List of 148 Private 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
Brex, Inc. Private San Francisco, California, United States website	Financial Services	-	6	6	-
Innovest Global, Inc. Private Rancho Santa Margarita, California, United States website	Financial Services	-	6	6	-
Pacific Western Bank Private Los Angeles, California, United States website	Financial Services	-	7	5	2
PIMCO Advisors Holdings LP Private Newport Beach, California, United States	Financial Services	-	4	4	-
Rabobank, N.A. Private Roseville, California, United States website	Financial Services	-	5	4	1
Citizens Business Bank, Inc. Private Ontario, California, United States website	Financial Services	-	5	4	1
California Bank & Trust Private San Diego, California, United States website	Financial Services	-	4	4	-
Heffernan Retirement Services Private Walnut Creek, California, United States website	Financial Services	-	4	4	-
Securitize, Inc. Private San Francisco, California, United States website	Financial Services	-	4	4	-
Bank of Southern California, N.A. Private San Diego, California, United States website	Financial Services	-	4	3	1
MUFG Union Bank NA Private San Francisco, California, United States website	Financial Services	-	5	3	2
Bay Commercial Bank Private Walnut Creek, California, United States website	Financial Services	-	3	3	-
BitGo Private Palo Alto, California, United States website	Financial Services	-	3	3	-
SVB Private Santa Clara, California, United States website	Financial Services	6,213	5	3	2
Exchange Bank Private 435 West Napa St., California, United States website	Financial Services	-	2	2	-
Commercial Bank of California Private Irvine, California, United States website	Financial Services	-	2	2	-

Try Mergr Free — Access the Full List Today

Find the Right Companies Fast.
Get Full Access. Cancel Anytime.

Unlimited Searches
Unlimited Profile Views
Build and Export Lists of

PE Backed Companies
Direct Investors & Acquirers
Advisors
Deals
& More

Try Free

What's Mergr?

Mergr was built to make it easy to understand who owns which companies — and how they got there.

Whether you're researching private equity-backed businesses, recent acquisitions, or potential targets, Mergr provides structured access to thousands of companies, investors, and ownership histories.

The platform is powerful but easy to use — so you can quickly surface relevant companies and move from research to action.

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

4.8K Private Equity Firms
214K M&A Transactions
216K Companies Involved in M&A
(Buyer, Seller, or Target)
3.8K M&A Advisors
(Investment Banks and Law Firms)
83K M&A Contacts
(PE and M&A Advisors)

What next?

Full access to Mergr's investor, acquirer, and transaction data starts here.