Top San Diego, CA Financial Services Startups (38)

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....

In 1985, Dunham & Associates Investment Counsel Inc., (“Dunham”) was founded with the uncommon idea that fees paid by clients should be tied, in some way, to the performance of the investments they own. Today, Dunham and its affiliate Dunham Trust Company (“DTC”) have grown to become a multi-billion dollar firm, but we are still driven by the values of...

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.

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.

Shift FinOps Left. For engineers, we help engineers know cloud costs before they buy resources via infrastructure as code. We also help them make cost optimization as they code vis our FinOps Policy Packs, and ensure that all resources that can be tagged, are tagged correctly. All in the code, the source of truth. For managers, FinOps and team leads, as soon...

OnePlan offers a strategic portfolio, financial and resource management solution that fits the needs of every PMO. Optimize your portfolio, financials and resources enterprise wide. Connect OnePlan with Microsoft Project, Office 365 Planner, Azure DevOps, Jira, and more for a complete view into all work across the enterprise.

Dynamique was launched to fulfill the dream of investment management by our founder, Luka Erceg. Throughout our careers, we have been trusted advisors to the largest of U.S. corporations, investors (both individual and corporate), venture capital, and private equity. Following a life changing event, the loss of his arm, Mr. Erceg decided to launch Dynamique. Our goal is to bring...

Ascent is built around one guiding principle: Student loans should expand possibilities, not limit them. That’s why Ascent created a new private student loan program that gives students more opportunities to qualify for a loan, with or without a cosigner. Ascent loans are originated by Richland State Bank, Member FDIC. Ascent encourages transparency and financial wellness by incorporating financial education...

Insight Economics is an economic consulting firm headquartered in San Diego, CA, with offices in Raleigh, NC and Washington, DC. Insight Economics provides economic expertise in a variety of areas in litigation and business consulting, including economic damages, lost profits, reasonable royalty, intellectual property, commercial success, licensing, negotiation, antitrust, competition, financial analysis, and valuation.

FundLoans is an exception-based wholesale mortgage lender that specializes in Jumbo Non-QM solutions. A redefined Non-QM experience with “outside-the-box” guidelines, that take a more holistic approach at underwriting. Contact us today about becoming an approved broker. Texas mortgage company notice: consumers wishing to file a complaint against a mortgage company or a licensed residential mortgage loan originator should complete and send...

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

As an industry-leading ATM services provider, ATM Together is fully committed to using our expertise to guide new ATM business owners in setting up their ideal ATM locations. Whether you need bank location assistance or location finder help or processing network services or even new high-quality ATM machines, we have you covered. ATM Together helps you make the best passive...

LifePro Financial Services, Inc. is a premier distributor of life, annuity, long-term care, and securities-based insurance products serving financial professionals nationwide. The company was formed solely to help independent insurance agents, financial planners, and other financial service professionals become successful. LifePro understands that its success depends on its customers’ success.

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...

Founded in 2017, San Diego-based Wildfire's enterprise platform powers white-label shopping rewards and loyalty programs for financial services organizations and technology companies, allowing them to deploy revenue-generating, value-added services for their customers. The platform provides a shopping companion designed to reward consumers with cashback, coupons, and other benefits at every stage of their shopping journey. Wildfire's white-label cashback rewards platform...

Accessity, formerly Accion San Diego, is an independent, 501(c)(3) nonprofit Community Development Financial Institution organization that provides economic opportunity to entrepreneurs through access to small business loans from $300 to $100,000 and a community of support and resources. Accessity’s mission is to open doors of financial opportunity to those with historically less access to capital and business support: entrepreneurs of...

Headquartered in San Diego, California, Madison Avenue Securities is a full service, fully independent Broker/Dealer and Investment Advisory firm servicing financial advisors and their clients with branches from coast to coast. The company was founded in 2005 by its then parent company, Asset Marketing Systems. Now part of a family of companies, including multiple broker-dealers, RIAs, and FMOs, independent advisors...

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...

At ADF, we aim to better meet the financial needs of underestimated Americans across the credit spectrum through our mastery of cutting-edge data science and technology and our commitment to mutual success Traditional finance has underestimated tens of millions of Americans, freezing them out of borrowing altogether or preventing them from borrowing at rates they can afford. At ADF, we believe...

Dark Horse CPAs provides accounting & tax services to small businesses and individuals, with an emphasis on tax planning and fractional CFO services. Clients collaborate directly with their dedicated CPA and are not passed down to lower-level staff.