Top San Francisco Bay Area, CA Financial Services Companies (419)

Backed by Y Combinator, NEA, Stanford University, Menlo Ventures, and the founders of Tinder and Plaid, Slash is the banking platform of choice for over 2,000 of America's most innovative businesses. Our all in one virtual card, banking, bill pay, and accounting automation platform helps entrepreneurs stay on top of their finances, allowing them to spend more time doing what...

An infrastructure platform for global credit markets. Originate, securitize, and service loans across borders with less cost and greater transparency.

We are building the modern credit bureau, and are giving people control over how their sensitive financial information is shared with lenders. We believe increasing data transparency and returning data controls to the consumer are two crucial steps toward improving the health and safety of the internet as we know it. The team at Truework is hyper-focused on building a better...

Formed in 2015, Plum Lending is revolutionary commercial real estate lending, combining the world of data science with traditional lending. Our mission is to help borrowers meet their funding needs with the industry's most efficient and optimal process. In addition, we provide intelligent and reliable funding options. Plum is focused on the fastest-growing but most underserved markets in the country....

The Gilmartin Group is a strategic consulting firm focused on investor relations, communications and business development for companies across the healthcare and life sciences space. Our goal is to help our clients create durable long term value by leveraging our team’s capital markets experience, communications expertise and deep industry knowledge.

Baremetrics provides real-time subscription metrics for teams built with Stripe, Shopify Partners, Braintree, Recurly, Chargebee, Google Play, and App Store Connect. In addition to metrics, Baremetrics provides tools that help you reduce churn and grow your business faster: Recover: Prevent failed charges and keep your hard-earned revenue with our 100% automated toolkit. Cancellation insights: Learn exactly why your customers cancel,...

Balyasny Asset Management (BAM) is a diversified global investment firm founded in 2001 by Dmitry Balyasny, Scott Schroeder, and Taylor O'Malley. With over $34 billion in assets under management, BAM employs more than 2,500 people across 23 offices in the U.S. and Canada, Europe, the Middle East, and Asia. The firm’s investment teams span five strategies, including Equities Long/Short, Fixed...

Earnin’s mission is to build a financial system that works for people. Every year, while Americans wait for their paychecks, more than $1 trillion of their hard-earned money is held up in the pay cycle. As a result, we accumulate over $50 billion in late and overdraft fees and turn to high-interest loans. We seek to eliminate those fees and...

At Vouch, we believe business insurance should move at the speed of innovation. Legacy insurance providers can’t keep up with the emerging risks of high-growth companies, leaving clients stuck with outdated, rigid coverage. Vouch is a modern insurance provider dedicated to the innovation economy. Backed by $185M in funding from world-class investors, we’re reimagining business insurance—just as Stripe transformed payments and...

At Trustly, we envision a world in which online payments are fast, simple and secure for everyone — merchants, consumers and banks alike. One hundred years ago, cash was king. People got paid in cash, carried it in their wallets, and bought things with it at the local store. Payment was easy. Oh, how the times have changed. Today, our salaries are...

We’ve been helping clients reach their financial goals for over 40 years by providing a tailored approach to investment management. We’re a different kind of investment firm than most in our industry and work for a bigger purpose: bettering the investment universe.

Plan, manage, automate - rely on Bequest for flexible administration and accounting solutions.

Branch delivers world-class financial services to the mobile generation. With offices in San Francisco, Lagos, Nairobi, Mumbai and Bangalore, Branch is a for-profit socially conscious company that uses the power of data science to reduce the cost of delivering financial services in emerging markets. We believe that everyone, everywhere deserves fair financial access. The rapid spread of smartphones presents an...

Lightspeed Venture Partners is a multi-stage venture capital firm focused on accelerating disruptive innovations and trends in the Enterprise, Consumer, and Health sectors. Over the past two decades, the Lightspeed team has backed hundreds of entrepreneurs and helped build more than 400 companies globally, including Snap, Affirm, Nest, Nutanix, AppDynamics, MuleSoft, OYO, Guardant, and GrubHub. Lightspeed and its affiliates currently...

Our mission is to help the world's fastest growing organizations liberate their financial data, so their leadership can make the most informed decisions. Leapfin partners with leading companies such as Canva, Vimeo, Reddit, Sports Illustrated, SeatGeek, and Flexport, enabling a single source of truth for revenue while empowering the rest of their organizations with real-time revenue data. We have received funding from...

Sage Intacct is a cloud financial management software firm aimed at providing cloud accounting products for businesses.

G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank. G2 delivers unique investment banking solutions and uncompromising advice by pairing highly experienced C-level executives with specialist investment bankers in both growth and stressed situations. G2 focuses on industries where our C-level operating partners have deep industry knowledge and expertise. We offer our clients a strategic, operational and financial “insider’s...

Omega Point is a NoCode Investment Intelligence and Orchestration Platform for investors of any type, style, or level of quant-savvy, to harness the world's data in their decision-making process. Our platform is an open ecosystem that makes leading datasets and fintech tools accessible without the need for a development or data science team. Omega Point enriches collaboration through an intuitive...

An investment group focused on founders pursuing the imagined and impossible. Tell us about your company: https://samsungnext.co/directory

Zetta invests in intelligent enterprise software. We partner with companies building software that learns from data to analyze, predict and prescribe outcomes. We lead or co-lead $1-5M funding rounds.