Top San Diego, CA Financial Services Startups (38)
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...
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
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...
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...
PartnersAdmin LLC was established in July of 2008 with the intent to provide a quality, outsourced solution to meet the dynamic back office needs of the alternative fund industry. In response to the industry’s increasing focus on best practices to reduce systemic risk and promote investor protection, fund managers are continuously faced with distractions and rising internal costs. With offices...
Founded in 1970, Manchester Financial Group is headquartered in San Diego, California. The company specializes in and focuses on hotel and commercial property development. Manchester Financial Group and its subsidiaries have been instrumental in developing downtown San Diego's waterfront, paving the way for the city of San Diego's burgeoning convention industry, while also founding two banks and establishing an extensive...
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...
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...
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...
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...
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...
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...
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.
Asset Security Consulting is the leading specialty finance firm focused on Structured Settlements, Annuities, and Lottery Winnings in the state of California. Asset Security Consulting is a culture and a brand that looks out for clients in any way, shape, or form. Whether it be from the harassment and solicitation, proper payment delivery, and most importantly, financial guidance towards any...
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.
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.
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.
What do you need to grow tomorrow? Since 1995, Primary Funding has helped thousands of businesses nationwide unable to secure traditional financing access the capital they need to Invest in their business and grow. We provide alternative financing solutions to companies from start-up to $25 million in revenue. Our products include: - Factoring & Accounts Receivable Financing - Term Loans & Bridge...
