Top San Francisco Bay Area, CA Financial Services Companies (412)

We love challenges. So we built Dexterity Capital, a quantitative trading firm focused on solving the hardest problems in finance. By combining brilliant people, world-class technology, and rich proprietary datasets we've built an algorithmic execution engine that trades billions of dollars every day. We specialize in market neutral strategies. That means we thrive regardless of whether the bulls or bears are...

Eco is a digital wallet replacing checking accounts, credit cards, and more with a single balance that rewards you every time you save, spend, or send your money. Eco puts your money back to work for you—creating the first consumer fintech product whose creators are aligned with its users. The Eco App combines high-yield savings with rewarded spending in a...

MerQube is an innovative fintech firm, leading the development of cutting edge technology for indexing and rules-based investing. MerQube offers design and calculation solutions for complex rules-based strategies. Launched in 2019 in New York and San Francisco by a team of index industry veterans and technology experts, MerQube was created to provide technology focused alternative. MerQube designs and calculates a wide...

Bridging real-world data to automate, simplify, and secure the smart contracts of financial markets.

Trans Lifeline connects trans people to the community, resources, and support they need to survive and thrive--building a resilient trans community through trans-led direct services. Trans Lifeline’s Hotline provides peer support and crisis support. Our Microgrants program provides low-barrier grants to trans people in need of legal name changes and updated government IDs, HRT, as well as funds for trans...

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.

Sage Intacct is a cloud financial management software firm aimed at providing cloud accounting products for businesses.

Hundreds of developers use Rightfoot's APIs to seamlessly power payments to student debt, credit card debt, and more. We integrate directly with loan servicers whose backends were built in the 1970s on COBOL.

BitGo is the leader in digital asset financial services, providing institutional investors and crypto platforms with liquidity, custody, and security. In 2020, the company reached new milestones with the launch of BitGo Prime, the first and only deeply integrated, full-stack solution with custody, trading and lending. With the launch of BitGo Portfolio and BitGo Tax, the company also manages activities across...

Zamp is a financial technology company with a bold vision of reimagining the future of finance. Our aspiration is global. Our customer focus is global. We are leveraging the latest technology and on a quest to build a global-best product. Join us in our rocketship journey - write to "[email protected]". We raised ~$22Mn in our seed funding round from Sequoia...

Willow Servicing automates mortgage servicing operations and compliance.

We partner with our clients and empower their success by providing consulting services across HR, accounting and SaaS integration. We leverage cloud technologies to accelerate our partners’ digital transformation and enhance their competitive advantage in the market. Our full suite of business solutions is designed to support each stage of our client’s journey, gradually evolving as their needs grow. WHO WE...

ZZAZZ transforms digital content into a real-time tradable asset through its revolutionary Large Pricing Model (LPM)—an advanced AI-driven system that dynamically assigns accurate market values based on billions of engagement signals, real-time user interactions, and live market data. With ZZAZZ, creators and publishers gain immediate clarity on their content’s true economic worth, enabling precise monetization strategies and maximizing revenue opportunities...

Alantra is an independent global mid-market financial services firm providing investment banking, asset management, and private capital services to companies, families, and investors operating in the mid-market segment. The Group has over 600 professionals across Europe, the US, Latin America, and Asia. Its Investment Banking division provides independent advice on M&A, debt advisory, financial restructuring, structured funding & asset-backed securitizations, credit...

ENTER is the fastest, most accurate and most transparent RCM in the healthcare industry. ENTER increases Payer reimbursements by 10%, delights patients, reduces HIPAA risk and provides industry-leading transparency. Our clients say “it’s like magic”. Billing and RCM is the worst part of any Provider’s job. ENTER's mission is to make Providers' lives better with best in class operations, automation, transparency...

Tavalor is a tech-enabled commercial lender providing cheaper and more efficient asset-based financing to small businesses. Our target borrower seeking $200,000 to $2m is neglected by banks, too large and smart for high-APR online lenders, but too small for traditional asset-based loans (“ABL”). We combine cutting-edge technology and analytics with proven commercial underwriting to meet this funding need. We obtain...

Glass Lewis is the world’s choice for governance solutions. We enable institutional investors and publicly listed companies to make sustainable decisions based on research and data. We cover 30,000+ meetings each year, across approximately 100 global markets. Our team has been providing in-depth analysis of companies since 2003, relying solely on publicly available information to inform its policies, research, and voting recommendations. Our customers include the majority...

As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach...

Zetta invests in intelligent enterprise software. We partner with companies building software that learns from data to analyze, predict and prescribe outcomes. We lead or co-lead $1-5M funding rounds.

Secfi is trusted by startup employees for equity planning, stock option financing, and wealth management. We’re the first to provide a digital platform for equity planning, 1:1 financial advice, and ongoing investment management, as well as financing products that enable employees to own a stake in the company they helped build. We’ve worked with employees from more than 90% of...