Top San Francisco Bay Area, CA Financial Services Companies (419)
The only nationally chartered bank built to enable developers and builders to create new financial products.
PayJoy's mission is to deliver access to credit to the next billion people in emerging markets worldwide. Our unique mobile security technology gives customers the ability to afford their first smartphone on credit, using the phone itself as collateral, and then provides further access to credit to help weather life's unexpected financial surprises and climb the ladder of economic well-being. Founded...
Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. A career at Capital Group means having countless opportunities to explore, grow and succeed.
Boku Inc. (BOKU.L) is the leading global provider of local mobile-first payments solutions. Global brands including Amazon, DAZN, Meta, Google, Microsoft, Netflix, Sony, Spotify, and Tencent rely on Boku to reach millions of new paying consumers who do not use credit cards with our purpose-built payment network of more than 250 local payment methods that reach 7 billion accounts across...
Hamilton Lane is an alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. The firm has been dedicated to private markets investing for more than two decades and currently has more than 470 employees operating in 18 offices throughout the U.S., Europe, Asia and the Middle East. With $92+ billion in assets under management...
Atlas is a spend management and lifestyle platform for high net worth individuals and families
Founded in 2020, Mesh is a leader in creating a modern financial connectivity layer for digital assets, delivering a secure, enterprise-grade platform for seamless transfers, payments, and account aggregation. Supporting over 300 integrations with exchanges, wallets, and financial services, Mesh is pioneering an open, connected, and secure ecosystem for digital finance
Arc is the capital management platform for ambitious companies and private investors. Arc serves the innovation economy with intelligent cash management and capital markets solutions, in partnership with leading financial institutions and a proprietary network of private credit funds. Founded in 2021, Arc has headquarters in San Francisco and New York City. It has raised over $180 million of equity and...
Numeral specializes in advanced financial automation solutions, designed for high-volume businesses. We streamline complex processes like revenue recognition and cash reconciliation, enhancing efficiency and accuracy. Our platform integrates seamlessly with existing systems, providing real-time insights and control over financial operations. Empowering finance teams with innovative technology, Numeral is the partner of choice for businesses seeking to elevate their financial strategy...
Farther is the intelligent wealth management firm that's redefining the industry by combining proprietary technology with expert financial advisor guidance. We're building a generational financial institution that empowers advisors to focus on what matters most - they're clients and growing their business - while our all-in-one platform handles the back-office complexity. Our comprehensive wealth management platform offers clients a unified view...
At Cornerstone Research, we attribute our success to a unique combination of resources: a creative and energetic staff, cutting-edge technology and research, and our work with academic and industry experts. Our consultants use innovative problem-solving approaches and achieve unparalleled analytic depth. Working with faculty experts from leading business schools, economics departments, and law schools keeps us at the forefront of...
Halliday is a blockchain company and product lab working to create a unified, cross-chain payments ecosystem. Its flagship product, Halliday Payments, is a unified payments platform that makes it easy for users to onramp, swap, and take other onchain actions. Halliday’s products are built on the Workflow Protocol, which removes the need to code smart contracts by hand and enables...
Out-of-pocket healthcare costs are skyrocketing and every day, people all across America are forced to make difficult decisions about their health. Lively was created because we saw through firsthand experience what it means to sacrifice your personal health due to your financial health. We knew there had to be a better way to afford these rising costs and discovered how...
Founded in 2014, Generate builds, finances, owns and operates sustainable infrastructure to deliver affordable and reliable resource solutions for companies, governments, and communities. Generate is the one-stop shop offering technology and project developers pioneering the Infrastructure Revolution the tailored funding and support they need to get projects built. Generate partners with over 40 technology and project developers and owns and operates...
BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. Located throughout the U.S., and in Europe, Asia and Australia, our professionals leverage their expertise to service clients at every stage of the investment lifecycle. Fueled by our passion to help maximize results for our institutional and corporate clients, BTIG offers personalized...
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WorldQuant is a global quantitative asset management firm with over $7 billion in assets under management. Founded in 2007 by Igor Tulchinsky with the belief that talent is global, but opportunity is not, WorldQuant has more than 1,000 employees spread among 26 global offices. WorldQuant seeks to get to the future faster, guided by the principle that there are an...
Anrok is the modern sales tax solution for SaaS businesses. With Anrok, finance leaders can easily monitor, calculate, and remit tax across any financial stack. By connecting your invoicing, payment, and employee systems to a single platform for tax compliance, businesses can automate the manual work and reduce unnecessary expenses around sales tax and VAT. Take tracking remote employees for...
Investing at the earliest possible stage, First Round offers a growing number of services and products to help founders build companies from scratch. We don't split angel, seed and pre-seed funding into separate categories — we're interested in providing the same support across the board. From Blue Apron to Uber, this is how we've helped 300+ companies start up.
IEQ Capital is Registered Investment Advisor, with $18B RAUM*, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients'...
