Top San Francisco Bay Area, CA Financial Services Companies (412)
Our end-to-end verification solution shields your institution, giving you the freedom to focus on what matters most. With our code-free orchestration tool, choose the customer verification solutions you need from our curated list of top data providers and access them in one place. No tedious individual checks with multiple data providers and added costs. Get everything you need on one...
At Summitry, we help you maximize the benefits of living in one of the most unique areas in the world. Our personalized financial planning guidance and investment strategies are specially suited for life in the Bay Area.
VC Lab runs the leading venture capital accelerator. The company helps new and emerging managers from around the world to close on capital and run top performing venture capital firms. The mission of the company is to help launch 1,000 new venture capital firms worldwide by 2025
Finvisor is the startup solution for all your back office and financial needs. You focus on building your company, we keep you updated on your financial performance, cashflow, and manage the day to day operations. Our team of CPAs, CFAs, brokers and payroll experts support some of the fastest growing companies in the United States
Mooch is an automatic budgeting app for your bills, expenses and savings using digital envelopes that earn cash back rewards.
Velera, formerly PSCU/Co-op Solutions, is the nation’s premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider. With over four decades of industry experience and a commitment to service excellence and innovation, our company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum...
ONEVC is a Silicon Valley and Brazil-based generalist seed-stage venture firm focused on investing in entrepreneurs that tackle multi-billion dollar markets with solid product-market fit.
ApplePie Capital is an innovative financial solutions provider dedicated to the franchise industry. ApplePie provides a wealth of financial choices for franchise entrepreneurs at every stage of their development, with a diverse and growing network of capital providers and financing solutions, including growth capital, SBA and conventional loans, and equipment financing. ApplePie’s franchise finance experts are focused on matching clients...
Stuff for brokers is broken. We’ve fixed it. Are you ready to ARIVE? WHO WE ARE ARIVE was founded in 2018 in order to support mortgage brokers with up-to-the-minute technology, putting the machine in service of the human instead of the other way around. WHO WE SERVE As an independent mortgage broker, you need technology that gives you the tools to succeed, then gets...
AgFunder is an online Venture Capital Platform based in Silicon Valley. AgFunder invests in exceptional and bold entrepreneurs who are aiming to build the next generation of great agriculture and food technology companies. As a Platform-VC, we've leveraged technology, media and research to build a global ecosystem of over 50,000 members and subscribers, including over 5,000 investors. We build technology...
Pay the planet with Hyperwallet. At Hyperwallet, our goal is to provide organizations with a fast, efficient, and transparent way to distribute funds to their global contractors, suppliers, and resellers. Built atop sophisticated online and mobile payments technology, Hyperwallet’s advanced payment architecture unifies fragmented financial infrastructure in a singular environment. The end result is a global payout platform unlike anything...
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.
We’re a leading professional services firm that specializes in real estate and investment management. JLL shapes the future of real estate for a better world by using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people and our communities. We want the most ambitious clients to work with us,...
We invest in visionary founders building a sustainable future.
GoingVC is built around the idea of making venture capital education, investing, networks, and talent more accessible to those with the desire to succeed. GoingVC’s flagship program has trained several hundreds of members and alumni globally in the business of VC, and its angel education program provides access to vetted angel investment opportunities, tools, and frameworks to help them become more...
SS&C Advent, a business unit of SS&C Technologies, is helping over 4,300 investment firms in more than 50 countries—from established global institutions to small start-up practices—to grow their business and thrive. Delivering unparalleled precision and ahead-of-the-curve solutions for more than 30 years, we help firms minimize risk, work together seamlessly with our clients, and help shape the future of investment...
We are on a mission to make money effortless for all. Ponto builds economic access by connecting global financial products to local economies The multinational team behind Ponto is from J.P. Morgan, Goldman Sachs, Commerzbank, Credit Suisse, Bridgewater, the U.S. Federal Reserve, Visa, Microsoft, Apple, Google, Square, and Stripe. Ponto is backed by $30m from transformational investors like David Fialkow (General Catalyst)...
EnrichVideo by Amigobulls enables financial institutions to create seamless HNI client experiences, increasing engagement by 5x. The new normal has accelerated the need to go digital without losing the personal touch. EnrichVideo drives client engagement with personalization and interactivity and helps banks and wealth management firms to acquire, engage and upsell to their HNI clients. All client communication - emails, videos,...
The Kingfish platform is unlike any other in private equity. We believe relationships with the right on-point experience can dramatically change the trajectory of a business. As private equity advisors and investors our platform ensures we make that impact every time. Our network includes seasoned, on-point executives who have been customers, competitors and key suppliers to the business, meaning they don’t just...
