Best Financial Services Companies in Costa Mesa, United States
The 35 best Financial Services companies in Costa Mesa, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Balboa Capital.
Ranked: Best Financial Services companies in Costa Mesa
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Balboa Capital Provider of loan financing to Small Businesses | $660M | 63 mo ago | Acquired | Patrick Byrne CEO | 1988 | WordPress Block EditorWordPressMySQL+19 | — |
| 2 | Regents Capital Equipment financing solutions tailored to fuel business growth and overcome challenges | $131M | 39 mo ago | Funding Raised | Don Hansen Co-Founder & CEO | 2013 | WordPress Block EditorWordPressMySQL+22 | — |
| 3 | Pacific Mercantile Bank Commercial bank | $51M | 172 mo ago | Acquired | Tom Vertin President & CEO | 1999 | — | — |
| 4 | Astiva Health Provider of healthcare insurance for senior population in Orange and San Diego counties | $16M | 28 mo ago | Series B | — | 2019 | Windows ServerBootstrapIIS+11 | — |
| 5 | OptionWide Provider of mortgage loans | $5M | 79 mo ago | Seed | John Trinh Co-Founder & CEO | 2017 | — | — |
| 6 | 20/20 financial advisors 20/20 Financial Advisors provides comprehensive financial planning, retirement planning and business planning… | — | — | Acquired | — | 2000 | — | — |
| 7 | 30 Day Credit Repair Provider of credit repair services | — | — | Unfunded | Adel AboAbdo CEO | 2014 | — | — |
| 8 | AVA Billing Provider of health insurance services | — | — | Acquired | Ashton Abernethy Founder | 2016 | — | — |
Top 5 Financial Services companies in Costa Mesa
#1
Series B · Costa Mesa, California · founded 2019 · 17 employees$15.8Mraised▾
Provider of healthcare insurance for senior population in Orange and San Diego counties
- May 2024Series B$1.1M
- Apr 2020Series B$15.8M
#2
Funding Raised · Costa Mesa, California · founded 2013 · 95 employees$130.6Mraised▾
Equipment financing solutions tailored to fuel business growth and overcome challenges. They specialize in equipment leasing and financing, offering solutions like equipment lines of credit, capital leases, and working capital loans. They address cash, collateral, complexity, and constraint challenges with flexible financing options. They provide tailored solutions for diverse business needs, including new, used, and customized equipment. They focus on project management, vendor coordination, and creative credit allowances. They offer expertise in navigating legal, regulatory, and tax accounting constraints. They aim to be a trusted partner, delivering solutions that meet objectives and accelerate business growth. They provide commercial equipment financing solutions.
- May 2023Conventional Debt$5.6M
- Oct 2022Conventional Debt$100M
- Jan 2022Conventional Debt$25M
#3
Acquired · Costa Mesa, California · founded 1988 · 210 employees$660Mraised▾
Provider of loan financing to Small Businesses
- May 2021Conventional Debt$50M
- Nov 2020Conventional Debt$201M
- Oct 2019Conventional Debt$409M
#4
Acquired · Costa Mesa, California · founded 1999 · 160 employees$50.7Mraised▾
Commercial bank
- May 2012Post IPO$26.4M
- Jul 2011Post IPO$11.2M
- Oct 2010Post IPO$12.7M
- Aug 2009Grant (prize money)$416.8K
#5
Seed · Costa Mesa, California · founded 2017 · 31 employees$5Mraised▾
Provider of borrowers' credit options services intended to guide customers to find a path for a better financial future. The company's services include understanding the challenges of borrowers with financial difficulties and offering mortgage loan programs that are affordable and responsible loans suited to borrowers who are not being served or have been underserved by the mortgage market, enabling individuals and families to provide with credit options that improve their overall financial condition.
- Feb 2020Seed$5M
Funding & investor landscape
Notable founders
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
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.