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

FINRA is dedicated to investor protection and market integrity. Our team of highly trained professionals are passionate about protecting investors and ensuring financial markets remain fair by writing and enforcing the critical rules and regulations that govern more than 3,700 firms and 630,000 brokers across the country. Our ultimate goal is to foster robust, but fair and orderly, markets in...

The only nationally chartered bank built to enable developers and builders to create new financial products.

Out-of-pocket healthcare costs are skyrocketing and every day, people all across America are forced to make difficult decisions about their health. Lively was created because we saw through firsthand experience what it means to sacrifice your personal health due to your financial health. We knew there had to be a better way to afford these rising costs and discovered how...

Together, we've turn ambition into action. For more than three decades, Citadel has captured undiscovered market opportunities in markets around the world by empowering extraordinary people to pursue their best and boldest ideas. We strive to identify the highest and best uses of capital to generate superior long-term returns for the world’s preeminent public and private institutions.

Tempo is a purpose-built, layer 1 blockchain for payments, developed in partnership with leading fintechs and Fortune 500s. With support for all major stablecoins, Tempo enables high-throughput, low-cost global transactions for any business use case.

Adyen (ADYEN:AMS) is the financial technology platform of choice for leading companies. By providing end-to-end payments capabilities, data-driven insights, and financial products in a single global solution, Adyen helps businesses achieve their ambitions faster. With offices around the world, Adyen works with the likes of Meta, Uber, H&M, eBay, and Microsoft.

Additive builds tools that help tax professionals with their most repetitive tasks, so that they can focus on creating value for their clients.

Formed in 2015, Plum Lending is revolutionary commercial real estate lending, combining the world of data science with traditional lending. Our mission is to help borrowers meet their funding needs with the industry's most efficient and optimal process. In addition, we provide intelligent and reliable funding options. Plum is focused on the fastest-growing but most underserved markets in the country....

AI-powered cost savings for modern logistics

Founded in 1951 by firefighters for firefighters, we are a credit union dedicated to building financial success in our community. Today, we continue to serve firefighters while also extending membership to those who live, work, or attend school in San Francisco, San Mateo, or Marin counties. Just as firefighters protect the physical security of the community, our institution protects its financial...

There is a smarter, better way to own your home. We call it home co-investing. Unison offers a smart new financing alternative for accessing your equity without taking on debt. We reduce debt and deliver a less risky way for homeowners, investors, and society to think about their most important asset - the home.

We empower past, present, and soon-to-be students to maximize their financial futures through thoughtful guidance and impactful products. We build tools that help people feel in control of their financial future, including: 1. Student Loan Refinancing - break free from high interest rates or monthly payments. 2. Private Student Loans - low rates, people-first service, and flexible payments. 3. Debt Management - manage...

Atlas is a spend management and lifestyle platform for high net worth individuals and families

In 2020, unpaid family caregivers provided an estimated 34+ billion hours of care, worth over $470 billion to the economy. COVID-19 devastated our care infrastructure, and millions left the workforce to provide care in the home. As baby boomers age into retirement and increase demand for home care services, quality care becomes harder for families to find and afford. Now...

Parafin’s infrastructure powers financial services for marketplaces, vertical SaaS, payment platforms, and more. With a single integration, platforms can launch a full suite of financial products for their small business sellers, including capital, spend management, and savings tools. These services provide access to financing and help businesses thrive by leveraging real-time performance data to offer customized financial solutions.

Citadel Securities is a technology-driven, next-generation global market maker. We provide institutional and retail investors with world-class liquidity, competitive pricing and seamless front-to-back execution in a broad array of financial products. Our teams of engineers, traders and researchers harness leading-edge quantitative research and the accelerating power of compute, machine learning and AI to power our analytics and tackle the market’s...

ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate.

IEQ Capital is Registered Investment Advisor, with $18B RAUM*, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients'...

WorldQuant is a global quantitative asset management firm with over $7 billion in assets under management. Founded in 2007 by Igor Tulchinsky with the belief that talent is global, but opportunity is not, WorldQuant has more than 1,000 employees spread among 26 global offices. WorldQuant seeks to get to the future faster, guided by the principle that there are an...

Eloquent AI is the first AI Operator built specifically for financial services to automate complex, regulated customer service operations beyond frontline support. Our AI Operator learns to securely navigate your existing systems simply by observing your standard operating procedures—automating up to 96% of tasks without any engineering effort. Automate complex, multi-party workflows—unfreeze accounts, handle AML/KYC checks, adjust repayments, or update claim statuses...