Top San Diego, CA Fintech Companies (45)
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.
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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. We're pushing the boundaries of understanding risk and systematically converting data into predictions, insights, and choices. We're removing the constraints associated with scale, scope, and learning that have existed in the insurance industry for centuries. We put our advanced technology and hundreds of billions of data points to work to elevate every aspect of our business, ensuring everyone–from our clients to our team members–has what they need to succeed.
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.
Coupa makes margins multiply through its community-generated AI and industry leading total spend management platform for businesses large and small. Coupa AI is informed by trillions of dollars of direct and indirect spend data across a global network of 10M+ buyers and suppliers. We empower you with the ability to predict, prescribe, and automate smarter, more profitable business decisions to improve operating margins. Coupa is the margin multiplier company.
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.
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.
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.
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 it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
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.
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
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 events and editorial content for institutional investors and corporations, globally. ISS’ 2,200 employees operate worldwide across 29 global locations in 15 countries. It’s approximately 3,100 clients include many of the world’s leading institutional investors who rely on ISS’ objective and impartial offerings, as well as public companies focused on ESG and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS’ expertise to help them make informed investment decisions.
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.
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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.
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.
We work on the forefront of innovation and technology to take products from an idea all the way to the end consumer.
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
One World Ventures is a diversified holding company with investments in agriculture, commercial real estate, cattle feeding, beef processing, sales and marketing and distribution.
Whether you are saving for, nearing, or in retirement, GuidedChoice offers a range of retirement planning solutions to help you achieve your goals.
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