> Enrich.chat gives AI agents verified work emails and mobiles. To use it from an agent, read https://enrich.chat/agents.md . This is the Markdown version of https://enrich.chat/companies-in/newport-beach-ca/financial-services/ # Financial Services Companies in Newport Beach, CA The bigger financial services companies headquartered in Newport Beach, CA, with what they do, their sizes and how to reach their people. By Enrich.chat Editorial. Updated October 22, 2026. **Short answer:** Among the financial services companies counted in Newport Beach, CA, the biggest by headcount range include Pacific Life, Beacon Pointe and Cfa Society Orange County Cfaoc. They are mostly very small: 76% have 50 or fewer employees. ## Which financial services companies are in Newport Beach? Among the companies whose public profile lists Financial Services as their industry and Newport Beach, CA as their headquarters, the biggest by headcount range include Pacific Life, Beacon Pointe, Cfa Society Orange County Cfaoc, Green Street and United Auto Credit. Names link to a company profile where we have one. | Company | Employees | | --- | --- | | Pacific Life | 1,001 to 5,000 | | Beacon Pointe | 501 to 1,000 | | Cfa Society Orange County Cfaoc | 501 to 1,000 | | Green Street | 201 to 500 | | United Auto Credit | 201 to 500 | | Sageview Advisory Group | 201 to 500 | | Inspire Home Loans | 201 to 500 | | Bluepoint Mortgage | 51 to 200 | | Harvey & Company | 51 to 200 | | Credee | 51 to 200 | | Sway Capital | 51 to 200 | | Alphaeon Credit | 51 to 200 | | The Bahnsen Group | 51 to 200 | | Fundingshield | 51 to 200 | | Paamco Prisma | 51 to 200 | | Woodside Credit Collector Car Financing | 51 to 200 | | Granite Escrow & Settlement Services | 51 to 200 | | Bluerock Capital Markets | 51 to 200 | | Luqra | 51 to 200 | | Pars Public Agency Retirement Services | 51 to 200 | | Ant Money | 51 to 200 | | Tangram | 51 to 200 | | Trusted Rate | 51 to 200 | | Eleven 11 Safe Lending Platform | 51 to 200 | | Bluerock Agency | 51 to 200 | The table shows the 25 biggest by headcount range, with ties broken by audience size. The charts and percentages below cover every company counted for this page, not just these 25, and companies with fewer than 11 employees are not counted. Headquarters is the location on each company's public profile. ## What do financial services companies in Newport Beach do? Financial Services is a broad label. The most common NAICS codes among them are 523910 (12%), 523940 (12%) and 541611 (12%). **Figure: What financial services companies in Newport Beach do.** Bars for the share of counted financial services companies with each code: 523910 12%, 523940 12%, 541611 12%, 238350 6%, 522291 6%, 522292 6%, 523150 6%. *Share of counted financial services companies in Newport Beach by their NAICS code.* [NAICS 523910](https://enrich.chat/naics/523910/)[NAICS 523940](https://enrich.chat/naics/523940/)[NAICS 238350](https://enrich.chat/naics/238350/)[NAICS 522291](https://enrich.chat/naics/522291/)[NAICS 522292](https://enrich.chat/naics/522292/)[NAICS 523150](https://enrich.chat/naics/523150/) ## How big are they? 76% of the financial services companies counted in Newport Beach have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. **Figure: Size of financial services companies in Newport Beach.** Seven columns for the share of counted financial services companies in Newport Beach in each employee range: 11 to 50 76%, 51 to 200 18%, 201 to 500 3%, 501 to 1,000 2%, 1,001 to 5,000 1%, 5,001 to 10,000 0%, 10,001+ 0%. *Share of counted financial services companies in Newport Beach in each employee range.* ## How old are they? Most were founded in the 2010s (48%), then the 2000s (18%). **Figure: When financial services companies in Newport Beach were founded.** Eight columns for the share of counted financial services companies in Newport Beach founded in each era: Before 1960 2%, 1960s 0%, 1970s 1%, 1980s 8%, 1990s 11%, 2000s 18%, 2010s 48%, 2020s 12%. *Share of counted financial services companies in Newport Beach by the era they were founded in, for the ones that list a founding year.* ## How do you reach the people at financial services companies in Newport Beach? The people to talk to are usually finance, operations and technology leaders. Build the list in three prompts to your AI agent. ### 1. Count them (free) Counting who matches never uses credits. ```text Use www.enrich.chat to count the financial services companies in Newport Beach, CA ``` ### 2. Find the people (5 credits per person) Name the roles you sell to. Each person returned is 5 credits, and name, title and company are included. ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in Newport Beach, CA, with their titles ``` ### 3. Get their work emails (10 credits each) An email is 10 credits only when one is found. Every email comes with a status: verified, catch-all or unknown. ```text Use www.enrich.chat to find the work emails for these people and tell me which ones are verified ``` ## More to explore Other industries in Newport Beach: [Real Estate Companies](https://enrich.chat/companies-in/newport-beach-ca/real-estate/)[Advertising Agencies](https://enrich.chat/companies-in/newport-beach-ca/advertising-services/)[Insurance Companies](https://enrich.chat/companies-in/newport-beach-ca/insurance/)[All of Newport Beach](https://enrich.chat/companies-in/newport-beach-ca/) Financial Services Companies in other cities: [New York, NY](https://enrich.chat/companies-in/new-york-ny/financial-services/)[Miami, FL](https://enrich.chat/companies-in/miami-fl/financial-services/)[Chicago, IL](https://enrich.chat/companies-in/chicago-il/financial-services/)[San Francisco, CA](https://enrich.chat/companies-in/san-francisco-ca/financial-services/)[Los Angeles, CA](https://enrich.chat/companies-in/los-angeles-ca/financial-services/)[Houston, TX](https://enrich.chat/companies-in/houston-tx/financial-services/)[Atlanta, GA](https://enrich.chat/companies-in/atlanta-ga/financial-services/)[Dallas, TX](https://enrich.chat/companies-in/dallas-tx/financial-services/)[Austin, TX](https://enrich.chat/companies-in/austin-tx/financial-services/)[San Diego, CA](https://enrich.chat/companies-in/san-diego-ca/financial-services/) ## Frequently asked questions ### Which are the biggest financial services companies in Newport Beach? Among those counted, they include Pacific Life, Beacon Pointe, Cfa Society Orange County Cfaoc, Green Street and United Auto Credit, ranked by headcount range. ### How big are financial services companies in Newport Beach? 76% of those counted have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. ### Which companies count as financial services? Companies whose public profile lists Financial Services as their industry and whose headquarters are in Newport Beach, CA. ## Try this prompt Find the people at financial services companies in Newport Beach ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in Newport Beach, CA, with titles and verified work emails ``` ## Related - [Companies using a technology](https://enrich.chat/companies-using/) - [Real Estate Companies in Newport Beach](https://enrich.chat/companies-in/newport-beach-ca/real-estate/) - [Advertising Agencies in Newport Beach](https://enrich.chat/companies-in/newport-beach-ca/advertising-services/) - [Insurance Companies in Newport Beach](https://enrich.chat/companies-in/newport-beach-ca/insurance/) - [Financial Services Companies in New York](https://enrich.chat/companies-in/new-york-ny/financial-services/) - [Financial Services Companies in Miami](https://enrich.chat/companies-in/miami-fl/financial-services/) - [Financial Services Companies in Chicago](https://enrich.chat/companies-in/chicago-il/financial-services/) - [Financial Services Companies in San Francisco](https://enrich.chat/companies-in/san-francisco-ca/financial-services/) - [Tech stack lookup](https://enrich.chat/tools/tech-stack-lookup/)