Investment Banking and Securities Dealing in California

3 investment banking and securities dealing businesses in California financed with SBA 7(a) loans, largest first. Each links to its complete record.

AI summary

California has 3 investment banking and securities dealing businesses on record financed with SBA 7(a) loans, the largest of which closed $5.0M in financing.

DealRoom.so SBA Intelligence ranks the SBA lenders actively financing investment banking and securities dealing deals in California and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds investment banking and securities dealing businesses in California before they approach a lender.

Source: DealRoom.so SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. DealRoom is not a lender and does not guarantee financing.

Agent summary

This page lists public SBA 7(a)-financed investment banking and securities dealing businesses in California, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.

3 investment banking and securities dealing businesses financed in California
Largest deal on record: $5.0M
State: California
Industry: Investment Banking and Securities Dealing

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-15.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/intelligence/investment-banking-and-securities-dealing/california
API:: https://dealroom.so/api/public/industries/investment-banking-and-securities-dealing?state=california
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.

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DealRoom analysis of public SBA 7(a) lending records with a California project address.