> 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/santa-monica-ca/financial-services/ # Financial Services Companies in Santa Monica, CA The bigger financial services companies headquartered in Santa Monica, 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 Santa Monica, CA, the biggest by headcount range include Tala, Wilshire and Communify. They are mostly very small: 74% have 50 or fewer employees. ## Which financial services companies are in Santa Monica? Among the companies whose public profile lists Financial Services as their industry and Santa Monica, CA as their headquarters, the biggest by headcount range include Tala, Wilshire, Communify, Clearlake Capital Group and Rain. Names link to a company profile where we have one. | Company | Employees | | --- | --- | | Tala | 501 to 1,000 | | Wilshire | 201 to 500 | | Communify | 201 to 500 | | Clearlake Capital Group | 51 to 200 | | Rain | 51 to 200 | | Abacus Wealth Partners | 51 to 200 | | Montgomery & Co. | 51 to 200 | | Kuapay Technologies | 51 to 200 | | Sierra Mutual Funds | 51 to 200 | | Nextcar Holding Company, Inc Nxcr | 51 to 200 | | Hsh.Com | 51 to 200 | | A-Mark Financial | 51 to 200 | | Fremont Financial | 51 to 200 | | Flowfi | 11 to 50 | | Clocktower Group | 11 to 50 | | Blockfolio Now Ftx App | 11 to 50 | | Cher | 11 to 50 | | Domuso | 11 to 50 | | Main Street Advisors | 11 to 50 | | 7visions Latam Digital | 11 to 50 | | Sg Credit Partners | 11 to 50 | | Irth Communications | 11 to 50 | | Faes & Co | 11 to 50 | | Lucent Elm Wealth Management | 11 to 50 | | Fractal Wealth | 11 to 50 | 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 Santa Monica do? Financial Services is a broad label. The most common NAICS codes among them are 523910 (25%), 523940 (25%) and 517810 (12%). **Figure: What financial services companies in Santa Monica do.** Bars for the share of counted financial services companies with each code: 523910 25%, 523940 25%, 517810 12%, 522320 12%, 525910 12%, 541611 12%. *Share of counted financial services companies in Santa Monica by their NAICS code.* [NAICS 523910](https://enrich.chat/naics/523910/)[NAICS 523940](https://enrich.chat/naics/523940/)[NAICS 517810](https://enrich.chat/naics/517810/)[NAICS 522320](https://enrich.chat/naics/522320/)[NAICS 525910](https://enrich.chat/naics/525910/) ## How big are they? 74% of the financial services companies counted in Santa Monica 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 Santa Monica.** Seven columns for the share of counted financial services companies in Santa Monica in each employee range: 11 to 50 74%, 51 to 200 20%, 201 to 500 4%, 501 to 1,000 2%, 1,001 to 5,000 0%, 5,001 to 10,000 0%, 10,001+ 0%. *Share of counted financial services companies in Santa Monica in each employee range.* ## How do you reach the people at financial services companies in Santa Monica? 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 Santa Monica, 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 Santa Monica, 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 Santa Monica: [Advertising Agencies](https://enrich.chat/companies-in/santa-monica-ca/advertising-services/)[Software Companies](https://enrich.chat/companies-in/santa-monica-ca/software-development/)[Technology and Internet Companies](https://enrich.chat/companies-in/santa-monica-ca/technology-information-and-internet/)[All of Santa Monica](https://enrich.chat/companies-in/santa-monica-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 Santa Monica? Among those counted, they include Tala, Wilshire, Communify, Clearlake Capital Group and Rain, ranked by headcount range. ### How big are financial services companies in Santa Monica? 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 Santa Monica, CA. ## Try this prompt Find the people at financial services companies in Santa Monica ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in Santa Monica, CA, with titles and verified work emails ``` ## Related - [Companies using a technology](https://enrich.chat/companies-using/) - [Advertising Agencies in Santa Monica](https://enrich.chat/companies-in/santa-monica-ca/advertising-services/) - [Software Companies in Santa Monica](https://enrich.chat/companies-in/santa-monica-ca/software-development/) - [Technology and Internet Companies in Santa Monica](https://enrich.chat/companies-in/santa-monica-ca/technology-information-and-internet/) - [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/)