FundedIQ

Recently Funded Financial Services Startups in San Diego

Updated Aug 2026

There are 23 funded Financial Services startups in San Diego in the FundedIQ database, each with its funding rounds, amounts, investors, industries, locations and company details. This page provides an overview of the Financial Services startup funding landscape in San Diego, along with the 23 most recently funded Financial Services startups in San Diego.

Financial Services startups in San Diego closed 15 funding rounds over the last 24 months, 7 of them in the last 12 months, and raised $419M in disclosed capital. The median disclosed round is $10M, with the middle half of rounds falling between $6.5M and $53M.

San Diego financial services firms lean toward mid-stage growth with a preference for lean staffing. These companies possess established operations but avoid bloated overhead. This profile favors vendors who target scaled teams and investors seeking a balance between early risk and proven product maturity.

Financial Services funded startup statistics in San Diego

Funded Financial Services startups in San Diego
23
tracked in the database
Funding rounds, last 12 months
7
15 over 24 months
Disclosed capital raised, 24 months
$419M
12 of 15 rounds disclosed an amount
Median round size
$10M
middle half $6.5M to $53M

Most recent funding round on record: Jun 2026.

23 most recently funded Financial Services startups in San Diego

23 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.

G
San Diego, United States · Financial Services
“To become Commercial Real Estate’s most reliable and trusted source for Development Financing & Advisory…
Series Unknown ·
$86M
H
San Diego, United States · Financial Services
Harvest Capital Real Estate Services is a residential real estate agency that offers real estate investment…
Series Unknown ·
$11M
M
MedicalMex
San Diego, United States · Financial Services
MedicalMex is a U.S.-based Cross-Border Care services company building infrastructure to support healthcare…
Seed ·
Undisclosed
N
San Diego, United States · Financial Services
Since 1999, National Funding has supported over 50,000 small businesses with more than $3 billion in funding…
Series Unknown ·
$75M
A
San Diego, United States · Financial Services
Ascent is built around one guiding principle: Student loans should expand possibilities, not limit them.…
Series C ·
$45M
A
San Diego, United States · Financial Services
Atomic Insights is a financial technology company that simplifies and ensures compliance for RIAs and family…
Seed ·
$10M
M
San Diego, United States · Financial Services
Mobilizing capital that will increase inclusive and equitable access to education, health, and wealth
Series Unknown ·
$4.5M
T
San Diego, United States · Financial Services
Trovata simplifies the process for businesses to automate cash reporting, forecasting, and analysis by…
Series B ·
$9.0M
P
San Diego, United States · Financial Services
Presidio Property Trust is a real estate investment and management company that focuses on mainstream…
Series Unknown ·
$2.1M
T
San Diego, United States · Financial Services
Trust & Will is an online service providing legal forms and information that makes creating estate planning…
Series C ·
$25M
X
San Diego, United States · Financial Services
XILO is a platform specifically created for conventional insurance agencies and companies to streamline their…
Series A ·
$7.2M
C
CalTier Inc.
San Diego, United States · Financial Services
CalTier is a leading online investment platform that opens the door for retail investors to alternative…
Series B ·
Undisclosed
P
San Diego, United States · Financial Services
Presidio Healthcare offers health insurance that supports a pro-life stance and helps families stay healthy…
Series Unknown ·
$10k
E
San Diego, United States · Financial Services
Endeavor Bank offers a wide range of traditional business banking services to various industries and…
·
$13M
H
San Diego, United States · Financial Services
HUMBL is a social payments, merchant and reviews platform.
Series Unknown ·
$20M
M
San Diego, United States · Financial Services
Mulligan Funding is a business based in San Diego, California that is owned by a family. Their main focus is…
Series Unknown ·
$5.0M
A
San Diego, United States · Financial Services
Accessity aims to provide greater financial opportunities and business support to individuals who have…
Series Unknown ·
$5.9M
O
San Diego, United States · Financial Services
Onramp Invest is a digital comprehensive crypto-asset management solution that helps financial advisors to…
Series A ·
$7.0M
S
San Diego, United States · Financial Services
Streamlined is a fintech platform that creates an unrivaled payment experience for all parties in a B2B…
Seed ·
$3.0M
L
San Diego, United States · Financial Services
leadPops is the easiest way for mortgage pros, real estate agents, and insurance agents to generate exclusive…
Series A ·
$3.5M
S
San Diego, United States · Financial Services
Splitero is to provide homeowners with better options to access home equity without new debt or additional…
Seed ·
$5.8M
L
San Diego, United States · Financial Services
Lean Financial operates as a financial technology company.
Seed ·
$4.5M
P
San Diego, United States · Financial Services
PiKNiK & Company develops mining servers and enterprise storages to act as a data storage partner for Web…
Seed ·
$900k

Funding stages of funded Financial Services startups in San Diego

How the last 24 months of funding rounds for funded Financial Services startups in San Diego break down by stage.

Stage
Rounds, last 24 months

A further 7 rounds in this period were announced without a stage label and are not ranked above.

About the FundedIQ Financial Services startup funding data in San Diego

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 23 funded Financial Services startups in San Diego currently tracked. Round counts, capital totals and the median round are computed over a trailing 24 months. Rounds whose amount was not disclosed (3 of 15 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 San Diego is dated Jun 2026.

The table above shows the 23 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 San Diego?

FundedIQ tracks 23 funded Financial Services startups in San Diego. This page lists the 23 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 San Diego raised?

Financial Services startups in San Diego tracked by FundedIQ have raised $419M in disclosed capital across 15 funding rounds over the last 24 months, including 7 rounds in the last 12 months. 12 of those 15 rounds disclosed an amount; undisclosed rounds are excluded from the capital total.

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

The median disclosed round over the last 24 months is $10M, and the middle half of rounds fall between $6.5M and $53M. Round sizes vary widely by stage, so the seed and later-stage bands sit well either side of that figure.

What is the most common funding stage for Financial Services startups in San Diego?

Series B is the most common labelled stage, with 3 rounds in the last 24 months, ahead of Seed (2) and Series C (2). A further 7 rounds were announced without a stage label and are not counted here.

How often is the Financial Services startup funding data in San Diego 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 San Diego is dated Jun 2026. Counts and totals on this page are recomputed on every refresh.

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