Top San Diego, CA Financial Services Companies (42)
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.
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
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.
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 and $665+ billion in assets under supervision*, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. The firm has been named a Best Place to Work in Money Management by Pensions & Investments for eight consecutive years.
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
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
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
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.
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.
Established in 1997, CUSO Financial Services, L.P. (Member FINRA/SIPC) was founded to enhance credit union value by providing efficient and effective investment programs for your members using advanced technology solutions and responsive expertise. Because of our commitment to financial institutions as partners, and not just as clients, we have become experts in creating successful programs that meet your needs and those of your members. CFS is headquartered in San Diego with branch offices nationwide, and works with hundreds of credit unions across the country. CFS is a full-service broker/dealer and SEC Registered Investment Adviser offering customized investment and insurance solutions to credit unions. For more information, call 858-530-4400 or visit www.cusonet.com. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA (www.finra.org) / SIPC (www.sipc.org)) and SEC Registered Investment Advisor. Products offered through CFS: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Credit Unions have contracted with CFS to make non-deposit investment products and services available to credit union members.
We are an award-winning small business lender that steps up for entrepreneurs when traditional lenders can’t or won’t. Over the last 44 years, we’ve provided more than $20 billion in low-cost business loans to over 11,000 borrower clients... and counting. Unlike a traditional bank, we have the flexibility to offer affordable loans to a broader pool of small business owners looking to finance building purchases, major equipment, and working capital, among other purposes. As a nonprofit and community lender, CDC Small Business Finance's No. 1 mission is to help those who face the greatest obstacles in securing capital including women, minority and veteran-owned businesses. To do that, we don’t fixate on just hard numbers, we consider your entire entrepreneurial story. We believe if you invest in an entrepreneur, you also invest in their community. As one of the leading SBA 504 lenders in the U.S., CDC Small Business Finance offers fixed-rate, long-term loans for commercial real estate and major equipment. This low-cost option not only makes financial sense for entrepreneurs, it’s also proven to be an effective economic development driver. Our SBA 504 loan fundings have led to over 244,000 jobs created or preserved in California, Arizona and Nevada. We’ve been the No. 1 SBA Community Advantage lender in the nation several years in a row. Through this program, new and existing business owners can borrow up to $250,000 in low-cost business capital. To cover a wider spectrum of needs, we also offer alternative non-SBA products. As your lending advocate, you can expect personalized care, attention to detail and sound advice before, during and after funding -- in every single deal. Specialties: Commercial Real Estate Financing, SBA 504 Loan, SBA 7(a) Loans, SBA Community Advantage, SBA Microloan, CDFI, Equipment financing, Land financing, Working Capital, Business Advising, Business Coaching.
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
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.
Barsa & Company is a CPA firm located in San Diego, CA. We work primarily with small to medium sized companies. Our clients appreciate our high-touch philosophy, our expertise, and our dedication to their success. We provide full outsourced accounting, part-time Controller/CFO and bookkeeping services, as well as both corporate and individual tax planning and preparation. Our unique approach to client service sets us apart from our competition. We also assist companies in evaluating and selecting financial software so they can maximize their investment by choosing the right software to suit their needs, both today and into the future.
RIVO Holdings provides personal service and exceptional quality in the financial services industry for a national customer base. Our services preserve consumer choice and increase access to credit for millions of American families. A people centered organization, RIVO Holdings provides opportunity and innovation to both our team members and customers. We aspire to be a company dedicated to promoting a welcoming and rewarding environment for our team members; while offering an exceptional customer experience through the use of cutting-edge technology, quality service, and unwavering commitment.
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
We’re a leading professional services firm that specializes in real estate and investment management. JLL shapes the future of real estate for a better world by using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people and our communities. We want the most ambitious clients to work with us, and the most ambitious people to work for us. Join us. #AchieveAmbitions
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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.
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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