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

With access to data today nearly limitless, and time constraints mounting, there’s an increasing pressure to react in the moment. The price of this speed to action is that businesses and brands often overlook fundamental patterns of how customers behave and decisions are made. Greenberg Strategy is a strategy and research consultancy focused on helping organizations identify the human patterns...

Fincent is a new age finance firm whose mission is to bring financial and accounting services into the modern era. We like to think of ourselves as all of the good parts of a startup, without the downsides. We're a tight-knit team of smart, friendly people solving problems together with a shared passion for design, technology and creativity. Fincent stands...

WestBridge Capital is a $7B global investment firm that partners with transformative entrepreneurs in India and the US at every stage, for the long term. For over 20 years, we've discovered and led investments in more than 150 companies, with a nexus to India, across both private and public markets, often as their largest institutional partner. In addition to long...

VALR bridges the gap between our traditional financial system and the new world of cryptocurrencies. Here's why: There is a socio-financial transition taking place in the world. The organisation of our world into nation-states no longer ministers to the needs of humanity. Humanity yearns to be unified; yet our structures continue to divide us. Money is one of those structures, predominantly...

Oryx is a multi strategy investment firm with a mission to deliver uniquely exceptional returns.

Founded in 2015, Forgepoint is a multi-stage venture capital firm that invests in transformative companies protecting the digital future. In a rapidly digitizing world, we believe that cybersecurity is now synonymous with software. Our diverse team draws upon nearly a century of combined domain expertise to make early and growth stage investments in Cybersecurity and adjacent sectors like AI/ML, Blockchain, Cloud,...

Strategic M&A Advisory Headquartered in Palo Alto with offices in New York

At Trustly, we envision a world in which online payments are fast, simple and secure for everyone — merchants, consumers and banks alike. One hundred years ago, cash was king. People got paid in cash, carried it in their wallets, and bought things with it at the local store. Payment was easy. Oh, how the times have changed. Today, our salaries are...

Good Money is building modern financial products that help people achieve financial freedom, while doing good for the planet. We're a passionate team of engineers, designers, business builders, and entrepreneurs - on a mission to make money do good. If you're looking to join an all-star team that's building at the bleeding edge of a once-in-a-generation opportunity to invent the future...

CNote is a women-led social enterprise on a mission to close the wealth gap through financial innovation. Using the power of technology and a community-first framework, CNote's platform has enabled corporations, foundations, and individuals to deploy over $100M in investments and deposits into financially underserved communities across the country. CNote is a Certified B Corporation that has earned “Best for...

Fractional helps friends and investing communities co-own real estate together. We’re on a mission to open the private real estate market to everyone by making it inclusive, educational, collaborative, and fun.

MOVO® Digital Cash. Next generation digital banking with powerful, secure and fast payment functionality. MOVO® is more than a banking service, a mobile payments wallet or a financial hub. It’s an all in one-digital-financial solution designed for speed and backed by unparalleled security, so you can do more with your digital cash network in real time, right from the app. Use...

At Jerry, we’re building a car ownership super app that puts comparison shopping, financing, driving, maintenance and parking solutions at your fingertips and savings in your wallet. We believe drivers deserve better. Why can’t shopping for insurance, financing and maintaining your vehicle be a click, a swipe or a text away? It should be. We’re making that happen. Our custom artificial...

We provide advisory, trade execution, and technology solutions for interest rate and foreign exchange derivatives, and international payments. Our clients include community and regional banks, asset managers, credit unions, and corporate borrowers. We're proud to be recognized as FOW International’s 2021 “Multi-Asset Trading System of the Year” and Global Capital’s 2022 “Risk Management Advisory Firm of the Year.” With U.S....

Career Karma is backed by the world’s top investors like YCombinator, Top Tier Ventures, Initialized Capital, Softbank, Google Ventures and Kapor Capital (to name a few), and just raised $40 million in Series B funding! Career Karma is the easiest way to find a job training program online. We help over 2.5 million workers navigate their careers every month through...

G2 Capital Advisors is an integrated multi-product, sector-focused boutique investment bank. G2 delivers unique investment banking solutions and uncompromising advice by pairing highly experienced C-level executives with specialist investment bankers in both growth and stressed situations. G2 focuses on industries where our C-level operating partners have deep industry knowledge and expertise. We offer our clients a strategic, operational and financial “insider’s...

The promise of technology is to bring social mobility to life, creating better conditions for humanity as well as democratizing access to services, capital and well being. We are passionate about using technology for making the world a better place and creating alpha by investing in companies that are moving the needle giving access to capital, better employment opportunities or...

Surge Ventures is a RegTech, ComplyTech, and PrivacyTech focused venture studio. Surge Ventures co-creates data governance, privacy and compliance management start-ups for regulated industries including financial services and wealth management. We are a different kind of investment firm, founded by an entrepreneur with real-world experience in the industry that we intend to focus on - and we use our proprietary...

Plan, manage, automate - rely on Bequest for flexible administration and accounting solutions.

Signifyd provides an end-to-end Commerce Protection Platform that leverages its Commerce Network to maximize conversion, automate customer experience and eliminate fraud and consumer abuse for retailers. Signifyd counts among its customers a number of companies on the Fortune 1000 and Digital Commerce 360 Top 500 lists. Signifyd is headquartered in San Jose, CA., with locations in Denver, New York, Mexico...