Best Financial Services Companies in Woodland Hills, United States
The 34 best Financial Services companies in Woodland Hills, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Lvrch Capital.
Ranked: Best Financial Services companies in Woodland Hills
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Lvrch Capital Provider of mutual fund, financial and investment management services | $600M | 39 mo ago | Series D | — | 2013 | — | — |
| 2 | Match and Beat Provider of credit card & transaction processing and mortgage broker services | $25M | 48 mo ago | Series B | — | — | — | — |
| 3 | andersen cpa firm Andersen CPA Firm provides small business accounting, business taxation, CTRS, tax resolution, Quickbooks for… | — | — | — | — | 1987 | — | — |
| 4 | artists business management group Artists Business Management Group provides business management, retirement and financial planning, tax, and… | — | — | — | — | 1989 | — | — |
| 5 | baraz & associates Baraz & Associates is an accounting firm that offers business consulting, financial planning, taxation and… | — | — | — | — | 2011 | — | — |
| 6 | Beacon Resources Provider of finance & accounting services | — | — | Acquired | — | 2010 | — | — |
| 7 | better business concepts Better Business Concepts provides management, marketing, accounting, and financial services. | — | — | — | — | 2004 | — | — |
| 8 | Brookhurst Insurance Services Business insurance agency that provides a range of insurance services, including worker's compensation… | — | — | Unfunded | — | 2013 | — | — |
Top 2 Financial Services companies in Woodland Hills
#1
Series D · Woodland Hills, California · founded 2013 · 142 employees$600Mraised▾
Operator of an asset management platform intended to provide active financial advisory and management services to a broad range of clients. The company offers a broad range of investment products ranging from equities to fixed-income and alternative investments, providing both individual and institutional investors with financial advisory, management services, investment support, and guidance.
#2
Series B · Woodland Hills, California$25Mraised▾
Provider of credit card & transaction processing and mortgage broker services
Funding & investor landscape
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
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.