Top San Diego, CA Financial Services Startups (43)
Financial Recovery Technologies is a technology-based services firm that helps institutional investors identify, file claims, and collect funds made available in securities class action settlements. Through our proprietary technology platform and processes, we deliver the most comprehensive range of securities class action filing services available. Our firm excels by providing best-in-class eligibility analysis, disbursement auditing and client reporting, and we...
Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your financial future. Located in San Diego, California, Centura serves high net worth and ultra-high net worth clients. Our Liberated Wealth (SM) process is designed to unburden your financial headaches and provide a methodical, transparent and...
With more customers looking to buy now and pay later, providing payment options is a must. Built on 20 years of customer finance experience, EasyPay Finance meets the needs of retailers and auto repair dealers by providing a simple and convenient finance option. Always striving to be the best, EasyPay Finance consolidates the need for multiple finance companies into one...
Chandler Asset Management is an independent, client-focused investment adviser currently managing over $20 billion for institutional investors including public agencies, healthcare providers, foundations, endowments, corporations and separately managed accounts (SMAs). Since 1988, our mission has been to provide best-in-class portfolio management and client service to risk -conscious clients across the country. Our clients benefit from our disciplined, repeatable process and...
National Funding serves the small business community. Since 1999, we have provided more than $3 billion in funding to over 50,000 customers to support their working capital and equipment financing needs. We are one of the country's largest private providers of small business loans, having funded more than $3 billion to help small businesses grow. Our personal approach helps strengthen...
Artemis Consulting is a small, woman-owned business, founded in 2005, and headquartered in San Diego, CA. We are a business consulting firm dedicated to delivering superior professional support consulting services. We partner with customers throughout the Department of Defense to deliver critical acquisition, programmatic, and functional support that enables our clients to overcome their most persistent challenges.
Mulligan Funding exists to provide invaluable financial solutions to the small and medium-sized businesses that fuel our country. Through our unique ability to combine technology, a human touch, and unwavering integrity, we help those we serve bring their dreams to life. We believe trust is earned one client at a time. We look forward to earning yours. https://www.MulliganFunding.com
After years of significant home price appreciation, many homeowners are asset-rich, but either cash-poor or have less than perfect credit. As a result, they are subject to an inadequate selection of mortgage products. We are on a mission to help these homeowners access their home equity without new debt or monthly payments. Learn more at Splitero.com. Splitero Funding Inc. NMLS #2327455....
van den Boom & Associates is an accounting and finance services firm that specializes in supporting life science companies through part-time accounting and finance support and SOX implementations and compliance. Since our inception in 2014, we have successfully partnered with over 250 companies at various stages of development including start-up through liquidity and post transaction and bring this vast experience...
PenChecks, Inc. provides outsourced retirement-plan distribution processing and related administrative services to institutions, third-party administrators, advisors, and plan sponsors. Its offerings include benefit-payment processing, automatic rollover and missing-participant IRAs, uncashed-check and abandoned-plan services, and specialized participant search, notification, and tax-reporting support. The company combines compliance expertise and technology to help organizations reduce administrative workload and help participants locate, claim, and...
Griffin Funding, Inc., is a consumer-direct national boutique mortgage company. We specialize in VA Loans, Self-Employed Non-QM Bank Statement Loans, and DSCR Real Estate Investor Loans. Call us today for a free consultation 855-928-0163. Visit our webpage for full list of state licensing. NMLS# 1120111 We are honored to be able to serve our Veterans across the country and help them...
RIVO Holdings provides personal service and exceptional quality in the financial services industry for a national customer base. Our services preserve consumer choice and increase access to credit for millions of American families. A people centered organization, RIVO Holdings provides opportunity and innovation to both our team members and customers. We aspire to be a company dedicated to promoting a welcoming...
We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you. With our upcoming digital banking and mortgage-lending platforms, we're confident you'll feel right at home with the new Cornerstone Capital Bank. Cornerstone Capital Bank, SSB, Member FDIC, NMLS ID# 2258 (www.nmlsconsumeraccess.org) 1177 West Loop South, Suite 700, Houston, TX 77027 The Roscoe State...
Joyful Health helps healthcare practices identify and reclaim lost revenue. Our revenue intelligence software shows you exactly what you're owed and where you might be leaving money on the table, and our expert team goes to bat to recover any missing insurance revenue (like denials, unpaid claims, and aged A/R) for you. We typically help practices recover revenue worth 5-10x our fees,...
ESM’s tech-enabled risk management services provide Insurance Agencies and Employers with tools, education and advocacy to reduce the risk and cost associated with Workers' Compensation.
Barsa & Company is a CPA firm located in San Diego, CA. We work primarily with small to medium sized companies. Our clients appreciate our high-touch philosophy, our expertise, and our dedication to their success. We provide full outsourced accounting, part-time Controller/CFO and bookkeeping services, as well as both corporate and individual tax planning and preparation. Our unique approach to...
Looking for the best small business financing options? Reliant Funding can get you approved in just hours. Get the small business financing you need, fast!
Where cryptoassets and financial services merge. Create crypto model portfolios for your clients, view held-away wallets, integrate with your tech stack, and much more! By advisors, for advisors.
sureti is an unbiased third party service that connects Policyholders, Contractors, and Mortgage Lenders on an easy-to-use platform, effectively streamlining the property restoration process.
While financial goals look different for every individual, you know just how you envision yours. What you may not know is how to make them a reality. At Concurrent Advisors, that’s our specialty. We deliberately chose the word “concurrent” as our name because its definition, “acting in conjunction simultaneously side by side,” accurately captures what our dedicated financial planning professionals do: We...
