Top San Francisco Bay Area, CA Financial Services Companies (419)
Parafin’s infrastructure powers financial services for marketplaces, vertical SaaS, payment platforms, and more. With a single integration, platforms can launch a full suite of financial products for their small business sellers, including capital, spend management, and savings tools. These services provide access to financing and help businesses thrive by leveraging real-time performance data to offer customized financial solutions.
The first and most experienced company in bitcoin payments, BitPay builds powerful tools for spending, accepting, and building with bitcoin. The company has offices in North America, Europe, and South America and has raised over $70 million from top investors including Index Ventures, Aquiline Technology Growth, Menlo Ventures, Founders Fund, and Sir Richard Branson.
LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. It is the only digital marketplace bank, and the first public U.S. neobank. Members can gain access to a broad range of financial products and services through a technology-driven platform, designed to help them pay less when borrowing and earn more when saving. Since 2007,...
Formally known as Freedom Financial Network, Achieve launched in 2022 as the leading digital personal finance company helping everyday people get on, and stay on, the path to a better financial future. Achieve delivers personalized financial solutions for real people through intelligent technology and an empathetic human touch. From the single parent trying to buy a home to the overworked...
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BCV helps founders build iconic businesses that transform the way we live and work. We invest in B2B software startups from seed to growth across our four domains of Fintech, Commerce, Apps, and Infra. For over 20 years and with over $10B under management, BCV has helped launch and commercialize more than 400 companies, including Attentive, Bloomreach, Clari, Docusign, Flywire,...
Campfire is the AI-native ERP for mid-size and enterprise companies to close fast and scale faster. Features include a powerful general ledger, invoicing, billing, revenue accounting and reporting, financial statements, AI-powered conversational reporting, and automated accounting workflows such as bank reconciliation. The product is natively integrated with industry leading solutions such as Ramp, Rippling, Salesforce, and has over 100+ API...
NFX is a pre-seed & seed stage venture firm. We believe that creating something of true significance starts with seeing things others do not.
TPG is a leading global alternative asset management firm founded in San Francisco in 1992 with $109 billion of assets under management and investment and operational teams in 12 offices globally. TPG invests across five multi-product platforms: Capital, Growth, Impact, Real Estate, and Market Solutions and our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep...
Ascend is the first modern insurance payments platform that provides automated, all-in-one financing, collections, and payables. We help distributors sell more by eliminating labor intensive processes and providing customers with the great online checkout experience they expect. We’re hiring across GTM, engineering and business functions - email us at [email protected] if you're interested in learning more.
Attivo Partners is a full service Finance and Accounting firm. We help founders, entrepreneurs and emerging growth companies raise capital, build business models, tackle day-to-day finance, accounting and payroll needs, operationalize for scale, and achieve successful exits. We bring extensive experience and professionalism to every engagement and we customize our support to your company’s individual needs and concerns. Every member...
Paystand's on a mission to create a more open financial system, starting with B2B payments. Using blockchain and cloud technology, we pioneered Payments-as-a-Service to digitize and automate the entire cash lifecycle. Our software makes it possible to digitize receivables, automate processing, reduce time-to-cash, eliminate transaction fees, and enable new revenue.
Jiko is a revolutionary new financial network, enabling companies – from multinational corporations to startups – to both store and move money, starting with the power of T-bills, made spendable. Securely stored at the biggest custody bank in the country, cash is put directly into T-bills with on-demand liquidity. Jiko combines the stability of an established national bank with the...
Eloquent AI is the first AI Operator built specifically for financial services to automate complex, regulated customer service operations beyond frontline support. Our AI Operator learns to securely navigate your existing systems simply by observing your standard operating procedures—automating up to 96% of tasks without any engineering effort. Automate complex, multi-party workflows—unfreeze accounts, handle AML/KYC checks, adjust repayments, or update claim statuses...
Tempo is a purpose-built, layer 1 blockchain for payments, developed in partnership with leading fintechs and Fortune 500s. With support for all major stablecoins, Tempo enables high-throughput, low-cost global transactions for any business use case.
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is...
ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate.
Flow solves the complexity of fund infrastructure. We connect information across investors, providers, investments and systems to realize our mission of empowering thought. Powered by dynamic tools and human centric interfaces, our cross platform SaaS technology networks and adapts to the myriad of ways funds operate to optimize productivity and increase time invested into making decisions. By bringing Flow to...
We are building the first AI-powered wealth manager. While exploring the best ways to manage money, we realized that everyday people lack access to the tools and services the ultra-wealthy use to optimize their finances. At Finvest, we are breaking those barriers. Our mission is simple: to give your money the superpower it deserves by leveling the playing field. Imagine having...
