play banking solution that has the potential to serve any person in any country.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 65k LinkedIn followers — 13.1% of this cohort's audience
Activity: 2 partnerships · 1 awards (incl. Airtm) announced in 12 mo
Funding rounds
- Mar 2025Conventional Debt$150M
- Oct 2021Conventional Debt$40M
- Oct 2021Series E$145M
- Aug 2019Series D$110M
Founders & team
Investors
MESA Ventures, Lowercase Capital, Google Ventures, Mumbai Angels, Collab Fund, India Internet Fund
Tech stack
Apple Icloud MailCdnjsCloudflareCore-JsDistributorDocusign
#7
Series B · Orange, California · founded 2014$21.5Mraised▾
Series B · Orange, California · founded 2014
Small business loans provider
LinkedIn Pulse recent public activity · Jul 2026
Audience: 17k LinkedIn followers — 3.3% of this cohort's audience
Funding rounds
- Dec 2025Conventional Debt$100M
- Oct 2025Conventional Debt$75M
- Sep 2025Series B$5M
- May 2025Conventional Debt—
Founders & team
Investors
City National Bank, East West Bank, Starbucks, Exelon, KeyBank
Tech stack
Apple Icloud MailBootstrapCloudflareCloudflare Bot ManagementDiviDocusign
#8
Acquired · Los Angeles, California · founded 1977 · 2600 employees$175Mraised▾
Acquired · Los Angeles, California · founded 1977 · 2600 employees
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. They provide forms and brochures for various plan types and offer support for claims processing.
Fliar Intelligence Index™ 67how this company ranks against its industry peers
Market
top 24%Funding
top 31%Fin. health
top 34%Tech
top 46%Growth
bottom 46%Global
bottom 32%Market: 2,600 employees (top 13% of Insurance Distribution) · Revenue ~$13.6B · Top-500,000 web property
Funding: Raised $175M · 3 rounds over 19 yrs (0.2/yr) · Last round Grant (prize money) (2025)
Fin. health: Revenue ~$13.6B (FY2015) · Net margin 0.9% · Revenue -13% YoY
Investors
HRSA, HHS, US Department of Labor, Veterans Affairs
Tech stack
Adobe Audience ManagerAdobe Experience ManagerAdobe Experience Platform LaunchAkamaiAmazon CloudfrontAmazon Web Services
#9
Seed · San Francisco, California · founded 2023$6.5Mraised▾
Seed · San Francisco, California · founded 2023
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.
Funding rounds
- Apr 2026Seed$5M
- Oct 2024Seed$1.5M
Founders & team
Investors
ManchesterStory Group, Slauson, BDC, Adara, Highline Beta, Everywhere
#10
Series B · Rancho Santa Margarita, California · founded 2019 · 131 employees$43Mraised▾
Series B · Rancho Santa Margarita, California · founded 2019 · 131 employees
Provider of commercial truck insurance, saving wholesale and retail insurance
Fliar Intelligence Index™ 55how this company ranks against its industry peers
News
top 30%Funding
top 32%Growth
top 35%Tech
top 35%Moat
top 48%Product
top 49%News: 4 BI events in 12 mo (of 19 tracked, 3 types) · Top themes: Funding
Funding: Raised $43.0M across 3 rounds · 3 rounds over 5 yrs (0.6/yr) · Last round Series B (Jul 2025)
Growth: Fresh capital in last 24 mo
Audience (LinkedIn): 17k LinkedIn followers — 3.4% of this cohort's audience
Activity (LinkedIn): 1 partnerships (incl. eCapital Corp.) announced in 12 mo
Funding rounds
- Jul 2025Series B$40M
- May 2024Conventional Debt—
- May 2024Series A$27.5M
- Oct 2021Seed$15.5M
Founders & team
Investors
Ambac Financial Group, TigerRisk Partners, Morgan Stanley
Tech stack
CloudflareFathomFly.IoGoogle WorkspaceHubspotNext.Js
#11
Series B · Palo Alto, California · founded 2010 · 11 employees$20Mraised▾
Series B · Palo Alto, California · founded 2010 · 11 employees
Provider of bookkeeping, audit risk, tax saving, and other accountant services
Fliar Intelligence Index™ 60how this company ranks against its industry peers
AI
top 20%Tech
top 25%Funding
top 33%Growth
top 35%Global
bottom 29%Market
bottom 28%AI: Classified as an AI company
Tech: 44 technologies across 5/8 capability areas · Cloud: Amazon Alb, Amazon Web Services · Observability: Sentry
Funding: Raised $20.0M across 1 rounds · 1 rounds over 5 yrs (0.2/yr) · Last round Series B (Nov 2025)
Audience (LinkedIn): 6k LinkedIn followers
Funding rounds
- Nov 2025Series B$20M
- Oct 2021Seed—
Investors
Felicis Ventures, Google Ventures, General Catalyst, OpenAI Startup Fund, Creator Rising, Davidovs Venture Capital
Tech stack
Amazon AlbAmazon Web ServicesApple Icloud MailAstroCloudflareCloudflare Bot Management
#12
Series A · Santa Ana, California · founded 2015 · 103 employees$23Mraised▾
Series A · Santa Ana, California · founded 2015 · 103 employees
Healthcare focused insurance brokerage firm
Fliar Intelligence Index™ 60how this company ranks against its industry peers
Growth
top 28%Tech
top 33%Funding
top 36%Talent
top 38%Innovation
top 45%Product
top 46%Growth: Web rank 50,000,000 → 10,000,000 YoY · Fresh capital in last 24 mo
Tech: 36 technologies across 5/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 · Observability: Datadog, Logrocket
Funding: Raised $23.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Series A (Sep 2025)
Audience (LinkedIn): 10k LinkedIn followers — 2.0% of this cohort's audience
Activity (LinkedIn): 1 awards announced in 12 mo
Funding rounds
- Sep 2025Series A$23M
Founders & team
Investors
Health Velocity Capital, Kaiser Permanente Ventures
Tech stack
Amazon CloudfrontAmazon S3Amazon Web ServicesApple Icloud MailAzureCdnjs
Funding & investor landscape
$17.5Btotal disclosed funding
252companies funded
403disclosed rounds
4rounds last 90 days
Most active investors
Notable founders
Keith Loggie
Co-Founder and COO · MerQube
Vinit Srivastava
Co-Founder & CEO · MerQube
Warren Jones
CEO · BluePath Finance
Darryl Button
President and CEO · Pacific Life
Khalid Acheckzai
CEO · Poppy Bank
Shivani Siroya
Founder & CEO · Tala
Everett Sands
CEO · Lendistry
Laura McDonald
Co-Founder & Co-CEO · Flora
Christy Lane
Co-Founder & Co-CEO · Flora
Daniel Abrahamsen
Founder & CEO · Cover Whale
Matt Christopherson
Co-Founder · SureCo
Matthew Kim
CEO · SureCo
Prism market signals · United States · country-scoped Prism corpus, 18,693,399 docs
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Financial Services companies are there in California, United States?
Radar tracks 3059 indexable Financial Services companies headquartered in California, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in California, United States?
The Financial Services companies in California, United States on this list have raised a combined $17.5B in disclosed equity funding across 252 funded companies.
Which is the highest-funded Financial Services company in California, United States?
Pacific Life is the highest-funded Financial Services company in California, United States, with $2B in disclosed equity funding.
How many Financial Services companies in California, United States are funded?
252 of the 3059 Financial Services companies in California, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in California, United States?
3 Financial Services companies in California, United States on this list are valued at $1B or more.
Who are the top investors in California, United States Financial Services companies?
The most active investors in California, United States Financial Services companies on this list include Treasury, Y Combinator, Endicott Group, Goldman Sachs, Calvert Impact.
Riya SenguptaFinancials
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.