> 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/san-diego-ca/financial-services/ # Financial Services Companies in San Diego, CA The bigger financial services companies headquartered in San Diego, 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 San Diego, CA, the biggest by headcount range include Encore Capital Group, Guild Mortgage and Vervent. They are mostly very small: 74% have 50 or fewer employees. ## Which financial services companies are in San Diego? Among the companies whose public profile lists Financial Services as their industry and San Diego, CA as their headquarters, the biggest by headcount range include Encore Capital Group, Guild Mortgage, Vervent, Mutual Of Omaha Reverse Mortgage and Mutual Of Omaha Mortgage. Names link to a company profile where we have one. | Company | Employees | | --- | --- | | Encore Capital Group | 5,001 to 10,000 | | Guild Mortgage | 5,001 to 10,000 | | Vervent | 1,001 to 5,000 | | Mutual Of Omaha Reverse Mortgage | 1,001 to 5,000 | | Mutual Of Omaha Mortgage | 501 to 1,000 | | C2 Financial | 501 to 1,000 | | Applied Data Finance | 201 to 500 | | Fmg | 201 to 500 | | Corelation | 201 to 500 | | National Funding | 201 to 500 | | Goal Solutions | 201 to 500 | | Westpac Wealth Partners | 201 to 500 | | [Broadridge Financial Solutions](https://enrich.chat/company/broadridge-financial-solutions/) | 201 to 500 | | Finance Of America Home Improvement | 201 to 500 | | Cuso Financial Services | 201 to 500 | | Renovate America | 201 to 500 | | Onetrust Home Loans, Nmls 46375 | 201 to 500 | | Accredited Debt Relief | 201 to 500 | | Cfa Society San Diego | 201 to 500 | | American Institute Of Certified Tax Planners | 201 to 500 | | Appstar | 51 to 200 | | Mortgage Capital Trading Mct | 51 to 200 | | Mulligan Funding | 51 to 200 | | Splitero | 51 to 200 | | Ascent | 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 San Diego do? Financial Services is a broad label. The most common NAICS codes among them are 523940 (14%), 522299 (8%) and 541611 (8%). **Figure: What financial services companies in San Diego do.** Bars for the share of counted financial services companies with each code: 523940 14%, 522299 8%, 541611 8%, 522292 6%, 541618 6%, 522291 4%, 522320 4%. *Share of counted financial services companies in San Diego by their NAICS code.* [NAICS 523940](https://enrich.chat/naics/523940/)[NAICS 522292](https://enrich.chat/naics/522292/)[NAICS 522291](https://enrich.chat/naics/522291/)[NAICS 522320](https://enrich.chat/naics/522320/) ## How big are they? 74% of the financial services companies counted in San Diego 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 San Diego.** Seven columns for the share of counted financial services companies in San Diego in each employee range: 11 to 50 74%, 51 to 200 18%, 201 to 500 6%, 501 to 1,000 1%, 1,001 to 5,000 1%, 5,001 to 10,000 1%, 10,001+ 0%. *Share of counted financial services companies in San Diego in each employee range.* ## How old are they? Most were founded in the 2010s (43%), then the 2000s (27%). **Figure: When financial services companies in San Diego were founded.** Eight columns for the share of counted financial services companies in San Diego founded in each era: Before 1960 0%, 1960s 2%, 1970s 1%, 1980s 8%, 1990s 6%, 2000s 27%, 2010s 43%, 2020s 13%. *Share of counted financial services companies in San Diego 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 San Diego? 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 San Diego, 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 San Diego, 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 San Diego: [Construction Companies](https://enrich.chat/companies-in/san-diego-ca/construction/)[Software Companies](https://enrich.chat/companies-in/san-diego-ca/software-development/)[Real Estate Companies](https://enrich.chat/companies-in/san-diego-ca/real-estate/)[Advertising Agencies](https://enrich.chat/companies-in/san-diego-ca/advertising-services/)[IT Services Companies](https://enrich.chat/companies-in/san-diego-ca/it-services-and-it-consulting/)[Biotechnology Companies](https://enrich.chat/companies-in/san-diego-ca/biotechnology-research/)[Hospitals and Health Care Organizations](https://enrich.chat/companies-in/san-diego-ca/hospitals-and-health-care/)[Nonprofit Organizations](https://enrich.chat/companies-in/san-diego-ca/non-profit-organizations/)[Technology and Internet Companies](https://enrich.chat/companies-in/san-diego-ca/technology-information-and-internet/)[Consulting Firms](https://enrich.chat/companies-in/san-diego-ca/business-consulting-and-services/)[Insurance Companies](https://enrich.chat/companies-in/san-diego-ca/insurance/)[Staffing and Recruiting Firms](https://enrich.chat/companies-in/san-diego-ca/staffing-and-recruiting/)[Electrical and Electronics Manufacturers](https://enrich.chat/companies-in/san-diego-ca/appliances-electrical-and-electronics-manufacturing/)[Architecture Firms](https://enrich.chat/companies-in/san-diego-ca/architecture-and-planning/)[Legal Services Firms](https://enrich.chat/companies-in/san-diego-ca/legal-services/)[Colleges and Universities](https://enrich.chat/companies-in/san-diego-ca/higher-education/)[Telecommunications Companies](https://enrich.chat/companies-in/san-diego-ca/telecommunications/)[Facilities Services Companies](https://enrich.chat/companies-in/san-diego-ca/facilities-services/)[All of San Diego](https://enrich.chat/companies-in/san-diego-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/)[Boston, MA](https://enrich.chat/companies-in/boston-ma/financial-services/) ## Frequently asked questions ### Which are the biggest financial services companies in San Diego? Among those counted, they include Encore Capital Group, Guild Mortgage, Vervent, Mutual Of Omaha Reverse Mortgage and Mutual Of Omaha Mortgage, ranked by headcount range. ### How big are financial services companies in San Diego? 74% 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 San Diego, CA. ## Try this prompt Find the people at financial services companies in San Diego ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in San Diego, CA, with titles and verified work emails ``` ## Related - [Companies using a technology](https://enrich.chat/companies-using/) - [Construction Companies in San Diego](https://enrich.chat/companies-in/san-diego-ca/construction/) - [Software Companies in San Diego](https://enrich.chat/companies-in/san-diego-ca/software-development/) - [Real Estate Companies in San Diego](https://enrich.chat/companies-in/san-diego-ca/real-estate/) - [Advertising Agencies in San Diego](https://enrich.chat/companies-in/san-diego-ca/advertising-services/) - [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/)