Top San Francisco Bay Area, CA Financial Services Companies (367)
By providing end-to-end payments capabilities, data-driven insights, and financial products in a single solution, Adyen helps businesses achieve their ambitions faster. Our team members are motivated individuals from different cultures that help each other do remarkable things every day and across time zones. We face unique technical challenges at scale and we solve those as a team. And together, we deliver innovative and ethical solutions for businesses all across the world. With 28 offices across the globe, Adyen serves customers including Meta, Uber, Spotify, Casper, Bonobos and L'Oreal.
BlackRock is a global asset manager. We help investors build better financial futures. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. Our founding mission was to establish a firm that thinks differently about managing investment risks to best serve our clients, and this is still at our core today. We challenge businesses to reach higher standards. We use technology to think beyond what’s possible. We provide investment solutions for every need. We aim to simplify a complex world. We help chart paths towards financial health. We are BlackRock, and we are invested in your financial well-being. Follow us for global insights shaping the economy, thought leadership, and more information on culture and careers at BlackRock. https://www.blackrock.com/corporate/compliance/social-media-guidelines
_0.png)
.png)
Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality through Afterpay, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same.
Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Each of our brands unlocks different aspects of the economy for more people. Square makes commerce and financial services accessible to sellers. Cash App is the easy way to spend, send, and store money. Afterpay is transforming the way customers manage their spending over time. TIDAL is a music platform that empowers artists to thrive as entrepreneurs. Bitkey is a simple self-custody wallet built for bitcoin. Proto is a suite of bitcoin mining products and services. Together, we’re helping build a financial system that is open to everyone.
Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic app, bringing a better way to send, spend, invest, borrow and save to our millions of monthly active users. With a mission to redefine the world's relationship with money by making it more relatable, instantly available and universally accessible.
We started a movement in which everyone can win – shoppers, retailers, society and every person on our team. To play fair, trust people and reward them for doing the right thing. We see and feel the impact of our work as more and more people gain financial freedom and retailers grow across the globe. Founded seven years ago in Sydney, Australia, Afterpay has millions of active customers globally and is offered at the world’s best retailers around the world including Anthropologie, Revolve, DSW, GOAT, Finish Line, Levi’s, Mac Cosmetics, Ray-Ban and many others. Afterpay is on a mission to power an economy in which everyone wins.
For over a decade, SoFi has helped transform the Fintech industry by creating financial products and services that help people borrow, save, spend, invest, and protect their money better, so they can achieve financial independence and realize their ambitions. Whether it’s owning a home, saving for retirement, paying off their student loans, or helping our members invest - SoFi is there every step of the way. Want to learn more about how it works? Check it out here: https://www.sofi.com/how-it-works/ Our core values are at the center of how we help our millions of members get their money right. They are our guiding principles for how we think about serving our members, building our company, and most importantly, how we work together. At SoFi, it’s not just what we do - but how we do it. SoFi is also proud to be the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams. For more information, visit SoFi.com
We believe in a more equitable and efficient data and financial ecosystem that better serves the needs of both individuals and companies. Attain is a data company powered by our consumer-facing financial services app, Klover. We are building a platform that enables millions of consumers can access their earned wages, savings tools and rewards in seconds with no interest, no credit check and no hidden fees. In exchange, they give permission to use their data for research, insights, and targeted advertising. Unlike many financial institutions that rely heavily on consumer fees, our business model revolves around leveraging consumer-permissioned data and insights in concert with trusted partners.
Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 150,000 businesses worldwide – including Brex, Rippling, Navan, Qantas, SHEIN and many more – with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale. Proudly founded in Melbourne, we have a team of over 1,700 of the brightest and most innovative people in tech across more than 37 locations around the globe. Valued at US$5.6 billion and backed by world-leading investors including Sequoia, Lone Pine, Greenoaks, DST Global, Salesforce Ventures and Mastercard, Airwallex is leading the charge in building the global payments and financial platform of the future. If you’re ready to do the most ambitious work of your career, join us.
CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency. CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London. CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others. For more information about CAIS, please visit www.caisgroup.com.
Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,300 associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 55,900+ clients.
Gynger is the first B2B payments and embedded financing solution purpose-built for buyers and sellers of technology. Gynger helps finance teams reduce cash burn by paying tech bills over time on flexible terms, and pull receivables forward without disrupting customer relationships. With Gynger, businesses can finance hardware, software, and other tech-related purchases, while sellers can reduce friction at sale by offering flexible payment terms to their customers through a seamless payment experience. Gynger, based in NY, was founded by serial entrepreneur Mark Ghermezian, the co-founder and founding CEO of Braze, a now ($4B+) publicly traded company. To date, Gynger has facilitated thousands of payments for its customers across hundreds of vendors, including AWS, Google Cloud, Okta, Cisco, Salesforce, HubSpot, Oracle, GitHub, Snowflake and Amplitude. In 2024, Gynger announced its $20 Million Series A funding led by PayPal Ventures and $100 Million debt facility from CIM. Additional world-class investors include Gradient Ventures (Google’s AI-focused venture fund), Velvet Sea Ventures, BAG Ventures, Deciens, Vine Ventures, Upper90, Quiet Capital and m]x[v Capital. We’re a team of innovators, problem-solvers, and growth enthusiasts committed to creating a dynamic and rewarding work environment. We believe that with exceptional software and access to capital, companies can propel to new heights, and we’re here to make it happen. Join us as we redefine the way companies grow and thrive in the fast-paced world of technology. Are you up for the challenge?
Upgrade offers affordable responsible credit and payment products to everyday consumers. Our innovative financial products help our customers move their finances in the right direction and put more money in their pocket.
Together, we've turn ambition into action. For more than three decades, Citadel has captured undiscovered market opportunities in markets around the world by empowering extraordinary people to pursue their best and boldest ideas. We strive to identify the highest and best uses of capital to generate superior long-term returns for the world’s preeminent public and private institutions.
.jpg)
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 employee drowning in debt, we provide innovative solutions, budgeting tools, and education to help them move from surviving to thriving. We put our members first by coaching them through their financial health journey to understand what’s working for them and what’s not. Our tailored approach is designed to meet everyone where they are in life because they’re more than just a credit score. Our people make the biggest difference. With more than 2,300 teammates between California, Arizona, and Texas, everyone collaborates together to make an impact towards our mission; to empower everyday people to move forward on a path to a better financial future. We’re committed to fostering an environment where everyone can belong, while giving their true authentic selves a place to shine. Whether you’re in sales, member support, engineering, product design, IT or any of our other exciting roles, you’ll join a team passionate about serving our members and embracing our core values every day: Care (For everyone) Get Better (Every day) Act With Integrity (Every time) Collaborate (With everyone)
Since our founding over a decade ago, our mission has been to deliver honest financial products that improve lives. That mission hasn’t changed — and it never will. At Affirm, we believe money shouldn’t dictate your direction in life; it should open up options instead of limiting them, and help you get where you’re going without getting in your way. That’s why we offer people the financial flexibility to choose what works for them — in finances and in life.
At Capital One, we think and work like a tech company, using our digital fluency to transform everything about the customer experience. We’re bending data to our will, and turning a stodgy industry on its head. That’s reflected in our ranking as the number one business technology innovator in the U.S. in the 2016 InformationWeek Elite 100.
TrueML makes financial technology that prioritizes customer experience and revolutionizes the experience of consumers seeking financial health. We’re a team of inspired data scientists, financial services industry experts, and customer experience fanatics creating experiences that serve people in a way that recognizes their unique needs and preferences as human beings and endeavoring to ensure nobody gets locked out of the financial system. After more than 10 years in business, TrueML is excited to be expanding its footprint internationally. We are a growing, geographically diverse team with employees in 30 U.S. states and 7 different countries, with our key talent hub in LATAM. If you’re looking for an opportunity to do impactful work, join TrueML and make a difference alongside hundreds of other inspired individuals.
At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to planet-saving, plant-based nutrition and more. With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible and seamless for companies, their employees and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth. Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and it is building a growing network effect with defensible competitive advantages. The Forge marketplace has over 440,000 registered users and private shares have traded in more than 500 companies since inception, representing over $12 billion in volume across over 21,000+ transactions. Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams and innovators in this way.
Opto Investments is a technology firm changing the way fiduciaries experience private markets. Opto partners with advisors, CIOs, and other fiduciaries to solve the challenges of building and distributing customized private markets solutions at scale. We bring all of Opto to our partnerships and provide hands-on support as required across our partners’ private markets programs. We build funds to fiduciaries’ exact specifications in terms of asset class and structure. We also provide a branded investment platform with intelligent workflows that simplifies the private markets investment process, minimizes paperwork, saves time, and creates better advisor and client experiences.
Work Your Passion. Live Your Purpose.
