Top San Diego, CA Financial Services Startups (35)

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...

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.

IDA is a full time fiduciary, process-driven, independent wealth management firm focused on delivering tailored financial solutions to high net worth individuals, families, and businesses. We believe our clients deserve the absolute highest level of service along with insightful, unbiased advice free from conflicts of interest, with access to the broadest possible choice of investment and planning opportunities from which to...

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.

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...

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...

We are an award-winning small business lender that steps up for entrepreneurs when traditional lenders can’t or won’t. Over the last 44 years, we’ve provided more than $20 billion in low-cost business loans to over 11,000 borrower clients... and counting. Unlike a traditional bank, we have the flexibility to offer affordable loans to a broader pool of small business owners looking...

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...

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...

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...

CFO Hub is the future of finance—an outsourced team of expert CFOs, Controllers, and Accountants to manage your in-house financial operations. Our services are tailored to your needs, from outsourcing entire accounting departments to interim CFO and project-based support. CFO Hub's unparalleled professionals deliver on a variety of service offerings, including: Strategic CFO Advisory, Outsourced Accounting and HR, Audit Readiness, SEC...

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...

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...

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...

Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial professionals. Our representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds. Our commitment is directly to the independent investment representative. Therefore, Independent Financial Group...

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....

Vantage Point Advisors specializes in corporate valuation and related financial advisory services. The firm provides valuation services in connection with transactions, financial reporting, tax reporting, litigation support, and other general corporate planning activities. Services include valuations for purchase price allocation and goodwill impairment studies in connection with Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topic 805, Business Combinations...

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.

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.