Best Financial Services Companies in Irvine, United States
The 152 best Financial Services companies in Irvine, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: CoreVest American Finance Lender.
Ranked: Best Financial Services companies in Irvine
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CoreVest American Finance Lender Provider of finance for residential real estate investors | $1.2B | 95 mo ago | Acquired | Beth OBrien Founder & CEO | 2014 | WordPressMySQLPHP+29 | — | 4 job openings |
| 2 | Commercial Bank of California Commercial bank | $144M | 19 mo ago | Acquired | Ash Patel President & CEO | 2003 | WordPressApple iCloud MailMicrosoft 365+22 | — | — |
| 3 | EBSC Lending Provider of loans and financial services | $23M | 28 mo ago | Funding Raised | Martin Alex CEO | 2021 | — | — | — |
| 4 | First Foundation Banking, wealth management, and trust services for personal and business needs | $17M | 91 mo ago | Public | Scott Kavanaugh CEO | 1990 | SentryApple iCloud MailNode.js+22 | — | — |
| 5 | Space An entrepreneurial real estate investment, development, and management company | $8M | 51 mo ago | Series A | Ryan Gallagher Co-Founder | 2009 | — | — | — |
| 6 | Veri-Tax Provider of income and employment verification services | $5M | 138 mo ago | Series A | — | 1998 | WordPressMySQLPHP+24 | — | — |
| 7 | OptumRx Provider of prescription drug delivery and management services | $3M | 34 mo ago | Funding Raised | — | 1993 | Adobe Experience ManagerNode.jsJava+26 | — | — |
| 8 | SBREP Real estate firm focused on value-added strategies | $565K | 15 mo ago | Seed | Srijin Bandyopadhyay Founder | 2017 | — | — | — |
| 9 | Hightechlending Provider of diverse home loan products and mortgage services. | — | 8 mo ago | Series A | — | — | WordPressApple iCloud MailMicrosoft 365+32 | — | — |
| 10 | GoDocs Provider of support, TMO integration, and onboarding services for banks & credit unions | — | 57 mo ago | Funding Raised | — | 1997 | WordPressMySQLPHP+29 | — | — |
| 11 | Consumer Portfolio Services Auto loans provider | — | 86 mo ago | Public | — | 1991 | DrupalPHPAmazon Web Services+20 | — | 2 job openings · 4 awards |
| 12 | Pacific Rim Capital Equipment finance solutions provider maximizing ROI on leased assets | — | 88 mo ago | Late Stage | Dave Mirsky Chief Executive Officer Emeritus And Consultant | 1990 | WordPressMySQLPHP+14 | — | — |
| 13 | Sunstone Hotel Investors Equity REIT investing in hotel properties | — | 92 mo ago | Public | — | 2004 | — | — | — |
| 14 | Steadfast REIT that invests in apartment units, senior living developments and resort hotel properties across the… | — | 93 mo ago | Public | Andrew Hughes Founder | 1994 | — | — | — |
| 15 | Pacific Premier Bancorp Commercial bank | — | 141 mo ago | Acquired | Steve Gardner Chairman & CEO | 1983 | Apple iCloud MailQ4MediaElement.js+14 | — | — |
Top 12 Financial Services companies in Irvine
#1
Acquired · Irvine, California · founded 2003 · 132 employees$144.4Mraised▾
Commercial bank
- Nov 2024Series D$119.4M
- Dec 2020Conventional Debt$25M
#2
Seed · Irvine, California · founded 2017$565Kraised▾
Real estate firm focused on value-added strategies
- Feb 2025Seed$565K
#3
Funding Raised · Irvine, California · founded 2021$22.8Mraised▾
Provider of loans and financial services
- Jan 2024Conventional Debt$22.8M
#4
Acquired · Irvine, California · founded 2014$1.2Braised▾
CoreVest American Finance Lender is a specialty finance company which provides loans to residential real estate investors. Offers portfolio and single-asset term loans up to $100M for up to 75% of value for a maximum term of 30 years for stabilized rental properties. Provides short-term credit lines for fix & flip, rental aggregation & build to rent situations and single project bridge loans for construction financing. Bridge loans are available up to 90% of the value up to $50M for a maximum term of 24 months.
- Jul 2018Conventional Debt$1.2B
#5
Funding Raised · Irvine, California · founded 1993 · 4 employees$2.8Mraised▾
Provider of prescription drug delivery and management services. It offers prescription fulfillment, home delivery, and tools for managing medication and insurance coverage. The company facilitates drug pricing comparisons and pharmacy location searches. Additional services include specialty and infusion pharmacy options. Members can track orders and access pharmacist support. The company also provides low-cost insulin programs.
- Aug 2023Grant (prize money)$2.7M
- Jul 2023Grant (prize money)$81.9K
#6
Series A · Irvine, California · founded 2009$8.4Mraised▾
An entrepreneurial real estate investment, development, and management company
- Feb 2022Series A$8.4M
#7
Public · Irvine, California · founded 1990 · 567 employees$16.6Mraised▾
Banking, wealth management, and trust services for personal and business needs. The company offers relationship-driven personal and business banking solutions, including checking, savings, and lending services. It provides sophisticated private wealth management, investment management, wealth planning, trust, and philanthropy services. The company focuses on building sustainable wealth for clients and their heirs. It supports communities through charitable giving and employee engagement. The company delivers comprehensive financial solutions with a personal touch, operating under a fiduciary standard of care. It offers online and mobile banking, treasury management, and various lending options, including SBA lending and commercial real estate financing.
#8
Series A · Irvine, California · founded 1998 · 113 employees$5Mraised▾
Provider of income and employment verification services. It offers verification of income (VOI), verification of employment (VOE), 4506-C tax transcript retrieval, and SSN/EIN verification. These services are designed to streamline processes for financial institutions and other clients needing to verify applicant information. The company utilizes technology to automate the customer experience and provide real-time order updates. It aims to mitigate risk and ensure compliance with relevant regulations.
#9
Series A · Irvine, California · 189 employees—raised▾
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#10
Funding Raised · Irvine, California · founded 1997 · 30 employees—raised▾
Provider of support, TMO integration, and onboarding services for banks & credit unions
#11
Public · Irvine, California · founded 1991 · 751 employees—raised▾
Auto loans provider
#12
Late Stage · Irvine, California · founded 1990 · 64 employees—raised▾
Equipment finance solutions provider maximizing ROI on leased assets. The company delivers objective financial solutions, independent of OEMs, to optimize returns on leased equipment. They offer diverse leasing solutions across various equipment categories, including agriculture, construction, fleet, IT infrastructure, renewable energy, and warehouse equipment. They focus on helping businesses save on total overall cost by providing tailored leasing options. The company emphasizes building strong partnerships and delivering award-winning customer experience. They are a minority-controlled business committed to social responsibility. Their services include procurement, warehouse finance, and information technology solutions. They provide business resources and a learning library to educate clients about leasing.
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
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.