This article showcases our top picks for the best Los Angeles based Finance companies. These startups and companies are taking a variety of approaches to innovating the Finance industry, but are all exceptional startups and companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Los Angeles Finance Companies
Data sourced from Crunchbase and SemRush.
Pipe
Crunchbase | Website | Twitter | Facebook | Linkedin
Pipe is the new way for SaaS companies to finance growth without equity dilution or venture debt.
The Kaplan Group
Crunchbase | Website | Twitter | Facebook | Linkedin
The Kaplan Group is a Los Angeles-based debt collection agency that specializes in large claims and commercial collections. For the last 25 years, they’ve put their extensive experience to work to craft a unique, personable approach to collections; they never use form letters, autodialers, or collection scripts, and instead, personalize their approach each time. This has resulted in an outstanding 85% success rate – and there’s never a cost to you unless they collect.
Albert
Crunchbase | Website | Twitter | Facebook | Linkedin
Albert is a financial service company that makes financial advice accessible and affordable. Albert Genius customers can chat directly with a financial expert about any money topic, build a personalized financial plan, and access the intelligent, automated investing of Portfolio by Genius for no additional cost.
The company’s free features include automatic savings, financial health monitoring, budgeting. and detailed spending reports, and Albert Instant, which offers customers a cash advance against their paycheck to help avoid overdrafts..
Sunbit
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Sunbit is a technology company that offers a solution in improving buying and selling experience for everyday purchases. It reduces the stress involved at the register by providing fast, fair, and transparent installment financing solutions to people across the credit spectrum.
Sunbit is available at retail locations in auto repair and services, veterinary care, eye care, dental and specialty health care service industries, and more. The company was founded in 2016 and is headquartered in Los Angeles, California..
RealtyMogul
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RealtyMogul is an online marketplace for real estate investing that connects investors who want to invest in real estate with institutional-quality real estate investments. Through the RealtyMogul platform that gives investors have the opportunity to invest in real estate opportunities online through a private, secure website.
Investors can browse investments, review due diligence materials, and sign legal documents securely online. Once invested, investors have access to an investor dashboard, giving them 24/7 access to watch how their money is working for them.
The company was founded in 2012 by Jilliene Helman and Justin Hughes and is based in Los Angeles, California.. .
Crowdfunder
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Crowdfunder is an equity crowdfunding platform connecting investors with early-stage entrepreneurs. It sources and funds high-growth ventures with a network of over 130,000 entrepreneurs and investors.
Crowdfunder and its VC Index Fund provide the opportunity for direct online investment into single ventures, as well as diversification into a broad VC-led portfolio (Index Fund) of early-stage startups backed by many of the world’s leading Venture Capital firms and private investors. Crowdfunder was founded in 2012 and is headquartered in Los Angeles, California..
Stackin’
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Stackin’ is the simplest entry point into finance with over one million subscribers and a mission to empower people to improve their financial lives via text message. Stackin’ provides the necessary tools & curated products for a younger generation of consumers to build healthy financial habits over time in a fun, entertaining, judgement-free relationship.
Powered by a custom messaging platform, data, machine learning and human touch, their personalized messages educate subscribers on how to save money, reduce debt and start investing.. .
FastPay
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FastPay is the definitive financial platform for digital media.
Annapurna Pictures
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Annapurna Pictures is a film production and finance company that allows filmmakers and artists create story-content of all genres.
Oaktree Capital Management
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Oaktree’s mission is to provide highly professional management with a primary emphasis on risk control in a limited number of sophisticated investment specialties. Oaktree specializes in less efficient markets and alternative investments, and has extensive experience, an enviable track record, broad product range and substantial assets under management.
They are dedicated to the achievement of consistent and superior performance without high risk. Their ultimate objective is investment success, the fruits of which are shared by Oaktree’s clients and personnel..
ChimpChange Mobile Banking
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WINNER of 2017 Pay Awards! 1. Best Mobile App.
2. Start-up of the Year, and 3.
Consumer Champion. ChimpChange is a mobile banking service available only in the US.
ChimpChange bank accounts provide customers with a more useful bank account than a traditional account provided by incumbent banks, without all the fees. The first benefit of ChimpChange is you can create an account within minutes, without visiting a branch.
We conduct full electronic KYC (Know Your Customer) checks as required by the US Patriot Act. After a customer passes through full KYC, we open an account.
The account is a bank account in their own name, with an Account Number and Routing Number, a debit MasterCard and their money is insured by the FDIC. You can direct deposit your pay into the account, link one of your other bank accounts to it (like your Chase or Citi account), deposit a check, or load cash into the account at any 7Eleven, Walmart, CVS, Kmart, Walgreens or RiteAid.
Spotter
Crunchbase | Website | Twitter | Facebook | Linkedin
Spotter provides a financial solution for independent content creators across digital platforms. It delivers a solution that allows creators to remain independent while receiving the capital they need to grow.
The company was founded in 2019 and is headquartered in Los Angeles, California.. .
AssetAvenue
Crunchbase | Website | Twitter | Facebook | Linkedin
AssetAvenue is a financial services company that offers an online lender for real estate investment properties. Its online platform and proprietary data models enable the company to deliver new benchmarks for transparency and flexibility.
The company provides borrowers and brokers with faster and more flexible funding solutions than traditional banks. AssetAvenue was established in 2013 and is headquartered in Los Angeles, California..
Skraps
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Skraps is a micro finance platform that allows individuals to invest their spare change in portfolios of cryptocurrencies.
BindHQ
Crunchbase | Website | Twitter | Facebook | Linkedin
BindHQ helps insurance professionals process sales, leverage knowledge from across their organization and manage their relationships via an intuitive web based interface. Our technology allows our customers to leverage the collective knowledge of their teams and public data sources to sell their insurance products more efficiently.
The cloud based platform allows users to access their system from any modern web browser and makes use of geo data, pattern recognition and data mining to help insurance agencies sell more to new and existing customers.. .
AidBanc
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AidBanc is a full-service banking platform designed for non-profits to manage global spending from a single corporate account.
Crowdsourcing.org
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Founded in 2010, Crowdsourcing.org is a neutral professional association dedicated solely to crowdsourcing and crowdfunding. As one of the most influential and credible authorities in the crowdsourcing space, Crowdsourcing.org is recognized worldwide for its intellectual capital, crowdsourcing and crowdfunding practice expertise and unbiased thought leadership.
Crowdsourcing.org’s mission is to serve as an invaluable source of information to analysts, researchers, journalists, investors, business owners, crowdsourcing experts and participants in crowdsourcing and crowdfunding platforms.. .
Wizely Finance
Crunchbase | Website | Twitter | Facebook | Linkedin
Wizely Finance is a white label web-based lending platform for the modern financial institution. Wizely Finance is exclusively designed to identify and offer institutions’ customers credit card debt consolidation loans.
Provide Wizely with an underwriting criteria and it takes care of the rest, from wallet share analysis, to marketing and loan origination, to directly paying off existing credit cards. The company’s customizable platform and all marketing materials are fully branded to match a website.
From one simple dashboard, Wizley Finance can control everything necessary to meet financial goals. It can manage loan terms, choose the type and amount of debt to consolidate, and desired savings levels.
The entire on-demand process takes less than seven minutes! Wizely Finance gives financial institutions the technology advantage to profitably penetrate the debt consolidation market and win. Institutions get the benefit of marketing and underwriting automation, increased wallet share, and greater loan revenue.
Wizely Finance does not need to integrate into core systems at any point in time.. .
Phoetech Group
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Phoetech Group is a Los Angeles-based company operating in stealth mode.
LendAmend
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LendAmend operates LendAmend.com, a web-based platform for professionals in the leveraged loan market.
FundAmerica Technologies
Crunchbase | Website | Twitter | Facebook | Linkedin
Technology & Compliance for the Crowdfunding Industry
Wealthstake
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Wealthstake is a world-class real estate asset manager focused on generating steady yield for investors, committed to building trust by offering transparency in the investment process and highest possible yields through successful real estate asset management. Wealthstake brings together a diversified group of seasoned real estate professionals from around the globe, with leading financial and information technology entrepreneurs to create a world-class, cutting edge real estate investment platform.
The team’s real estate experience encompasses the development, acquisition, disposition and operation of numerous real estate projects around the world, with a combined transactional value of $28 Billion. Additionally, the team’s technology experience includes building cutting edge financial technology platforms for the direct lending space..
Swan Bitcoin
Crunchbase | Website | Twitter | Facebook | Linkedin
Bitcoin Investing Made Easy. Buy automatically every week, month, or paycheck, starting with as little as $5.
Build Your Stack Timing the market is hard. Our weekly, paycheck, or monthly savings options steadily convert your dollars to Bitcoin savings.
We buy more when the price goes down and less when the price goes up. Over the last three years, saving $25 per week in Bitcoin turned $3,900 into $8,926.
Protect Your Wealth Dollars have lost 90% of their purchasing power since 1950 as politicians printed more of them. Bitcoin’s fixed supply makes it the best way to save your money.
How It Works A simple savings app that does all the work for you. 1) Link any major US bank account.
2) Buy Bitcoin weekly, monthly, or every paycheck. 3) Bitcoin automatically delivered to your wallet or stored for free with a secure licensed and regulated custodian.
Chippmunk
Crunchbase | Website | Twitter | Facebook | Linkedin
Chippmunk is a savings search engine that aggregates and ranks online coupons in popular shopping categories. Users can compare coupons and discover discounts from stores within their set budget.
Chippmunk was founded by Christian Levy, Samira Mahjoub Tapia, and Brian Nickerson and is based in Los Angeles, California.. .
Lurkin
Crunchbase | Website | Twitter | Facebook | Linkedin
Lurkin is a venture company. Our ventures range from technology startups, to motion pictures, & everything in between.
We understand growth, take manageable risks, and go against the grain. For us, there is no impossible.
Lurkin.com. .
StockShield
Crunchbase | Website | Twitter | Facebook | Linkedin
StockShield provides equity risk management services for ESOP participants. It offers employee stock ownership plan (ESOP) equity protection trust that provides protection against ESOP losses by pooling cash reserves from a diverse group of financially sound ESOP companies.
The company helps ESOP companies protect the value of employer stock in their ESOPs for the benefit of various ESOP participants. StockShield was founded in 2003 and is based in Los Angeles, California..
The Yucaipa Companies
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The Yucaipa Companies is a premier investment firm that has established a record of fostering economic value through the growth and responsible development of companies. Founded in 1986 by Ron Burkle, the firm has completed mergers and acquisitions valued at more than $30 billion.
As an investor, Yucaipa works with management to strategically reposition businesses and implement operational improvements, resulting in value creation for investors.. .
Tashe
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Tashe offers cryptocurrency and fiat money liquidation services.
CIM Group
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CIM is a community-focused real estate and infrastructure owner, operator, and lender. Since 1994, CIM has led more than $60 billion of projects in communities across the Americas on behalf of its own account and its partners, co-investors, and shareholders.
CIM’s broad in-house expertise includes decades of research, acquisition, credit analysis, development, finance, leasing, and asset management experience in urban real assets, net-lease assets, and other associated credit strategies. CIM’s disciplined approach and extensive in-house expertise create value in projects, which ultimately enhances communities.
It was founded in 1994 and is based in Los Angeles, California.. .
Evolution Media
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Evolution Media is a multi-stage investment company focusing on technology, content, lifestyle, media, and sports sectors
City National Bank
Crunchbase | Website | Twitter | Facebook | Linkedin
City National Bank offers a full complement of banking, trust and investment services.
CheckAlt
Crunchbase | Website | Twitter | Facebook | Linkedin
CheckAlt is a provider of software for payment and item processing. As a leading provider of Check 21 applications, CheckAlt provides financial institutions of all sizes, including regional, community and local banks, as well as credit unions, with consolidated item and payment processing solutions across all payment channels.
CheckAlt’s solutions include lockbox processing across 14 locations nationwide, consolidated item processing, omni-channel integrated treasury solutions, and remote deposit capture. Additionally, CheckAlt offers easy-to-integrate APIs for mobile and web developers that want to accept Check 21 payments..
Skyview Capital
Crunchbase | Website | Twitter | Facebook | Linkedin
Skyview Capital Ventures partners with entrepreneurs who are developing disruptive technologies. Skyview Capital Ventures invests in early stage businesses, where the team can leverage our industry experience.
Skyview Ventures is an internally managed pool of partners’ capital that will invest in high growth companies in Southern California. Focusing on Seed, Angel, A, B &C investment rounds, the new pool will target technology sectors in which Skyview Capital has relevant experience and relationships.
Areas of focus include: – Internet of Things (IOT), – Enterprise Software, – Digital Media, – Virtual Reality, – Telecom and Mobile Infrastructure, – Consumer Technology, – Biotech/Healthtech, and – FinTech.. .
Startup UCLA Accelerator
Crunchbase | Website | Twitter | Facebook | Linkedin
Startup UCLA Accelerator provides a workspace, guidance, legal services, and mentors to early-stage companies. The ten-week program exposes teams to top entrepreneurs, investors, and experts in web-related topics.
At the end of the program, companies get to pitch their strategies to a growing network of local entrepreneurs and investors. Startup UCLA Accelerator was founded in 2012..
Filter Foundry
Crunchbase | Website | Twitter | Facebook | Linkedin
FilterFoundry.com is the first Business-Social Marketplace Platform for creative professionals, companies, and brands worldwide, changing the way creative services and products are bought and sold online. FilterFoundry.com empowers the community to SHOWCASE, COLLABORATE, EDUCATE, HIRE and TRANSACT.
The creative career fields supported on Filter Foundry include: advertising, interactive design, film, gaming, television, animation, 3D, web, print, architecture, CAD/engineering, fine arts, photography, and traditional art. The Platform’s functionality makes it easy for a creative person or group to update their portfolios, market their talents, get paid work, allow for quick search to vital questions, learn techniques, hire talent, buy discounted digital products– all with a customized experience..
Houlihan Lokey
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Houlihan Lokey is a global investment bank that focuses on capital markets, financial restructuring, valuation, and strategic consulting. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, the Middle East, and the Asia-Pacific region.
It was founded in 1972 and headquartered in Los Angeles, California.. .
The TCW Group
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TCW is a global asset management firm with more than four decades of investment experience and a broad range of products across fixed income, equities, emerging markets and alternative investments. Through the TCW, MetWest, and TCW Alternative Fund Families, TCW manages one of the largest mutual fund complexes in the U.S.
TCW’s clients include many of the world’s largest corporate and public pension plans, financial institutions, endowments and foundations, as well as financial advisors and high net worth individuals. TCW is headquartered in Los Angeles, and has offices in New York, Boston, Chicago, London, Hong Kong, and Tokyo..
JumpTime
Crunchbase | Website | Twitter | Facebook | Linkedin
JumpTime offers a comprehensive business optimization platform for media companies and marketers. JumpTime tools, such as Traffic Valuator put actionable data directly into the hands of product owners, audience development teams and editors.
At the core of JumpTime;s products are sophisticated proprietary algorithms that calculate the exact value of a website’s content in real time. Using this data, JumpTime has built a suite of applications designed to help business’s better understand the actual dollar value of their content.
With this information, ROI -driven decisions can be effectivly made including: * What is the ROI of my traffic-acquisition campaign? * What design choices help me reach my business goals? * What content delivers the most value for the company? * How should I allocate my company’s resources? Founded as a professional services firm, JumpTime began by offering strategic engagement and traffic optimization consulting to some of the largest and most influential media companies. The idea to develop a platform emerged as their founders (who have real-world experience managing and growing online audience engagement for companies like MTV, Nickelodeon, Virgin Interactive, Unilever and Yahoo!) realized they could best use their insights by turning their tools over to their clients.
Their clients could then apply these insights to their daily operations. Jumptime’s technology draws from the fields of econometrics, data mining, machine learning and financial engineering.
Their team includes leading academics, engineers and media experts.. .
Clocktower Group
Crunchbase | Website | Twitter | Facebook | Linkedin
A full-service asset management, investment advisory, and consulting firm focused on global macro and commodity hedge fund strategies.
SFE Investment Counsel
Crunchbase | Website | Twitter | Facebook | Linkedin
SFE Investment Counsel provides investment management advice to clients.
AdvicePeriod
Crunchbase | Website | Twitter | Facebook | Linkedin
AdvicePeriod is an SEC-registered investment advisor dedicated to focusing clients on the important decisions necessary to manage their wealth. By combining actionable planning advice with objective investment guidance, they strive to enable clients to achieve their financial goals and shape their legacy for generations to come.
This is how wealth management is going to evolve. This is AdvicePeriod..
Ares Capital Corporation
Crunchbase | Website | Twitter | Facebook | Linkedin
Ares Capital Corporation is a finance company that caters to private middle-market companies with debt capital. Ares Capital Corporation focuses on corporate, and project and venture finance.
And its investments includes revolver, first and second lien, stretch senior, unitranche, subordinated debt, private and public high yield, and non-control equity. Ares Capital Corporation was founded in 2004 and is headquartered in New York.
And they have offices in the United States, Europe, and Asia.. .
Earz
Crunchbase | Website | Twitter | Facebook | Linkedin
Earz is a Social marketing platform for Independent artists and labels that allows them to publish their music and related content to a variety of Social channels such as Facebook, Twitter and Google+. It incorporates a number of drivers that are designed to motivate the audience to buy music in return for value that goes beyond access to the music.
They call it Incentivised Crowd Distribution (ICD).. .
Miracle Mile Advisors
Crunchbase | Website | Twitter | Facebook | Linkedin
Miracle Mile Advisors is a financial services company located in Los Angeles.
NeighborGoods
Crunchbase | Website | Twitter | Facebook | Linkedin
NeighborGoods is a service to allow you to share physical items with other people in your area. There is a directory of stuff being shared, as well as the ability to create a wishlist for things you want.
Sharing is as easy as clicking a button, filling out a pick-up and drop-off time, and sending it to the item owner to approve.. .
Currency Capital
Crunchbase | Website | Twitter | Facebook | Linkedin
On the heels of the Great Recession, businesses around the country found themselves left behind. Commercial banks just weren’t lending, and when they were, the delays between application and funding were far too long.
So a group of financial experts, along with a few tech wizards, decided to take action. We engineered a technology that streamlined both approval and funding by getting a more complete financial picture at the beginning of the application process.
The result was Currency, and since then we’ve helped support businesses with over $500 million in loans.. .
Scratchpay
Crunchbase | Website | Twitter | Facebook | Linkedin
Scratchpay is a simple payment app and plan for medical financing. Its goal is to get more pet parents the care they needed using fair, affordable, and transparent payment plans.
Founded in 2016 by Caleb Morse and John Keatley, Scratchpay is headquartered in Los Angeles, California.. .
SocialEngine
Crunchbase | Website | Twitter | Facebook | Linkedin
SocialEngine is a platform that helps people and brands build vibrant online communities. Thousands of social websites are powered by the SocialEngine platform, and millions of end-users enjoy these sites every day.
Customers include Shell, MasterCard, Apple, Kaplan University, SurfAir, Electronic Arts, Startup Revolution, and thousands of local organizations and affinity groups. SocialEngine PHP is a self-hosted platform that gives community builders full source code access and unlimited freedom to create their own custom social experiences.
Hundreds of third-party developers have created and sell thousands of their own addons for the platform. SocialEngine PHP is sold on a per-license basis.
SocialEngine Cloud is a SaaS platform that makes it incredibly easy to create a social website with no hosting, installation, or programming experience needed. Based in Los Angeles, SocialEngine is a TechStars Boulder 2011 company..
HCR Wealth Advisors
Crunchbase | Website | Twitter | Facebook | Linkedin
At HCR Wealth Advisors, we understand the magnitude of life’s biggest moments. No matter where a client might be in their financial journey, or what life decision they are making, we are here to guide them and stand by their side in challenging times and times of prosperity.
Our clients trust and rely on us for personalized service and to make critical decisions for them and their financial well-being. We feel it is our duty and privilege to educate and empower our clients, and to provide confidence and financial understanding.
We believe in doing what is right for every individual we serve so we work to build deep connections with our clients and work with them to overcome challenges that may be standing in the way of their ideal financial outcome. Exceptional client service is at the heart of who we are.
We pride ourselves on providing comprehensive financial advice, developing and refining investment strategies, and ensuring our clients are organized and on track to meet their goals. HCR is not your average financial advisor and we refuse to be influenced by any consideration beyond the needs of our clients and their families.
To maintain objectivity and integrity, we follow four important, self-imposed rules: 1) We do not accept commissions from mutual fund companies or money managers and 2) We do provide proprietary strategies, but we do not employ the use of proprietary products 3) We use an advisory model that allows our guidance to be totally agnostic 4) All of our clients’ accounts reside at SIPC-insured institutions We take a holistic advisory approach by factoring in specific lifestyle and personal considerations to map out a client’s financial life so they can reach those goals as simply and painlessly as possible. Our clients trust us to make critical decisions and provide unmatched personalized service to each and every one of them.
At HCR Wealth Advisors, we do just that.. .
Wave Financial Group
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Wave Financial Group offers early-stage investment and treasury management to further the growth of the digital asset ecosystem.
Truzip
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Truzip differentiates itself from other real estate websites by giving users the “best deals” within their search. In any city, good deals sell faster than others.
Truzip alerts the homebuyer to these deals, so they don’t miss out.. .
Avalon Auto Protection
Crunchbase | Website | Twitter | Facebook | Linkedin
Avalon Auto Protection is a provider of auto service warranty contract marketing. It is pleased to present an auto service warranty contract marketing company that will utilize a large call center based in Los Angeles to call both outbound and inbound to solicit used vehicle owners whose service contract will shortly expire.
The scope of this business will be to further expand the call center and sell more warranty contracts utilizing its own proprietary marketing CRM system that they developed that utilizes current technology which markets from multiple platforms in an extremely robust manner targeting the client with email auto-responders along with social media marketing and other current targeted marketing. The company’s primary function of interest is to offer extended warranty contracts from our roster of A-rated service contract providers.
Clients can either pay in full at the time of the contact or they can finance their payments over a term of one to three years. Its marketing strategy will be to initiate a new technology that has proven to be very successful in the auto warranty arena called agent-assisted automation.
This patented technology is specifically designed to mask foreign agents so they can prospect for sales leads without any productivity loss. It is no secret that prospects do not like to hear sales pitches delivered by a foreigner.
When lead generation is performed with an international accent, there is an 80% conversion loss that negates the benefit of using cheap offshore labor. This software allows its agents to convert prospects into potential sales while giving its clients the benefit of inexpensive opener labor..
Air Lease Corporation
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Air Lease Corporation is an aircraft leasing company engaged in purchasing commercial aircraft and leasing them to its airline customers. The company provides solutions to a global client base, offering a wide selection of the most modern and in-demand narrow body and wide body aircrafts including 400 Boeings, airbuses, Embraers and ATR aircrafts, all of which are worth more than $30 billion.
In 2011, Air Lease went public on the New York Stock Exchange, raising approximately $965.6 million.. .
OneUnited Bank
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OneUnited Bank is proud to be the first Black internet bank and the largest Black owned bank in the country, with offices in Los Angeles, Boston and Miami. OneUnited Bank believes in serving the needs of urban communities that today, are more diverse then at any time in history.
Their community development lending has enabled them to be awarded the highest Bank Enterprise Award by the U.S. Department of Treasury ten times! OneUnited Bank is also a designated Community Development Financial Institution (CDFI).
It is OneUnited Banks’s mission to invest in people and technology to offer better services to unite urban communities across America and build wealth. In 2006 OneUnited Bank introduced its first internet branch to attract customers nationwide who support its mission.
OneUnited Bank offers many financial services including: personal banking, business accounts, free online banking, mortgages, loans, secured credit cards and credit rebuilding services. Visit OneUnited Bank to learn more about their mission and everything they can do for you and your community..
KopenTech
Crunchbase | Website | Twitter | Facebook | Linkedin
KopenTech is a fintech company that creates innovative solutions for the structured products market. Our mission is to deliver technologies that simplify structured product investing and generate meaningful improvements to the daily work lives of our subscribers.
We’re product-focused company with deep industry expertise in structured products, software design and financial technology.. .
Startup Heroes
Crunchbase | Website | Twitter | Facebook | Linkedin
Startup Heroes is a platform for early adopters to discover start ups that are making an impact. Users choose a genre that they are interested in.
From there, they can browse cool start ups within that genre. They can support a start up by voting it up, leaving feedback or sharing.
Otherwise, they can move on and a random start up will be generated for them to check out. On the other hand, start ups can showcase their ideas on Startup Heroes.
To generate traction, start ups can offer promo codes to give users incentive to purchase their products.. .
Punch Financial
Crunchbase | Website | Twitter | Facebook | Linkedin
Punch Financial is a full-service bookkeeping and CFO services firm. We specialize in bookkeeping, finance, and CFO services for tech startups and high-growth companies.
Our focus is to help companies grow to the next level by becoming a strategic partner with our clients. Our clients are in the tech, entertainment, hospitality, and convergent media industries.
At Punch, we are known to invest alongside our clients, partners and in startups with great teams and products. Please reach out to us to discuss what you are working on!.
Poindexter
Crunchbase | Website | Twitter | Facebook | Linkedin
An Automated Financial Projection Software Built for Innovators
Argon Holdings
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Argon Holdings is a private global investment firm which originates, structures and acts as lead equity investor in management-led buyouts, strategic minority equity investments, equity private placements, consolidations and build-ups, and growth capital financings. With an integrated global presence, in-depth industry knowledge, processes for improving and growing businesses, and a strong culture committed to teamwork, Argon Holdings drives value for both our investors and portfolio companies.
Argon continues to establish new strategies that leverage the power of intellectual capital in our private equity business. Presently, our areas of investment focus are concentrated on the Oil & Gas, and Defense and Government Services sectors..
Financial Wise
Crunchbase | Website | Twitter | Facebook | Linkedin
Insurance Protection The most important part of preparing for the future is protecting it. Help clients prepare for uncertainty, as they may live too long, die too soon, or become disabled.
They need products that can help them protect the life they’ve built. Retirement Strategies A key to any financial strategy is preparing for retirement.
You’ll be able to offer people a variety of options to help them prepare for their leisure years. Business Solutions Small business owners need financial and insurance solutions for themselves and their employees, and they need to ensure the future security of their business.
As a licensed financial professional, you can offer a variety of products and services to help them meet these needs. Legacy Strategies Without a personal legacy plan, the value of someone’s estate can be eroded by taxes, and the disposition of their assets may not be what they intended.
Families need to be aware of this risk. They need a financial professional who can work with their attorney and tax professional in funding legacy strategies that can include life insurance products.
Long-Term Care Insurance A plan to cover long-term care expenses is often overlooked but can be a key component of a solid financial foundation. Although the need for long-term care may be far into the future for many people, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.
Capitect
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Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design. Going above and beyond simple model portfolios, Capitect enables advisors to deliver personalized portfolios unique to each client’s circumstances, goals and objectives using the advisor’s own investment strategies.
Capitect’s complete solution includes mobile-friendly client portal and reporting, portfolio construction tools that allow for infinite drill down and customization, and ongoing rebalancing technology and services. Embraced by leading advisors and integrated with the industry’s leading custodians and technology applications, Capitect’s sophisticated technology is disrupting traditional portfolio management approaches.
To learn more, visit us at www.capitect.com.. .
Oaktree Acquisition Corp
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Oaktree Acquisition Corp is a blank check company formed to effect a merger, capital stock exchange, asset acquisition, stock purchase.
Lisa Loguidice
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Direct Search Alliance – Specialized Financial Executive Search Firm
MoneyQuest Corp
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A Largest National Debt Collection Agency in USA
iBorrow
Crunchbase | Website | Twitter | Facebook | Linkedin
iBorrow is a nationwide lender that provides non-recourse bridge loans on all commercial real estate property types to borrowers who are looking for a fast, flexible, and reliable financing option. It offers individually structured bridge lending solutions for borrowers of all commercial property types from $2 – $30 million, across the United States.
The company was founded in 2013 and is headquartered in Los Angeles, California.. .
Trial Funder Inc.
Crunchbase | Website | Twitter | Facebook | Linkedin
TrialFunder.com provides a crowdfunding platform for investment in plaintiff litigation. This is something that is possible for the first time in history because of a recent change in laws.
By adding large investments of capital which are spent on legal costs, Trial Funder cases are much more likely to settle, and for a lot more money, because of the added aggressiveness in the litigation as well as the power of public exposure caused by the case and its particulars being listed on the website.. .
Parkview Financial
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Parkview Financial was founded in 2009 by CEO Paul Rahimian. Based in Los Angeles, the direct private lender provides short-term bridge and construction loans secured by first trust deeds to developers throughout the United States.
Parkview manages a debt fund that originates approximately $400 million in construction financing each year with loans ranging in size from $3 million up to $100 million. Parkview’s excellent reputation as a private lender has been built on its ability to provide fast, creative financing solutions for borrowers who need more leverage and certainty of execution.
Parkview originates loans for property types including Multifamily, Industrial, Office, Retail, Mixed-use, Spec Homes and Entitled land. To learn more about our bridge and construction loan program, please visit our website www.parkviewloan.com..
Amnesty.com
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A platform designed to help solve the growing individual debt crisis by bringing consumers and creditors together to make a deal.
Equilibrium
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A web platform where users can create their avatars and become their personal investment advisors.
Los Angeles Stock Exchange
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ALTERNATIVE TRADING FORUM
Direct Lending Investments
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Direct Lending Investments is a SEC registered investment advisor with a primary focus on financing specialty finance companies. Our portfolios seek to generate current income through opportunistic investments, typically extending $50-$200 million asset-backed credit facilities to specialty finance firms and to other small and medium sized businesses.
We help to fill the current financing gap created by the long-term decline in lending by traditional banks to small & medium sized businesses and to various related asset classes. The firm invests directly or indirectly in short-term loans, lines of credit, receivables, real estate loans, and other debt obligations.
Our intent is to deliver these compelling, income-producing investment opportunities to our investors.. .
The Helvetica Group
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The Helvetica Group providing innovative private lending, distressed asset acquisitions, brokerage, investment management.
Speed Ventures
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Speed Ventures is now one of the largest recreational motorsports organizations in the U.S. Over the past 10 years, Speed Ventures has introduced thousands of drivers to the sport of road-racing hosting events all year round on the best race tracks in California, Nevada, and now Texas with their inaugural visit to Circuit of The Americas.
Speed Ventures hosts practice and test days, instruction for beginners, time trial competitions, and wheel-to-wheel racing. Speed Ventures also hosts corporate and media events and sanctions motorsports events for third-party road-racing organizations..
Nvestly
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Nvestly enables users to see what their friends are investing in. Share real trades, compare returns with friends, and see what top investors are holding.
All information on Nvestly is in percentage terms, so nobody will ever see how much money is being invested. Nvestly uses Intuit technology to securely sync with each brokerage using bank-level security.
All important data is protected with 256-bit level encryption. That’s the same level of encryption complexity required of most large global financial institutions.
All investment information on Nvestly is real and verified. As of May 15, 2014, Nvestly supports TD Ameritrade, Fidelity, Charles Schwab, E*TRADE, and Scottrade.
Nvestly was founded by a team of former asset management professionals, designers, and technologists to empower people to become better investors. They are based in Los Angeles and are committed to bringing institutional investment best practices and simple, intuitive design to investors, regardless of portfolio size.
Their mission is to empower people to become better investors through powerful technology and simple design. Investing today is daunting, overwhelming, and oftentimes lonely.
TrueUp
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Gamified recruiting and training platform for accounting, finance, tax, and audit
GBC International Bank
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GBC International Bank is a bank that provides finance and banking services.
Tradagon
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Tradagon is a fintech company that has created a bleeding edge trading technology based on crowd behavior.
BenchmarkCFO
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BenchmarkCFO offers cloudbased CFO services for the next generation of growing businesses. The company is committed in making the best software for business financial goal identification and attainment by providing exceptional value through virtual CFO services.
BenchmarkCFO was founded on 2017 and is headquartered in Los Angeles, California.. .
Paypadz
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We are a fintech company providing rent protection to renters in case they can’t pay their rent due to unforeseen circumstance. This helps put an end to late fees, eviction notices, and overdraft fees reducing stress.
Our motto is “Rent Protection For All.”. .
PACDOCSIGN
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PACDOCSIGN provides loan document signing service.
Munee, Inc
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Munee is a secure digital wallet and payment platform that uses QR code technology instead of emails and phone numbers to easily send/receive money, shop and donate. The team at Munee imagines a world where paying for things is easy and safe.
We offer lower transaction rates, instant deposits to vendors and easy payments without needing emails, phone numbers, or credit cards at point of sale. Additionally, businesses and retailers need no additional hardware to start accepting payment from customers.
With the current state of security and payments, consumers are becoming more conscious about how and where they use and store their credit card information. Nearly every online retailer requires a customer to save their payment details on the same platform used for purchasing.
This creates a security risk in and of itself. Even Apple Pay and NFC payments can be compromised because the data is sent to and from the user’s device.
With Munee, we’re providing an alternative way to pay for things–a secure digital wallet. By separating the consumer’s payment method from the retailers and online platforms, the consumer is given more security and control.
Using QR codes and Stripe as our processor, customers store their cards in the app (actually it’s a reference to the card) and can immediately start using it to checkout at verified Munee merchants both online and offline. By simply scanning QR codes to checkout, Munee not only creates a safer method of payment but it’s much faster than any other payment platform available.
Stephen Perl
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In 1985, 1st PMF Bancorp was founded as a family run lender providing factoring, but as our clients’ businesses expanded globally, PMF Bancorp expanded its services to provide credit and financing support for our clients domestic as well as international business needs. Now, PMF Bancorp serves as one of the leading U.S.
private commercial lenders and has developed a unique expertise in supporting our clients growth in their short-term lending. PMF not only specializes in providing domestic factoring for our clients, but also provides trade financing for our clients’ import/export needs with specialties in trade between the U.S.
and China. PMF Bancorp provides a Supply Chain Solution to increase our clients sales and to provide them with Sourcing Solutions .
PMF provides its clients with credit reporting, monitoring, and even insurance coverage on its invoices. Because of PMF’s international presence throughout Asia and our European based office in London, we are able to support our clients’ financial and credit needs for short term capital, trade financing and credit information globally.
After three decades, our bank is still family owned and stronger than ever. Where other banks say No, we say Yes! Our experienced team of professionals is spread globally and shares one goal: Our clients’ success..
Covert & Co.
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Covert & Co. is a next-generation investment bank providing premium M&A and financing services to Internet, media and technology companies.
We bring 20 years of experience with over 100 transactions totaling more than $5 billion. M&A Transactions include: SRS Labs – DTS, NewsCorp/IGN – Hearst/UGO, Aeria Games/Gamepot, Club Penguin – Disney, MySpace – NewsCorp, Musicmatch – Yahoo, DailyCandy – Comcast, Neven Vision- Google, Grouper(Crackle) – Sony, Lexico – IAC, ifilm – Viacom, Rent.com- Ebay, SocialShield – Avira, Mobile Messenger – Silverlake, WRQSoftware – Francisco Partners, CoCreate Software- HBK, SignStorey – CBS, GERS (Escalate) Software – Golden Gate Capital, Pilot Software – SAP, Element5- DigitalRiver, IQNavigator – GTCR, eLabor – ADP, Schematic – WPP, Marc Global – Red Prairie, Talisma – nGenera, MetaReward – Experian, LogicLibrary – SOASoftware, SearchRev – AKQA, UGO – Hearst, SRD – IBM, SyncCast – Thomson, Unicru – Kronos, Trymedia – Macrovision, Jobs.com – Monster.com, Peace Software – First Data, Cast & Crew – Abry Partners, XDrive – AOL, Autobase – Dominion, 1GlobalPlace – Verisign, Dairyland Healthcare – Francisco Partners, Consumer Info – Experian, GoApply – Fidelity, IT Toolbox – CEB, Procuri – Ariba, ZMD – Simtek, AdvancedMD – Francisco Partners, XtreamLok – Symantec, PayerPath – Misys, Quote.com – InteractiveData, RelayHealth – McKesson, Eteamz – Active.com, SocialShield – Avira, Fastpoint Games – WePlay Equity Financing Transactions include: Meebo, Realtime Worlds, Move Networks, Wild Tangent, Patersons Payroll, Visible World, KickApps, Legalzoom, Vantage Media, Reactrix, Vuze, Market Share Partners, Jones Trading, Specific Media, Channel Intelligence, PC Tools.
Quick Cash Funding, LLC
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Quick Cash Funding offers fast and easily secured auto title loans to those who need it most.
Together CFO
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Los Angeles Metropolitan Area 500+ connections Contact info Together CFO
Howard Capital Management
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Howard Capital Management is a fee-based financial services company.
AlphaGenius
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AlphaGenius is a technology and investment company that collects and analyzes data from the social Internet for the purpose of building investment models. There are two key parts to the AlphaGenius technology.
First, the system crawls the Internet to collect and curate social web data from sources like Twitter, Facebook, news, blogs, and forums. That data is then combined with traditional economic indicators.
Second, it runs millions of relationships through a proprietary cloud-based econometrics machine learning system that produces hundreds of investment models. AlphaGenius has investment models for hundreds of stocks, bonds, currencies, and ETFs..
Capital Guardian Trust Company
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Capital Guardian is a boutique wealth management firm with offices strategically located throughout the United States.
Derivatas
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Valuations for venture capital funds and for venture/angel funded companies
OnGreen
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OnGreen is a California-based online social media platform helping green startups raise capital and connect with investors.
EB5 United
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EB5 United is a financial service company that specializes in providing capital to real estate developments through investor programs. They combine this expertise with immigration professionals to guide them and their family through every step of the green card process.
The company employs a proven job creation methodology, institutional-grade real estate projects with nationally recognized development partners and operators, and active partnerships with best-in-case immigration attorneys. EB5 United is based in Los Angeles, California with offices in New York, Oregon, Delhi, Brazil, St.
Petersburg, Beijing, and Taipei.. .
Photography BlogSites
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PhotographyBlogSites provides All-in-One WordPress based websites for professional photographers. The websites available at PhotographyBlogSites are fully hosted and managed in a Platform as a Service model.
They are affordable portfolio websites and a blog, all within the same system, the same login. PhotographyBlogSites also provides WordPress plugins that are freely available in the WordPress.org repository, free for anyone to use..
ProvenProspects, Inc.
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Follow the money with ProvenProspects! See the proven buying and financing behavior of the businesses in your territory. ProvenProspects™ unique database can tell you the type of equipment prospects are using down to model and serial number, how old those productive assets are, and which ones will most likely be replaced.
We take pride in being the only company to offer full analysis and search capabilities for collateral equipment descriptions found in UCC filings. The Data-As-A-Service platform also shows which companies in your market have just received business financing, the companies that are cash-ready to buy your products and services now.
ABOUT PROVENPROSPECTS Our mission is to maximize economic growth and market efficiency by organizing and analyzing America’s major business transactions. Products: Our data tears down the walls that prevent companies from knowing the business prospects that matter most.
In a world with ProvenProspects, businesses use the best technology at the best time and place. Instead of just surviving, businesses thrive, and businesses that are growing, grow even faster.
ProvenProspects™ provides B2B sales & marketing professionals with the largest collection of UCC equipment & finance buyer data, best utilized for B2B lead generation. The data provides sales & marketing lists of business prospects that have the highest propensity to need your products and services now.
Core Values: Our company is committed to the highest level of customer satisfaction. We strive to continually improve our platform and grow the number and quality of prospects we provide to our end users.
Archetype Partners
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Early Stage Investment Incubator Accel
The Resmark Companies
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The Resmark Companies provides real estate investment advisory services to homebuilders and land developers.
Driftwood Investments
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Driftwood Investments is a private equity and venture capital firm.
Manufacturers Bank
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Manufacturers Bank is a banking company for deposit and lending service located in Los Angeles.
Empyrean Capital Partners
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Empyrean Capital Partners provides financial planning and investment advisory services.
Oaktree Strategic ome
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Oaktree Strategic Income Corp is a finance company dedicated to providing customized capital solutions to middle-market companies.
Treveri Capital
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The financial architects at Treveri Capital believe wealth management is created beyond a vacuum. Wealth is the result of vision.
The vision to see the future and create it. Treveri Capital sees the power of tomorrows technology through the fluid cosmos of today.
Offering almost 20 years of experience in financial innovation, Treveri Capital invests with confidence in traditional and alternative assets. Expert navigators, Treveri Capital is a driving force in the universe of alternative assets.
Treveri Capital is progressive asset management. Services include wealth accumulation, executive liquidity, portfolio optimization, and alternative assets..
This article was written by David Friedmman from Welp Magazine. The editor for this article was Tess Page. If your company is featured in this article and you want to have amendments made please contact us on: Admin@welpmagazine.com.
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