Best Financial Services Companies in San Diego, United States
The 265 best Financial Services companies in San Diego, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: BioMed Realty.
Ranked: Best Financial Services companies in San Diego
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BioMed Realty Real estate solutions provider for life science and technology industries | $1.1B | 79 mo ago | 220 220 → 402 (+83%) · sector median +76% | 2004 | Timothy Schoen CEO & President | WordPressApple iCloud MailMySQL+21 | — | 2 expansions |
| 2 | Westcore Real Estate Investment firm focusing on acquistion | $1.0B | 60 mo ago | 95 | 2000 | Don Ankeny President and CEO | — | — | 4 expansions |
| 3 | Silvergate Bank Banking platform for businesses and crypto, now in resolution | $148M | 87 mo ago | 400 | 1988 | — | — | — | — |
| 4 | Innovative Industrial Properties Real estate investment company for medical-use cannabis industry | $144M | 88 mo ago | 21 | 2016 | — | WordPressMySQLPHP+28 | — | — |
| 5 | Favrille Favrille: Your guide to consumer loans with the best interest | $100M | 243 mo ago | 9 | 2000 | Bob Lorsch CEO | — | 6 patents Patents concentrated in health & consumer products | — |
| 6 | Innovative Capital Credit brokerage firm | $51M | 41 mo ago | — | 2007 | Travis Likert CEO | — | — | — |
| 7 | zebit Zebit provides a max of $1,500 of credit to pay over time on thousands of products. | $47M | 92 mo ago | 55 | 2014 | — | ShopifyYouTubeNew Relic+20 | — | — |
| 8 | PeopleFirst Limited information available | $36M | 314 mo ago | — | 1996 | — | WordPress Block EditorWordPressApple iCloud Mail+22 | — | — |
| 9 | Palomar Provider of speciality property insurance services | $20M | 93 mo ago | 213 213 → 446 (+109%) · sector median +76% | 2014 | Mac Armstrong Founder and Chief Executive Officer | WordPressMySQLPHP+35 | 18 patents Industrial process monitoring and decision support for bonding using optical deformation sensing | — |
| 10 | CalPrivate Bank Customized banking solutions for businesses and individuals with complex financial needs | $17M | 83 mo ago | 131 131 → 209 (+60%) · sector median +76% | 2006 | — | WordPressApple iCloud MailMySQL+34 | — | 1 job opening |
| 11 | Mulligan Funding Provider of SME loans | $15M | 37 mo ago | 197 | 2008 | — | — | — | 2 partnerships |
| 12 | Atlas Diversified P&C insurance broker | $11M | 130 mo ago | 170 | 2009 | — | — | 11 patents Data-driven decision-support platforms for economic development forecasting and workforce competency analytics. | — |
| 13 | Seacoast Commerce Bank Commercial bank | $10M | 104 mo ago | 81 | 2003 | — | — | — | — |
| 14 | Synergy One Lending Building societies bank | $9M | 125 mo ago | — | 2013 | Torrey Larsen Co-Founder & CEO | — | — | — |
| 15 | Silvergate Real estate development and investment company | $6M | 113 mo ago | — | 2010 | Ian Gill Co-CEO | — | — | — |
| 16 | Catalytic Property insurance underwriting services | $6M | 94 mo ago | 52 | 2013 | — | — | 69 patents Zero‑PGM and mixed‑oxide catalysts for high‑temp ammonia SCR and exhaust treatment | — |
| 17 | Bank of Southern California Premier business bank in California offering tailored financial solutions and expertise | $3M | 65 mo ago | 28 | 2001 | — | — | — | — |
| 18 | Hempacco Manufacturer of innovative, filtered hemp smokable products disrupting the tobacco industry | $2M | 26 mo ago | — | 2019 | Sandro Piancone Founder & CEO | WordPressMySQLPHP+23 | — | — |
| 19 | BridgePort SaaS-based solutions for private investors & wealth managers | $2M | 69 mo ago | 9 | 2016 | Christopher Nero Founder & CEO | — | — | — |
| 20 | MedImpact Healthcare Systems Pharmacy benefit management solutions empowering healthier lives through access and savings | $1M | 152 mo ago | 1,824 1,824 → 1,974 (+8%) · sector median +76% | 1989 | Frederick Howe Founder & CEO | Apple iCloud MailSalesforceGoogle Maps+14 | — | 1 launch |
| 21 | Align P&C insurance broker | $1M | 94 mo ago | 37 | 2003 | Kieran Sweeney CEO & President | — | 4,569 patents Digital orthodontic modeling, automated tooth movement, and 3D‑printed dental appliance fabrication. | — |
| 22 | IdeaPros Provider of financial and strategy services for investment industries | $1M | 38 mo ago | 31 | 2017 | Frederick Cary CEO | — | — | — |
| 23 | Reven Asphalt and aggregate materials producer and paving contractor | $1M | 161 mo ago | 3 | 2012 | — | — | 5 patents Pharmaceutical formulations targeting metabolic disorders such as diabetes and obesity. | — |
| 24 | Trust Egg Child Trust Fund provider offering ethical, climate-friendly investment options | $1M | 149 mo ago | — | 2005 | — | — | — | — |
| 25 | Wealth Financial Life Provider of financial and digital marketing services | $137K | 168 mo ago | — | 2000 | Arsy Grindulo President/CEO & Founder | — | — | — |
Top 12 Financial Services companies in San Diego
#1
Late Stage · San Diego, California · founded 2000 · 95 employees$1Braised▾
Westcore is a real estate commercial investment firm with focus on real estate acquisitions. The company focuses on acquiring industrial, warehouse, manufacturing and other commercial properties. The United states and key regions of Europe is where it focuses its investment activities.
#2
Acquired · San Diego, California · founded 2004 · 220 employees$1.1Braised▾
Real estate solutions provider for life science and technology industries. The company provides mission-critical infrastructure, expanding tenant innovation capacity to advance human health and potential. They manage high-quality life science real estate, shaping the future of life science and technology innovation. Their vertically integrated model offers a one-stop shop experience, working with tenants and brokers to drive growth. They focus on opportunities that meet standards for quality, location, and long-term value. They deliver ground-up development projects on time and on budget, creating lasting partnerships with tenants through unique expertise. They ensure each property is maintained to the highest standard, offering rich amenities to attract and retain talent. They invest in innovation hubs ideal for the life sciences and technology sectors.
- Oct 2019Conventional Debt$36M
- Apr 2014Conventional Debt$400M
- Mar 2011Conventional Debt$400M
- Apr 2010Conventional Debt$250M
#3
Series C · San Diego, California · founded 2007$51.4Mraised▾
Credit brokerage firm
- Jan 2023Series C$48.9M
- Apr 2018Conventional Debt$2.5M
#4
Series A · San Diego, California · founded 2008 · 197 employees$15Mraised▾
Provider of SME loans
- May 2023Series A$5M
- Aug 2022Series A$10M
#5
Public · San Diego, California · founded 2019$2.4Mraised▾
It is a company that is disrupting the tobacco industry with CBD hemp cigarettes. They hold intellectual property for technology to infuse herbal smoking blends of cannabis cigarettes. They are also involved in partnerships and joint ventures with well-known figures like Snoop Dogg to launch consumer goods lines in the hemp industry.
- Mar 2024Post IPO$490.4K
- Oct 2023Post IPO$1.9M
#6
Public · San Diego, California · founded 1988 · 400 employees$148.2Mraised▾
Banking platform for businesses and crypto, now in resolution. It provided resources and services to entrepreneurs. The platform aimed to be innovative in its approach to banking. It offered cashier's checks and certificates of deposit. Verification of deposit requests were processed through a specific platform. The company held trademarks for its name and logo in multiple countries. The website provided access to legal terms, accessibility information, and privacy policies. It also included options related to personal information. The business model focused on serving the business and crypto sectors, offering a range of financial products and services.
#7
Public · San Diego, California · founded 2016 · 21 employees$143.8Mraised▾
Real estate investment company for medical-use cannabis industry
- Feb 2019Post IPO$143.8M
#8
Public · San Diego, California · founded 2000 · 9 employees$99.6Mraised▾
Favrille: Your guide to consumer loans with the best interest. This platform provides information about consumer loans, focusing on the rights and obligations of borrowers. It explains the different types of loans, including installment loans and revolving credit. The site details the lender's duty to provide clear information about loan terms, interest rates, and repayment schedules. It also covers the borrower's rights regarding early repayment and potential changes to loan agreements. Furthermore, the platform outlines the borrower's responsibilities, such as timely repayment and providing accurate information during the application process. Angrerett (right to withdraw) and credit check procedures are also explained. It serves as a resource for understanding the intricacies of consumer loans and navigating the financial landscape.
- Mar 2006Post IPO$45M
- Jan 2006Venture Debt$20M
- Apr 2004Series C$44M
- Oct 2003Series B$10.6M
#9
Public · San Diego, California · founded 2014 · 55 employees$47Mraised▾
Zebit Inc is engaged in providing finance to its customers for the purchase of various products. The company offers its customers the facility to buy what they need and pay for it over time. Its revenue from products comprises E-certificates, Electronics, and all other products.
#10
Public · San Diego, California · founded 2006 · 131 employees$17Mraised▾
Customized banking solutions for businesses and individuals with complex financial needs. This financial institution provides a range of services including personal and business banking, checking and savings accounts, and diverse lending options such as commercial, real estate, and small business loans. They offer treasury management services and wealth management solutions. Digital banking is supported through online banking platforms with features like user management, account details, and funds transfer. They focus on building relationships and providing tailored solutions with a commitment to trust. They offer specialty services and legal services. They are FDIC-insured. They provide login access for online banking, business credit card, merchant access, consumer credit card, positive pay, and remote deposit capture.
- Jul 2019Post IPO$10M
- May 2019Conventional Debt$18M
- May 2017Series A$17M
#11
Series C · San Diego, California · founded 1996$36.5Mraised▾
Provider of automobile loans on the internet. The company is an online vehicle lender originating and servicing consumer auto and motorcycle loans via the Internet. it is is the pioneer of the Blank Check(R), a finance option that gives loan recipients a no-obligation Blank Check(R) that can be used for the purchase of a new or used car or motorcycle at virtually any dealership in the country. The company also provides financing for lease buyouts, refinances existing loans and provides loans for the purchase of vehicles from private individuals.
#12
Seed · San Diego, California · founded 2017 · 31 employees$1.1Mraised▾
Provider of financial and strategy services for investment industries
- Mar 2023Seed$635K
- Jan 2023Seed$350K
- Dec 2022Seed$125K
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.