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

Harrison Street is one of the leading investment management firms exclusively focused on alternative real assets. Since inception in 2005, the firm has created a series of differentiated investment solutions focused on demographic-driven, needs-based assets. The firm has invested across senior housing, student housing, build-to-rent, healthcare delivery, life sciences and storage real estate as well as social, utility and digital...

Flagright sets the modern standard for AI-native transaction monitoring. The platform enables financial institutions to centralize detection, investigation, and reporting of suspicious activity, streamlining regulatory workflows and strengthening financial crime controls. A high-performance, no-code scenario builder with sub-second API response times powers real-time monitoring, supported by tailored rules, dynamic risk profiling, and simulation tools that reduce false positives and improve...

Boku Inc. (BOKU.L) is the leading global provider of local mobile-first payments solutions. Global brands including Amazon, DAZN, Meta, Google, Microsoft, Netflix, Sony, Spotify, and Tencent rely on Boku to reach millions of new paying consumers who do not use credit cards with our purpose-built payment network of more than 250 local payment methods that reach 7 billion accounts across...

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...

G2 Venture Partners is a venture and growth firm focused on emerging technologies driving sustainable transformation across traditional industries. We support entrepreneurs who are unlocking new paths to environmentally and socially responsible economic growth.

Tofu Self-Employed Tracker is here to alleviate stress from the busy lives of self-employed. We created this app keeping in mind how hard it could be to manage your own business. Tofu allows you to create and send invoices instantly, record all your receipts, and calculate your taxes with ease. No longer will you have to spend countless hours poring over...

At Wisetack, we’re building financially-responsible consumer lending products that help service-based businesses thrive. We offer consumers a way to finance a purchase by paying in monthly installments. Founded in 2018 by a team of experienced fintech veterans whose prior experience includes PayPal, LinkedIn, Lending Club, Affirm, Amazon, and other leading companies, Wisetack is a well-funded early stage startup with strong early...

Subscription companies are losing 10%+ of revenue to failed payments—billions of dollars a year—a problem known as “Involuntary churn.” Butter is on a mission to end involuntary churn. Using machine learning we help the greatest subscription companies in the world—Fabletics, The Athletic, Savage x Fenty, Found, Tonal, Hairstory—recover more revenue, optimize authorization rates, and increase customer lifetime value. Butter, backed by world-class...

Every is the operating system for your back office, combining incorporation, banking, payroll, accounting, HR, taxes, and compliance—all in one place. Whether you're launching your first company or scaling after raising funds, Every provides you with the tools and expert support to manage financial operations, remain compliant, and run your business with ease. No more juggling multiple vendors—Every streamlines everything, allowing you...

Deserve Credit Cards offers card options to students, professionals, new to country, and those on work visas.

Obvious is a venture capital firm investing in early-stage, purpose-driven entrepreneurs reimagining trillion-dollar industries. Our three investment pillars are Sustainable Systems, Healthy Living, and People Power. Obvious has over $1 billion AUM.

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.

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.

TrustToken brings economic opportunity to all by building finance infrastructure for the internet age. We're the makers of the world's most trusted stablecoins including TrueUSD, the first 1:1 dollar-backed digital asset with live, on-chain Proof of Reserve, now moving billions of dollars each month across over 100 exchanges and funds like Binance, Huobi, and Alameda. With TrueFi, TrustToken is bringing uncollateralized...

Billions of dollars are lost each year to waste, improper payments and unpaid debts. Performant helps organizations enhance revenue and contain costs by preventing, identifying and recovering outstanding and improperly paid assets. We apply our experienced staff and proprietary technology to make an immediate financial impact for our clients. Why we are different: + Seasoned Experts. Our experts understand the intricacies of...

Spendesk is the complete spend management platform that gives 100% visibility into company spend. With Spendesk, you get a 7-in-1 solution with corporate cards, invoice payments, expense reimbursements, budgets, approval, reporting, compliance, and pre-accounting in one simple, scalable solution. Trusted by thousands of businesses from start-ups to established brands, Spendesk is designed to save time and money across the entire...

Our Vision: Resources never stand in the way of the best possible health for all kids and moms. Our Mission: The Lucile Packard Foundation for Children’s Health is here to unlock philanthropy to transform health for all kids and moms, in Northern California and around the world. We are champions for children—driving extraordinary care for families today while fueling research, discovery,...

The Gilmartin Group is a strategic consulting firm focused on investor relations, communications and business development for companies across the healthcare and life sciences space. Our goal is to help our clients create durable long term value by leveraging our team’s capital markets experience, communications expertise and deep industry knowledge.

International Payments for everyone. Send money to friends and family in 20+ countries

Omega Point is a NoCode Investment Intelligence and Orchestration Platform for investors of any type, style, or level of quant-savvy, to harness the world's data in their decision-making process. Our platform is an open ecosystem that makes leading datasets and fintech tools accessible without the need for a development or data science team. Omega Point enriches collaboration through an intuitive...