Top San Francisco Bay Area, CA Financial Services Companies (420)

Nova Credit is a credit infrastructure and analytics company that enables businesses to grow responsibly through alternative credit data. As a Consumer Reporting Agency (CRA), Nova Credit leverages its unique data infrastructure, compliance framework, and credit expertise to help lenders fill critical gaps in traditional credit analytics. The company transforms the fragmented universe of consumer financial data into compliant, actionable...

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 Our mobile-first products and machine learning-powered credit models look beyond outdated credit scores, using over 250 real-time financial signals to recognize real potential.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...

AccountsIQ is smart cloud accounting software that transforms your finance function. With innovative accounting automation tools to help you complete tasks with ease and deliver accurate insights right across your organisation. All of this from one application and in real-time. AccountsIQ's award-winning cloud-based Financial Management Software (FMS), launched in 2008 in Dublin, simplifies how multi-entity businesses capture, process and report...

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.

The B2B payments platform.

BitGo is the leader in digital asset financial services, providing institutional investors and crypto platforms with liquidity, custody, and security. In 2020, the company reached new milestones with the launch of BitGo Prime, the first and only deeply integrated, full-stack solution with custody, trading and lending. With the launch of BitGo Portfolio and BitGo Tax, the company also manages activities across...

Founded in 2006, TRUE is a leading RIA (Registered Investment Advisor) for extraordinary individuals like athletes, entertainers, entrepreneurs, lottery winners and inheritors. We are a dedicated partner to guide our clients in building generational wealth today, tomorrow, and in the future. TRUE was built with the purpose of guiding these extraordinary individuals and their families to financial security and generational wealth.

Deel is the all-in-one Global People Platform that simplifies and streamlines every aspect of managing an international workforce—from culture and onboarding, to local payroll and compliance. Our industry-leading suite of HR tools, payroll solutions, mobility services, and compliance expertise makes it possible for companies of all sizes to scale globally with unmatched speed and flexibility. Today, Deel serves over 25,000+ companies...

We partner with our clients and empower their success by providing consulting services across HR, accounting and SaaS integration. We leverage cloud technologies to accelerate our partners’ digital transformation and enhance their competitive advantage in the market. Our full suite of business solutions is designed to support each stage of our client’s journey, gradually evolving as their needs grow. WHO WE...

At Summitry, we help you maximize the benefits of living in one of the most unique areas in the world. Our personalized financial planning guidance and investment strategies are specially suited for life in the Bay Area.

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...

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...

Alantra is an independent global mid-market financial services firm providing investment banking, asset management, and private capital services to companies, families, and investors operating in the mid-market segment. The Group has over 600 professionals across Europe, the US, Latin America, and Asia. Its Investment Banking division provides independent advice on M&A, debt advisory, financial restructuring, structured funding & asset-backed securitizations, credit...

Signifyd provides an end-to-end Commerce Protection Platform that leverages its Commerce Network to maximize conversion, automate customer experience and eliminate fraud and consumer abuse for retailers. Signifyd counts among its customers a number of companies on the Fortune 1000 and Digital Commerce 360 Top 500 lists. Signifyd is headquartered in San Jose, CA., with locations in Denver, New York, Mexico...

We are a bunch of engineers and finance folks seeking to democratize finance by building AI-driven finance tools. Brightflow AI integrates with many platforms to get a full financial picture of thousands of businesses and automate anything a financial analyst or CFO would do.

Raenest is a modern, multi-currency platform for Africans that makes managing money across borders easy. It offers fast, transparent, and affordable international payments, along with convenient ways to spend, save, invest, and grow wealth, empowering users to stay in control of their finances wherever their journey takes them.

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.

RhythmX AI, a health AI company driving a paradigm shift in whole-person care with a focus on primary care. The innovative RhythmX AI-powered platform is helping physicians pioneer a new era of hyper-personalized patient care. RhythmX AI is owned by private equity firm SAIGroup (Symphony AI and Concert AI), one of the largest and fastest-growing Silicon Valley firms focused on...

GLC Advisors & Co. is a leading independent investment banking advisory firm focused on senior-level expertise, long term relationships and objective guidance to national and international clients. GLC offers comprehensive services to its clients across a number of industries, including: Financing / debt advisory Mergers & acquisitions Restructuring & recapitalization Valuation & fairness options Specialties: Financial Restructuring Advisory Services, Industry Focused Mergers & Acquisitions

At Félix, we're building the financial ecosystem for Latin immigrants in the U.S., starting with a revolution in remittances. Our core product is an AI-powered chatbot built on WhatsApp, allowing our users to send money home as easily as sending a text message. We leverage cutting-edge technology like AI, blockchain, and stablecoins to make cross-border payments faster, more affordable, and...