Funded Financial Services Startups in San Diego
Among the 18 most recent financial services rounds listed for San Diego, the largest disclosed amount is National Funding’s $145M (2025-05-21), which dwarf…
Among the 18 most recent financial services rounds listed for San Diego, the largest disclosed amount is National Funding’s $145M (2025-05-21), which dwarfs the next-largest disclosed rounds such as Trust & Will at $25M (2025-03-11) and Trovata at $9M (2025-07-24). The table also shows a pronounced recency cluster: 6 of the 18 rounds are dated from March to July 2025 (Trust & Will 2025-03-11; National Funding 2025-05-21; Presidio Property Trust 2025-07-14; Trovata 2025-07-24), while the oldest disclosed entry is PiKNiK & Company’s $900K seed round on 2021-07-14.
Stage visibility is mixed: 5 of 18 entries show “Series Unknown” (Presidio Property Trust 2025-07-14; National Funding 2025-05-21; CalTier Inc. 2024-11-27 is “undisclosed”; Presidio Healthcare 2024-09-19; HUMBL 2023-05-10), and one entry is explicitly “undisclosed” (CalTier Inc., 2024-11-27). Disclosed amounts span from $900K (PiKNiK & Company, 2021-07-14) up to $145M, with several mid-single-digit rounds such as Streamlined $3M (2022-04-26) and multiple $6M entries (Accessity 2023-04-12 and Splitero 2022-04-12).
Most recent rounds
18 shownRelated listings
Frequently asked
What’s the largest disclosed round in this San Diego financial services list, and how far above the rest is it?
National Funding’s $145M round on 2025-05-21 is the clear outlier. The next-largest disclosed amounts are Trust & Will at $25M (2025-03-11) and Trovata at $9M (2025-07-24), making the $145M figure far above the rest of the disclosed range.
Do the rounds cluster in time, or are they evenly spread across years?
They concentrate near the top of the timeline: 4 of the 18 rounds are dated in March–May 2025 (Trust & Will 2025-03-11; Endeavor Bank 2024-03-05 is outside; National Funding 2025-05-21; plus two more later in 2025), and 6 total are between March and July 2025 including Trovata (2025-07-24) and Presidio Property Trust (2025-07-14). The oldest entry is PiKNiK & Company at $900K on 2021-07-14.
How much of the dataset has incomplete funding-stage disclosure (Series Unknown or undisclosed)?
5 of 18 entries are labeled “Series Unknown” (including Presidio Property Trust on 2025-07-14 and National Funding on 2025-05-21). Separately, CalTier Inc. (2024-11-27) is marked “undisclosed,” so it contributes to incomplete amount disclosure as well.
Which stages appear most often among the disclosed rounds?
Beyond “Series Unknown,” the remaining stages are spread across several singletons and pairs: Seed shows up multiple times (PiKNiK & Company 2021-07-14 at $900K; Lean Financial 2021-09-08 at $5M; Splitero 2022-04-12 at $6M; Streamlined 2022-04-26 at $3M). Series A also repeats (XILO 2025-01-22 at $7M; Onramp Invest 2022-07-14 at $7M; leadPops 2022-04-12 at $4M).
Are there notable low-end outliers in disclosed amounts?
Yes. The smallest disclosed amount is Presidio Healthcare’s $10K on 2024-09-19, followed by PiKNiK & Company’s $900K (2021-07-14). These sit well below the more common mid-single-digit and multi-million disclosed rounds such as Mulligan Funding ($5M on 2023-05-01) and XILO ($7M on 2025-01-22).
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