Company lists · Data refreshed September 2026

Top 15 Financial services companies based in Irvine, United States

The Irvine financial services companies directory contains 33 companies and 1,549 contacts, including 539 email addresses. New York is the single most-represented city among the companies on the list, and the directory was updated in September 2026.

Financial services companies provide financial products or services such as banking, lending, payments, investment, insurance, and wealth management. This list covers companies that provide financial products or services to consumers, businesses, institutions, or other organizations. Ranked by team size, largest first. Data current as of September 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 6, 2026 86% judged on-target in blind review
33Companies
1,549Contacts tracked
539Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 15 largest financial services companies based in Irvine, United States

Ranked by team size
Top 15 of 33 financial services companies based in Irvine, United States, ranked by team size, largest first. Data refreshed Sep 6, 2026. RevenueBase Smart Search rates how each company's information relates to financial services companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceIrvine, CA, United StatesHQ checked Sep 6, 20261,001-5,000636 contacts →

“On September 1, 2025, Pacific Premier Bank was acquired by Columbia Bank.”

Source: company website · checked Sep 6, 2026
2Indirect evidenceIrvine, CA, United StatesHQ checked Sep 6, 2026501-1,000484 contacts →

“We’re excited that the merger of First Foundation Bank with and into Sunflower Bank, N.A.”

Source: company website · checked Sep 6, 2026
3Indirect evidenceIrvine, CA, United StatesHQ checked Sep 6, 202651-20073 contacts →

“BANCORP SOUTH is a banking company based out of 1920 Main St, Irvine, CA, United States.”

Source: company website · checked Sep 6, 2026
4Strong evidenceIrvine, CA, United StatesHQ checked Sep 6, 202611-5035 contacts →

Financial independence doesn’t happen by chance, it results from expert strategic planning.”

Source: company website · checked Sep 6, 2026
5Indirect evidenceIrvine, CA, United StatesHQ checked Sep 6, 202611-5020 contacts →

“For all your Insurance Services!”

Source: company website · checked Sep 6, 2026
6Indirect evidenceIrvine, CA, United StatesHQ checked Sep 6, 20261-1012 contacts →

“Put Your Finances in the Hands of Experts.”

Source: company website · checked Sep 6, 2026
7Strong evidenceIrvine, CA, United StatesHQ checked Sep 6, 202611-5011 contacts →

“Precision Wealth was founded with the goal of assisting our clients in every aspect of their financial lives.”

Source: company website · checked Sep 6, 2026
8Strong evidenceIrvine, CA, United StatesHQ checked Sep 6, 20261-107 contacts →

“Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services seeks to be your trusted partner.”

Source: company website · checked Sep 6, 2026
9Strong evidenceIrvine, CA, United StatesHQ checked Sep 6, 20261-104 contacts →

“The KFK Group is a full-service, comprehensive Certified Financial Planning and investment management firm that has been helping individuals and families pursue their financial…”

Source: company website · checked Sep 6, 2026
10Indirect evidenceIrvine, CA, United StatesHQ checked Sep 6, 202611-503 contacts →

“A Mortgage Company in California.”

Source: company website · checked Sep 6, 2026
11Strong evidenceIrvine, CA, United StatesHQ checked Sep 6, 202611-503 contacts →

“Burnham Gibson Wealth Advisors, LLC is a privately held financial services company located in Irvine, California.”

Source: company website · checked Sep 6, 2026
12Indirect evidenceIrvine, CA, United StatesHQ checked Sep 6, 202611-502 contacts →
Source: company website · checked Sep 6, 2026
13Indirect evidenceIrvine, CA, United StatesHQ checked Sep 6, 20261-102 contacts →

“Headquartered in Irvine, California, LNL Retirement assists employers and individual wealth management clients in fulfilling their investment and planning goals.”

Source: company website · checked Sep 6, 2026
14Indirect evidenceIrvine, CA, United StatesHQ checked Sep 6, 20261-101 contacts →

“At Clover Wealth Management, Ltd, we are dedicated to providing investment management and strategic wealth planning that is right for you.”

Source: company website · checked Sep 6, 2026
15Indirect evidenceIrvine, United StatesHQ checked Sep 6, 20261-101 contacts →
Source: company website · checked Sep 6, 2026

Showing 15 of 33 financial services companies based in Irvine, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 539 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial services companies based in Irvine, United States at a glance

As of Sep 6, 2026
34.8%Verified-email coverage
46.9Average contacts per company
11-50Median size (employees)
530.3%Largest-city concentration · New York
Sep 6, 2026Page data refreshed

Companies by employee count

1-10
15
11-50
12
51-200
2
201-500
1
501-1,000
1
1,001-5,000
2

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 33 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial services companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Irvine, United States whose own description of what they do matches “financial services companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial services companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among financial services companies, and records with no verified work email. Companies headquartered outside Irvine are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 539 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 6, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

How many financial services companies are in the directory?

The directory contains 33 financial services companies based in Irvine, United States.

Where are the financial services companies located?

The directory covers financial services companies based in Irvine, United States; New York is the single most-represented city among the companies on the list.

How many contacts and email addresses are available for financial services companies?

The directory includes 1,549 contacts and 539 email addresses for financial services companies.

Ready to reach these companies? Verified emails and direct dials for all 33 financial services companies based in Irvine, United States. Start with a free account, no credit card.

Download this list →

Related lists

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.