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

100% clean energy across America - that’s our vision. Mosaic makes affordable financing options available to qualifying homeowners — and for the pros, the powerful technology needed to grow their business and encourage the wide-spread adoption of clean energy upgrades. With over 10 years of experience in solar financing, we are a trusted leader prioritizing consumer protections and working to...

An investment group focused on founders pursuing the imagined and impossible. Tell us about your company: https://samsungnext.co/directory

Autotech Ventures aims to generate financial returns by helping passionate entrepreneurs to deploy revolutionary transportation technologies and business models. We provide startups with capital, ground transportation market intelligence, and access to our transportation sector network which includes our corporate investors representing a global market capitalization of over $500B. As a lead or follower investor, we leverage our deep industry network to...

Global Predictions is founded by a successfully exited, ex-Bridgewater team using AI + Finance expertise to build a full-stack solution for investing insights and financial advice on top of its proprietary Economic Insights Engine. They power fintech solutions available to millions of people through the GP API and customized insights. The flagship product is PortfolioPilot.com for individuals, your personal AI...

JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services. Every JTC person is an owner of the business and this fundamental part of our culture aligns us with the best interests of all of our stakeholders. Our purpose is to maximise potential and our success is built on service excellence, long-term...

The Filecoin Foundation is an independent organization that facilitates governance of the Filecoin network, funds critical development projects, supports the growth of the Filecoin ecosystem, & advocates for Filecoin and the decentralized web.

Fundbox is the pioneer of embedded working capital solutions for SMBs, leading the charge in best-in-class embedded finance offerings since 2015. Fundbox empowers the small business economy by offering fast, simple access to working capital through the digital tools businesses already use. Fundbox has partnered with leading SMB platforms to help over 125,000 customers unlock growth with fast, simple access...

First Republic Bank (NYSE: FRC) was founded in 1985 with one mission: to deliver exceptional, personalized service to each and every client. Today, First Republic has grown to become the 14th largest bank in the United States thanks to our truly differentiated service culture, the longevity of our client relationships and a Net Promoter Score that’s two times higher than...

We lead seed rounds in bold founders who use code to create transformational companies.

We believe that everyone should be empowered to take control of their money. That's why we created the Small Business Bond™ – a way for small businesses to raise capital from their communities, and for everyday investors to grow their wealth. The SMBX is spearheading the evolution of a more equitable financial system. One that puts small business front and center...

It isn’t easy learning about money. Schools don’t teach you and families don’t always talk about finances. Traditional banks make it even harder to get ahead by charging fees for standard services like checking accounts, atm's and even spending cards. Step is a next generation financial services company building the best banking experience to help teens and young adults achieve financial...

GFR Fund is a San Francisco-based venture capital fund that invests in early-stage technology startups disrupting digital media and entertainment. We work with founders who are ahead of social trends, understand their audience and creatively combine existing technologies to offer new experiences to users.

Jiko is a revolutionary new financial network, enabling companies – from multinational corporations to startups – to both store and move money, starting with the power of T-bills, made spendable. Securely stored at the biggest custody bank in the country, cash is put directly into T-bills with on-demand liquidity. Jiko combines the stability of an established national bank with the...

At Intertrust Group our 4,000 employees are dedicated to providing world-leading, specialised administration services to clients in over 30 jurisdictions. This is amplified by the support we offer across our approved partner network which covers a further 100+ jurisdictions. Our focus on bespoke corporate, fund, capital market and private wealth services enables our clients to invest, grow and thrive anywhere...

Pure is building the future of rare coin and precious metal trading. We believe collectors and investors deserve financial infrastructure that matches the standards of modern markets. That is why we are creating a new kind of order book marketplace that brings transparency, efficiency, and trust to an industry still rooted in legacy systems. Started in 2023, Pure is one of...

With millions of paying customers and a vibrant team involved in work that really matters, we are changing the way that people pay for electricity and other utilities. We prioritize our customers by innovating top-notch products that foster excellent customer service. Our Milestones: - Average of 4.5 rating on respective App Stores with over 6k Reviews. - Currently covers 9 electricity distribution companies...

We are the Credit Union’s one-stop-shop for digital deposit account opening, frictionless loan applications (POS), perpetual pre-approval and recapture efforts. The platform successfully drives direct member, loan & deposit growth, boosts profitability, increases share of wallet and reduces the cost to produce loans through efficiency gains. Our founders enjoy nothing more than speaking to and learning from Credit Union leaders....

SAIGroup is a private investment company focused on acquiring and growing enterprise AI companies. The SAIGroup portfolio includes SymphonyAI, ConcertAI, and RhythmX AI.

Flint is a mobile payment service for small businesses that makes it easy to accept credit cards and increase customer engagement. Designed for businesses that operate outside of traditional retail stores, Flint's iOS and Android apps allow users to take credit cards without a card reader – by scanning instead of swiping – or via online invoice payments. To facilitate...

MobileCoin is a peer-to-peer cryptocurrency focusing on transactional anonymity, ease of use, transaction speed, low environmental impact and low fees such that the use case of buying a cup of coffee with cryptocurrency and a mobile phone is no different than paying with cash.