Pacific Southwest Financial

What Pacific Southwest Financial does

Pacific Southwest Financial is an independent financial services consulting firm headquartered in San Diego, California, in operation since 1997. According to its firmographic profile, the firm maintains a small team in the 11-50 employee range and serves financial services clients through consulting engagements. It operates as a private, for-profit entity under the trade name associated with psfin.com.

Specifics of the firm's service offerings, client segments, and technical infrastructure are not documented in the available data. The corporate website (psfin.com) currently renders only a placeholder or verification loading page, providing no substantive description of capabilities, products, or methodology. Consequently, the precise functional scope of its consulting practice — whether it focuses on advisory, compliance, brokerage support, M&A advisory, or another niche — cannot be verified from the source material.

The firm's revenue model and pricing structure are also not disclosed in the available inputs; no pricing details, customer references, or partnership arrangements are documented. Given its long operating history and small employee base, the company likely operates as a boutique consulting practice with relationship-driven engagement, but evidence supporting this is inferential rather than direct.

Name

Pacific Southwest Financial

Website

https://psfin.com

Company type

Private

Founded year

1997

Headcount range

11–50 employees

Short description

Pacific Southwest Financial is an independent financial services consulting firm based in San Diego, California, founded in 1997, employing 11-50 staff to serve clients with consulting and advisory engagements in the financial services sector.

Ownership category

akta.pro rank

Product category

Financial Consulting Services

NAICS

Other Scientific and Technical Consulting Services (54169)

SIC

Miscellaneous Business Credit Institution (6159)

akta.pro primary industry

SME Relationship Management & Advisory (Credit, Growth, Succession) (FSABABAJ)

Keywords

• Financial services consulting
• Independent advisory firm
• Business financial consulting
• Corporate advisory services
• Financial planning consulting

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Core offering

Pacific Southwest Financial is an independent financial services consulting firm that delivers advisory and consulting engagements to business clients. The firm operates a traditional people-based practice with no publicly disclosed proprietary products, platforms, or technology stack; the website at psfin.com presents only a placeholder loading page and does not enumerate specific service offerings.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Services Consulting Independent advisory and consulting services in financial matters delivered to business clients by a boutique San Diego-based practice.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• BPM LLP: California-headquartered full-service accounting and advisory firm serving private businesses and SMEs, with a similar Pacific/Southwest regional focus and a comparable mix of consulting and financial advisory services.
• Moss Adams: West Coast-based accounting, consulting, and wealth management firm advising closely held businesses and SMEs on credit, growth, and succession — directly overlapping PSF's likely SME advisory focus.
• Eide Bailly: Top-25 US accounting and advisory firm serving middle-market and SME clients with consulting, tax, and financial advisory services — comparable in service mix and target customer to PSF.
• Sensiba San Filippo (SSF): California-based CPA and advisory firm serving privately held businesses and SMEs with consulting, tax, and financial advisory services, with strong regional presence similar to PSF.

Broad incumbents

• RSM US: Major US accounting and consulting firm with dedicated middle-market advisory practice, providing credit, growth, and consulting services to SMEs comparable to PSF's likely offering.
• FORVIS (formerly DHG): Top-10 US accounting and advisory firm serving middle-market and SME clients with consulting, tax, and financial advisory services — overlapping with PSF in target market and service category.
• BDO USA: Large global accounting and advisory network offering SME business advisory, lending support, and succession services across a broader portfolio; competes with PSF for the same SME clients but at much greater scale.
• CLA (CliftonLarsonAllen): Large US accounting and advisory firm serving private businesses and SMEs with consulting, wealth advisory, and outsourced financial services — comparable to PSF in client type and service mix.
• Plante Moran: Large US accounting and business advisory firm focused on privately held and SME clients, providing financial consulting, transaction advisory, and credit-related services similar to those PSF likely offers.

Regional players

• Wipfli: US regional accounting and consulting firm headquartered in the Midwest with a broad SME advisory practice; comparable to PSF in firm size band and service mix, though it competes in a different primary geography.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights3 records

Customer concentration

• LinkedInlinkedin.com/company/pacific-southwest-financial

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pacific Southwest Financial