Company lists · Data refreshed September 2026

Top 16 Fintech investment companies based in Newport Beach, United States

RevenueBase identified 27 fintech investment companies headquartered in Newport Beach, United States as of September 2026 and tracks 230 professional contacts across them, including 95 with verified work emails. Across the United States, New York is the largest hub for this category (561 companies); Newport Beach has 27.

This list covers fintech investment companies headquartered in Newport Beach, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 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 28, 2026 86% judged on-target in blind review
27Companies
230Contacts tracked
95Verified emails
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The 16 largest fintech investment companies based in Newport Beach, United States

Ranked by team size
Top 16 of 27 fintech investment companies based in Newport Beach, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to fintech investment 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
1Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 202651-200134 contacts →

Partial evidence

“Research Affiliates is a globally recognized investment advisor.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-1011 contacts →

Indirect evidence

“Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 202611-509 contacts →

Indirect evidence

“Wing (SEC-RIA) is building financial superintelligence to deliver personalized financial planning and advice at population scale.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“Today's financial seas can be rough.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Rooted in Discipline.”

Source: RevenueBase Database · checked Sep 28, 2026
7Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 202611-506 contacts →

Partial evidence

“Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.”

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“Prattes Wealth Partners (PWP) was founded in Orange County, CA, as an independent investment management company.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“At ICON, we are committed to building enduring and mutually beneficial relationships with our clients by providing them with custom, flexible, and creative solutions designed to…”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Traditional financial planners often come with high fees and are reserved for those with significant assets.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Investment Management”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“Financial Planning and Investment Management Firm”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Established on a foundation of integrity, trust and transparency, we strive to provide you with everything you need to realize your financial aspirations.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“We provide investment solutions to institutions, family offices and high net worth individuals.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceNewport Beach, CA, United StatesHQ checked Sep 28, 20261-101 contacts →

Indirect evidence

“Regents Park Funds LLC is an ETF manager based out of Newport Beach, California, United States.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 16 of 27 fintech investment companies based in Newport Beach, United States

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Fintech investment companies based in Newport Beach, United States at a glance

As of Sep 28, 2026
41.3%Verified-email coverage
8.5Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
4
51-200
3

Email recency for this list is measured across the whole United States list rather than for Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 27 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 fintech investment 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 Newport Beach, United States whose own description of what they do matches “fintech investment 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 fintech investment 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 fintech investment companies, and records with no verified work email. Companies headquartered outside Newport Beach 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, 95 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 28, 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

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its 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 the category the list is about. Each row is rated strong evidence when the company's own description names fintech investment companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many fintech investment companies are there based in Newport Beach, United States?

RevenueBase identified 27 fintech investment companies headquartered in Newport Beach, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Research Affiliates, headquartered in Newport Beach, tops this list with the largest team on record.

Which city in the United States has the most fintech investment companies?

New York leads the United States with 561 headquartered companies, followed by San Francisco (156) and Chicago (109). Newport Beach has 27.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 95 verified decision-maker contacts tracked across these 27 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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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.