100 leading Financial Services companies in California

Wells Fargowellsfargo.com

A diversified financial services company offering banking, investment, mortgage products, and more through numerous locations and digital platforms Serving customers globally

First Americanfirstam.com

A leading provider of title, settlement, and risk solutions for real estate transactions, offering innovative technologies and data assets to drive digital transformation

LPL Financiallpl.com

Wealth management firm supporting financial advisors and institutions through investment solutions, fintech tools, practice management services, and custody of trillions in brokerage assets.

Blockblock.xyz

Block is a company dedicated to economic empowerment, with diverse teams providing support in areas such as people, finance, legal, and security

Franklin Templetonfranklinresources.com

Global investment management organization offering products and services through Franklin Templeton, emphasizing risks, localized information, and disclaimers about third-party sites

Capital Groupcapitalgroup.com

Provides carefully researched investment solutions and services to financial professionals worldwide with a history spanning over 90 years.

SoFisofi.com

Values-driven company providing modern financial products & services to help members borrow, save, spend, invest, and protect their money for financial independence

SEamazon.com

A company focused on customer obsession, innovation, operational excellence, and long-term thinking, offering various products and services for customers and employees' satisfaction

loanDepotloandepot.com

A digital commerce company revolutionizing the mortgage industry, offering lending and real estate services to simplify home ownership

PENNYMACpennymac.com

A top national online mortgage lender dedicated to offering competitive rates and superior service, with a mission to enable homeownership aspirations

Guild Mortgageguildmortgage.com

A leading independent mortgage provider, prioritizing customer service with commitment to on-time closings and tailored loan options for homebuyers

New American Fundingnewamericanfunding.com

Provides diverse mortgage products, competitive pricing, efficient closings, and ongoing mortgage servicing to support homeownership for all clients.

Robinhoodrobinhood.com

This company aims to make financial markets accessible to all by offering intuitive and affordable trading options, empowering everyone to participate

Pacific Lifepacificlife.com

Provides life insurance, annuities, mutual funds, and financial products to individuals and businesses for long-term financial security.

Ares Managementares.com

Global alternative investment manager offering primary and secondary solutions across credit, private equity, real estate, and infrastructure asset classes to generate consistent returns.

Oportunoportun.com

This fintech company provides intelligent borrowing, savings, and budgeting tools to empower members in achieving their financial goals

Blackhawk Networkbit.ly

Provides prepaid products and technologies connecting brands and consumers, enhancing loyalty, reach, and revenue with secure global payment solutions.

Andersenandersen.com

Global association of independent member firms with 14,000 professionals offering comprehensive solutions in accounting, law, and tax services worldwide With 2,000 personnel in the US

Encore Capital Groupencorecapital.com

Publicly traded company promoting employee wellness, professional growth, and consumer rights, recognized for leadership and healthy workplace initiatives.

CMG Financialcmgfi.com

Nationwide mortgage lender offering retail, wholesale, and correspondent channels with innovative products and technology for diverse borrower needs.

Paidworkpaidwork.com

Offers free and online opportunities for people to work from anywhere

Affirmaffirm.com

A technology-driven financial company offering transparent products to improve consumer lives, with a remote-first culture and offices in major cities

TPGtpg.com

Global alternative asset management firm focused on private equity, impact, credit, real estate, and market solutions through collaborative and innovative investment strategies.

Cetera Financial Groupcetera.com

Network of independent retail financial firms providing technology, guidance, research, and collaborative platforms for financial professionals and investors.

Chimechime.com

Fintech company providing fee-free banking services, early paycheck access, credit improvement, and more to improve financial health for everyday Americans

Carrington Holding Company, LLCcarringtonhc.com

A company specializing in single-family residential real estate transactions, including investments, loan origination, asset management, property preservation, real estate sales, and title services

SchoolsFirst Federal Credit Unionschoolsfirstfcu.org

A Member-owned financial cooperative in California, dedicated to providing world-class personal service, financial security, and supporting the community

Midland Credit Managementencorecapital.com

A specialty finance provider offering debt recovery solutions to consumers, emphasizing empathy, collaboration, and respect to guide them towards financial recovery and empowerment

Self-Employedlinkedin.com

Specializing in providing services and support for self-employed individuals in the financial sector

PayJoypayjoy.com

Provides secured point-of-sale financing and credit offerings to underserved customers in emerging markets using patented technology and data science for financial inclusion.

Federal Reserve Bank of San Franciscofrbsf.org

Support monetary policy, strengthen financial institutions, and enhance payment systems to promote economic stability and growth across western U.S. regions.

Upstartupstart.com

AI-powered lending platform connecting consumers with banks and credit unions, automating loan approvals and offering various credit products.

Brexbrex.com

AI-powered spend platform empowering finance teams to make smarter decisions with corporate cards, business accounts, global payments, and intuitive software for tracking expenses

Paramount Residential Mortgage Group Inc. (PRMG Inc.)prmg.net

A top mortgage lender with nationwide branches and centers focused on teamwork, exceptional service, and delivering competitive mortgage products

i2c Inc.i2cinc.com

Provides flexible, secure, and reliable global banking and payment solutions enabling clients to create and manage credit, debit, and prepaid programs.

Personal Capitalpersonalcapital.com

A financial services company offering online tools and personalized wealth management advice for holistic planning, risk management, and after-tax returns

SVBsvb.com

SVB is a financial partner for the innovation economy, providing a range of services including banking, investing, wealth planning, and investment banking globally

Hyundai Capital Americahyundaicapitalamerica.com

Provides auto financing, leasing, and protection plans for Hyundai, Genesis, and Kia customers and dealerships across the United States.

Mercurymercury.com

Financial technology company offers banking services tailored for startups, including checking/savings accounts, debit/credit cards, wire transfers, treasury services, and community programs for support and resources

B. Riley Financialbrcgh.com

Provides diverse collaborative solutions in capital raising, business advisory, investment banking, wealth management, financial consulting, corporate restructuring, risk/compliance, and more

Upgrade, Inc.upgrade.com

Fintech unicorn founded in 2017, helping customers access over $25 billion in consumer credit with credit lines, loans, and banking solutions Recognized for innovation and workplace culture

Edelman Financial Enginesedelmanfinancialengines.com

Providing personalized wealth management and investment advisory services to individuals and employers, supporting financial growth and security throughout life stages.

SS&C Adventadvent.com

A unit of SS&C Technologies, SS&C Advent helps over 4,300 investment firms globally to grow, thrive, and shape the future of investment management

West Capital Lendingwestcapitallending.com

High-performing mortgage originators transitioned to wholesale channel for greater loan control, improved products, and revenue retention Supportive environment with marketing and efficient processing

LendingClublendingclub.com

Online platform providing unsecured personal installment loans to high-credit, high-income members, saving them money on credit costs.

American Pacific Mortgageapmortgage.com

A company focused on creating positive mortgage experiences for customers and employees, offering solutions-first mindset, collaborative spirit, and empowerment

Carrington Mortgage Services, LLCcarringtonmortgage.com

A mortgage company that provides a variety of home loan programs (FHA, VA, USDA, Conventional, Non-QM) for purchase and refinance

First Republicchase.com

An institution providing personalized financial solutions with a commitment to extraordinary client service, now backed by JPMorgan Chase's strength and stability

Westlake Financialwestlakefinancial.com

Specializing in prime to sub-prime automotive financing, our innovative credit approval software helps dealers sell cars seamlessly through an extensive network

GoodLeapgoodleap.com

A technology company providing financing and software solutions for sustainable home products like solar panels, HVAC, and more Also supports a nonprofit providing clean electricity globally

Willis Towers Watson's OneExchangewillistowerswatson.com

A leading global advisory and solutions company operating a private exchange, offering integrated workforce solutions for employers in the health insurance industry

American Financial Network Inc.afncorp.com

As a leading mortgage banker, we provide a range of loan products and exceptional customer service to help individuals achieve their home ownership dreams

Citigroupaccounts.google.com

A wealth management company offering over 30 years of expertise in client-facing asset management services

Tipaltitipalti.com

Mid-market platform automating accounts payable, global payouts, procurement, and expenses across two hundred countries for secure supplier payments in over one hundred currencies.

Legg Mason (Acquired by Franklin Templeton)franklintempleton.com

Legg Mason merged with Franklin Templeton, consolidating investment management services and client resources under one unified firm.

Mutual of Omaha Mortgagemutualmortgage.com

A trusted mortgage company with strong leadership, cutting-edge technology, and superior support for an easy and efficient loan process Proudly serving customers for over 100 years

CIM Groupcimgroup.com

Real estate and infrastructure owner, developer, lender, and operator focused on creating value in real assets to benefit communities

WORLD SYSTEM BUILDERworldsystembuilder.com

Financial professionals offering top-notch education, revolutionizing the industry with a user-friendly system Bridging gap between Wall Street and Main Street with care

AssetMarkassetmark.com

A leading wealth management platform providing tailored solutions to financial advisors, empowering them to drive client engagement, increase efficiency, and deliver better investor outcomes

Super.comsuper.com

A technology company offering discounts, cashback, and credit building services, empowering users to save money, build credit, and make the most of life

Niumnium.com

Provides global payments infrastructure allowing banks, fintechs, and businesses to collect, convert, and disburse funds instantly across borders to accounts, wallets, and cards.

Carrington Mortgage Services, Mortgage Lending DivisionCarringtonMortgage.com

A national lender offering a variety of home loan programs through retail branches and wholesale services for mortgage brokers Contact for assistance or career opportunities

Marqetamarqeta.com

A modern card issuing platform in Oakland, CA revolutionizing financial solutions for consumers and empowering employees to make an impact

Tallymeettally.com

A consumer tech company offering full-service financial automation with a focus on helping individuals overcome credit card debt and manage their finances stress-free

Prospect Mortgage, LLC

A leading residential mortgage lender offering a range of loan products and exceptional service, backed by a growth-focused private equity firm

InvestCloud, Inc.investcloud.com

Transforming the Financial Industry with a no-code software platform for Digital and Commerce enablement, empowering banks and wealth managers to meet client needs

Juniper Squarejunipersquare.com

Unified platform connecting software, data, and fund administration services to streamline private markets fund operations and enhance investor experience.

Sixth Streetsixthstreet.com

A global investment firm managing $75 billion in assets, Sixth Street offers flexible capital solutions and collaborates across platforms for company growth

American AgCreditagloan.com

An agricultural financial cooperative in multiple states, supporting farmers and rural communities with services, resources, and opportunities for career growth

Talatala.co

A leading financial platform providing instant access to credit, payments, savings, and transfer services to millions globally, leveraging technology and innovation to drive economic progress

Wells Fargo Private Wealthwellsfargo.com

A leading provider of wealth management services, offering tailored solutions to help clients achieve financial goals through investment and asset management

Cetera Advisor Networks LLCceteraadvisornetworks.com

An independent broker-dealer founded in 1983, offering financial advisors local support, guidance, and best practices through a nationwide network

Altruistaltruist.com

A modern custodian for RIAs offering intuitive software solutions for account management, trading, reporting, and billing with exceptional customer service

BTIGbtig.com

Global financial services firm providing investment banking institutional trading research and brokerage solutions for corporate clients across multi-asset classes worldwide through expert execution.

Flutterwaveflutterwave.com

Building technology and financial infrastructure for businesses and banks to facilitate seamless, secure transactions connecting African markets to the global economy.

Kinecta Federal Credit Unionkinecta.org

Offering banking, lending, insurance, and wealth management services with extensive branch and ATM network across the United States.

Cherrywithcherry.com

Offers payment plans to health and wellness providers, enabling them to serve more clients through high approvals, low costs, and a seamless experience in various medical fields.

Human Interesthumaninterest.com

Affordable, zero-transaction fee 401(k) provider for small and medium businesses, offering easy saving options and technology solutions for retirement savings

SAFE Credit Unionsafecu.org

Financial leader providing solutions and experiences to improve members’ financial well-being, with assets over $27 billion serving over 219,000 members in Northern California

Wall Street Oasiswallstreetoasis.com

A leading finance community offering online forums, courses, talent search, resume review, and mentorship services for business professionals worldwide

Green Streetgreenstreet.com

Provider of commercial real estate and infrastructure research, data, analytics, news, and advisory services for informed market decisions.

Zillow Home Loans, LLCzillow.com

A national provider of online mortgage lending services with best-in-class service, local market expertise, and transparent communication at every step

Summit Funding, Inc.summitfunding.net

A nationwide mortgage lender prioritizing customer experience, empowering partners and employees, and striving to exceed homeowner goals since 1995

Americoramericor.com

Provides debt relief services using a proprietary platform to help individuals and families develop strategies for a debt-free lifestyle.

Finance of America Mortgagefamtpo.com

National lender offering wholesale and non-delegated correspondent services with a focus on conventional, government, and jumbo mortgage products to help clients gain a competitive edge

Bokuboku.com

Global provider of localized payment solutions including digital wallets, carrier billing, and real-time payments across over 60 countries.

Beacon Pointebeaconpointe.com

One of the largest independent Registered Investment Advisory firms offering financial planning and research-driven investments for institutions, individuals, and families

Tax & Financial Grouptfgroup.com

A comprehensive financial services firm specializing in financial planning, investment management, business planning, and insurance services to help clients achieve long-term financial security

Glass, Lewis & Co.glasslewis.com

Provide institutional investors and public companies with data-driven governance research, proxy voting tools, and sustainable decision-making support worldwide.

Anchorage Digitalanchorage.com

A crypto platform enabling institutional participation in digital assets through custody, staking, trading, and more, with a focus on security and regulatory compliance

One Inconeinc.com

This company helps insurance carriers thrive by providing cutting-edge technology for a customer-centric experience in premium payments and claims processing

E Mortgage Capital, Inc. NMLS# 1416824emortgagecapital.com

Mortgage company offering a wide range of mortgage options including government loans, jumbo loans, stated income loans, and various other financing solutions

C2 Financialc2financial.com

Wholesale mortgage lender network providing loan originators and clients competitive pricing, compliance expertise, and residential home financing solutions through extensive national lender partnerships.

Central Paymentcpay.com

A leading national Merchant Service Provider offering secure electronic transaction solutions, including credit card processing, gift cards, loyalty programs, and more

FMGfmgsuite.com

A company based in San Diego, CA providing digital marketing tools and content for financial advisors and insurance agents to enhance their businesses

Diebold Incorporatedhyosungamericas.com

A global leader in ATM self-service technologies, focusing on innovating and delivering quality products that meet changing customer needs

Consolidated Analyticsconsolidatedanalytics.com

Integrated mortgage solutions provider offering due diligence, property valuation, risk analytics, and fulfillment services across the loan lifecycle from origination through capital markets.

Sun West Mortgage Company, Inc.swmc.com

The company provides diverse mortgage products and services, ensuring equal housing and financing opportunities while adhering to strict compliance regulations

Kind Lending | NMLS #3925kindlending.com

A wholesale lending and mortgage banking company focusing on a client-centered approach, offering a variety of products and top-notch service

Freedom Financial Networkfreedomfinancialnetwork.com

A digital personal finance company focused on helping people, previously known as Freedom Financial Network Follow their new page for updates