At Best Startup California we track over 300,000 Californian startups and over 1,500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 101 Financial Services companies in Pasadena, California. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Financial Services Companies & Startups (Pasadena, California)
Scratchpay
Scratchpay is a patient financing solution for veterinary care.
Founder(s): Caleb Morse, John Keatley, John L. Keatley, Lou Gatto
Location: Pasadena, California, United States
Industries: Finance, Financial Services, Payments, Personal Finance, Pet, Veterinary
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Alexandria Venture Investments
Alexandria Venture Investments is a venture capital firm that develops the work in real estate technology, and healthcare sectors.
Founder(s): Joel Marcus
Location: Pasadena, California, United States
Industries: Finance, Financial Services, Venture Capital
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Cheese
Cheese Financial provides banking services for Asian communities and offer no cash bank fees, cashback, deposit bonus, and FDIC insured.
Founder(s): Ken Lian, Qingyi Li, Zhen Wang
Location: Pasadena, California, United States
Industries: Banking, Consumer Software, Financial Services
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Lender Price
Lender Price is a Developer of fintech mortgage and consumer digital lending technology platform.
Founder(s): Dawar Alimi
Location: Pasadena, California, United States
Industries: Computer, Financial Services, FinTech, Lending, Software
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Green Dot
Green Dot Corporation provides retail-based financial services for businesses and money management solutions for consumers based in the U.S.
Founder(s): Benson Riseman, Steve Streit
Location: Pasadena, California, United States
Industries: Finance, Financial Services
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Goalswell
Goalswell is created to empower you with financial knowledge and healthy financial habit development through social goal setting.
Founder(s): Walter Yuan
Location: Pasadena, California, United States
Industries: Education, Financial Services, FinTech, Management Information Systems
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Encina Capital Partners
A commercial finance company.
Founder(s): Andrew Salter
Location: Pasadena, California, United States
Industries: Commercial, Financial Services
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Privlo
Privlo is an online lender for well-qualified borrowers who have fallen through the cracks inherent in the traditional agency.
Founder(s): Chace Slavin, Michael John Slavin
Location: Pasadena, California, United States
Industries: Banking, Finance, Financial Services
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Wipit
Wipit, Inc. is a mobile payments venture focused on providing financial services to the smartphone carrying subscriber base.
Founder(s): Job Tucker, Richard Kang
Location: Pasadena, California, United States
Industries: Finance, Financial Services, Mobile, Mobile Payments, Web Development
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Technology Credit
SaaS, CRM
Founder(s): Zhen Wang
Location: Pasadena, California, United States
Industries: CRM, Finance, Financial Services, Internet, SaaS, Software
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datavest
Datavest provides you with the ability to turn your personal data into a personal asset and passive income.
Founder(s): John Katovich, Rob Nicholas Stone
Location: Pasadena, California, United States
Industries: Big Data, Blockchain, Financial Services, Software, Wealth Management
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KPInvest
KPInvest engages in connecting investors with opportunities.
Founder(s): Frank Speight
Location: Pasadena, California, United States
Industries: Business Development, Financial Services, FinTech
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East West Bank
East West Bancorp is a publicly owned company with $22 billion in assets. The Company’s wholly owned subsidiary, East West Bank, is one of
Founder(s): Betty Chu, Christopher L. Pocino, F. Chow Chan, John Lee, John Nuccio, Richard K. Quan
Location: Pasadena, California, United States
Industries: Banking, Finance, Financial Services
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Arcturus Capital
Arcturus Capital is a Los Angeles based venture capital firm. The Arcturus team combines 170 years of experience in venture capital
Founder(s):
Location: Pasadena, California, United States
Industries: Finance, Financial Services, Venture Capital
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All_ebt
All_ebt empowers its users by giving them access to the digital economy to shop online for healthy food and savings.
Founder(s): Eli Calderón Morin
Location: Pasadena, California, United States
Industries: Enterprise Software, Financial Services
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Vertical Finance
Modern rewards, loyalty, and payments
Founder(s): Matthew Goldman, Peter Mansfield, Richard Francia, Samantha Nebrich
Location: Pasadena, California, United States
Industries: Financial Services
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Checkmate Capital
Checkmate Capital is an investment and transaction advisory group with a global investor network that manages family office assets.
Founder(s): Tom Paschall
Location: Pasadena, California, United States
Industries: Financial Services
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OneWest Bank
OneWest Bank is focused on delivering personalized, relationship-based banking to its customers
Founder(s):
Location: Pasadena, California, United States
Industries: Banking, Financial Services
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RentReporters
RentReporters helps to build credit scores by automatically reporting monthly rent payments to major credit bureaus.
Founder(s):
Location: Pasadena, California, United States
Industries: Credit, Financial Services, Personal Finance
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The Spartan Group
It is a premier investment banking firm.
Founder(s):
Location: Pasadena, California, United States
Industries: Banking, Financial Services
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moafly
PropTech, Real Estate, Fintech
Founder(s): David Ha
Location: Pasadena, California, United States
Industries: Financial Services, Real Estate
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Vantis Capital Management
Vantis Capital Management LLC is a privately owned hedge fund sponsor. The firm primarily provides its services to pooled investment
Founder(s): Kenneth Gerard Langone
Location: Pasadena, California, United States
Industries: Finance, Financial Services, Venture Capital
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BitTrust IRA
BitTrust IRA is a platform to start trading with cryptocurrency in low-cost investment.
Founder(s):
Location: Pasadena, California, United States
Industries: Cryptocurrency, Financial Services, Impact Investing
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2000Charge
2000Charge, Inc. is a global financial services organization.
Founder(s):
Location: Pasadena, California, United States
Industries: E-Commerce, Financial Services, Mobile Payments
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EverTrust Bank
EverTrust Bank provides banking products and services to individuals and Chinese businesses in California.
Founder(s):
Location: Pasadena, California, United States
Industries: Banking, Financial Services, FinTech
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Wescom Central Credit Union
Wescom Central Credit Union is a banking company that specializes in financial services with better rates on everything from deposits.
Founder(s):
Location: Pasadena, California, United States
Industries: Banking, Finance, Financial Services
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rapid! PayCard
rapid! PayCard provides payroll card programs and financial services.
Founder(s):
Location: Pasadena, California, United States
Industries: Financial Services
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Axia Global
Axia Global develops advanced estate, insurance and tax planning strategies and programs designed to preserve wealth.
Founder(s):
Location: Pasadena, California, United States
Industries: Financial Services, Insurance
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Noble Gold Investments
Noble Gold Investments provides investors to buy iRA approved precious metals, including gold, silver and platinum coins.
Founder(s):
Location: Pasadena, California, United States
Industries: Finance, Financial Services, Precious Metals
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First City Credit Union
First City Credit Union is a banking, credit union, and mobile banking company.
Founder(s):
Location: Pasadena, California, United States
Industries: Banking, Finance, Financial Services
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Community Bank Pasadena
Community Bank Pasadena provides a full suite of deposit and loan products including personal and small business loans.
Founder(s):
Location: Pasadena, California, United States
Industries: Banking, Financial Services
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Western Asset Mortgage Capital
Western Asset Mortgage Capital focuses on investing in, financing, and managing real estate related securities.
Founder(s):
Location: Pasadena, California, United States
Industries: Finance, Financial Services, Real Estate Investment
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ABT Holdings
ABT Holdings is a business Technology.
Founder(s): Imran FIROZ
Location: Pasadena, California, United States
Industries: Financial Services
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Parsons Federal Credit Union
Parsons Federal Credit Union is a non-profit financial services company that offers banking, lending and support services.
Founder(s):
Location: Pasadena, California, United States
Industries: Banking, Credit, Financial Services, Non Profit
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Noble Bitcoin IRA
Noble Bitcoin specializes in Bitcoin IRA’s. Helping clients buy Bitcoin with 401(k) and IRA funds – tax free, secure and IRS compliant.
Founder(s):
Location: Pasadena, California, United States
Industries: Bitcoin, Blockchain, Financial Services
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Krost
Krost offers a full range of accounting, employee benefits, financial advisory, and wealth management services for various industries.
Founder(s):
Location: Pasadena, California, United States
Industries: Accounting, Advice, Employee Benefits, Financial Services
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DocSolution
DocSolution is a mortgage servicing industry that maintains business class databases.
Founder(s):
Location: Pasadena, California, United States
Industries: Customer Service, Database, Financial Services
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Wescom Holdings
Wescom Holdings LLC is an insurance agencies and service located in Pasadena, California.
Founder(s):
Location: Pasadena, California, United States
Industries: Financial Services
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Bridge Advisory
Bridge Advisory is a financial planning firm that provides services like financial & retirement planning, investment management.
Founder(s):
Location: Pasadena, California, United States
Industries: Asset Management, Financial Services, Wealth Management
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VinePoint Advisory Group
VinePoint Advisory Group is a financial firm that provides investment management, asset protection and legacy planning services.
Founder(s):
Location: Pasadena, California, United States
Industries: Consulting, Financial Services, Venture Capital
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AGA Capital
AGA Capital offers provides investment and asset management services.
Founder(s):
Location: Pasadena, California, United States
Industries: Asset Management, Financial Services, Wealth Management
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Arroyo Investment Group
Arroyo Investment Group is a financial planning and investment management firm.
Founder(s):
Location: Pasadena, California, United States
Industries: Financial Services, Retirement, Wealth Management
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Schnieders Capital Management
Schnieders Capital Management is an investment advisor that offers personalized wealth management and advisory solution services.
Founder(s): William H Schnieders
Location: Pasadena, California, United States
Industries: Advice, Financial Services, Wealth Management
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Priority One Credit Union
Priority One Credit Union offering quality products and services like Convenience, loans, savings, and auto refinance.
Founder(s):
Location: South Pasadena, California, United States
Industries: Credit, Financial Services
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MKM
MKM provides financial, advisory, accounting, payroll, taxation, bookkeeping, retirement planning, tax management and preparation services.
Founder(s):
Location: Pasadena, California, United States
Industries: Accounting, Finance, Financial Services
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c4cast.com
The Center for Computationally Advanced Statistical Techniques (c4cast), incorporated in 1999, exists to give its customers “A Better
Founder(s): G. Michael Phillips, Mark Rice
Location: Pasadena, California, United States
Industries: Accounting, Analytics, Financial Services, Software
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AllSportsMarket
AllSportsMarket is the world’s first global sports financial exchange.
Founder(s):
Location: Pasadena, California, United States
Industries: Financial Services, Sports
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Harrington Group
Harrington Group is a financial planning company that specializes in audit, tax and management advisory services.
Founder(s):
Location: Pasadena, California, United States
Industries: Finance, Financial Services
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Strategic Venue Partners
Strategic Venue Partners, Inc. (SVP) is a wireless infrastructure firm.
Founder(s): Chad Aaron, Justin Marron, Rich Grimes
Location: Pasadena, California, United States
Industries: Financial Services, Information Technology, Telecommunications
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The Rose Hills Foundation
The Rose Hills Foundation provides grant funding, consultation and financial services.
Founder(s):
Location: Pasadena, California, United States
Industries: Consulting, Finance, Financial Services
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Cachet Financial Services
Cachet Financial Services is a national financial services company.
Founder(s):
Location: Pasadena, California, United States
Industries: Financial Services
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PIR Capital
PIR Capital provides professional consulting services that includes accounting, finance, treasury, forensic, risk mitigation & litigation .
Founder(s):
Location: South Pasadena, California, United States
Industries: Accounting, Consulting, Finance, Financial Services
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Equity Smart Home Loans
Equity Smart Home Loans is a real estate firm that offers loans and mortgage services.
Founder(s):
Location: South Pasadena, California, United States
Industries: Finance, Financial Services, Real Estate
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E-Central Credit Union
E-Central Credit Union is a leading credit union located in Pasadena.
Founder(s):
Location: Pasadena, California, United States
Industries: Banking, Finance, Financial Services
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Flaherty & Crumrine Funds
Flaherty & Crumrine Funds provides investment advisory services.
Founder(s):
Location: Pasadena, California, United States
Industries: Advice, Finance, Financial Services
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MexiPass
MexiPass provides insurance products for automobiles, boats, homes and family protection.
Founder(s):
Location: Pasadena, California, United States
Industries: Auto Insurance, Financial Services, Insurance
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Retirement Revolution
Retirement Revolution is a Provider of mutual fund clearing and accounting technology.
Founder(s):
Location: Pasadena, California, United States
Industries: Accounting, Financial Services
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Pacific Gate Capital Management
Pacific Gate Capital Management specializes in investment management services.
Founder(s):
Location: Pasadena, California, United States
Industries: Finance, Financial Services, Professional Services
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Poplar Forest Capital
Poplar Forest Capital is an investment management company.
Founder(s):
Location: Pasadena, California, United States
Industries: Advice, Finance, Financial Services, Real Estate Investment
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Vida Private Wealth
Vida Private Wealth is a financial firm that provides asset management, and financial planning services.
Founder(s):
Location: Pasadena, California, United States
Industries: Asset Management, Financial Services, Wealth Management
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Venture Investors Business Group Inc
Venture Advisors Business Group is a Business Brokerage & Advisory firm, facilitating the sale & acquisition of businesses in California.
Founder(s):
Location: Pasadena, California, United States
Industries: Consulting, Financial Services, Management Consulting
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CALCAP Lending
CALCAP Lending is a nationally-recognized, private money direct lender with an extensive product menu.
Founder(s):
Location: Pasadena, California, United States
Industries: Finance, Financial Services
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Pasadena Federal Credit Union
Pasadena Federal Credit Union is a financial services company.
Founder(s):
Location: Pasadena, California, United States
Industries: Banking, Finance, Financial Services
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PaymentPass
PaymentPass is a payment platform for Banks, Financial Institutions, and Payment Processing companies.
Founder(s):
Location: Pasadena, California, United States
Industries: Facilities Support Services, Financial Services, Transaction Processing
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Guinness Atkinson Funds
Guinness Atkinson Funds provides funds for asset management.
Founder(s):
Location: Pasadena, California, United States
Industries: Asset Management, Financial Services, Funding Platform, Service Industry
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Western Capital Consulting
Western Capital Consulting provides complete personal credit restoration, equipment financing, and working capital services to businesses.
Founder(s):
Location: Pasadena, California, United States
Industries: Consulting, Credit, Financial Services
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JANAS Associates
An Investment Bank and Consulting Firm.
Founder(s):
Location: Pasadena, California, United States
Industries: Banking, Financial Services
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PSFCU US
PSFCU US is a platform that is expertise in offering a complete range of financial services and products to its diverse clientele.
Founder(s):
Location: Pasadena, California, United States
Industries: Banking, Communities, Financial Services
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Bache Capital Management
Bache Capital Management provides financial planning, fixed income, investment counseling, retirement planning & wealth management services.
Founder(s):
Location: Pasadena, California, United States
Industries: Financial Services, Retirement, Wealth Management
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Medmoney.com
Medmoney.com (Ed-Fed) is an financial service sector for medical students.
Founder(s):
Location: Pasadena, California, United States
Industries: Banking, Career Planning, Financial Services
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Shuster Advisory Group
Shuter Advisory Group provides investment & retirement plan guidance and wealth management services for investors, institute & government.
Founder(s):
Location: Pasadena, California, United States
Industries: Advice, Consulting, Financial Services, Retirement, Wealth Management
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Green Lane Partners
Green Lane Partners is a financial advisory firm that handles investment management, private investments and real estate.
Founder(s): John Yoon
Location: Pasadena, California, United States
Industries: Financial Services, Real Estate Investment, Wealth Management
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Southern California Ibew Neca
Southern California Ibew Neca is a multi-employer health benefit union pension fund based in Commerce, California.
Founder(s):
Location: Pasadena, California, United States
Industries: Financial Services, Insurance, Professional Services
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Newbury Capital Management
Newbury Capital Management provides investment, risk and wealth management services to individuals and institutional investors.
Founder(s):
Location: South Pasadena, California, United States
Industries: Financial Services, Risk Management, Wealth Management
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Blue Fox Capital Corp
Blue Fox Capital Corp is a financial firm offering loans, real estate finance & such other services.
Founder(s):
Location: Pasadena, California, United States
Industries: Commercial, Finance, Financial Services, Lending, Real Estate
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Virtual Tax Accountant
Virtual Tax Accountant provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll, and business services.
Founder(s): Claudia Topete
Location: Pasadena, California, United States
Industries: Accounting, Financial Services
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Shared Resources Credit Union
Shared Resources Credit Union offers auto loans, motorcycle loans, home equity loans, mortgages and personal loans.
Founder(s):
Location: Pasadena, California, United States
Industries: Banking, Financial Services, Lending
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Figueroa & Co
Figueroa & Co offers accounting, bookkeeping, quickbooks, payroll, taxation, consulting & wealth management services to multiple industries.
Founder(s):
Location: Pasadena, California, United States
Industries: Accounting, Consulting, Financial Services, Wealth Management
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MOXKOR
MOXKOR is a full-service risk management provider, empowering the financial service sector with expertise and automation.
Founder(s):
Location: Pasadena, California, United States
Industries: Consulting, Financial Services, Information Technology, Management Consulting, Management Information Systems, Risk Management
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The LM Company
The LM Company provides tax and accounting services.
Founder(s):
Location: Pasadena, California, United States
Industries: Accounting, Finance, Financial Services
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Derive Wealth
Derive Wealth is an independent, 100% fee only financial advisor located in Pasadena, CA.
Founder(s):
Location: Pasadena, California, United States
Industries: Financial Services
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AMH Capital
AMH Capital offers financial and mortgage loan services.
Founder(s):
Location: Pasadena, California, United States
Industries: Finance, Financial Services, Professional Services
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Signature Home Mortgage
Signature Home Mortgage is pleased to offer low rates, fast closings & the opportunity to apply for a home loan whenever it’s convenient.
Founder(s):
Location: Pasadena, California, United States
Industries: Financial Services
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Robert Bender & Associates Inc
Robert Bender & Associates Inc is a financial firm that deals in investment management services & other financial services.
Founder(s):
Location: Pasadena, California, United States
Industries: Finance, Financial Services, Impact Investing
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ARBOR Financial Services
ARBOR Financial Services is an investment management and financial consulting company.
Founder(s): Michael Puls
Location: Pasadena, California, United States
Industries: Consulting, Finance, Financial Services
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Thornton & Associates
Thornton & Associates provides financial services.
Founder(s):
Location: Pasadena, California, United States
Industries: Consulting, Finance, Financial Services, Impact Investing
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Goehner Accountancy
Goehner Accountancy offers auditing, accounting, business advisory, estate planning, wealth preservation and tax preparation services.
Founder(s):
Location: Pasadena, California, United States
Industries: Accounting, Consulting, Finance, Financial Services
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Kauffman Wealth Management
Kauffman Wealth Management provides investment planning, health planning, retirement planning, asset management & estate planning services.
Founder(s):
Location: Pasadena, California, United States
Industries: Asset Management, Consulting, Financial Services, Retirement
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Supreme Lending
Supreme Lending is a dallas based full service mortgage lender firm.
Founder(s):
Location: South Pasadena, California, United States
Industries: Customer Service, Financial Services, Lending
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Zahorik Financial & Insurance Services
Zahorik Financial & Insurance Services provide extensive assistance in financial planning, insurance and retirement investments.
Founder(s):
Location: South Pasadena, California, United States
Industries: Consulting, Financial Services, Insurance, Professional Services
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Ironworkers Employees’ Benefits Corporation
Ironworkers Employees’ Benefits Corporation is a nonprofit financial organization that offers employee benefits & pension planning services.
Founder(s):
Location: Pasadena, California, United States
Industries: Employee Benefits, Finance, Financial Services, Non Profit
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MacroRisk Analytics
MacroRisk Analytics is an investment management firm that offers tools to access online asset selection and portfolio management tools.
Founder(s):
Location: Pasadena, California, United States
Industries: Financial Services, Productivity Tools, Software
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Percy E. Bolton Associates
Percy E. Bolton Associates help you achieve financial wellness in your lifetime.
Founder(s): Percy Bolton
Location: Pasadena, California, United States
Industries: Angel Investment, Banking, Financial Services, Retirement
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Background Intelligence
Background Intelligence offers intelligence and investigative services to the legal, corporate, and financial communities.
Founder(s):
Location: South Pasadena, California, United States
Industries: Financial Services, Fraud Detection, Legal, Professional Services
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First Wilshire Securities Management
First Wilshire Securities Management is an investment management company that specializes in boutique investment management.
Founder(s):
Location: Pasadena, California, United States
Industries: Angel Investment, Family, Finance, Financial Services
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Trulending Mortgage
Trulending Mortgage is a financial services company that offers mortgage lending and home loan solutions.
Founder(s):
Location: Pasadena, California, United States
Industries: Finance, Financial Services, Real Estate
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Pasadena Private Finance
Pasadena Private Finance is a privately-funded commercial lender offering competitively priced loans.
Founder(s):
Location: Pasadena, California, United States
Industries: Financial Services
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GWA Capital Partners
GWA Capital Partners provides management services to investors and shareholders.
Founder(s):
Location: Pasadena, California, United States
Industries: Asset Management, Financial Services, Professional Services
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Haydel Biel & Associates
Haydel Biel & Associates is a financial firm that offers wealth management, guidance-drive investing, household and financial services.
Founder(s):
Location: Pasadena, California, United States
Industries: Finance, Financial Services, Wealth Management
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Wimmer Associates
Wimmer Associates provides investment counseling advice and investment management services to individuals, family groups, and foundations.
Founder(s):
Location: Pasadena, California, United States
Industries: Advice, Finance, Financial Services
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HomeCaravan.com
HomeCaravan.com, a home mortgage, auto loan, and credit card web site provider.
Founder(s): Christine DiCarlo
Location: Pasadena, California, United States
Industries: Finance, Financial Services
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