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Radar · Financial Services in Pasadena

Best Financial Services Companies in Pasadena, United States

The 40 best Financial Services companies in Pasadena, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Texas Citizens Bank.

40companies tracked
$26.6Mdisclosed funding
0unicorns
3have raised

Ranked: Best Financial Services companies in Pasadena

#CompanyDisclosed fundingLast roundStageFounderFoundedTech stackRecent signals
1Texas Citizens Bank
Commercial bank
$26M92 mo agoAcquiredDuncan Stewart
Chairman and Chief Executive Officer
2006——
2CreditDonkey
Provider of a review and comparison website for financial products
$160K67 mo agoFunding RaisedCharles Tran
Founder
2009Windows ServerIISMicrosoft Advertising+10—
3Alexandria
REIT that invests in campuses, multi-tenant spaces and build-to-suit facilities in the US
—15 mo agoPublicJoel Marcus
Founder & Executive Chairman
1994DNNApple iCloud MailMicrosoft 365+12—
4eResi Mortgage
Provider of residential mortgage loans
—22 mo agoAcquired—2018Webflow EcommerceWebflowApple iCloud Mail+151 partnership
5Western Asset
Fixed-income and alternative investments management firm
—148 mo agoPublic—1971Apple iCloud MailJavaZURB Foundation+24—
6baity & assoc
Baity & Assoc expertise in bookkeeping, annual reports, training, tax preparation, and financial planning…
———————
7Bolton
Provider of shipbuilding, ship repair, and nautical tourism services
——Acquired—1931——
8brumm & associates, inc.
Brumm & Associates, Inc. is a consulting company that specialises in covering the spectrum of financial, tax…
————2013——

Top 5 Financial Services companies in Pasadena

#1
Acquired · Pasadena, Texas · founded 2006 · 80 employees
$26.4Mraised
▾

Operator of a locally grown bank intended to help business owners secure needed capital and savings, improve production with equipment and inventory. The company's line of business services includes loans, line of credit, factoring, deposits, treasury management and also offers personal services including loans, checking, savings, online services, thereby enabling its clients to avail the facility to get hassle-free banking solutions at the comfort of their homes.

Funding rounds
  • Dec 2018Conventional Debt$7.5M
  • Apr 2018Conventional Debt$10M
  • Mar 2017Conventional Debt$8.9M
Founders & team
Duncan StewartChairman and Chief Executive Officer
Investors
Greentown Labs
#2
Funding Raised · Pasadena, California · founded 2009 · 1 employees
$160.2Kraised
▾

Provider of a review and comparison website for financial products. The website offers comparisons of savings accounts, checking accounts, and small business banks. It also provides information on investing apps and real estate crowdfunding. The site includes tips on how to invest money, make money, and generate passive income. Resources such as free tools and information about LLCs are available.

Funding rounds
  • Jan 2021Conventional Debt$80.1K
  • May 2020Conventional Debt$80.1K
Founders & team
Charles TranFounder
Tech stack
CookiebotDetectifyDigicertGoogle AnalyticsGoogle WorkspaceIis
#3
Public · Pasadena, California · founded 1994
—raised
▾

REIT that invests in campuses, multi-tenant spaces and build-to-suit facilities in the US. It is engaged in owning, operating, and developing real estate for the life science industry. The company has operations in the United States. Focuses on developing life & sciences technology campuses in urban innovation clusters in North America. Primarily focuses on biopharma, diagnostics, research tools, AgTech & technology companies. The portfolio includes campuses, multi-tenant spaces and build-to-suit facilities in Greater Boston, San Francisco, New York City, San Diego, Seattle, Maryland, and Research Triangle Park in the US. In 2022, the company recorded annual revenues of $2.67B and a net profit of $0.74B.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 32k LinkedIn followers — 66.9% of this cohort's audience
Activity: 1 awards announced in 12 mo
Founders & team
Joel MarcusFounder & Executive ChairmanJoel MarcusFounder & Executive ChairmanPeter MogliaCEO & CIO
Investors
Scotiabank, Military Health, T. Rowe Price
#4
Acquired · Pasadena, California · founded 2018 · 24 employees
—raised
▾

Provider of residential mortgage loans

LinkedIn Pulse recent public activity · Jul 2026
Audience: 1k LinkedIn followers — 2.4% of this cohort's audience
Activity: 1 partnerships · 2 awards (incl. Guideline Guru) announced in 12 mo
Funding rounds
  • Nov 2024PE—
Investors
KKR
Tech stack
Apple Icloud MailCloudflareCloudflare Bot ManagementCore-JsGoogle AnalyticsGoogle Font Api
#5
Public · Pasadena, California · founded 1971 · 558 employees
—raised
▾

Fixed-income and alternative investments management firm

Tech stack
Adobe AnalyticsAdobe Audience ManagerAdobe Experience Platform Identity ServiceAdobe Experience Platform LaunchApple Icloud MailCdnjs

Funding & investor landscape

$26.6Mtotal disclosed funding
2companies funded
5disclosed rounds
0rounds last 90 days
Most active investors
500 Global1 rounds
Affiliated Managers Group1 rounds
Greentown Labs1 rounds
KKR1 rounds
Military Health1 rounds
Scotiabank1 rounds
T. Rowe Price1 rounds
TQ Ventures1 rounds
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 Pasadena, United States?
Radar tracks 40 indexable Financial Services companies headquartered in Pasadena, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Pasadena, United States?
The Financial Services companies in Pasadena, United States on this list have raised a combined $26.6M in disclosed equity funding across 2 funded companies.
Which is the highest-funded Financial Services company in Pasadena, United States?
Texas Citizens Bank is the highest-funded Financial Services company in Pasadena, United States, with $26.4M in disclosed equity funding.
How many Financial Services companies in Pasadena, United States are funded?
2 of the 40 Financial Services companies in Pasadena, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Pasadena, United States?
None of the Financial Services companies in Pasadena, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Pasadena, United States Financial Services companies?
The most active investors in Pasadena, United States Financial Services companies on this list include 500 Global, Affiliated Managers Group, Greentown Labs, KKR, Military Health.
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