FundedIQ

Recently Funded Financial Services Startups in Irvine

Updated Aug 2026

FundedIQ holds 10 funded Financial Services startups in Irvine and keeps their funding rounds, amounts, investors, industries, locations and company details up to date. This page provides an overview of the Financial Services startup funding landscape in Irvine, along with the 10 most recently funded Financial Services startups in Irvine.

Financial Services startups in Irvine closed 8 funding rounds over the last 24 months, 4 of them in the last 12 months, and raised $859M in disclosed capital. The median disclosed round is $25M, with the middle half of rounds falling between $14M and $49M.

Financial Services firms in Irvine lean toward mid-sized operations with a heavy presence of larger corporate structures. These companies often operate without a defined funding stage. Such a profile indicates established entities with significant payrolls, making them prime targets for enterprise software and high-ticket professional services.

Financial Services funded startup statistics in Irvine

Funded Financial Services startups in Irvine
10
tracked in the database
Funding rounds, last 12 months
4
8 over 24 months
Disclosed capital raised, 24 months
$859M
7 of 8 rounds disclosed an amount
Median round size
$25M
middle half $14M to $49M

Most recent funding round on record: Jun 2026.

10 most recently funded Financial Services startups in Irvine

10 shown

Ordered by the date of the latest funding round. Each row gives the company, its location and industry, what it does, the stage and date of that round, and the disclosed amount.

T
Irvine, United States · Financial Services
The Bascom Group is a private equity firm specializing in value-added multifamily, commercial, and…
Series Unknown ·
$52M
A
Irvine, United States · Financial Services
American Health Properties provides and offers financial support and assistance on buildings. It focuses on…
Series Unknown ·
$706M
P
Pendulum Property Partners
Irvine, United States · Financial Services
Pendulum Property Partners is a real estate firm that offers acquisitions, real estate development, asset,…
Series Unknown ·
Undisclosed
T
Irvine, United States · Financial Services
Talonvest provides mortgage brokerage services for senior debt, mezzanine loans, preferred equity, and joint…
Series Unknown ·
$45M
A
Irvine, United States · Financial Services
ATIF is a firm that offers financial advisory to small and medium-sized businesses in Asia. Its main services…
Series Unknown ·
$2.5M
P
Irvine, United States · Financial Services
PatientFi is a financial service company that helps patients to access current health, beauty, and wellness…
Series Unknown ·
Undisclosed
A
Irvine, United States · Financial Services
Alternativ is a specialized financial company that offers wealth advisory services, specifically…
Series Unknown ·
$41M
T
Irvine, United States · Financial Services
The Change Company empowers homeowners, small businesses, and consumers to pursue their American dreams by…
Venture - Series Unknown ·
$40M
A
Irvine, United States · Financial Services
Acorns is a finance company that allows individuals to round up purchases and automatically invest the…
Series F ·
$300M
F
Irvine, United States · Financial Services
First Foundation provides integrated investment management, wealth planning, consulting, trust, and banking…
Post-IPO Debt ·
$150M

About the FundedIQ Financial Services startup funding data in Irvine

FundedIQ tracks announced startup funding rounds and organises them by company, funding date, stage, amount, industry, location and investor. The dataset is refreshed weekly, and new rounds are normalised and de-duplicated before they are published, so the same round reported twice on different dates is recorded once.

Figures on this page cover the 10 funded Financial Services startups in Irvine currently tracked. Round counts, capital totals and the median round are computed over a trailing 24 months. Rounds whose amount was not disclosed (1 of 8 in that period) are counted as rounds but excluded from capital totals and from the median. The most recent round on record for funded Financial Services startups in Irvine is dated Jun 2026.

The table above shows the 10 most recently funded companies. Full funding histories, investor lists and founder contacts across the whole dataset open on a FundedIQ plan.

Frequently asked questions

How many funded Financial Services startups are there in Irvine?

FundedIQ tracks 10 funded Financial Services startups in Irvine. This page lists the 10 most recently funded of them, ordered by the date of their latest round, and the full set is available on a FundedIQ plan.

How much funding have Financial Services startups in Irvine raised?

Financial Services startups in Irvine tracked by FundedIQ have raised $859M in disclosed capital across 8 funding rounds over the last 24 months, including 4 rounds in the last 12 months. 7 of those 8 rounds disclosed an amount; undisclosed rounds are excluded from the capital total.

What is a typical funding round size for Financial Services startups in Irvine?

The median disclosed round over the last 24 months is $25M, and the middle half of rounds fall between $14M and $49M. Round sizes vary widely by stage, so the seed and later-stage bands sit well either side of that figure.

How often is the Financial Services startup funding data in Irvine updated?

The dataset is refreshed weekly. New rounds are normalised and de-duplicated before they are published, and the most recent round currently on record for funded Financial Services startups in Irvine is dated Jun 2026. Counts and totals on this page are recomputed on every refresh.

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