Best Investment Consultants Companies in California, United States
The 96 best Investment Consultants companies in California, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: mPower.
Ranked: Best Investment Consultants companies in California
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | mPower Wealth management tools for financial institutions and advisors | $36M | 304 mo ago | Acquired | — | 1995 | — | — | — |
| 2 | Granite Peak Partners Real estate investment & advisory services firm | $10M | 27 mo ago | Series A | Pierre Tada Founder | 2003 | — | — | — |
| 3 | Ministry Partners Investment Provider of investment consulting services | $2M | 40 mo ago | Funding Raised | Joseph Turner CEO & President | 1991 | — | — | — |
| 4 | Bancreek Capital Advisors Investment advisor offering actively managed ETFs and interactive tools to provide an investing edge | $2M | 1 mo ago | Seed | Andrew Skatoff CEO | 2021 | — | — | 1 partnership |
| 5 | Pineapple Express Manufacturer & brand of pineapple snacks & drinks | $2M | 105 mo ago | Public | Jaime Ortega Founder | 1983 | WordPressMySQLPHP+26 | — | — |
| 6 | Flax and Rosenfield Capital Partners Investment consulting firm | $2M | 116 mo ago | Seed | Larry Flax Co-Founder | — | — | — | — |
| 7 | EWV Provider of investment consulting services | $500K | 137 mo ago | Seed | Jaeson Ma Founder & CEO | 2012 | — | — | — |
| 8 | Claraphi Provider of investment consulting services | $400K | 128 mo ago | Deadpooled | Vali Nasr CEO | 2009 | — | — | — |
Top 11 Investment Consultants companies in California
#1
Seed · Santa Monica, California · founded 2021$2.2Mraised▾
Bancreek Capital Advisors is an investment advisor offering actively managed ETFs and interactive tools to provide an investing edge. They utilize big data and a systematic approach to invest in companies with structurally advantaged business models.
- Apr 2026Seed$325K
- Oct 2023Seed$2.2M
#2
Series A · Santa Barbara, California · founded 2003 · 4 employees$9.6Mraised▾
Granite Peak Partners is a fully-integrated Real Estate Investment & Advisory Services firm serving high net worth families, agricultural concerns, and foundations. They offer generational transition planning and wealth maximizing solutions for their clients. The firm has a dedicated team with diverse backgrounds in real estate investment and executive leadership.
- Feb 2024Series A$9.6M
#3
Acquired · San Francisco, California · founded 1995 · 50 employees$36Mraised▾
m Power offers online investment advice to defined-contribution plan participants. mPower service offerings include wealth management tools for financial institutions and advisors. mPower's flexible architecture and integration capabilities allow it to deliver advice through multiple distribution channels, with different levels of integration and customization.
- Jan 2001Series B$36M
#4
Funding Raised · Brea, California · founded 1991 · 9 employees$2.3Mraised▾
Provider of investment consulting services
- Feb 2023Conventional Debt$29.3M
- Aug 2018Conventional Debt$7.4M
- Feb 2016Conventional Debt$2.3M
- Mar 2015Conventional Debt$6M
#5
Public · Los Angeles, California · founded 1983$2.1Mraised▾
Manufacturer & brand of pineapple snacks & drinks
- Sep 2017Post IPO$30K
- Apr 2017Post IPO$300K
- Aug 2016Post IPO$720K
- Apr 2016Post IPO$455K
#6
Seed · Beverly Hills, California$1.9Mraised▾
Investment consulting firm
#7
Seed · Los Angeles, California · founded 2012$500Kraised▾
Provider of investment consulting services
- Dec 2014Seed$500K
#8
Deadpooled · Aliso Viejo, California · founded 2009$400Kraised▾
SEC Registered Investment Advisor offering wealth management, systems development, and operations services to financial advisors and their clients. ClaraPHI Advisory Network, LLC provides a portfolio management system and resources for investor and client education. Based in Aliso Viejo, CA.
- Oct 2015Seed$250K
- May 2013Seed$150K
#9
Late Stage · Los Angeles, California · founded 2013—raised▾
Provider of financial consulting services
- Oct 2021PE—
#10
Seed · Los Angeles, California · founded 2007 · 42 employees—raised▾
Investment consulting firm
- Dec 2020Seed—
#11
Deadpooled · Los Angeles, California—raised▾
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Investment Consultants 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.