Radar · Financial Services in Santa Ana
Best Financial Services Companies in Santa Ana, United States
The 34 best Financial Services companies in Santa Ana, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Veros Credit.
By Rohit KhannaTrends & Stories
34companies tracked
$228Mdisclosed funding
0unicorns
2have raised
Ranked: Best Financial Services companies in Santa Ana
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Veros Credit Auto loans provider | $205M | 128 mo ago | Funding Raised | Cyrus Bozorgi Founder & CEO | 2010 | WordPressMySQLPHP+15 | — |
| 2 | SureCo Healthcare focused insurance brokerage firm 60Growth top 28%Tech top 33%Funding top 36%Talent top 38% All 9 signals ▾Growthtop 28% Techtop 33% Fundingtop 36% Talenttop 38% Innovationtop 45% Producttop 46% Newsbottom 42% Globalbottom 29% Marketbottom 28% Growth: Web rank 50,000,000 → 10,000,000 YoY · Fresh capital in last 24 mo Tech: 36 technologies across 5/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 rank vs industry peers · Fliar Intelligence Index 60/100 | $23M | 12 mo ago | Series A | Matt Christopherson Co-Founder | 2015 | HubSpot CMS HubApple iCloud MailMicrosoft 365+24 | — |
| 3 | First American Insurance and settlement services company | — | 192 mo ago | Public | — | 1889 | Apple iCloud MailHeadless UITailwind CSS+25 | — |
| 4 | afshar cpa pc Afshar CPA PC is an accounting firm in Santa Ana, California. | — | — | — | — | 2011 | — | — |
| 5 | Ashbrook-Clevidence Provider of medicare, property & casualty insurance and employee benefits services | — | — | Acquired | — | 1927 | — | — |
| 6 | ATS Consulting Provider of comprehensive solutions including tax preparation, bookkeeping, and payroll processing to small… | — | — | Unfunded | — | 2001 | — | — |
| 7 | CompWest Insurance Provider of workers compensation insurance & claim processing services | — | — | Funding Raised | — | 2004 | WordPressMySQLPHP+14 | — |
| 8 | Debtmerica Provider of debt settlement services to reduce unsecured debt | — | — | Unfunded | Harry Langenberg Co-Founder & COO | 2006 | PHPBootstrapAmazon ALB+16 | — |
Top 3 Financial Services companies in Santa Ana
#1
Series A · Santa Ana, California · founded 2015 · 103 employees$23Mraised▾
Series A · Santa Ana, California · founded 2015 · 103 employees
Healthcare focused insurance brokerage firm
Fliar Intelligence Index™ 60how this company ranks against its industry peers
Growth
top 28%Tech
top 33%Funding
top 36%Talent
top 38%Innovation
top 45%Product
top 46%Growth: Web rank 50,000,000 → 10,000,000 YoY · Fresh capital in last 24 mo
Tech: 36 technologies across 5/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 · Observability: Datadog, Logrocket
Funding: Raised $23.0M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Series A (Sep 2025)
Audience (LinkedIn): 10k LinkedIn followers — 5.9% of this cohort's audience
Activity (LinkedIn): 1 awards announced in 12 mo
Funding rounds
- Sep 2025Series A$23M
Founders & team
Investors
Health Velocity Capital, Kaiser Permanente Ventures
Tech stack
Amazon CloudfrontAmazon S3Amazon Web ServicesApple Icloud MailAzureCdnjs
#2
Funding Raised · Santa Ana, California · founded 2010 · 217 employees$205Mraised▾
Funding Raised · Santa Ana, California · founded 2010 · 217 employees
Auto loans provider
LinkedIn Pulse recent public activity · Jul 2026
Audience: 8k LinkedIn followers — 4.8% of this cohort's audience · 23 engagements/post (2.1× cohort median)
Hiring: 2 hiring posts in 12 mo (public) · momentum +2 · hiring: Loan Processor, Regional Sales Manager
Funding rounds
- Feb 2016Conventional Debt$205M
Founders & team
Investors
Capital One, J P Morgan
Tech stack
AzureDiviFont AwesomeGoogle AnalyticsGoogle Font ApiGsap
#3
Public · Santa Ana, California · founded 1889 · 19210 employees—raised▾
Public · Santa Ana, California · founded 1889 · 19210 employees
First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment. The First American Family of Companies’ core business lines includes title insurance and closing/settlement services; title plant management services; title and other real property records and images; valuation products and services; home warranty products; property and casualty insurance; and banking, trust, and investment advisory services. In 2022, the company recorded annual revenues of $7.6B and a net profit of $0.26B.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 85k LinkedIn followers — 50.3% of this cohort's audience
Activity: 1 awards announced in 12 mo
Investors
Treasury, TPG, TA
Tech stack
AddtoanyAmazon AlbAmazon CloudfrontAmazon S3Amazon Web ServicesAmplitude
Funding & investor landscape
$228Mtotal disclosed funding
2companies funded
2disclosed rounds
0rounds last 90 days
Most active investors
J P Morgan1 rounds
TA1 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 Santa Ana, United States?
Radar tracks 34 indexable Financial Services companies headquartered in Santa Ana, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Santa Ana, United States?
The Financial Services companies in Santa Ana, United States on this list have raised a combined $228M in disclosed equity funding across 2 funded companies.
Which is the highest-funded Financial Services company in Santa Ana, United States?
Veros Credit is the highest-funded Financial Services company in Santa Ana, United States, with $205M in disclosed equity funding.
How many Financial Services companies in Santa Ana, United States are funded?
2 of the 34 Financial Services companies in Santa Ana, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Santa Ana, United States?
None of the Financial Services companies in Santa Ana, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Santa Ana, United States Financial Services companies?
The most active investors in Santa Ana, United States Financial Services companies on this list include Capital One, Health Velocity Capital, J P Morgan, Kaiser Permanente Ventures, Stone Point Capital.
Rohit KhannaTrends & Stories
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.