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 40 Financial Services companies in Aliso Viejo, 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 (Aliso Viejo, California)
vWise
vWise enables financial product manufacturers to sell products and solutions to mass audiences at scale.
Founder(s): Tony Mingo
Location: Aliso Viejo, California, United States
Industries: Enterprise Software, Finance, Financial Services, Software
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Octane
OCTANe connects people and ideas with capital and resources to fuel technology growth in Orange County.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Financial Services, Oil and Gas, Venture Capital
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Armatic Technologies
Armatic is helping companies accelerate Quote-to-Cash cycles, streamline billing and reduce operating expenses.
Founder(s): Casey Griswold, Ethen Yao, Max Golovnia
Location: Aliso Viejo, California, United States
Industries: Business Intelligence, Financial Services, FinTech, Payments
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Preston Ventures
Preston Ventures is a full-service real estate development and investment management firm.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Asset Management, Financial Services, Real Estate
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GLOBAL WAVE GROUP
GLOBAL WAVE GROUP is a Commercial Lending Software for banks and finance companies.
Founder(s): Zubin P. Mehta
Location: Aliso Viejo, California, United States
Industries: Banking, Financial Services, Information Technology, Software
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MojoPay
MojoPay is an online financial platform that offers merchant payments processing, e-commerce, chargeback management, and invoicing services.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Apps, Billing, E-Commerce, Financial Services, Payments
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Lend Plus
Lend Plus is a financial lending company that provides an array of home loans, mortgage products and services.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Finance, Financial Services, Lending
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Carrington Holding Company, LLC
Carrington Holding Company, LLC is a financial service provider for mortgages, asset management, real estate.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Financial Services, Real Estate
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RPAG
RPAG is a consulting firm that offers training, solutions and resources for retirement plan advisors and institutions.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Consulting, Financial Services, Retirement
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FinanceApp
Cloud based sales and lending platform
Founder(s): Chad Hutchison
Location: Aliso Viejo, California, United States
Industries: Banking, Finance, Financial Services, FinTech, Sales Automation
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BlueYield
BlueYield facilitates an automotive financial community that serves the interests of lenders, lead sources, affinity groups and consumers.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Communities, Financial Services, Lending
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ClearEdge Lending
ClearEdge Lending is a provider of lending and financial services.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Financial Services, Lending, Professional Services
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Equipment Lease
Equipment Lease is an online platform for equipment financing.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Financial Services, Leasing, Small and Medium Businesses
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Breathe Insurance
Breathe Insurance is an insurance agency that specializes in personal and business insurance services.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Financial Services, Insurance, Personal Finance
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Bronfman E.L. Rothschild
Bronfman E.L. Rothschild is a financial services company offering financial, retirement, wealth advisory services.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Consulting, Financial Services
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Finance Exchange
We automate & streamline the equipment finance industry. A $1 Trillion Industry.
Founder(s): Chad Hutchison
Location: Aliso Viejo, California, United States
Industries: Finance, Financial Exchanges, Financial Services, FinTech, Spam Filtering
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Alliance Portfolio
Alliance Portfolio is a direct hard money lender that provides financing on properties.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Finance, Financial Services, Lending
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Mnet Financial
Mnet Financial is a financial services-based company.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Customer Service, Finance, Financial Services
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The Prudent Speculator
The Prudent Speculator offers investment newsletter, advisory, and financial services.
Founder(s): Al Frank
Location: Aliso Viejo, California, United States
Industries: Advice, Financial Services, Impact Investing
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Go Apply
Go Apply operates eLeadz.com, an online mortgage leads marketplace for mortgage brokers and lenders.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Financial Services, Internet, Marketplace
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Select Portfolio Management
Select Portfolio Management is an investment advisory and wealth management company.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Advice, Finance, Financial Services, Wealth Management
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Generation Lending
Generation Lending is a mortgage company that provides financial and customer services.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Customer Service, Finance, Financial Services
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Noble Wealth Management
Noble Wealth Management is an independent financial advisory and wealth management firm located in Laguna Hills, CA.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Consulting, Financial Services, Wealth Management
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Pacific Sun Financial
Pacific Sun Financial offers fee-based financial services to individuals and businesses.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Finance, Financial Services, Medical, Real Estate
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NetBranch Nationwide
NetBranch Nationwide is a banking platform offering a wide array of mortgage and brokered products to residential and commercial sectors.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Commercial Lending, Financial Services, Lending
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First Nationwide Mortgage
First Nationwide Mortgage is a network for professionals who run, advise, acquire, or finance private companies.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Financial Services, Insurance
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GLG CAPITAL
GLG CAPITAL provides bridge loans for commercial real estate, business, and aviation.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Financial Services, Lending, Small and Medium Businesses
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Invest West Financial
Invest West Financial offers asset management and investment advisory services.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Advice, Asset Management, Finance, Financial Services
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FlexPATH Strategies
FlexPATH Strategies provides investment advisory services such as retirement and risk management.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Financial Services, Retirement, Risk Management
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Capstone Fed Credit Union
Capstone FCU is a federally insured, member-owned, and not-for-profit financial cooperative.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Banking, Credit, Financial Services, Lending
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Finlosity
Finlosity is an end-to-end lending platform that provides streamlined, efficient, and compliant lending.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Finance, Financial Services, Lending
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Lawler Capital & Priority Financial Network
Lawler Capital & Priority Financial Network render reverse mortgages, multifamily loans, VA, FHA, construction & commercial loans services.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Credit Cards, Financial Services, Lending
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American Select Funding, Inc.
Residential mortgage loan company
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Financial Services, Insurance, Real Estate, Venture Capital
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JDT Associates
JDT Associates is an accounting firm.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Accounting, Advice, Consulting, Financial Services
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Gunnin Insurance
Gunnin Insurance provides risk management and insurance brokerage services.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Financial Services, Insurance, Risk Management
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Dubois Daniel CPA & Co
Dubois Daniel CPA & Co offers taxation, payroll, accountancy, compliance, bookkeeping, retirement & budgeting services.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Accounting, Financial Services, Retirement
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SnapNsure
SnapNsure is an insurance company that includes coverage for name storms, floods, rodents, and earthquakes.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Financial Services, Insurance, Service Industry
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Loanpeopleusa
Loanpeopleusa is a mortgage and loan service company.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Banking, Finance, Financial Services, Insurance
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Ackmandiller
Ackmandiller is a private equity firm that helps small businesses in exit, acquire and develops businesses.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Consulting, Financial Services, Venture Capital
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Union Choice
Union Choice provides all types of home loans and refinancing services along with fixed-rate mortgages facilities.
Founder(s):
Location: Aliso Viejo, California, United States
Industries: Credit, Financial Services, Lending
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