Top San Francisco Bay Area, CA Financial Services Companies (419)
Founded in 2006, TRUE is a leading RIA (Registered Investment Advisor) for extraordinary individuals like athletes, entertainers, entrepreneurs, lottery winners and inheritors. We are a dedicated partner to guide our clients in building generational wealth today, tomorrow, and in the future. TRUE was built with the purpose of guiding these extraordinary individuals and their families to financial security and generational wealth.
Venteur helps businesses to provide their employees with the care they need to live healthier lives -- and at a fraction of the cost. With more choice and control, individual employees can prioritize well-being and financial success.
We invest in visionary founders building a sustainable future.
The partners and staff at Wheeler Accountants (WCPA - formerly LMGW) combine to offer a full range of audit, accounting, taxation, consulting and compliance services for our clients. We "solve for accounting". WCPA serves a wide variety of individuals and businesses; from high-net worth individuals running public companies to small business owners and individuals looking for financial and tax advice....
Wibmo, a leading technology and service provider for the financial services industry was founded in Cupertino, CA in 1999. It is a global full-stack PayTech company and an industry leader in payment security and digital payments, partnering with 130 banks across 25 Countries. It is the largest authentication service provider in India, one of the world's leading digital payment markets, Wibmo...
PayNearMe is the industry’s only platform that facilitates cash, debit, credit, ACH and mobile-first payments, including Apple Pay and Google Pay, for thousands of businesses and government agencies nationwide. With its great mobile experience, PayNearMe’s technology provides a simple way for businesses to collect payments through an intuitive, consistent experience for their customers. In addition, payment reminders and mobile wallet...
At Afriex, we’re working to build a payment experience that's simple, delightful and fast. People are the most important part of what we do. From our customers to our team members we're a growing family that believes in redefining traditional banking alternatives and making wealth universally accessible for all.
Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, data entry, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of...
Empower is shaking up an outdated financial system by providing real opportunity for our customers: the opportunity to get the cash they need, to access fair credit, and to change their financial story. Today, we’re helping millions of people find financial security through machine learning models that evaluate creditworthiness using a more inclusive lens and mobile-first products: Cash Advance, Thrive...
In a world of information overload, Yewno uses artificial intelligence to create knowledge from structured and unstructured data, linking and mapping concepts for levels of never-before insight. This cutting-edge technology, known as the Yewno Knowledge Graph, is currently being applied across Financial Services, Education, Publishing, Government, and Life Sciences to deliver products and solutions that change the way the world...
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,...
MOVO® Digital Cash. Next generation digital banking with powerful, secure and fast payment functionality. MOVO® is more than a banking service, a mobile payments wallet or a financial hub. It’s an all in one-digital-financial solution designed for speed and backed by unparalleled security, so you can do more with your digital cash network in real time, right from the app. Use...
Securitize is a global fintech, Top 50 blockchain company, with a mission to provide investors with access to invest in and trade alternative assets, and for companies to raise capital and offer shareholder's liquidity. Securitize has pioneered a fully digital, regulatory compliant, end-to-end platform for issuing, managing and trading digital asset securities (also known as security tokens), with over 200...
.jpg)
Emagia is a leading Autonomous Finance solutions provider, empowering modern finance teams with digital world-class advantage in their order-to-cash operations and customer financial services. Emagia has a proven track record of helping companies achieve best-in-class performance in cash flow, DSO, credit risk control, operational efficiency and customer experience. Emagia offers a cloud-based, Finance AI platform enabling highly efficient data-driven digital...
We power startup growth in emerging markets by providing corporate cards and financial solutions. Join at https://tribal.credit
Braintree enables merchants in more than 45 countries worldwide to accept and process payments in more than 130 currencies. We are a leader in mobile payments because we believe payments technology can drive innovation and revenue. We provide the commerce tools merchants need to minimize security concerns, expand globally, and enable new commerce experiences. And, as a PayPal service, Braintree...
All businesses want to do is pay vendors, suppliers, and contractors anywhere, at anytime, with ease. Legacy financial systems and old technologies make this dream nearly impossible. Veem makes it a reality. Businesses of any size enjoy simple, secure and seamless payments on the Veem network in over 110 countries. Veem's next-generation payment tools enable businesses to streamline their processes and...
Pursuit Software helps clients leverage Information Technology to solve a wide array of business problems. We have over a decade of experience providing Information Technology (IT) services to leading companies in the United States and abroad. We have strong expertise in the following IT areas: Industry-Specific Solutions At Pursuit, we are always focused on solving business challenges, specifically in...
