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
Beacon Pointe PE Backed KKR 2021-11-15 Newport Beach, California, United States website	Financial Services	-	18	18	-
Stripe PE Backed CapitalG Novator Partners Allianz X 2016-11-25 South San Francisco, California, United States website	Financial Services	-	11	11	-
Allworth Financial PE Backed Lightyear Capital Ontario Teachers Pension Plan 2020-10-20 Sacramento, California, United States website	Financial Services	-	8	8	-
Cetera PE Backed Genstar Capital 2018-07-17 San Diego, California, United States website	Financial Services	-	8	8	-
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	-
AssetMark PE Backed GTCR 2024-04-25 $2.7B Concord, California, United States website	Financial Services	708	3	3	-
SoFi PE Backed Silver Lake 2017-02-24 San Francisco, California, United States website	Financial Services	-	3	3	-
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	-
Prosper PE Backed Crosslink Capital Francisco Partners Eight Roads 2014-05-04 San Francisco, California, United States website	Financial Services	-	2	2	-
Earned Wealth PE Backed Silversmith Capital Partners 2024-07-11 Walnut Creek, California, United States website	Financial Services	-	1	1	-
United Captial Fiancial Partners PE Backed Goldman Sachs Merchant Banking 2019-05-16 Newport Beach, California, United States website	Financial Services	-	1	1	-
SavvyMoney PE Backed Spectrum Equity 2022-01-01 Dublin, 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	-	-	-	-

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