List of financial services firms 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

Kaiser Permanentehealthy.kaiserpermanente.org

Leading not-for-profit health plan with a unique business model driving industry improvements, serving millions of members across multiple states and impacting communities positively

Farmers Insurancefarmers.com

Insurance provider offering vehicle, home, small business coverage, specialty insurance, financial services, personalized customer service, and community volunteerism.

Molina Healthcaremolinahealthcare.com

Provides government-sponsored health care plans for families and individuals, contracting with states to offer Medicaid and Medicare services.

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.

Union Bank

The company provides financial services and has recently rebranded as US Bank Follow them for updates and information

Farmers Insurance Group of Companiesfarmers.com

One of the largest insurers in the US offering vehicle, home, and small business insurance along with financial services through agents and employees nationwide

Blue Shield of Californiablueshieldca.com

Nonprofit health plan offering medical, dental, vision, Medicaid, and Medicare services to nearly six million members in California.

AAA Auto Club Enterprisescareers.ace.aaa.com

Operating motor clubs, providing roadside assistance, offering member benefits, and ensuring peace of mind for motorists across 21 states through dedicated employees and services.

City National Banknewsroom.cnb.com

Personalized banking, investment, and trust services across select U.S. markets, managing substantial client assets and supporting community nonprofits.

SoFisofi.com

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

Alliant Insurance Servicesalliant.com

Provides innovative insurance brokerage and consulting services, supporting diverse clients with expert teams to help grow businesses and communities.

Delta Dental Ins.www1.deltadentalins.com

This company provides dental benefits and coverage to millions of enrollees, focusing on accessible, high-quality care through a network of affiliated companies.

loanDepotloandepot.com

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

CSAA Insurance Group, a AAA Insurercareers.csaa-insurance.aaa.com

The company is committed to excellence in providing insurance services, supporting employees, members, and communities, and embracing change for progress

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.

Health Nethealthnet.com

Provides health insurance plans and support programs for individuals, families, businesses, Medicare, and Medi-Cal members in California.

Robinhoodrobinhood.com

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

Houlihan Lokeyhl.com

Global investment bank specializing in mergers and acquisitions, capital solutions, financial restructuring, and valuation advisory services worldwide.

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.

PIMCOpimco.com

Global leader in active fixed income investing across public and private markets, offering traditional and nontraditional solutions for companies and investors

Silicon Valley Banksvb.com

Commercial and private banking services for technology, healthcare, and life science companies, including venture capital and private equity investors throughout the United States.

East West Bankeastwestbank.com

Provides banking services connecting U.S. and Asia, supporting businesses in real estate, media, venture capital, and high-tech sectors.

Marcus & Millichapmarcusmillichap.com

It specializes in real estate investment sales and financing, providing market knowledge and access to inventory for exceptional client results.

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.

Mercury Insurancemercuryinsurance.com

Offering auto, home, condo, renters, business insurance, and mechanical protection through independent agents across multiple U.S. states.

State Compensation Insurance Fundstatefundca.com

Providing fairly priced workers' compensation insurance, promoting workplace safety, and supporting injured workers across California's diverse workforce.

Automobile Club of Southern Californiaaaa.com

This company focuses on delivering legendary service to over 16 million members through innovation, dedication, and a commitment to employee growth

Banc of Californiabancofcal.com

A premier California-based business bank offering full-service solutions to help clients achieve financial goals and grow their businesses

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.

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.

Mechanics Bankmechanicsbank.com

Providing personal and business banking, trust, estate services, and wealth management through numerous branches across California communities.

Cetera Financial Groupcetera.com

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

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

CalPERScalpers.ca.gov

Provider of retirement and health benefits for over 35 million public service workers, including 2 million pension members and 15 million health program participants

Golden 1 Credit Uniongolden1.com

California's leading financial cooperative, offering a wide range of financial products and services with a focus on member satisfaction and community impact

IEHPiehp.org

A top 10 largest Medicaid health plan and the largest not-for-profit Medicare-Medicaid plan, providing quality, accessible, and wellness-based healthcare services

Upstartupstart.com

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

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

Oaktree Capital Management, L.P.oaktreecapital.com

Specializes in alternative investments including credit, equity, and real estate with a value-oriented, risk-controlled approach globally.

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.

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

Edelman Financial Enginesedelmanfinancialengines.com

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

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

Acrisureacrisure.com

Established in 1972, we are one of California's largest independent insurance brokerage firms specializing in commercial insurance, surety, and employee benefits services

Citizens Business Bankcbbank.com

A leading bank offering banking, lending, and investing services through multiple locations across Southern California, recognized for top performance nationally

Fred Loya Insurance Agencyfredloya.com

A rapidly growing auto insurance company offering fast service and competitive rates, with over 500 agencies and plans for further expansion

California Bank & Trustcalbanktrust.com

A leading California bank with over $12 billion in assets offering a wide range of financial services to businesses and individuals

Axos Bankaxosbank.com

This company empowers consumers and businesses in managing their financial lives through banking, borrowing, investing, and planning with an exceptional team

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

Retiredfriendlyhillsbank.com

This company oversees financial accounting, operations, investments, compliance, HR, technology, and facilities management, ensuring efficient and effective corporate governance

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

Confieconfie.com

Largest independent personal lines insurance agency in the US offering auto, homeowners, renters, life, and health coverage with trusted local service.

Cathay Bankcathaybank.com

A leading bank serving diverse communities for over 60 years, offering financial services and support to help clients achieve their goals

Freeway Insurance Services, Inc.freeway.com

Dedicated insurance agents helping customers nationwide find affordable and tailored insurance plans from leading carriers with expert guidance and exceptional customer service

Acceptance Insuranceacceptance.com

Leading provider of personal automobile insurance and related products, with over 700 agents offering no-hassle quotes and tailored services in 15 states

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

ICW Groupicwgroup.com

National multi-line property and casualty insurance company offering comprehensive coverage through multiple carriers to protect customers and support independent agents.

Zenith Insurance Company (United States)thezenith.com

Specialist in workers' compensation and property casualty insurance focused on California agriculture, delivering expert service and client outcomes.

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

Pacific Western Bankbancofcal.com

Regional bank merged with Banc of California, focusing on providing financial services and updates through the new combined entity.

The Doctors Companythedoctors.com

A company founded and led by physicians, committed to advancing and protecting good medicine with expert guidance, resources, and coverage

Alignment Healthalignmenthealth.com

Innovative health care delivery model focused on wellness, cost reduction and improved patient outcomes through data-driven technology and personalized care

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

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

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

Esurance

Joining Allstate, this company will no longer be active on LinkedIn Follow Allstate for news and updates

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

Berkshire Hathaway Homestate Companies - Workers Compensation Divisionbhhc.com

A national insurance group with 50+ years of experience, focused on financial strength, integrity, and personalized service across the United States

Patelco Credit Unionpatelco.org

A not-for-profit credit union prioritizing people's financial well-being through personalized services and community-focused approach with branches and dedicated team members

Juniper Squarejunipersquare.com

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

Fremont Bankfremontbank.com

A trusted community bank in the San Francisco Bay Area offering a wide array of financial services and focused on philanthropy

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

Partnership HealthPlan of Californiapartnershiphp.org

Non-profit organization managing Medi-Cal benefits through local providers to deliver comprehensive, cost-effective healthcare to California communities.

Tri Counties Banktcbk.com

A California-based bank offering personal, small business, and commercial banking services with a focus on community engagement and responsible lending practices

American AgCreditagloan.com

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

K2 Insurance Servicesk2ins.com

Specialty insurance services company focused on strategic acquisitions to diversify earnings and enhance distribution economics, offering innovative products through various channels

Standish Management, LLCstandishmanagement.com

Specialized fund administration services for private equity funds, offering consulting and technology solutions to accelerate fund launches and scale operations efficiently

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