Top San Francisco Bay Area, CA Financial Services Companies (412)
Sapphire is a leading VC firm partnering with visionary teams and venture funds to build companies of consequence. For more than two decades, Sapphire has been investing capital, resources and expertise in innovative startups and technology-focused venture funds around the world. With $8B in AUM across Sapphire Ventures, Sapphire Partners and Sapphire Sport - with team members in Austin, London,...
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...
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...
Velo automates business payments for our customers. Through a single interface, businesses collect pay-ins from customers and make payouts to suppliers and independent workforces using our state-of-the art payments platform. Velo captures the payment preferences of buyers, vendors, and contract workers, then automatically executes the best payment method based on cost, speed, and predictability over many domestic and international payment...
One stop shop for finance function needs. MISSION: Our mission is to foster our clients’ success through scaling their G&A operations by providing high-value, high-integrity services and solutions. We achieve this by impacting People, Process, and Platforms. VISION: Our vision is that Finance in a Box will be the one-stop solution for all things G&A.
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com). The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not...
Pursuit Software helps clients leverage Information Technology to solve a wide array of business problems. We have over a decade of experience providing Information Technology (IT) services to leading companies in the United States and abroad. We have strong expertise in the following IT areas: Industry-Specific Solutions At Pursuit, we are always focused on solving business challenges, specifically in...
Founded in 2015, Zeta is a provider of next-gen credit card processing platform. Zeta’s cloud-native and fully API-enabled stack offers a comprehensive range of capabilities, including processing, issuing, lending, core banking, fraud detection, and loyalty programs. With a strong focus on technology, Zeta has over 1700+ employees and contractors, with more than 70% dedicated to technology roles. Operating across the...
We’re on a mission to inspire the world to give by helping nonprofits easily accept stock and cryptocurrency donations
Dialectic is a machine that solves cyphers to unlock exceptional value for our members. We have built a unique architecture and a suite of proprietary tools that offer thoughtful risk-adjusted exposure to alternative assets, supported by an extraordinary group of globally distributed crypto-natives.
Klarna was founded in 2005 in Stockholm, Sweden with the aim of making it easier for people to shop online. In the last 15 years, technology has evolved, excited and transformed the world around us, yet our mission remains as relevant as ever, to make paying as simple, safe and above all, smoooth as possible.
Eco puts your money back to work for you — creating the first consumer fintech product whose creators are aligned with its users. Financial infrastructure hasn't changed since the 1970s. All we've gotten are shinier products built on the same broken systems. The Eco App changes that, starting by building the best place to save and spend your dollars. We combine...
Who is AI Fund? We are a team of AI pioneers, proven entrepreneurs, seasoned operators, and venture capitalists that collaborates with leading entrepreneurs to solve big challenges using artificial intelligence. Founded in 2017 by Dr. Andrew Ng, AI Fund is backed with $176 million in capital by some of the leading VC firms and investors, including NEA, Sequoia, and Greylock. How...
X1 is the smartest credit card ever made. Built with 17g of stainless steel and laser etching technology, X1 reimagines the credit card from the ground up. It harnesses the power of technology to offer smart credit limits, an unparalleled rewards program, and automated features that will transform the way you shop and spend. X1 is partnered with Visa Signature,...
Venteur helps businesses to provide their employees with the care they need to live healthier lives -- and at a fraction of the cost. With more choice and control, individual employees can prioritize well-being and financial success.
Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for sophisticated business owners, private investors, executives, and ultra-affluent families. Since inception, we have helped clients acquire more than $95 billion of coverage using a variety of sophisticated planning and product strategies, which help our...
Pure is building the future of rare coin and precious metal trading. We believe collectors and investors deserve financial infrastructure that matches the standards of modern markets. That is why we are creating a new kind of order book marketplace that brings transparency, efficiency, and trust to an industry still rooted in legacy systems. Started in 2023, Pure is one of...
Gappify, founded in 2016, is a cloud-based software provider of accrual automation solutions for mid-market and enterprise accounting teams. The company is headquartered in Oakland, California, with offices in New York, and Manila, Philippines. Our team consists of accountants and CPA’s from Big Four public accounting firms, software innovators, and strategic advisors from some of the largest and most recognized...
50+M&A TRANSACTIONS | 90+% RECEIVE FUNDING 100+TEAM MEMBERS | 10K+EXECUTIVES IN TRIVIUM NETWORK Trivium is a Finance, Accounting, Human Resources, and Tax consulting firm offering early-mid stage companies strategy consulting as well as support ranging from administrative to CFO level expertise. We provide tailored packages that scale to the needs of our clients. We partner with clients to manage all non-technical requirements,...
Baremetrics provides real-time subscription metrics for teams built with Stripe, Shopify Partners, Braintree, Recurly, Chargebee, Google Play, and App Store Connect. In addition to metrics, Baremetrics provides tools that help you reduce churn and grow your business faster: Recover: Prevent failed charges and keep your hard-earned revenue with our 100% automated toolkit. Cancellation insights: Learn exactly why your customers cancel,...
