COMPANY PROFILE

Pacific Crest Securities

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Personal loans with low rates, online and mobile banking, and comprehensive financial wellness resources

Portland, United StatesFounded 1990Fintech

Valuation $100–250M Last recorded · 2008

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About Pacific Crest Securities

Pacific Crest is a financial services company that provides a range of banking and financial wellness solutions. The company offers personal loans with low rates and no collateral, making it easier for individuals to access funds when they need them. Additionally, Pacific Crest provides online and mobile banking services, allowing clients to manage their finances securely and conveniently from anywhere. The company also offers a variety of resources and tools for investing, retirement planning, saving, budgeting, and managing life events, all aimed at promoting financial wellness. Pacific Crest serves a diverse clientele, including individuals and families looking to improve their financial health. The company operates in the financial services market, focusing on personal banking and financial planning. Its business model revolves around providing accessible financial products and services, generating revenue through interest on loans and fees for banking services.

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At a glance

Status: Operational
Founded: 1990
Headquarters: Portland, United States
Employees: 43
Open positions: None listed
Dealroom signal: 67.8/100
Industry: Fintech
Sub-industry: Wealth Management
Sector: Fintech, Securities, financial inclusion
Client focus: b2b
Investment activity: 1 company, latest May 2011
Capital deployed: —
Preferred round: ACQUISITION
Links: Website LinkedIn X

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Funding history

1 recorded event

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
LATE VC✓Equity / VC	Feb 2008	$30M	$120M	CIVC Partners	—

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Growth signals

Pacific Crest Securities website traffic

Latest recorded traffic for Pacific Crest Securities is 0 monthly website visits. Pacific Crest Securities's team declined 14% over the past year.

Latest monthly visits0 1-year team growth-14%

Monthly website visitsApr 2016–Mar 2020

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