Top San Diego, CA Financial Services Startups (39)
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.
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
One Degree Advisors helps people who are committed to connecting plans for their finances, family, and future. Your financial future can be complex, making it difficult to cut through the noise and know what steps to take next. Every small detail can have a large impact on your finances, the same way a single degree can cause a plane to travel...
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...
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...
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.
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...
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...
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...
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!
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...
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...
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...
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.
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...
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...
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...
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...
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...
