Top San Diego, CA Fintech Startups (28)
Equal Parts is a next-generation insurance agency that combines world-class agents with purpose-built AI to provide a better insurance experience for startups and enterprises.
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...
Trust & Will is simplifying estate planning and settlement with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we’ve helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one. Our platform uses bank-level encryption...
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...
Goal is an employee-owned finance company committed to delivering strategic solutions through data analytics and technology. We’re a partner for life, not just a vendor, and our clients trust us to thoughtfully guide their investment decisions, service their loan portfolios, and always act with integrity. Our experienced leadership team has worked collaboratively for over a decade; managing over $26B of...
SettlementOne in a nationa leader providing tri-merge credit reporting, fraud detection, mortgage valuation solutions, and mortgage marketing solutions.
One World Ventures is a diversified holding company with investments in agriculture, commercial real estate, cattle feeding, beef processing, sales and marketing and distribution.
BrightScope is a financial information company that brings transparency to opaque markets.
MK Decision's mission is to help community financial institutions thrive by receiving more deposits and more loans.
The College Investor is tool to get student loan and understand how invest money.
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Meet GoSite. An all-in-one platform to supercharge your business. Make it easier for customers to find you, book you, and pay you -- instantly. Spend more time doing what you love, and less time chasing down clients. Together, we’re on a mission to level the playing field for local, community-centric businesses everywhere. Because when you succeed, we all do. Join us.
Ensight is the leading life, LTC, and annuity digital sales acceleration platform transforming the life insurance sales cycle and helping insurance carriers, distributors and financial professionals drive sales growth and productivity across the entire customer experience. With its intuitive, client-centric case design process, data-driven product selection and dynamically interactive sales presentations complete with fully compliant illustrations, Ensight makes selling life insurance,...
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...
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...
Whether you are saving for, nearing, or in retirement, GuidedChoice offers a range of retirement planning solutions to help you achieve your goals.
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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Semantic AI is leveraging cutting-edge computational performance to connect, add value to, and present data and information in ways that augment how human analysts rapidly build understanding and form better decisions. With our deep background in knowledge transfer, Semantic AI has always focused on making humans, not machines, smarter. Powered by a context engine, our technology helps your organization make...
Reality Shares is an innovative asset management firm, ETF issuer and index provider. Reality Shares' goal is to democratize the world's best investing ideas, using systematic quantitative methods to deliver products and solutions that support a wide range of investing objectives, such as diversification, lower correlation, risk mitigation, or unique market exposures.
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.
