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

Sierra Ventures is a Bay Area based early-stage venture firm investing globally with a focus on Next Generation Enterprise and Emerging Technologies. With over three decades of experience and over $2 billion of assets under management, Sierra has created a vast network of successful entrepreneurs, Fortune 1000 CXOs, operational executives, and deep domain experts, providing a platform for entrepreneurs around...

Wurthy is a SMB credit platform headquartered in San Francisco, California. Wurthy offers revolving lines of credit to merchants that are generating receivables from their customers. As a business utilizes the Wurthy platform to create installment plans and/or send invoices to customers, a business' Line of Credit will grow, enabling them to access future funds, instantly. By earning interest on transactions,...

AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients. We provide financial advisors with innovative solutions, insightful guidance, and our undivided attention. Our company’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether...

OVO Fund is a seed stage venture capital firm that provides funding and support to startups at the earliest stages. We partner with exceptional teams with real technology looking to build transformative yet capital efficient businesses. OVO Fund leverages an extensive network of industry veterans, developed throughout our careers, to provide focused value-added capital to our entrepreneurs.

Kruze Consulting is a leading provider of accounting, finance, HR and tax consulting to seed and venture capital funded startups. Kruze’s clients have collectively raised over $15 billion in VC financing, and one to three of Kruze’s clients are acquired by larger companies every month. Kruze Consulting’s tax advisory work is reducing our clients'​ burn by over $10 million this...

NCX, previously known as SilviaTerra, is a forest carbon marketplace. Using an AI-powered forest Basemap, NCX connects American landowners with net-zero leaders. Built on a decade of industry-leading precision forestry expertise, NCX takes a data-driven approach to democratizing forest carbon markets.

PayNearMe is the industry’s only platform that facilitates cash, debit, credit, ACH and mobile-first payments, including Apple Pay and Google Pay, for thousands of businesses and government agencies nationwide. With its great mobile experience, PayNearMe’s technology provides a simple way for businesses to collect payments through an intuitive, consistent experience for their customers. In addition, payment reminders and mobile wallet...

Open Ledger aggregates and orchestrates every data source for its customers, allowing AI to execute accounting functions with full financial context.

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,...

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...

We are looking for entrepreneurs! The Hive is a AI fund and co-creation studio that collaborates with entrepreneurs and corporations to create and launch AI based startups. We believe that applications that leverage the innovation in AI and data infrastructures are changing the world, our lives and every industry. The Hive's focus is on the enterprise and vertical industries including financial services,...

KryptoGO is the most advanced due diligence engine that helps financial institutions quickly identify high money laundering risks. We use AI technology to assist in the automation of regulatory processes, DLT technology to exchange and share industrial data, search for sanctions lists covering 200+ countries, and analyze digital footprints on the Internet in real-time to quickly understand all the background...

We’ve been helping clients reach their financial goals for over 40 years by providing a tailored approach to investment management. We’re a different kind of investment firm than most in our industry and work for a bigger purpose: bettering the investment universe.

At Vouch, we believe business insurance should move at the speed of innovation. Legacy insurance providers can’t keep up with the emerging risks of high-growth companies, leaving clients stuck with outdated, rigid coverage. Vouch is a modern insurance provider dedicated to the innovation economy. Backed by $185M in funding from world-class investors, we’re reimagining business insurance—just as Stripe transformed payments and...

Umba is an African digital bank, offering bank accounts and financial services to our customers. We provide an ecosystem of connected financial services that allows the customer complete control of their finances all in one App. At Umba, we believe in the power of financial inclusion to drive economic growth. As a leading digital bank, we are committed to providing innovative solutions...

Founded in 2007 by two machine learning scientists, The Voleon Group is a quantitative hedge fund headquartered in Berkeley, CA. We are committed to solving large-scale financial prediction problems with statistical machine learning. The Voleon Group combines an academic research culture with an emphasis on scalable architectures to deliver technology at the forefront of investment management. Many of our employees...

Zanbato is a financial technology company established to make private markets more liquid and reliable. Launched in 2016, ZX is Zanbato’s independent, SEC-registered Alternative Trading System that is today the world's leading platform for banks and brokers to trade private stock for their clients. More than 100 banks and brokers trust ZX for price discovery, liquidity, and trade execution services...

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground...

Empower is shaking up an outdated financial system by providing real opportunity for our customers: the opportunity to get the cash they need, to access fair credit, and to change their financial story. Today, we’re helping millions of people find financial security through machine learning models that evaluate creditworthiness using a more inclusive lens and mobile-first products: Cash Advance, Thrive...

RhythmX AI, a health AI company driving a paradigm shift in whole-person care with a focus on primary care. The innovative RhythmX AI-powered platform is helping physicians pioneer a new era of hyper-personalized patient care. RhythmX AI is owned by private equity firm SAIGroup (Symphony AI and Concert AI), one of the largest and fastest-growing Silicon Valley firms focused on...