Company lists · Data refreshed September 2026

Top 25 Fintech investment companies based in San Diego, United States

RevenueBase identified 55 fintech investment companies headquartered in San Diego, United States as of September 2026 and tracks 15,693 professional contacts across them, including 8,953 with verified work emails. Across the United States, New York is the largest hub for this category (561 companies); San Diego has 55.

This list covers fintech investment companies headquartered in San Diego, 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
55Companies
15,693Contacts tracked
8,953Verified emails
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The 25 largest fintech investment companies based in San Diego, United States

Ranked by team size
Top 25 of 55 fintech investment companies based in San Diego, 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
1Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20265,001-10,00013,475 contacts →

Indirect evidence

“LPL Financial Holdings Inc.(Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261,001-5,0001,482 contacts →

Indirect evidence

“About Axos Born digital in Axos Bank (NYSE: AX) is a financial institution that believes money should work smarter for individuals, businesses, and institutions.”

Source: RevenueBase Database · checked Sep 28, 2026
3Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 2026201-500393 contacts →

Indirect evidence

“At WestPac Wealth Partners, we take pride in delivering cutting-edge strategies.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5064 contacts →

Indirect evidence

“Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your…”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202651-20060 contacts →

Partial evidence

“Founded in 1985, Dunham began with an uncommon idea, that client fees should, in some way, be tied to the performance of their investments.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5020 contacts →

Indirect evidence

“At Praxis Solutions, the future of wealth management isn’t imagined; it’s engineered.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5018 contacts →

Indirect evidence

“Counterpoint Funds is a systematic, defensive and research driven mutual fund and ETF provider managing over $3 billion in assets as of September 2025.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-5016 contacts →

Indirect evidence

“We have over 35 years of experience providing asset management and educational resources, helping our investors to build, maintain, and preserve their wealth.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-109 contacts →

Partial evidence

“Providing access to professionals with proven investment success, best-in-class technology and a full complement of financial services to help you achieve your goals.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

“Your future begins with a plan.”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-107 contacts →

Partial evidence

“Alethea Capital Management, LLC is an investment management firm operating in both public markets and venture capital.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-506 contacts →

Partial evidence

“Nicholas Investment Partners.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-506 contacts →

Partial evidence

“Since 1984, LM Advisors has been an independent financial services firm offering investment advisory services to individuals and families.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“At Wilsey Asset Management, our main goal is to help educate our clients through the difficulties in the financial world.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-105 contacts →

Indirect evidence

“We invest in, and help, extraordinary people build better wealth performance platforms.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Financial success doesn’t happen by chance.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“We are a technology focused, values driven, independent, full service financial planning and wealth management firm.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“SRS Wealth Management is an investment firm that has been serving Southern California for over 25 years.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“At Zenith, we understand that each household is unique, and we strive to fully understand each client’s objectives, goals and passions to create tailored financial plans and…”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“Our focus is on financial empowerment and serving the underserved.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“Financial Planning and Investment Management Firm with Offices in San Diego and Ladera Ranch”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 202611-502 contacts →

Partial evidence

“OMYEN is a personal financial planning and investment management technology company that is changing the way people understand and manage their finances directly or through their…”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“At the core of our firm's philosophy is the belief that achieving lasting financial prosperity, such as financial independence, is built on the consistent execution of mindful…”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Indirect evidence

“Our mission at ProNova Wealth Management is to empower individuals and businesses to simplify their financial lives, protect their assets, and achieve sustainable growth.”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceSan Diego, CA, United StatesHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“Our approach is to understand our client's individual needs and to gain insight into the strategic investment challenges they face, in order to provide specific opportunities…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 55 fintech investment companies based in San Diego, United States

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Fintech investment companies based in San Diego, United States at a glance

As of Sep 28, 2026
57.1%Verified-email coverage
285.3Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
36
11-50
13
51-200
3
201-500
1
1,001-5,000
1
5,001-10,000
1

Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 55 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 San Diego, 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 San Diego 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, 8,953 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 San Diego, United States?

RevenueBase identified 55 fintech investment companies headquartered in San Diego, 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?

LPL Financial, headquartered in San Diego, 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). San Diego has 55.

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 8,953 verified decision-maker contacts tracked across these 55 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.