Top San Diego, CA Fintech Companies (42)
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Acrisure Innovation is a fast-paced, AI-driven team building innovative software to disrupt the $6T+ insurance industry. Our mission is to help the world share its risk more intelligently to power a more vibrant economy. To do this, we are transforming insurance distribution and underwriting into a science. At the core of our operating model is our technology: we’re building the premier AI Factory in the world for risk and applying it at the center of Acrisure, a privately held company recognized as one of the world's top 10 insurance brokerages and the fastest growing insurance brokerage globally. By using the latest technology and advances in AI to push the boundaries of understanding risk, we are systematically converting data into predictions, insights, and choices, and we believe we can remove the constraints associated with scale, scope, and learning that have existed in the insurance industry for centuries. We are a small team of extremely high-caliber engineers, technologists, and successful startup founders, with a diverse background across industries and technologies. Our engineers have worked at large companies such as Google and Amazon, hedge funds such as Two Sigma and Jump Trading, and a variety of smaller startups that grew quickly such as Indeed, Bazaarvoice, RetailMeNot, and Vrbo.
CSC Corptax® is the trusted partner to many of the world’s most recognized businesses—providing technology-based tax solutions to corporate tax departments across the globe. We transform tax reporting for clients through leading software, business process expertise, and award-winning support helping companies achieve breakthrough performance using the first and only single system on the market for end-to-end tax. Our unmatched automation aligns tax processes, enhances speed and transparency, improves analytics, and lowers risk across the tax life cycle. Corptax solutions support companies across 100 countries, including 50% of the Fortune 500® and 60% of the Fortune 100®. In a market dominated by startups, we’re a truly unique organization—a technology company that has thrived on innovation, agility, and outstanding customer service for more than 45 years. Thanks to our employees, we’ve sustained steady growth, been recognized as an industry leader, and consistently been named a best place to work. We’re proud to be a forward-thinking software company that uses the latest tools to shape our industry. Our people are driven, creative and tenacious. Instead of creating barriers, we encourage new ideas and collaboration. We invest in employee development through mentorship, ongoing education, and on-the-job learning. Colleagues and leaders are encouraged to share their expertise, learn from mistakes, and work together to come up with new ways to solve challenges. Our workplaces are casual and we support work-life balance with flexible schedules and remote work options so everyone can bring their best selves to work every day.
Since 2005, AffiniPay has been transforming the lives of professionals everywhere. What started as a single payment product for trade organizations has transformed into four of the highest-rated financial tools serving more than eight professional services industries. And our progress shows no signs of stopping. The secret to our growth and success is our team. We support each and every team member by continuing to invest in their goals, our culture, and a diverse workplace. Because when you’re happy, focused, and fulfilled with your work — it feels like you’re doing what you’re meant to do.
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.
BB&T and SunTrust formed Truist with a shared purpose—to inspire and build better lives and communities. With our combined resources, collective passion, and commitment to innovation, we’re creating a better financial experience to help people and businesses achieve more. With 275 years of combined BB&T and SunTrust history, Truist serves approximately 12 million households with leading market share in many high growth markets in the country. The company offers a wide range of services including retail, small business and commercial banking; asset management; capital markets; commercial real estate; corporate and institutional banking; insurance; mortgage; payments; specialized lending; and wealth management. Headquartered in Charlotte, North Carolina, Truist is the sixth-largest commercial bank in the U.S. Truist Bank, Member FDIC.
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
Guild Mortgage has become one of the nation’s leading independent mortgage providers by following a simple rule—doing what’s right for our customers. Since 1960, we’ve grown through every economic cycle. Today, no other mortgage lender has our stability, experience and uncompromising focus on customer service. When you choose Guild, you get: - A commitment closing your loan on time - A wide array of specialized products and programs for every type of homebuyer - Loan officers you can meet face-to-face or online - A direct lender that tailors each loan to fit the needs of individual borrowers - Long-term relationships—we service the majority of loans we close Guild Mortgage Company; Equal Housing Opportunity; AZ BK #0018883; Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act; MA Mortgage Lender License #MC3274; MA Mortgage Broker License #MC3274; Licensed by the Mississippi Department of Banking and Consumer Finance; Licensed by the N.J. Department of Banking and Insurance; NV Mortgage Company #1141; OR ML-176; Rhode Island Licensed Lender; Rhode Island Licensed Third-Party Loan Servicer; Company NMLS ID 3274. www.nmlsconsumeraccess.org/. All loans subject to underwriter approval. Terms and conditions apply, subject to change without notice. Guild Mortgage Company is an Equal Opportunity Employer. Guild Mortgage Company 5887 Copley Drive, San Diego, CA 92111; For more licensing information, please visit www.guildmortgage.com/licensing.
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 consumer assets, originating $11B+ in consumer assets, and investing $200M in loan portfolios.
Trulioo has been recognized as a “CNBC Disruptor 50 Company”, named by BC Tech Association as “Emerging Company of the Year” and “Technology Pioneer” by the World Economic Forum. Trulioo offers the most robust and comprehensive global identity verification solution in the market. Through one single portal/API, Trulioo can assist you with all your AML/KYC identity verification requirements by providing secure access to over 5 billion identities worldwide. The Trulioo mission of trust, privacy and inclusion is about recreating the trust of a village, but on a global scale. We are on a mission to make sure no one is left behind and everyone participates fully in the modern digital economy. We are hiring! Check out our open positions here: https://www.trulioo.com/apply
Axos is a technology-driven financial services company providing a diverse and ever-growing range of innovative products and services for personal, business and institutional clients nationwide. Powered by exceptional team members, a clearly defined set of values and a culture that is both meritocratic and self-governing, we are transforming banking as we know it. Our mission is summed up in two words: Banking Evolved. Banking Evolved means providing products and services that are technologically superior to our competitors and that offer our customers an unbeatable value proposition. Banking Evolved means continuously innovating and excelling in the following areas: • The incubation, creation and deployment of new businesses and tools that best serve our customers; • The evolution, optimization, delivery, distribution and marketing of our products; • The harnessing of data and technology to manage our business most effectively and efficiently; and • The development and engagement of our team members. To be part of the Axos team is to live our values as your own, to work with a strong sense of individual purpose and to embody a commitment to the shared success of our business. As a meritocracy, we believe that success is earned. We reward individuals on the basis of their achievements. As a self-governing organization, we derive strength from the internal resourcefulness of each individual. We emphasize independence, goal-setting and personal accountability.
Intuit is the global technology platform that powers prosperity for the people and communities we serve with TurboTax, Credit Karma, QuickBooks, and Mailchimp. Our teams innovate using a common architecture shared across all of our products to unlock powerful insights and deliver personalized customer experiences. Our robust data and AI capabilities are instrumental to our success as an industry leader in the financial technology sector for consumer and small business customers. At the foundation of our platform architecture is a 100% modern SaaS development environment that enables our developers to deliver code fast, with quality, security and compliance built in. This platform delivers 65 billion machine learning predictions per day and 810 million AI-driven customer interactions each year. In addition, our proprietary generative AI operating system (GenOS) also makes it possible for Intuit developers to accelerate genAI product development at scale, resulting in tools like Intuit Assist—our genAI-powered assistant embedded across our ecosystem of products. With our rich data platform, established AI foundation, commitment to data stewardship and responsible AI, and the exciting potential of our proprietary GenOS, we believe Intuit is uniquely positioned to lead the next wave of transformation and disruption. Our culture of experimentation, collaboration, global engineering events, and learning-focused tech programs enables diverse teams of talented technologists to solve challenging problems that have a global impact for approximately 100 million consumer and small business customers.
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com.
Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes. Allvue was established in 2019 through the merger of Black Mountain Systems and AltaReturn, and currently manages over $2.5 trillion in assets on its platform. The company is based in Miami, FL with locations throughout North America and Europe. With our commitment to product enhancements and innovation, and a 100% focus on private capital and credit managers, Allvue helps firms make better investment decisions, enables deeper relationships with their investors and prospects, and allows them to spend less time getting information and more time using it.
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.
Ryan is a tax services firm providing tax advisory and consulting services on a multi-jurisdictional basis. Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes. With global headquarters in Dallas, Texas, the Firm provides an integrated suite of federal, state, local, and international tax services on a multijurisdictional basis, including tax recovery, consulting, advocacy, compliance, and technology services. Ryan is a seven-time recipient of the International Service Excellence Award from the Customer Service Institute of America (CSIA) for its commitment to world-class client service. Empowered by the dynamic myRyan work environment, which is widely recognized as the most innovative in the tax services industry, Ryan’s multidisciplinary team of more than 2,500 professionals and associates serves over 14,000 clients in more than 50 countries, including many of the world’s most prominent Global 5000 companies.
Investor Relations | Axos Financial
international specialty finance company with operations in six countries.
Whether you are saving for, nearing, or in retirement, GuidedChoice offers a range of retirement planning solutions to help you achieve your goals.
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.
MK Decision's mission is to help community financial institutions thrive by receiving more deposits and more loans.
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