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

Bay Equity is a full-service retail mortgage lender. Founded in the heart of San Francisco’s financial district in 2007, the company recently moved to new corporate headquarters in Corte Madera, CA. Bay Equity Home Loans is currently licensed in 42 states and is expanding across the nation with retail branches in 27 states. Bay Equity is family owned and operated. The company...

Pursuit Software helps clients leverage Information Technology to solve a wide array of business problems. We have over a decade of experience providing Information Technology (IT) services to leading companies in the United States and abroad. We have strong expertise in the following IT areas: Industry-Specific Solutions At Pursuit, we are always focused on solving business challenges, specifically in...

Truewind is AI-powered Bookkeeping and Financial Modeling for Startups. Through a combination of artificial intelligence and concierge service, we deliver a delightful financial back office experience to fast-growing companies. Reliable bookkeeping, detailed financial models, built exclusively for startups. We are a San Francisco-based startup backed by Y Combinator

Dama offers the most sophisticated and comprehensive banking, payments, and business management solutions for CRBs, integrating product, operations, compliance, and financial data in a more usable and flexible solution than any current offering in the industry. The easy-to-use, highly scalable platform fulfills the business needs and regulatory obligations of any licensed cannabis business — across all verticals — everywhere cannabis...

Our friendly culture supports your career success. We’re an NMP Top Employer-awarded company dedicated to making it faster, better, and easier to get a home loan. Loan Officers, Processors, Closers, Loan Officer Assistants Experience the Planet Home Lending difference: • In-house marketing team creates custom collateral for you. • Make-sense products and the pricing to win deals. • Dedicated underwriters, processors, and closers keep your loans flowing...

Invest in your financial future. We break down barriers to creating wealth by making investing easy, simple, and affordable for our users in the region. Raseed gives you full control and makes investing transparent, fun and rewarding.

Benepass is a platform to flexibly distribute benefits and non-salary compensation globally. Through our easy-to-use and highly customizable fintech platform, People teams can implement, administer, and track the modern benefits that their employees are looking for. Employers design their benefits and perks plan by setting a contribution amount and eligible spending categories. Every employee has their own individual definition of...

At ADF, we aim to better meet the financial needs of underestimated Americans across the credit spectrum through our mastery of cutting-edge data science and technology and our commitment to mutual success Traditional finance has underestimated tens of millions of Americans, freezing them out of borrowing altogether or preventing them from borrowing at rates they can afford. At ADF, we believe...

Our mission is to ensure our future on Earth by enabling and accelerating every project that reduces humanity’s carbon footprint. Our plan is to support the permanent avoidance or removal of 1 billion tons of CO2e by 2030, scaling to 1 billion tons/year.

AI enabled business verification for banks and fintechs. Backed by Y Combinator. We make business verification for banks and fintechs 100x faster and significantly cheaper.

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...

Launch Finance is a women-owned financial services firm dedicated to serving startups at all stages of growth across all industries with high-quality, cost-effective financial and accounting solutions from inception to exit. #LaunchFinance #InceptionToExit #LaunchYourStartup #CFO #Accounting #StartupAccounting Deborah Kranz built Kranz & Associates – one of the most successful interim financial services companies – and she is recognized as a financial...

We Make International Easier. Gain all the advantages of our global network of established entities through our flexible integration options. We power your cross-border expansion by offering an enhanced consumer experience, all while you get to outsource your global risk. Optimized Payment Processing: Lower fees and increase approval rates by selling and processing through our robust global entity structure. Global Tax Compliance: Offload international tax...

Common Trust is a financing platform that equips small business owners to exit to their employees and community. Using purpose trusts, our methodology is based on the idea that owners should be able to transition their business profitably while protecting their legacy, purpose and people through a sale, ensuring both high performance and community impact for generations to come.

Investing since 1991, EDBI is a Singapore-based global investor in select high growth technology sectors ranging from Information & Communication Technology (ICT), Emerging Technology (ET), Healthcare (HC) and promising Singapore SMEs in strategic industries. As a value creating investor, EDBI assists companies achieve their ambitious goals by leveraging our broad network, resources and expertise. With our growth capital, EDBI supports...

Qualpay was started by a group of proven and experienced payments management team and seasoned programmers whose mission is to bring the next generation of payment processing innovations to market. In 2014, the company introduced an omnichannel payments platform that is easily adaptable to individual needs, whether it is for a business, a developer or a partner including Independent Sales Organizations...

Balyasny Asset Management (BAM) is a diversified global investment firm founded in 2001 by Dmitry Balyasny, Scott Schroeder, and Taylor O'Malley. With over $31 billion in assets under management, BAM employs more than 2,400 people across 23 offices in the U.S. and Canada, Europe, the Middle East, and Asia. The firm’s investment teams span five strategies, including Equities Long/Short, Fixed...

Commerce Ventures is an early stage venture capital firm focused on investing and empowering the next generation of technology innovators in the retail and financial services industries. Our deeply committed LP base is composed of a strategic blend of established entrepreneurs, corporate executives and market leading corporations, enabling us to meaningfully add value to our portfolio companies via introductions to...

sFOX is the full-service crypto prime dealer for institutional investors, providing the liquidity, security, and infrastructure needed to unlock the full potential of digital assets.

Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed...