Radar · Financial Services in Walnut Creek
Best Financial Services Companies in Walnut Creek, United States
The 38 best Financial Services companies in Walnut Creek, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Relation Insurance.
By Rohit KhannaTrends & Stories
38companies tracked
$14.3Mdisclosed funding
0unicorns
2have raised
Ranked: Best Financial Services companies in Walnut Creek
| # | Company | Disclosed funding | Stage | Employees | Founded | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | 1st National Processing Provider of credit card processing-based payment software solutions | — | Unfunded | — | 1994 | Bijan Kharrazi CEO | — | — | — |
| 2 | Bridge Partners Investor in multifamily housing across various market segments. | — | Unfunded | 7 | 1990 | — | — | — | — |
| 3 | CardConnect Provider of payment processing & technology services | — | Unfunded | — | 2010 | William Wise Cpp President / CEO | — | — | — |
| 4 | Crwm Advisors Provider of investment management, financial strategy, and tax planning services | — | Unfunded | 3 | 2015 | — | — | — | — |
| 5 | CSAA Insurance Diversified insurance firm | — | Unfunded | — | 2013 | Tom Troy CEO | — | 34 patents Integrated vehicle navigation, safety alerts, and hazard avoidance telematics systems | — |
| 6 | Derivative Logic Provider of rate swaps & caps, hedge valuation & accounting, and defeasance services | — | Unfunded | — | 2006 | Jim Griffin Co-Founder & Managing Director | WordPressMySQLPHP+26 | — | — |
| 7 | Garrison Point Diversified asset management firm | — | Unfunded | — | 2012 | Garrett Smith CEO | — | — | — |
| 8 | Goldsteinenright GoldsteinEnright is an accounting firm that provides tax preparation, consultation, business valuations and… | — | Unfunded | 18 | 1979 | — | — | — | — |
Top 4 Financial Services companies in Walnut Creek
#1
Acquired · Walnut Creek, California · founded 2007 · 1300 employees$14.3Mraised▾
Acquired · Walnut Creek, California · founded 2007 · 1300 employees
Provider of insurance brokerage services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 14k LinkedIn followers — 33.5% of this cohort's audience
Activity: 2 partnerships · 1 awards (incl. Crp Rx Insurance Services) announced in 12 mo
Funding rounds
- Jun 2009Series A$14.3M
- 2007Seed—
Founders & team
Investors
Century Equity Partners, Parthenon Capital, Celerity Partners
Tech stack
Apple Icloud MailBootstrapCdnjsCloudflareCloudflare Rocket LoaderCookie Notice
#2
Acquired · Walnut Creek, California · founded 1985 · 523 employees—raised▾
Acquired · Walnut Creek, California · founded 1985 · 523 employees
Provider of retirement plans, insurance and consulting services
Founders & team
Investors
Stone Point Capital, Europa, HarbourVest Partners
Tech stack
Acoustic Experience AnalyticsApple Icloud MailCdnjsCloudflareDigicertDocusign
#3
Late Stage · Walnut Creek, California · founded 1988 · 506 employees—raised▾
Late Stage · Walnut Creek, California · founded 1988 · 506 employees
Diversified insurance broker
LinkedIn Pulse recent public activity · Jul 2026
Audience: 16k LinkedIn followers — 39.0% of this cohort's audience
Founders & team
Investors
SkyKnight Capital
Tech stack
Amazon Web ServicesAnimate.CssApache Http ServerAws Certificate ManagerBootstrapBootstrap Icons
#4
Late Stage · Walnut Creek, California · founded 2006 · 712 employees—raised▾
Late Stage · Walnut Creek, California · founded 2006 · 712 employees
Property insurance carrier
Funding rounds
- Sep 2015PE—
Investors
Blackstone
Tech stack
Red HatOpensslApache Http ServerDynatraceJqueryEloqua
Funding & investor landscape
$14.3Mtotal disclosed funding
1companies funded
1disclosed rounds
0rounds last 90 days
Most active investors
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 Walnut Creek, United States?
Radar tracks 38 indexable Financial Services companies headquartered in Walnut Creek, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Walnut Creek, United States?
The Financial Services companies in Walnut Creek, United States on this list have raised a combined $14.3M in disclosed equity funding across 1 funded companies.
Which is the highest-funded Financial Services company in Walnut Creek, United States?
Relation Insurance is the highest-funded Financial Services company in Walnut Creek, United States, with $14.3M in disclosed equity funding.
How many Financial Services companies in Walnut Creek, United States are funded?
1 of the 38 Financial Services companies in Walnut Creek, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Walnut Creek, United States?
None of the Financial Services companies in Walnut Creek, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Walnut Creek, United States Financial Services companies?
The most active investors in Walnut Creek, United States Financial Services companies on this list include Blackstone, Celerity Partners, Century Equity Partners, Europa, HarbourVest Partners.
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.