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

Wibmo, a leading technology and service provider for the financial services industry was founded in Cupertino, CA in 1999. It is a global full-stack PayTech company and an industry leader in payment security and digital payments, partnering with 130 banks across 25 Countries. It is the largest authentication service provider in India, one of the world's leading digital payment markets, Wibmo...

Financial copilot for institutional investors (Chat GPT + Edgar)

Fast was created to solve the broken e-commerce checkout process that wastes untold time for consumers and costs merchants billions of dollars in lost sales. Fast Login and Fast Checkout enable a one-click sign-in and purchasing experience that makes it easier for people to buy and merchants to sell. Enter your information once, and you’ll never have to fill out...

With our built-from-scratch technology that covers every stage of the loan process, LendingHome has opened access and simplified a way for real estate investors—both novice and experienced—to get financing, generate wealth, and build businesses. Since founded in 2013, we have funded over $6 billion dollars worth of loans across about 30,000+ projects, becoming the nation's largest hard money lender. Combining...

At Naehas, we help financial institutions unlock their full potential by accelerating value creation. Our innovative platform is designed to empower financial institutions to deliver personalized, compliant products and offers at unparalleled speed, helping them stay ahead in a competitive market. We specialize in: Personalization at Scale: Quickly craft financial services products tailored to customer needs. Streamlined Compliance: Integrate compliance seamlessly into every...

GGV Capital is a global venture capital firm focused on multi-stage, sector-focused investments. Recognizing that the talent to build great companies can come from anywhere, the firm invests in founders building category-leading companies around the world. Founded in 2000 with roots in Singapore and Silicon Valley, GGV has expanded with additional offices in San Francisco, Shanghai, and Beijing. The firm...

Next47 is a global venture firm, backed by Siemens, committed to turning today's impossible ideas into tomorrow's indispensable industries. Our relationship with Siemens gives us access to international markets, a global customer base, and incomparable technical experience, all of which we use to catalyze the growth of our portfolio companies. We invest in entrepreneurs who think big and in companies...

Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors. At the same time, Finalis provides additional leverage to securities brokers...

Insto facilitates automatic billing for recurring services and installment plans with two core products, Insto and Insto+. Insto enables independent professionals and freelancers--personal trainers, tutors, graphic designers, and more--to bill their customers on a periodic basis, automatically. Insto+ empowers individual sellers and small businesses to offer interest-free installment plans without turning to expensive loans. Founded in 2013 with offices in San...

Dealpath is the industry’s most trusted cloud-based real estate investment management platform, providing real-time access to vetted, secure, up-to-date investment data to empower collaboration, strategic, and predictive decisions. Investment and development firms leverage Dealpath as their command center for smart pipeline tracking, powerful deal analytics and collaborative workflows—driving maximum performance from pipeline to portfolio management. As the real estate deal...

Our mission is to help the world's fastest growing organizations liberate their financial data, so their leadership can make the most informed decisions. Leapfin partners with leading companies such as Canva, Vimeo, Reddit, Sports Illustrated, SeatGeek, and Flexport, enabling a single source of truth for revenue while empowering the rest of their organizations with real-time revenue data. We have received funding from...

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...

Trim's mission is to make Americans financially healthy at scale. Our customers benefit from automated savings, decreased bills and bank fees negotiated by Trim, canceled subscriptions, and spending analysis and recommendations. We've saved our users more than $60M and we’re continuing to grow and add features to improve financial health. Our team has previous experience at organizations like Cisco, Eventbrite, Goldman...

Aspiration is in the business of fighting the climate crisis. We help people and businesses build sustainable impact into what they do every day by making it easy, automated, and powerful -- whether it is in the ways people spend and save their money or the ways businesses engage their customers and employees. The estimated cumulative climate impact of the...

Migo is an embedded lending platform that enables companies to extend credit to consumers and small businesses in their own apps. Migo builds proprietary ML algorithms to assess credit risk using the company’s data then automates credit facilities via cutting-edge cloud infrastructure, simplifying the complex world of lending with a simple API. Migo also expands economic access by enabling credit...

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.

We’re just what you’d expect in a financial institution and more than you ever imagined. For more than 70 years, we’ve focused our attention on providing members with the best financial solutions possible. With more than 50,000 members, Santa Clara County Federal Credit Union—more commonly known as County Federal—remains steadfast in our commitment to county, city and school employees and the...

Eltropy enables Financial Institutions to digitally engage in a secure and compliant way via Text, Video, Audio, Secure Chat and Social Messaging. Using our world-class digital communications platform, Credit Unions, Banks, Debt Collectors, Insurance Companies, Lenders and FinTechs can improve operations, engagement and productivity. Eltropy also integrates with IT systems, such as Symitar and Corelation, and uses Analytics to provide...

Genstar Capital is a leading middle-market private equity firm, investing in high quality companies for over 30 years. Genstar currently has approximately $35 billion in assets under management and is focused on investing in financial services, software, industrials, and healthcare. Genstar partners with its management teams and network of strategic advisors to grow and transform its portfolio companies into industry-leading...

SitusAMC is the leading independent provider of innovative, trusted solutions that support the entire lifecycle of commercial and residential real estate finance, powering more efficient, effective, and agile businesses. We partner with leading lenders and investors to help them originate, transact, manage, and value their real estate portfolios. We do this through strategic outsourcing, advisory, talent, and technology solutions. ...