New Financial Services Businesses in Newport Beach, CA

7 financial services businesses recently registered in Newport Beach, California.

Updated November 13, 2026 · Most recent business filing Jul 6, 2026

7
Total Filings
Jul 6, 2026
Most Recent
Scout the DayOneLead fox with a California new business filings stamp

Every new California filing, every day

See how it works

About Financial Services Businesses in Newport Beach

This page lists new financial services businesses registered in Newport Beach, California. We currently track 7, sourced directly from the California Division of Corporations and refreshed daily as new financial services companies file.

Recent additions include M29 Investments, CFO Vertical, and Alphaeon Credit. The most recent financial services business filing was on Jul 6, 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 Newport Beach, this is one of the freshest prospect lists in the market.

All Filings

M29 Investments

May 29, 2026
Financial ServicesNewport Beach, CA · Orange Co.

CFO Vertical

Jul 6, 2026
Financial ServicesVerifiedNewport Beach, CA · Orange Co.

CFO Vertical provides outsourced CFO and controller services to businesses, enhancing financial oversight and transparency. Based in Newport Beach, CA, the firm offers tailored strategic financial management. Their website emphasizes a personalized approach to financial leadership.

Alphaeon Credit

Apr 9, 2026
Financial ServicesVerifiedNewport Beach, CA · Orange Co.

ALPHAEON CREDIT, INC. offers patient financing options and payment plans for medical procedures. The business operates from Newport Beach, CA, as listed on its website and filing. It targets patients seeking affordable payment solutions for healthcare services.

PCRED III CFL

Mar 31, 2026
Financial ServicesVerifiedNewport Beach, CA · Orange Co.

PCRED III CFL LLC is a special purpose lending entity within the PCRED group, focusing on capital solutions and financial advisory. Its principal address at 650 Newport Center Drive in Newport Beach, CA matches other PCRED lending entities. The firm provides strategic investments and financial restructuring services.

Stratus Financial

Mar 10, 2026
Financial ServicesVerifiedNewport Beach, CA · Orange Co.

Stratus Financial Income Fund II, LLC is an investment fund under Stratus Financial, a company providing financing solutions for flight training. The website offers flight school loans and the article confirms the fund reached $20 million. The business operates from Newport Beach, CA.

SimpleBridge Lending

Feb 11, 2026
Financial ServicesVerifiedNewport Beach, CA · Orange Co.

SimpleBridge Lending LLC provides fast, flexible private capital for real estate investors, offering Fix & Flip, Rental, and New Construction loans. The business is based in Newport Beach, California, as indicated by the LLC filing address and the website's phone area code.

Mauna Kea Capital

Jan 5, 2026
Financial ServicesVerifiedNewport Beach, CA · Orange Co.

Mauna Kea Capital Fund I GP LLC is the general partner of Mauna Kea Capital, an investment management firm based in Newport Beach, CA, offering comprehensive investment solutions to clients.

Axios Capital

Oct 14, 2025
Financial ServicesVerifiedNewport Beach, CA · Orange Co.

Limited filing information unavailable, but the LLC name implies a general partner or investment vehicle. Candidate W1 offers financial planning and retirement services under a similar brand, but is located in Utah rather than California.

Sign up to see verified contact details for this business and 7 others in Newport Beach

Build My Campaign Free

Turn fresh new businesses into your next customers

We find newly registered businesses, verify their contact details, and build the campaign. You review everything before anything sends.

Build My Campaign Free ›
7 New Financial Services LLCs in Newport Beach, CA | DayOneLead