Top San Francisco Bay Area, CA Financial Services Companies (412)
In a world of information overload, Yewno uses artificial intelligence to create knowledge from structured and unstructured data, linking and mapping concepts for levels of never-before insight. This cutting-edge technology, known as the Yewno Knowledge Graph, is currently being applied across Financial Services, Education, Publishing, Government, and Life Sciences to deliver products and solutions that change the way the world...
The partners and staff at Wheeler Accountants (WCPA - formerly LMGW) combine to offer a full range of audit, accounting, taxation, consulting and compliance services for our clients. We "solve for accounting". WCPA serves a wide variety of individuals and businesses; from high-net worth individuals running public companies to small business owners and individuals looking for financial and tax advice....
Stockpile’s mission is to make it simple and affordable for Millennials and investors of any age, including children, to learn about stock and get started investing. Stockpile enables customers to buy fractional shares with as little as $5 making it possible for anyone to own stock in their favorite companies including Amazon, Apple, Alphabet, Disney, Nike, Tesla and 2k other stocks...
Fractal provides aspiring entrepreneurs with a business idea, a highly capable and complementary co-founder, capital, and ongoing support. Together, we’ll create fast-growing vertical SaaS companies that help modernize overlooked American industries.
Modak is a US-based fintech platform leveraging the power of fintech and gamification to empower kids to reach their full potential. We are founded with an audacious vision to enable kids to reach their full potential, regardless of their background. We pursue this mission by offering a gamified fintech and learning ecosystem - with teen debit cards, financial literacy, and other...
We are making the electron economy investable. By replacing legacy financial rails with programmable infrastructure, Plural unlocks capital for energy assets and accelerates the shift to a resilient, modern grid.
Branch delivers world-class financial services to the mobile generation. With offices in San Francisco, Lagos, Nairobi, Mumbai and Bangalore, Branch is a for-profit socially conscious company that uses the power of data science to reduce the cost of delivering financial services in emerging markets. We believe that everyone, everywhere deserves fair financial access. The rapid spread of smartphones presents an...
HAX is an SOSV program for hard tech startups transforming industry. HAX helps startups from all over the world go from early prototypes to scaled businesses. Over the past 8 years, we have invested and support startups in robotics, IoT, material science, medical devices, and consumer electronics with a passionate staff of full-stack engineering, business strategy, and a network of...
Qontigo is a financial intelligence innovator and a leader in the modernization of investment management, from risk to return. The combination of the group’s world-class indices and best-of-breed analytics, with its technological expertise and customer-driven innovation, enables its clients to achieve competitive advantage in a rapidly changing marketplace. Qontigo’s global client base includes the world’s largest financial products issuers, capital...
Oscilar is the leading provider of AI-native risk intelligence for financial institutions. Based in Palo Alto, California, Oscilar powers real-time risk decisioning across fraud, credit, and compliance through a single, unified solution. Our no-code AI Risk Decisioning™ platform leverages agentic AI and advanced signal processing to analyze complex data, detect anomalies, and automate mission-critical decisions with speed and precision. Built by...
Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, data entry, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of...
Flex helps leading health and wellness brands increase AOV by up to 50% and boost checkout conversion by 30% with the only HSA/FSA payments infrastructure purpose-built for eCommerce.
HCLTech is a global technology company, home to more than 224,756+ people across 60 countries, delivering industry-leading capabilities centered around digital, engineering, cloud and AI, powered by a broad portfolio of technology services and products. We work with clients across all major verticals, providing industry solutions for Financial Services, Manufacturing, Life Sciences and Healthcare, Technology and Services, Telecom and Media,...
At Tilt (formerly Empower), we see a side of people that traditional lenders miss. Our mobile-first products and machine learning-powered credit models look beyond outdated credit scores, using over 250 real-time financial signals to recognize real potential. Named among the next billion-dollar startups, we're not just changing how people access financial products — we're creating a new credit system that...
We are building the world’s most customer centric digital asset banking network supporting retail and corporate clients. We know cryptocurrencies, digital assets and blockchain are technologies that empower people and businesses like no other. They should be for everyone – and be secure, regulated, sustainable and, above all, simple and easy to use. Metallicus is driven by the idea that strong...
Our mission is to empower all startup employees to participate in the success of the companies they helped build. We do so by linking employees to accredited investors, who compete to provide them with the funding they need to exercise their stock options. Our platform allows employees to minimize the downside risk associated with exercising their options, while giving investors...
Harbor is a digital investment management platform for alternative assets that streamlines onboarding and subscription processing, simplifies investor communications, and unlocks enhanced liquidity options through branded private marketplaces. Harbor's easy-to-use software enables issuers and broker-dealers to remove friction and inefficiencies from the fundraising process and ongoing investor and placement agent management. Enhanced liquidity options can give investors flexibility and create new...
Sixth Street is a global investment firm with over $60 billion in assets under management and committed capital. We use our long-term flexible capital, data-enabled capabilities, and One Team culture to develop themes and offer solutions to companies across all stages of growth. Sixth Street is dedicated to cross-platform collaboration at scale. We have more than 400 team members including...
