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 30 Finance companies in La Jolla, 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 Finance Companies & Startups (La Jolla, California)
Silvergate Capital
Silvergate Capital is a banking firm that provides banking and loan services to both consumers and businesses.
Founder(s):
Location: La Jolla, California, United States
Industries: Banking, Finance, Financial Services
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Private Bancorp of America
Private Bancorp of America provides unparalleled service and creative funding solutions.
Founder(s): Selwyn Isakow
Location: La Jolla, California, United States
Industries: Banking, Finance, Financial Services
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Red Herring
Red Herring is a media company that covers innovation, technology, financing and entrepreneurial activity.
Founder(s): Tony Perkins
Location: La Jolla, California, United States
Industries: Finance, News, Venture Capital
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PICO Holdings
In the course of their business, they acquire water assets, land, and other businesses in strategic areas at downside risk-protected
Founder(s):
Location: La Jolla, California, United States
Industries: Finance, Industrial, Risk Management, Security, Water Transportation
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Wealth Strategy Partners
Wealth Strategy Partners is a financial services company providing macro planning, insurance, and asset growth services.
Founder(s):
Location: La Jolla, California, United States
Industries: Consulting, Finance, Financial Services, Service Industry, Wealth Management
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The Team Group
The TEAM Group (TG), LLC is dedicated to helping entrepreneurs build, accelerate and operate great businesses.
Founder(s): Clifford Boro, Thomas Broadhead
Location: La Jolla, California, United States
Industries: Accounting, Finance, Human Resources
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CalPrivate Bank
CalPrivate Bank is a banking company.
Founder(s): Rick L. Sowers
Location: La Jolla, California, United States
Industries: Banking, Commercial Lending, Finance, Financial Services
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Wimple
Wimple is a platform for retail investors and consumers to ask financial questions and connect with financial professionals.
Founder(s):
Location: La Jolla, California, United States
Industries: Advice, Finance, Financial Services, Professional Services
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EMAS Pro
Education Systems, Inc. (ESI) provides customizable, solution-oriented, higher education enrollment management software and best practices
Founder(s):
Location: La Jolla, California, United States
Industries: Content, Finance, Internet, Semantic Search, Software, Universities
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Incrementum Capital Partners
Incrementum Capital Partners is an independent advisory firm specializing in the maritime services and software and services sectors.
Founder(s):
Location: La Jolla, California, United States
Industries: Advice, Consulting, Finance, Financial Services, Venture Capital
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Palomar Insurance
Palomar Insurance is a finance company that offers comprehensive coverage solutions for natural disasters to individuals and businesses.
Founder(s):
Location: La Jolla, California, United States
Industries: Finance, Financial Services, Insurance, Property Insurance
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TaxConnections
A World of Tax Help In One Click!
Founder(s): Kat Jennings
Location: La Jolla, California, United States
Industries: Finance, Financial Services, Professional Services
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Kasan Ventures
Strategic Advisory and Venture Capital
Founder(s): Reuben Katz
Location: La Jolla, California, United States
Industries: Brand Marketing, Finance, FinTech, Venture Capital
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Lindsay & Brownell
Lindsay & Brownell is an accounting firm that offers tax consulting, mergers, aquisitions, international tax and business advisory services.
Founder(s):
Location: La Jolla, California, United States
Industries: Accounting, Advice, Consulting, Finance
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KRV Venture
KRV Venture is a Consulting company.
Founder(s):
Location: La Jolla, California, United States
Industries: Consulting, Finance, Venture Capital
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O’Donnell & Smiley
O’Donnell & Smiley specializes in accounting, bookkeeping, consulting, outsourcing, payroll and business services.
Founder(s):
Location: La Jolla, California, United States
Industries: Accounting, Consulting, Finance, Professional Services
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Canter Wealth
Canter Wealth is a banking & financial services firm that financial planning and investment management services.
Founder(s):
Location: La Jolla, California, United States
Industries: Asset Management, Finance, Financial Services, Impact Investing, Wealth Management
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efficient Market Advisors
efficient Market Advisors is an investment advisory firm that provides strategy construction and financial services.
Founder(s):
Location: La Jolla, California, United States
Industries: Advice, Finance, Financial Services
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Gaines Investment Trust
Gaines Investment Trust offers a real estate ownership & management firm.
Founder(s):
Location: La Jolla, California, United States
Industries: Construction, Finance, Real Estate
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Jet Wealth Advisors
Jet Wealth Advisors provides financial and retirement planning.
Founder(s):
Location: La Jolla, California, United States
Industries: Advice, Finance, Financial Services, Lending, Retirement, Wealth Management
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Vari Investors Services
Vari Investors Services is a financial solutions firm that offers investment, insurance, analysis and risk management services.
Founder(s):
Location: La Jolla, California, United States
Industries: Finance, Financial Services, Insurance, Risk Management
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Sage Stone Wealth Management
Sage Stone Wealth Management is an investment advisory firm.
Founder(s):
Location: La Jolla, California, United States
Industries: Advice, Finance, Wealth Management
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Eakes & Company
Eakes & Company is a professional accounting firm that provides tax, consulting and financial reporting services.
Founder(s):
Location: La Jolla, California, United States
Industries: Accounting, Finance, Financial Services, Professional Services
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Mundoval Capital Management
Mundoval Capital Management offers wealth management services to individuals and charitable organizations.
Founder(s): Arthur Q. Johnson
Location: La Jolla, California, United States
Industries: Consulting, Finance, Financial Services, Wealth Management
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Prospect General
Prospect General is an insurance agency and advisory company.
Founder(s):
Location: La Jolla, California, United States
Industries: Advice, Finance, Insurance
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Thoughtstream Consulting
Thoughtstream Consulting, Inc. is a leading business consulting and software solutions firm specializing in various Business Intelligence,
Founder(s):
Location: La Jolla, California, United States
Industries: Big Data, Business Intelligence, Consulting, Finance, Software, Training
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Private Portfolio Partners
Private Portfolio is a consortium of independent investment professionals who provide tailormade financial guidance for our clients.
Founder(s):
Location: La Jolla, California, United States
Industries: Finance, Financial Services
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Robertson Working Capital, Inc
Robertson Working Capital, Inc is a financial services firm that offers loans & deals with commercial real estate and other services.
Founder(s):
Location: La Jolla, California, United States
Industries: Finance, Financial Services, Lending, Real Estate
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Wise Management & Financial Services
Wise Management is based on Karin’s understanding that patience, planning, integrity, and a strong code of ethics combined
Founder(s):
Location: La Jolla, California, United States
Industries: Finance, Professional Services
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Harry Kelleher
Harry Kelleher is an independent insurance agency protecting businesses and families in the Greater New Orleans area.
Founder(s):
Location: La Jolla, California, United States
Industries: Finance, Insurance
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