Top San Diego, CA Financial Services Companies (42)
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Clear Street is building financial infrastructure for today’s institutions. Founded in 2018, Clear Street is an independent, non-bank prime broker replacing the legacy infrastructure used across capital markets. We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Clear Street’s proprietary prime brokerage platform adds significant efficiency to the market, while focusing on minimizing risk and cost for clients. Our goal is to create a single source-of-truth platform for every asset class, in every country, and in any currency. By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.
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 small business owners and we pride ourselves on being a resource they can trust. We are believers in small business owners.
Plaza Home Mortgage, Inc.® is a privately-owned national wholesale and correspondent mortgage lender. Founded in 2000, we have built our business on relationships and our deep understanding of the needs of the TPO community. Our Wholesale channel offers our broker clients a wide variety of product options, technology to help them present and close deals quickly, and the experience and support to get deals done. Similarly, our National Correspondent channel offers mortgage banks liquidity and accelerated execution, plus buy-back protection through our exclusive Certified Loan Program. Plaza offers Conforming, Conventional, Jumbo, FHA, VA, USDA, Non-QM, Renovation and Reverse mortgages. Our seasoned team of professionals take pride in delivering personal service and support throughout the entire lending process. Headquartered in San Diego, Calif., Plaza is licensed in all 50 states and the District of Columbia and maintains a national footprint with experienced associates serving clients from coast to coast. To see our licenses and other important notices, go to https://www.plazahomemortgage.com/licenses/ www.plazahomemortgage.com Plaza Home Mortgage, Inc. is an Equal Housing Lender. Plaza NMLS 2113
A family business at heart, FLORES continues to grow as a well-known and respected financial services and human resources provider in the hospitality, grocery, and retail industries. Since its inception in 1982, the FLORES team has remained focused on maintaining a strong foundation of service, teamwork, accuracy, professionalism, and integrity to help businesses achieve stronger results. From accounting services to HR solutions and consulting, FLORES has deep industry experience, effective tools, and technology that help clients of all sizes reach their full potential. Our professionals are dedicated to finding the right solutions and building the right strategies that lead to success and growth
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 into the application process, preserving the notion that an education is an investment where students and families should understand the return on their investment relative to the cost. Ascent offers benefits (such as 1% cash back, scholarships, a Refer a Friend Program, a Rewards Program, and more) as well as free resources that set students and families up for financial success.
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
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. CA DRE # 02185149. NMLS Consumer Access: https://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/2327455
Cetera Financial Group empowers the delivery of professional financial advice to individuals, families and company retirement plans across the country. We support independent and institutions-based advisors, tax professionals, and bank and credit union investment programs, ensuring they have the objective research, regulatory guidance, technology, tools and resources they need to help them and their clients pursue their dreams for the future. While our multiple distinct firms allow us to customize how we serve the needs of each advisor and investment program, all are united through our exclusive Advice-Centric Experience™, which makes the delivery of financial insight and advice more efficient, more transparent, and more human. Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services
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 and diverse investment portfolio. The company is an integral part of San Diego's economic landscape, developing important business properties including the Manchester Grand Hyatt San Diego, the San Diego Marriott Marquis & Marina and downtown San Diego's First National Bank building. In the La Jolla area, the company developed the Manchester Business and Research Park, Torrey Executive Centre and the Manchester Financial Building. Further north, Manchester Financial Group's most talked about premier resort and spa, Fairmont Grand Del Mar, combines a luxury hotel with palatial residential villas. Set within San Diego's only Tom Fazio-designed golf course, Fairmont Grand Golf Club boasts 18 magnificent holes kissed with fresh coastal breezes. Manchester Financial Group is diversified. The company invests and takes active leadership roles in industries including tourism, hospitality and convention services, technology, biotech, telecommunications, banking, broadcasting, medical device instrumentation, education, and other important areas of health and human services. Over the past few decades, Manchester Financial Group has developed more than $5 billion in assets worldwide and continues to be one of San Diego's largest and most profitable private companies.
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 the problem isn't risky customers but rather the limited data and old-fashioned analysis that financial institutions have used to assess them. When the problem is redefined this way, it follows that the solution is to first measure customers’ real credit risk. And so we built an innovative, AI-powered consumer lending platform -- Personify Financial -- that offers a superior alternative to many of the other types of non-prime loans available to underestimated consumers. Instead of just looking at a borrower’s credit score and a handful of other data points, our models draw from a set of over 30,000 predictive variables – giving us a crystal-clear snapshot that allows us to match the customer with loans they can afford to repay at risk-appropriate rates. Connecting customers to loans at rates that reflect their true creditworthiness is only the start of our win-win approach. Our platform provides three-year, amortizing installment loans with no prepayment penalties or balloon payments. On most of our loans, we automatically reduce customers’ interest rates for every six consecutive months of on-time payments. Finally, all our customers get access to free, online financial education tools to help them create lasting improvements in their financial health. ADF, an Inc. 5000 company for three years running, is headquartered in San Diego, California. Our team of roughly 500 employees is split between the United States and India.
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.
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 fairness and accountability that the firm was founded on more than three decades ago. Important Disclosure: Dunham & Associates Investment Counsel Inc., reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Dunham & Associates Investment Counsel Inc. will not accept purchase or sale orders via LinkedIn or its messaging systems. Dunham & Associates Investment Counsel Inc. is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the following terms; https://www.dunham.com/. Dunham & Associates Investment Counsel, Inc. offers access to trust services through Dunham Trust Company, an affiliate of Dunham. Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC. Third-party posts found on this profile/page do not reflect the views of Dunham & Associates Investment Counsel, Inc. (“DAIC”). They have not been reviewed by DAIC as to accuracy or completeness.
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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 income from your ATM business the stress-free way. Don’t stress about starting your ATM business as we will build your business for you or with you! Learn more about ATM investments and starting an ATM business on our website.
Amid today's inflationary environment, the demand for online money-saving tools like cashback rewards and coupons has reached unprecedented levels. At the same time, the financial services landscape is undergoing a transformation, with banks seeking to expand their strictly-transactional role, instead becoming integral to customers' financial well-being through education, rewards, and value-added offerings. This is where Wildfire meets demand, with a cutting-edge white-label cashback rewards platform designed to cater to the needs of banks, card issuers, and other enterprises. Our platform enables the seamless delivery of shopping rewards and coupons directly to a bank's customer base. By leveraging Wildfire's rewards platform, banks not only enhance customer engagement, build positive brand associations, and foster loyalty, but also provide practical money-saving tactics to customers grappling with high prices. Wildfire's white-label cashback rewards platform empowers businesses to offer their own customized rewards programs, boosting customer retention and satisfaction. In a world where customers are seeking financial relief while shopping, Wildfire offers a compelling solution. Wildfire also launched RevenueEngine.ai in Q3 2023. This platform is the industry's first solution for monetizing ecommerce transactions driven by generative AI-powered applications, plugins, and products. RevenueEngine.ai turns AI-created product recommendations from general and specialized chatbots, predictive text, or other software that generates or enhances content into monetized, revenue-driving ecommerce links to nearly 60,000 online merchant programs around the world. Whenever products are mentioned in generated content, RevenueEngine transforms those product mentions into monetizable links so that creators can earn a share of purchases made through those links.
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 Reporting, Government Contractor Accounting, Financial Modeling and Forecasting, CFO/Controller Placements, and more. Elevate your financial operations with CFO Hub. Learn more at www.cfohub.com.
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 accountable approach to achieving your financial goals. Ready to take your wealth from burdened to Liberated? Call us today to begin your journey with Centura Wealth Advisory. 858-771-9500. CCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://centurawealth.com/.
Established in 1953, Midland Credit Management, Inc. (MCM), a wholly-owned subsidiary of Encore Capital Group, Inc., is a specialty finance company providing debt recovery solutions for consumers across a broad range of assets. We purchase portfolios of defaulted consumer receivables and manage them by partnering with our consumers as they repay their obligations and work toward financial recovery. MCM is the market leader in portfolio purchasing and recovery in the United States. We lead the industry with consumer-centric practices that drive results. In 2011, we introduced the industry’s first Consumer Bill of Rights codifying our commitment to working with our consumers through mutual engagement, understanding, collaboration and respect. Ultimately, we help our consumers recover from financial difficulty and turn towards a path of economic empowerment. With over 4,000 employees worldwide, MCM is headquartered in San Diego, California, and maintains domestic and international operations across the United States, Costa Rica, and India. OUR MISSION - Creating pathways to economic freedom OUR VISION - We help make credit accessible by partnering with consumers to restore their financial health OUR VALUES - We care: We put people first and engage with honesty, empathy, and respect We find a better way: We deliver our best in everything we do, find ways to make a positive difference, and achieve impactful results We are inclusive and collaborative: We embrace our differences and work together to ensure every individual can thrive
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 and ASC Topic 350, Intangibles – Goodwill and Other, stock option and stock plan valuations in connection with ASC Topic 718, Stock Compensation and IRC 409A, fair value studies in connection with ASC Topic 815, Derivatives and Hedging and ASC 820, Fair Value Measurement, ESOP valuations, fairness and solvency opinions, valuation opinions for gift and estate planning purposes, valuation opinions for marital dissolutions, intangible asset and intellectual property valuations, and valuations for other general corporate purposes. Financial advisory services include assisting clients in developing value creation, growth, and exit strategies.
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