Top San Diego, CA Financial Services Startups (30)
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.
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.
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!
Exeter 1031 Exchange Services, LLC delivers a better, safer, and more secure 1031 Exchange experience by depositing, holding and safeguarding clients' 1031 Exchange funds in separate, segregated, dual-signature Qualified Trust Accounts through Exeter Trust Company. Exeter Trust Company is licensed, regulated and audited by the Wyoming Division of Banking. Did you know that only about 1% of Qualified Intermediaries are...
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...
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...
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...
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...
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...
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.
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...
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.
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...
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...
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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...
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...
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.
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...
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.
