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

Aspiration is in the business of fighting the climate crisis. We help people and businesses build sustainable impact into what they do every day by making it easy, automated, and powerful -- whether it is in the ways people spend and save their money or the ways businesses engage their customers and employees. The estimated cumulative climate impact of the...

We provide advisory, trade execution, and technology solutions for interest rate and foreign exchange derivatives, and international payments. Our clients include community and regional banks, asset managers, credit unions, and corporate borrowers. We're proud to be recognized as FOW International’s 2021 “Multi-Asset Trading System of the Year” and Global Capital’s 2022 “Risk Management Advisory Firm of the Year.” With U.S....

Stockpile’s mission is to make it simple and affordable for Millennials and investors of any age, including children, to learn about stock and get started investing. Stockpile enables customers to buy fractional shares with as little as $5 making it possible for anyone to own stock in their favorite companies including Amazon, Apple, Alphabet, Disney, Nike, Tesla and 2k other stocks...

Greenlite AI is the leading AI agent platform for financial services. Regulated banks and fintechs — including those overseen by the OCC, FDIC, and SEC — trust Greenlite AI to automate mission-critical work like KYC, AML, and sanctions compliance. Want to use AI agents for compliance? Reach out at greenlite.ai Want to build AI agents for the biggest industry in the world?...

The most simple and secure self-custody wallet—only you can access your assets. We can't use your crypto nor can we suspend withdrawals. Even if we wanted to.

Career Karma is backed by the world’s top investors like YCombinator, Top Tier Ventures, Initialized Capital, Softbank, Google Ventures and Kapor Capital (to name a few), and just raised $40 million in Series B funding! Career Karma is the easiest way to find a job training program online. We help over 2.5 million workers navigate their careers every month through...

Root Ventures is an early stage Venture Capital firm based in San Francisco, CA The firm focuses on three areas of investing * Tools and Infrastructure * Low cost robotics and Hardware * Data science

Deserve Credit Cards offers card options to students, professionals, new to country, and those on work visas.

Preqin empowers financial professionals who invest in or allocate to private markets with essential data and insight to make confident decisions. It supports them throughout the entire investment lifecycle with critical information and leading analytics solutions. Preqin has pioneered rigorous methods of collecting private data for over 20 years, enabling more than 200,000 professionals globally to streamline how they raise...

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...

Leyton is an innovative consultancy firm with a unique goal; to quickly improve the financial performance of its clients without impacting their core business. Our specific US expertise is in the implementation and optimization of Research and Development (R&D) Tax Credits, the Employee Retention Credit (ERC), State and Local Tax Credits, and Energy Efficiency Credits.

i2c Inc. drives innovation to the global digital payments and banking industry with a multi-function platform built for endless possibilities. Advanced “building block” processing technology at its core provides a vast suite of credit, debit and prepaid solutions—all from a single global SaaS platform. This enables clients to dynamically configure payment solutions with unparalleled flexibility, agility and performance while maintaining...

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 are a 501(c)(3) designated tech nonprofit with the mission of improving health in America. We specialize in software solutions that leverage real-time shopping environments, coupled with behavioral incentives, such as cash back, in guiding shoppers to make better food and financial decisions in their everyday life. Our primary focus is the underserved and at-risk populations across the US.

Banking across Boundaries, made seamless

Wealthfront is a nextgen banking service. We help you manage your money for both your short-term and long-term goals by providing a Cash Account with checking features and high interest, best-in-class automated investment management, and free financial advice, anytime you want it. We entered into the banking space in a big way this year with the launch of our cash...

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...

Paradigm is a crypto-focused investment firm based in San Francisco.

BGV is an early stage venture capital firm focused on global Enterprise 4.0 technology innovation. The partners at BGV drove successive waves of enterprise technology disruption in Silicon Valley and have years of company-building experience. Founded by Eric Benhamou, former chairman and CEO of 3Com, Palm and co-founder of Bridge Communications, BGV is comprised of global operating executives and investors,...

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