Top San Diego, CA Financial Services Startups (43)
Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan for the transition of their business. We provide the most accurate and comprehensive valuation services, turnkey acquisition support, assistance with contingency plans, and personalized succession/exit strategies to clients across the country. We are a young...
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...
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...
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.
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
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,...
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...
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....
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.
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.
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...
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...
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...
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...
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...
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.
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...
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...
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...
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...
