New Financial Services Businesses in Irvine, CA

6 financial services businesses recently registered in Irvine, California.

Updated October 7, 2026 · Most recent business filing Aug 17, 2026

6
Total Filings
Aug 17, 2026
Most Recent
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About Financial Services Businesses in Irvine

This page lists new financial services businesses registered in Irvine, California. We currently track 6, sourced directly from the California Division of Corporations and refreshed daily as new financial services companies file.

Recent additions include YYDS INVESTMENT MANAGEMENT LLC, aiSource, and ApexWealth. The most recent financial services business filing was on Aug 17, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial services businesses in Irvine, this is one of the freshest prospect lists in the market.

All Filings

YYDS INVESTMENT MANAGEMENT LLC

Jun 21, 2026
Financial ServicesIrvine, CA · Orange Co.

aiSource

Aug 17, 2026
Financial ServicesVerifiedIrvine, CA · Orange Co.

aiSource provides managed futures investment advice and CTA research, helping clients optimize alternative investment portfolios. The business operates from Chicago, IL, as indicated by the candidate website's address and phone numbers.

ApexWealth

Jul 31, 2026
Financial ServicesVerifiedIrvine, CA · Orange Co.

Apex Wealth LLC appears to be a financial services firm specializing in wealth-building and retirement strategies, as indicated by its website's emphasis on a tailored approach to protection and wealth management. The website mentions 'The Retirement Strategy the Banks Don’t Wa...', suggesting a focus on retirement planning. The LLC is registered at an Irvine, CA address per the filing record.

PFDSelect Medical Receivables

Oct 16, 2025
Financial ServicesVerifiedIrvine, CA · Orange Co.

The LLC appears to be an entity within the PFD Family Of Companies, which provides financing services for medical receivables.

Simple Path Financial

Oct 8, 2025
Financial ServicesVerifiedIrvine, CA · Orange Co.

Simple Path Financial LLC offers personal loans from $7,500 to $100,000 and debt consolidation loans, operating from Irvine, California. The site presents as a small-shop lender with a focus on low interest rates and debt relief services.

WealthWise Financial Services

Sep 17, 2025
Financial ServicesVerifiedIrvine, CA · Orange Co.

WealthWise Financial Services is a wealth management firm based in Irvine, CA, offering financial planning and investment services. The website indicates a professional team and client-focused approach. The LLC name 'Wealth Wise Solutions' aligns with this brand despite slight wording variation.

EnFin

Jun 3, 2025
Financial ServicesVerifiedIrvine, CA · Orange Co.

EnFin, backed by Qcells, provides competitive residential solar and home energy efficiency project loans. The company is based in Irvine, CA at 300 Spectrum Center Drive. The LLC 'Efin Financial Group' likely corresponds to this financing entity.

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6 New Financial Services LLCs in Irvine, CA | DayOneLead