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

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...

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 Legacy insurance providers can’t keep up with the emerging risks of high-growth companies, leaving clients stuck with outdated, rigid coverage.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...

Better is a top-tier India-focused pre-seed venture firm with a portfolio of 200+ companies including stellar successes like Slice, Rupeek, Open, Khatabook, Bijak, Airmeet, Teachmint, Kutumb, Dukaan, Jai Kisan, Skill Lync, M2P, Toddle & more. Better partners with founders very early and invests with deep conviction and helps its companies build in a systematic manner from idea to early PMF...

Settle is an all-in-one payments solution tailored to the needs of growing e-commerce brands. By providing a single platform to pay bills, manage invoices, and apply for flexible financing solutions, we make it easier for founders and small business owners to spend time on building incredible businesses. Ditch the spreadsheets, back-and-forth emails, and stress. Join Settle instead.

The Kingfish platform is unlike any other in private equity. We believe relationships with the right on-point experience can dramatically change the trajectory of a business. As private equity advisors and investors our platform ensures we make that impact every time. Our network includes seasoned, on-point executives who have been customers, competitors and key suppliers to the business, meaning they don’t just...

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 Naehas, we help financial institutions unlock their full potential by accelerating value creation. Our innovative platform is designed to empower financial institutions to deliver personalized, compliant products and offers at unparalleled speed, helping them stay ahead in a competitive market. We specialize in: Personalization at Scale: Quickly craft financial services products tailored to customer needs. Streamlined Compliance: Integrate compliance seamlessly into every...

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

At Salient, we’re rebuilding consumer loan servicing from the ground up - with agentic AI at the core. We started with auto lending, a $1.5 trillion industry and one of the most fragmented parts of financial services. We’re powering a more transparent, compliant, and consumer friendly future and seeking smart, driven and passionate colleagues to roll up their sleeves and...

Payactiv is the best way for employees to get financial relief between paychecks, a service needed by two-thirds of the workforce. We give businesses the tools essential to ease the financial stress of their employees and build a higher performing workforce. First to revolutionize timing of pay Payactiv is the right way to improve employee financial health. Our aim is to empower...

Marqeta powers innovative payment solutions for many of the apps and services you enjoy daily. Our open API card issuing platform provides unprecedented flexibility and control for industry-leading companies such as Square, Coinbase, J.P.Morgan, and Uber, to issue cards, authorize transactions, and manage payment operations in real-time. We are a team of industry experts and technology innovators who take a dynamic...

With the simplest and fastest way to launch Pay by Bank as a core payment method globally, Token.io’s complete A2A payment infrastructure helps payment providers grow their market share in the face of the continued shift from cards to APMs. Token.io delivers the highest performing and deepest connectivity in the industry, reaching 567 million bank accounts (80%+ per market) in...