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

Bluevine is the largest small business banking platform in the U.S., serving as the financial operating system for startups and small businesses. Through a single account, companies can earn more, save more, borrow, and manage their money whenever and wherever they do business - without ever stepping into a branch. Accessible through one dashboard, our product suite integrates high-yield business...

Anatomy is on a mission to automate financial workflows for healthcare. Today, healthcare providers receive a quarter of payments and remittances on paper, and siloed banking and practice management systems make it difficult to get clarity into insurance revenue that is paid versus needs follow-up. Anatomy automates these financial workflows using AI to convert EOBs to ERAs, modern lockbox solutions...

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...

Paradigm is a crypto-focused investment firm based in San Francisco.

Transforming data into action, anywhere, for anyone

Since 1972, Phoenix American has focused on empowering the alternative investment fund industry. The company offers an end-to-end fund operations suite: fund accounting, fund administration, transfer agency, 1099/K-1 production, financial and sales reporting, compliance services, printing, mailing and fulfillment services - all specifically designed for alternative investments. Gus Constantin, Chairman and Chief Executive Officer, founded Phoenix American as an equipment...

Securitize is a global fintech, Top 50 blockchain company, with a mission to provide investors with access to invest in and trade alternative assets, and for companies to raise capital and offer shareholder's liquidity. Securitize has pioneered a fully digital, regulatory compliant, end-to-end platform for issuing, managing and trading digital asset securities (also known as security tokens), with over 200...

Nclusion is a financial technology company dedicated to empowering underserved and unbanked populations in the developing world. By providing accessible, affordable, and inclusive financial services, we’re on a mission to drive financial inclusion and promote economic growth and entrepreneurship.

Apto Payments is a next-generation cards and payments platform that helps companies design and launch successful card programs in as fast as a day. We do it with fewer constraints, greater creativity, and the most comprehensive customer support, jumping through regulatory hoops and performing the heavy lifting so you don't have to.

Founded in 2010, GLMX is an independent financial technology company financed by Sutter Hill Ventures, Otter Capital and Tippet Venture Partners that provides an intuitive, comprehensive, integrated global money market trading solution for institutional participants. The goal of GLMX is to be a leader in technology, to maximize trade lifecycle efficiency and reporting and to improve client access to market...

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...

Earnin’s mission is to build a financial system that works for people. Every year, while Americans wait for their paychecks, more than $1 trillion of their hard-earned money is held up in the pay cycle. As a result, we accumulate over $50 billion in late and overdraft fees and turn to high-interest loans. We seek to eliminate those fees and...

Accounts Payable (and Receivable, too) Made Easy! At Checkbook, we have built a way to send and receive Digital Checks instead of dealing with paper and postage, or expensive online transactions. Digital Checks offer a clear financial and operational advantage for businesses with instant delivery, and online deposit, at a fraction of the cost of other payment options. Just $1 per...

Solid is a modern fintech infrastructure provider – a one-stop shop that offers a fully integrated and compliant suite of fintech services – think AWS for FinTech or simply FinTech-as-a-service! On Solid's fully managed infrastructure, any company can quickly build and launch embedded fintech products such as bank accounts, crypto wallets, payments, and cards to their users. The company owns the...

Investing at the earliest possible stage, First Round offers a growing number of services and products to help founders build companies from scratch. We don't split angel, seed and pre-seed funding into separate categories — we're interested in providing the same support across the board. From Blue Apron to Uber, this is how we've helped 300+ companies start up.

Jaris enables platforms, payment processors, and banks to launch white-labeled lending, banking, and instant payout products to their customers through a single integration. Combining bank-grade compliance, a modern infrastructure, and over $1B in capital, Jaris gives small-to-medium-sized-businesses (SMBs) fast, flexible access to funds they need to drive and sustain long-term growth.

Hi, we're Stride! Today, 60 million Americans work independently, and that trend is only accelerating. But benefits are tightly coupled with full-time, W2-based jobs. As a result, the millions of Americans who work independently are excluded from that financial safety net. Stride is the world’s first benefits platform built specifically for contractors, part-timers, and the self-employed. We provide them with all...

i2c Inc. drives innovation to the global digital payments and banking industry with a multi-function platform built for endless possibilities. Advanced “building block” processing technology at its core provides a vast suite of credit, debit and prepaid solutions—all from a single global SaaS platform. This enables clients to dynamically configure payment solutions with unparalleled flexibility, agility and performance while maintaining...

Gridium is a leading decarbonization partner for building owners and their operators. We empower building teams to reduce energy spend and usage faster, deeper, and more economically—through a combination of AI-driven energy performance analytics and turnkey project development and financing solutions.

GLC Advisors & Co. is a leading independent investment banking advisory firm focused on senior-level expertise, long term relationships and objective guidance to national and international clients. GLC offers comprehensive services to its clients across a number of industries, including: Financing / debt advisory Mergers & acquisitions Restructuring & recapitalization Valuation & fairness options Specialties: Financial Restructuring Advisory Services, Industry Focused Mergers & Acquisitions