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 58 Financial Services 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 Financial Services Companies & Startups (La Jolla, California)
Silvergate Bank
Silvergate is the leading provider of innovative financial services to the digital currency industry.
Founder(s): Derek J. Eisele
Location: La Jolla, California, United States
Industries: Banking, Financial Services
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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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Quippi
Quippi aims to replace high-priced traditional remittances to families in Mexico with PIN-based gift cards redeemable at local retailers.
Founder(s): Michael Aleles
Location: La Jolla, California, United States
Industries: Financial Services, Gift Card
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Clientwell
Clientwell is a digital growth and lead generation platform for wealthtech, SaaS, and financial service companies.
Founder(s): Phillip Flakes
Location: La Jolla, California, United States
Industries: Artificial Intelligence, Financial Services, FinTech, SaaS, Wealth Management
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Digital Capital Management
Digital Capital Management is a fund management firm offering portfolio management of digital assets, fund plans for different investors.
Founder(s):
Location: La Jolla, California, United States
Industries: Blockchain, Financial Services, Hedge Funds, Virtual Currency
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Cause4Auction
Simple mobile auction platform helping schools and nonprofits raise more with less.
Founder(s): Jeff Chang
Location: La Jolla, California, United States
Industries: Crowdfunding, Education, Financial Services, Internet, Mobile, Software
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factorE
A portfolio risk discovery platform to help financial professionals communicate about investment solutions
Founder(s): Jonathan Belanger, Richard Pfister
Location: La Jolla, California, United States
Industries: Banking, Financial Services, Information Technology
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ChaSerg Technology Acquisition Corp
ChaSerg Technology Acquisition Corp is a blank check company formed to effect a merger, capital stock exchange & asset acquisition.
Founder(s):
Location: La Jolla, California, United States
Industries: Commercial, Financial Services
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Jib Technologies
Contactless payments transforming how people pay / get paid.
Founder(s): Brent Hranicky, Paul Myers
Location: La Jolla, California, United States
Industries: Brand Marketing, Financial Services, FinTech, Loyalty Programs, Payments, Software
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AlphaCore
AlphaCore provides financial plans and investment solutions that help to reduce portfolio risk with wealth management advisory services.
Founder(s):
Location: La Jolla, California, United States
Industries: Advice, Financial Services, Risk Management, Wealth Management
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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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Worm Capital
Worm Capital renders public equity strategies for qualified investors with investment management, equities and hedge funds.
Founder(s):
Location: La Jolla, California, United States
Industries: Financial Services, Hedge Funds, Impact Investing, Venture Capital
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Duffy Kruspodin, LLP
Duffy Kruspodin is an accounting firm offering tax, audit, and bookkeeping services.
Founder(s):
Location: La Jolla, California, United States
Industries: Consulting, Financial Services, Legal
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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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Symbio Financial Partners
Symbio Financial Partners renders financial planning, taxation, retirement planning, insurance, investment and wealth management services.
Founder(s):
Location: La Jolla, California, United States
Industries: Financial Services, Insurance, Retirement, Wealth Management
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Pontus Capital
Pontus Capital is an investment company that offers real estate secured assets, properties and mortgage investment strategies.
Founder(s):
Location: La Jolla, California, United States
Industries: Asset Management, Financial Services, Professional Services, Real Estate Investment
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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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MedDx
MedDx offers mergers and acquisitions, capital markets, and strategic advisory services for clinical diagnostics companies.
Founder(s): Jon Vance
Location: La Jolla, California, United States
Industries: Consulting, Financial Services, Venture Capital
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Trusted Advisor Toolkit
Trusted Advisor Toolkit provides training and software services to financial advisors.
Founder(s): Mark McKenna Little
Location: La Jolla, California, United States
Industries: Financial Services, Software, Training
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ARCHER INVESTORS
Archer Investors is a real estate company that offers buy and sell investment properties.
Founder(s):
Location: La Jolla, California, United States
Industries: Financial Services, Property Management, Real Estate Investment
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Esler Financial Technologies
Esler Financial Technologies investment advisory, wealth management, and financial planning services.
Founder(s):
Location: La Jolla, California, United States
Industries: Advice, Financial Services, Wealth Management
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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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The Lancer Group
Portfolio companies and public corporations to identify and recruit high-impact leaders.
Founder(s):
Location: La Jolla, California, United States
Industries: Consulting, Financial Services, Legal, Staffing Agency
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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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Frontier Global Partners
Frontier Global Partners takes measure of the investable world with a highly focused and disciplined approach.
Founder(s):
Location: La Jolla, California, United States
Industries: Financial Services, Venture Capital
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Jermyn Street Capital Partners
Jermyn Street Capital Partners expertise in merchant banking, lending, capital growth, mergers and acquisition of middle-market companies.
Founder(s):
Location: La Jolla, California, United States
Industries: Asset Management, Commercial Lending, Financial Services
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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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Laurel Wealth Advisors
Laurel Wealth Advisors provides investment strategies & wealth management services to its clients that help to achieve their financial goal.
Founder(s):
Location: La Jolla, California, United States
Industries: Advice, Financial Services, Wealth Management
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CoastEdge Partners
CoastEdge Partners is a consultancy that provides financial, insurance, estate planning, tax, wealth and investment management services.
Founder(s):
Location: La Jolla, California, United States
Industries: Asset Management, Financial Services, Real Estate
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Coastwise Capital Group
Coastwise Capital Group is a money management firm that offers superior investment services.
Founder(s): Scott G. Kyle
Location: La Jolla, California, United States
Industries: Consulting, Financial Services, Wealth Management
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MYeCFO
MYeCFO is a full-service agency that offers a complete range of financial, taxation and wealth management solutions.
Founder(s):
Location: La Jolla, California, United States
Industries: Consulting, Financial Services, Wealth Management
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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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Context Capital Management
Context Capital Management is an investment management firm.
Founder(s):
Location: La Jolla, California, United States
Industries: Asset Management, Credit, Financial Services
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PAYEFX
PAYEFX offer some of the best in payment services, shipping solutions, guarantee and fraud prevention, B2B credit options, all in one place.
Founder(s):
Location: La Jolla, California, United States
Industries: Financial Services, Information Services, Information Technology
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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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ScholarPoint Financial, Inc.
ScholarPoint Financial is a national online consumer lending company specializing in student loans, resources for student & education loans.
Founder(s):
Location: La Jolla, California, United States
Industries: Financial Services
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ARS, Inc.
ARS is a competitive intelligence advisory firm for the IT hardware, components, and consumer electronics hardware and services industries.
Founder(s):
Location: La Jolla, California, United States
Industries: Financial Services
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Moon Wealth Management
Moon Wealth Management provides financial planning, retirement planning, and insurance services.
Founder(s):
Location: La Jolla, California, United States
Industries: Financial Services, Insurance, Retirement
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Plus2 Capital
Plus2 Capital is an investment banking firm that specializes in private equity and acquisition of small and medium sized businesses.
Founder(s):
Location: La Jolla, California, United States
Industries: Banking, Financial Services, Lending
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Bedrock Investments Group
Bedrock Investments Group offers cash flow, capital investment, and advisory services from the acquiring properties and assets.
Founder(s):
Location: La Jolla, California, United States
Industries: Consulting, Financial Services, Real Estate
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Thomas Huckabee
Thomas Huckabee provides financial services like accounting, management consulting, taxation, budgeting, forecasts and projections services.
Founder(s):
Location: La Jolla, California, United States
Industries: Accounting, Financial Services, Management Consulting
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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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Coquest Traders Research
Coquest Traders Research is provides a platform of investments such as hedge funds and managed futures products.
Founder(s):
Location: La Jolla, California, United States
Industries: Financial Services
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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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Dehesa Capital
Investment management
Founder(s):
Location: La Jolla, California, United States
Industries: Banking, Crowdfunding, Financial Services
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Fsa Integrated
Fsa Integrated is a financial service-based company.
Founder(s):
Location: La Jolla, California, United States
Industries: Asset Management, Business Development, Financial Services
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Quality Asset Management
Quality Asset Management is an investment advisory firm.
Founder(s):
Location: La Jolla, California, United States
Industries: Asset Management, Financial Services, Retirement, Wealth Management
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HowardSoft
HowardSoft helps in developing tax and real estate software for personal computers.
Founder(s):
Location: La Jolla, California, United States
Industries: Financial Services, Real Estate, Software
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La Jolla Institute For Wealth Management
La Jolla Institute For Wealth Management provides investment counseling, retirement planning, asset protection and tax planning services.
Founder(s):
Location: La Jolla, California, United States
Industries: Advice, Asset Management, Financial Services, Retirement, Wealth Management
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Franklin Croft
Franklin Croft is a real estate investment company.
Founder(s):
Location: La Jolla, California, United States
Industries: Asset Management, Building Maintenance, Financial Services, Real Estate Investment, Venture Capital
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Plan for Tomorrow
Plan For Tomorrow is an independent firm offering financial planning, retirement planning, and wealth management services.
Founder(s):
Location: La Jolla, California, United States
Industries: Consulting, Financial Services
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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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Living Benefit Calculator
Living Benefit Calculator compares plans and offers life insurance programs suitable to the clients’ needs.
Founder(s):
Location: La Jolla, California, United States
Industries: Financial Services, Insurance, Life Insurance
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Secondary Marketing Solutions
Secondary Marketing Solutions provides risk management and secondary advisory services.
Founder(s):
Location: La Jolla, California, United States
Industries: Consulting, Financial Services, Risk Management
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