Every new California business filing, every dayNew Financial Services Businesses in San Diego, CA
10 financial services businesses recently registered in San Diego, California.
Updated October 7, 2026 · Most recent business filing Aug 6, 2026

Every new California filing, every day
See how it worksAbout Financial Services Businesses in San Diego
This page lists new financial services businesses registered in San Diego, California. We currently track 10, sourced directly from the California Division of Corporations and refreshed daily as new financial services companies file.
Recent additions include Point Break Financial, RMZ Financial Services, and AK Financial Group. The most recent financial services business filing was on Aug 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 San Diego, this is one of the freshest prospect lists in the market.
All Filings
Point Break Financial
Aug 6, 2026Point Break Financial offers debt relief solutions, as stated on its website. The business is located in Las Vegas, NV, and operates under the Point Break brand. The LLC filing lists a San Diego address, which may be a registered agent or secondary location, but the core business appears to be debt relief services.
RMZ Financial Services
Jul 27, 2026RMZ Financial Services LLC, based in San Diego, CA, offers financial services including financing, immigration assistance, and tax preparation.
AK Financial Group
Jul 21, 2026AK Financial Group is a wealth management firm based in Irvine, California, offering personalized financial planning and investment management services. The website emphasizes life-well-planned through comprehensive financial guidance with a team of experienced advisors. They provide support for retirement planning, investment strategies, and long-term financial help, as indicated by their site content and team profiles.
Summit San Diego
Jul 14, 2026Summit San Diego is a financial services firm specializing in structured settlements, operating out of San Diego, CA. Their website offers contact information and emphasizes planning for financial futures. They appear to be a small, locally-focused business.
Advice-Only Planners Association
Jul 2, 2026Based at 1455 Frazee Rd Suite 500 in San Diego, the business serves as a directory and referral network for advice-only financial planners.
Mpire Financial Group
Jul 2, 2026Mpire Financial Group offers mortgage and business loan services, with a focus on small business loans to enterprise ventures. The company is based in Orlando, FL, and has been operating for over 25 years, as indicated on their 'About Us' page.
JFW Capital
Jun 12, 2026JFW Capital LLC is a capital and consulting company based in Prince George, Virginia, as indicated by its website. It is registered as a federal contractor with a CAGE code. The LLC filing lists a principal address in San Diego, California, suggesting either a secondary location or registered agent.
KP Wealth Advisors
Jun 11, 2026KP Wealth Advisors LLC is a financial planning and wealth management firm based in San Diego, California. It offers expert financial planning, investment strategies, and retirement solutions to help clients build long-term wealth.
Lantzman Lending
Feb 11, 2026Lantzman Lending, operating as Lantzman Management, Inc., is a hard money lender based in San Diego, CA. It provides fast funding for real estate investors, primarily in California and Nevada. Loans start at 8%. The business is located at 11696 Sorrento Valley Road.
VG Capital
Oct 3, 2025VG Capital Financial Services, LLC is a wealth management firm based in Stockton, CA, offering financial planning and investment advisory services. The website details behavioral finance and the team, confirming an active financial services business.
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