Top San Diego, CA Fintech Companies (48)

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’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale. We give our clients the technology, tools, and service once reserved for the largest institutions, rebuilt with modern infrastructure. Our single, cloud-native, end-to-end capital markets platform powers investor growth today and is transforming how they...

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...

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.

One World Ventures is a diversified holding company with investments in agriculture, commercial real estate, cattle feeding, beef processing, sales and marketing and distribution.

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Acrisure Innovation is part of a fast-paced, AI-driven fintech company and builds cutting-edge solutions to disrupt the insurance and financial services industry. We are a team of high-caliber engineers, technologists, marketers, and successful startup founders, with a diverse background across industries and technologies. Our mission is to help the world share its risk more intelligently to power a more vibrant economy....

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...

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...

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 1985, Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS, which is majority owned by Deutsche Bourse Group, along with Genstar Capital and ISS management, is a leading provider of corporate governance and responsible investment solutions, market intelligence, fund services, and...

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.

BrightScope is a financial information company that brings transparency to opaque markets.

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...

EffectiveSoft is an international software development company with more than 20 years of professional experience. The key competence in recent years has been dedicated to fintech and healthcare. The company is headquartered in San Diego, CA, and offers both local and offshore presence. Over the years, EffectiveSoft has successfully implemented 1000 projects for a number of industries and business sectors over the...

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 -...

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...

MK Decision's mission is to help community financial institutions thrive by receiving more deposits and more loans.

Hamilton Lane is an alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. The firm has been dedicated to private markets investing for more than two decades and currently has more than 470 employees operating in 18 offices throughout the U.S., Europe, Asia and the Middle East. With $92+ billion in assets under management...

Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want...