List of 44 PE Backed Financial Services Companies in California

Name	Sector	Revenue $mlns	M&A Activity			Last 5 Years
Name	Sector	Revenue $mlns	Total	Buy	Sell	Last 5 Years
Edelman Financial Engines PE Backed Hellman & Friedman Warburg Pincus HarbourVest Partners 2018-05-01 $3.02B Santa Clara, California, United States website	Financial Services	311	11	10	1
Stripe PE Backed CapitalG Novator Partners Allianz X 2016-11-25 South San Francisco, California, United States website	Financial Services	-	9	9	-
Cetera PE Backed Genstar Capital 2018-07-17 El Segundo, California, United States website	Financial Services	-	7	7	-
Allworth Financial PE Backed Lightyear Capital Ontario Teachers Pension Plan 2020-10-20 Sacramento, California, United States website	Financial Services	-	6	6	-
Beacon Pointe PE Backed KKR 2021-11-15 Newport Beach, California, United States website	Financial Services	-	5	5	-
SpotOn PE Backed Shamrock Capital Advisors 2021-09-18 San Francisco, California, United States website	Financial Services	-	5	5	-
Vervent PE Backed Stone Point Capital 2019-07-16 San Diego, California, United States website	Financial Services	-	4	4	-
SoFi PE Backed Silver Lake 2017-02-24 San Francisco, California, United States website	Financial Services	-	3	3	-
AssetMark PE Backed GTCR 2024-04-25 $2.7B Concord, California, United States website	Financial Services	708	2	2	-
Renew Financial PE Backed Angeleno Group 2014-04-24 Oakland, California, United States website	Financial Services	-	2	2	-
Trilogy Financial PE Backed Peloton Capital Management 2024-03-07 Irvine, California, United States website	Financial Services	-	2	2	-
Newport PE Backed HarbourVest Partners Ascensus 2021-11-03 Walnut Creek, California, United States website	Financial Services	-	2	2	-
Prosper PE Backed Crosslink Capital Francisco Partners Eight Roads 2014-05-04 San Francisco, California, United States website	Financial Services	-	2	2	-
United Captial Fiancial Partners, Inc. PE Backed Goldman Sachs Merchant Banking 2019-05-16 Newport Beach, California, United States website	Financial Services	-	1	1	-
Code Advisors PE Backed Raine 2023-04-05 San Francisco, California, United States website	Financial Services	-	-	-	-
Archwest Capital PE Backed Bain Capital Private Equity 2024-07-08 Irvine, California, United States website	Financial Services	-	-	-	-

Subscribe Now and Get this List

Sign-up today to get full access

Unlimited Searches
Unlimited Profile Views
Build and Export Lists of

PE Backed Companies
Direct Investors & Acquirers
Advisors
Deals
& More

1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE
and M&A DB

Key Benefits

Stay informed on events in your industry
M&A research that takes seconds (not all afternoon)
Better understand your customers and prospects
Discover active buyers (or sellers)

Search

4.0K Private Equity Firms
201K M&A Transactions
204K Companies Involved in M&A
(Buyer, Seller, or Target)
3.6K M&A Advisors
(Investment Banks and Law Firms)
81K M&A Contacts
(PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.