Top San Diego, CA Financial Services Companies (41)
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CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world. With more than 8,000 employees, CSC operates in more than 140 jurisdictions, delivering solutions that help businesses thrive. We pride ourselves on our client-focused approach, market-leading expertise, and unmatched global reach.
Clear Street is a financial technology firm on a mission to modernize the brokerage ecosystem. Founded in 2018, we have developed a completely cloud-native brokerage and clearing system designed for today’s complex global markets. Our proprietary technology platform reimagines legacy workflows, adding significant efficiency to the market, while transparently minimizing risk and cost for clients. We proudly serve an ever-growing roster of active traders, emerging managers and large institutions. Our goal is to build an all-in-one platform capable of processing 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.
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.
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.
Optima Office provides outsourced accounting, CFO, COO and human resource services.
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 have the opportunity to bundle business services as registered representatives, investment advisors, and insurance agents through one comprehensive platform. With unique marketing programs and customized sales training designed to deliver innovative systems, MAS brings financial advisors a best-in-class financial services experience. Securities and Advisory services are offered through Madison Avenue Securities LLC. (MAS) A Registered Investment Advisor, Member FINRA/SIPC.
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.
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.
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/.
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
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.
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
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 pair our knowledge with your vision to strategically facilitate the goals in your life. ---------------------------------------------------------------------- Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Important Disclosure Information: http://raymondjames.com/smicd.htm Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Concurrent Advisors is not registered broker/dealers and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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 exceptional standard of care.
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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 directly licensed, regulated and audited by a regulatory body? Government oversight is critical to ensure and maintain the safety and soundness of the Qualified Intermediary. Exeter 1031 Exchange is a leading national Qualified Intermediary that administers all types of 1031 Exchanges, including Forward, Reverse and Improvement 1031 Exchanges, in all 50 states. Exeter 1031 Exchange is also one of the few Qualified Intermediaries that administers foreign property exchanges. Exeter 1031 works with individual, corporate and institutional clients in all 50 states providing creative solutions for complex 1031 exchange transactions. Over the years we have developed a reputation for analyzing, structuring and administering the more complex, sophisticated and challenging 1031 Exchange strategies, including 1031 Exchanges of foreign property. We have the answers. Go ahead, ASK!
IDK is a global Innovation Laboratory where ideas are transformed into value. An artful mix of collaborative product creation and predictive ecommerce solutions serves as a catalyst for game changing business results. Partner goals and objectives drive the formulation of IDK core capabilities such as manufacturing, logistics, and sales. This best-in-class amalgamation of people, technology, and scale ensures the delivery of results that exceed expectations.
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 a complaint form to the Texas department of savings and mortgage lending, 2601 North Lamar, Suite 201, Austin, Texas 78705. Complaint forms and instructions may be obtained from the department’s website at www.sml.texas.gov. A toll-free consumer hotline is available at 1-877-276-5550. The department maintains a recovery fund to make payments of certain actual out of pocket damages sustained by borrowers caused by acts of licensed mortgage company residential mortgage loan originators. A written application for reimbursement from the recovery fund must be filed with and investigated by the department prior to the payment of a claim. For more information about the recovery fund, please consult the department’s web site at www.sml.texas.gov. Information is subject to change without notice. Nothing herein is an offer for extension of credit or a commitment to lend. FundLoans Capital, NMLS ID# 1202262 (www.nmlsconsumeraccess.org), 12481 High Bluff Drive, Suite 150, San Diego, CA 92130. For complete licensing information, visit https://www.fundloans.com/state-licensing. Equal Housing Opportunity.
Encore means more. We always go the extra mile for our consumers, our colleagues, our clients and our investors. It’s what sets us apart. As an industry leader, and the only company to develop a Consumer Bill of Rights, we promote professional growth and healthy living for our employees, offering top-notch compensation and programs such as leadership and skills training, tuition assistance for continued education and wellness initiatives that have earned us recognition as one of San Diego’s Healthiest Employers. We firmly believe in work-life balance, and we are committed to actively promoting healthy living and personal and professional satisfaction for our employees. Headquartered in San Diego, Encore is a publicly traded NASDAQ Global Select company (ticker symbol: ECPG) and a component stock of the Russell 2000, the S&P SmallCap 600, and the Wilshire 4500.
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
Work Your Passion. Live Your Purpose.
