Best Financial Services Companies in Newport Beach, United States
The 84 best Financial Services companies in Newport Beach, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Pacific Life.
Ranked: Best Financial Services companies in Newport Beach
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Pacific Life Insurance company | $2.0B | 15 mo ago | Late Stage | Darryl Button President and CEO | 1868 | Adobe Experience ManagerApple iCloud MailMicrosoft 365+23 | — | 1 award |
| 2 | CV Holdings Financial holding firm 62Funding top 27%Talent bottom 49%Global bottom 36% All 3 signals ▾Fundingtop 27% Talentbottom 49% Globalbottom 36% Funding: Raised $140M across 2 rounds · Backed by 3 investors; strongest: Jacobs Asset Management, Iroquois Capital Group Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 62/100 | $140M | — | Funding Raised | Kenneth Witkin CEO | 2005 | — | — | — |
| 3 | SG Credit Partners Provider of credit solutions for software, technology, consumer products, and commercial businesses | $50M | 59 mo ago | Funding Raised | Irena Snider Chief Financial Officer | 2009 | — | — | — |
| 4 | Acquicor Technology Provider of stock exchange services | $17M | 232 mo ago | Series A | Gil Amelio Co-Founder | 2005 | — | — | — |
| 5 | Carpenter & Company Business consulting firm | $15M | 100 mo ago | Series A | Arthur Hidalgo Co-Founder | 1998 | — | 43 patents Modular foam mattress structures and polyurethane recycling processes | — |
| 6 | Vemanti Group Provider of IT service suite solutions and blockchain services 8News bottom 49%Talent bottom 49%Funding bottom 47%Growth bottom 42% All 9 signals ▾Newsbottom 49% Talentbottom 49% Fundingbottom 47% Growthbottom 42% Globalbottom 32% Fin. healthbottom 24% Techbottom 23% Moatbottom 17% Marketbottom 13% News: 3 BI events in 12 mo (of 16 tracked, 4 types) · +0% YoY Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 8/100 | $5M | 66 mo ago | Public | Tan Tran Founder & CEO | 2013 | PHPBootstrapApache HTTP Server+6 | — | — |
| 7 | Modiv Real estate investment and leasing management firm | $4M | 109 mo ago | Acquired | Harold Hofer Co-Founder | 2003 | WordPressMySQLPHP+14 | — | — |
| 8 | Anfield Capital Insourced investment team partner for financial intermediaries, foundations, and endowments | $4M | 92 mo ago | Series A | David Young Founder & CEO | 2009 | WixSentryBootstrap+12 | — | — |
| 9 | Rubicon Financial Provider of professional advisory firm specializing in tax incentive impact investing, working with wealth… | $1M | 147 mo ago | Deadpooled | — | — | — | — | — |
| 10 | Bayside Credit Provider of auto loans | $489K | 69 mo ago | Seed | Guy Schwartz CEO | 2015 | MUIReactEmotion+9 | — | — |
| 11 | CoreTech Leasing Equipment leasing firm | $295K | 74 mo ago | Funding Raised | — | 2008 | — | — | — |
| 12 | Greenbriar Capital Venture capital fund investing green tech & energy sectors | $264K | 63 mo ago | Public | Jeff Ciachurski CEO | 2009 | — | — | — |
Top 12 Financial Services companies in Newport Beach
#1
Late Stage · Newport Beach, California · founded 1868 · 3138 employees$2Braised▾
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.
#2
Funding Raised · Newport Beach, California · founded 2009$50Mraised▾
Provider of credit solutions for software, technology, consumer products, and commercial businesses. The firm offers flexible and creative credit to underserved lower middle market businesses. It provides non-dilutive structures for software, tech-enabled services, and recurring revenue companies. The firm also provides working capital and debt financing to high-growth food, beverage, apparel, beauty, and other consumer brands. It lends to lower middle market businesses with capital needs.
- Jun 2021Conventional Debt$50M
#3
Funding Raised · Newport Beach, California · founded 2005 · 29300 employees$140Mraised▾
Financial holding firm
- Conventional Debt$50M
- Conventional Debt$90M
#4
Series A · Newport Beach, California · founded 1998 · 2 employees$15Mraised▾
Business consulting firm
#5
Series A · Newport Beach, California · founded 2005$17.3Mraised▾
Provider of stock exchange services
#6
Public · Newport Beach, California · founded 2013 · 2 employees$5Mraised▾
Provider of IT service suite solutions and blockchain services
- Dec 2020Post IPO$5M
#7
Series A · Newport Beach, California · founded 2009$3.9Mraised▾
Insourced investment team partner for financial intermediaries, foundations, and endowments. The company provides investment management solutions, acting as an "insourced" investment team for financial intermediaries. They offer expertise in investment management, portfolio analytics, and risk management. The firm emphasizes a high degree of engagement, delivering people and customized investment solutions. They focus on helping clients create value by managing investments, allowing them to concentrate on client relationships and business growth. Their services include research and trading, with a focus on measured risk management for generating attractive returns. They offer consultative deliverables and customized investment solutions. The company serves financial intermediaries, foundations, and endowments.
- Oct 2018Series A$3.4M
- Mar 2014Seed$460K
#8
Acquired · Newport Beach, California · founded 2003 · 12 employees$4Mraised▾
Real estate investment and leasing management firm
#9
Deadpooled · Newport Beach, California$1.2Mraised▾
Provider of professional advisory firm specializing in tax incentive impact investing, working with wealth advisors, family trusts, and investment
#10
Seed · Newport Beach, California · founded 2015 · 40 employees$488.6Kraised▾
Provider of a digital platform intended to provide automotive financial services. The company's platform specializes in the acquisition and servicing of automobile retail installment contracts obtained through a network of franchise and independent auto dealerships, helping dealers and customers in all aspects of the auto value chain.
- Sep 2020Seed$322K
- May 2019Seed$166.6K
#11
Public · Newport Beach, California · founded 2009$263.6Kraised▾
Venture capital fund investing green tech & energy sectors
- Feb 2021Post IPO$78.3K
- Feb 2013Post IPO$185.3K
#12
Funding Raised · Newport Beach, California · founded 2008 · 14 employees$294.9Kraised▾
Equipment leasing firm
- Apr 2020Conventional Debt$294.9K
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.