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

Enterprise-grade AI Agents that instantly automate manual workflows in compliance and operations. Founded by the team that scaled Brex 10X in a year and led product, engineering and design at Coinbase, Salesforce and Twitter.

AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients. We provide financial advisors with innovative solutions, insightful guidance, and our undivided attention. Our company’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether...

Founded in 2013, Kiavi, formerly known as LendingHome, is one of the largest lenders to real estate investors in the United States. With Kiavi’s data and innovative financing solutions, real estate investors are empowered to make informed decisions, close deals faster and realize the full potential of their real estate investment strategies. Kiavi is committed to helping customers revitalize approximately...

At Afriex, we’re working to build a payment experience that's simple, delightful and fast. People are the most important part of what we do. From our customers to our team members we're a growing family that believes in redefining traditional banking alternatives and making wealth universally accessible for all.

In order to port over the next billion people into a secure and open financial system, you’re going to need a network of applications that connect to the fiat world… Wyre’s APIs make that happen. Our mission is to empower fintech projects to execute on their vision by offering them secure access to the largest financial network in the world (the...

EnrichVideo by Amigobulls enables financial institutions to create seamless HNI client experiences, increasing engagement by 5x. The new normal has accelerated the need to go digital without losing the personal touch. EnrichVideo drives client engagement with personalization and interactivity and helps banks and wealth management firms to acquire, engage and upsell to their HNI clients. All client communication - emails, videos,...

PayNearMe is the industry’s only platform that facilitates cash, debit, credit, ACH and mobile-first payments, including Apple Pay and Google Pay, for thousands of businesses and government agencies nationwide. With its great mobile experience, PayNearMe’s technology provides a simple way for businesses to collect payments through an intuitive, consistent experience for their customers. In addition, payment reminders and mobile wallet...

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.

Founded in 2023, Tensec is a global fintech that enables small and medium-sized businesses (SMBs) to enter global trade and thrive by giving them access to global transaction banking solutions that are user-friendly, efficient, and secure. Tensec founders have driven startups from foundation to exit, built decacorns, and led global teams at companies such as PayPal, Credit Karma, Facebook, Goldman Sachs,...

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...

Hearsay Systems is reinventing the human-client experience in financial services. The Hearsay Client Engagement Platform empowers over 200,000 advisors and agents to authentically and intelligently grow business relationships by proactively guiding and capturing the last mile of digital communications. The world’s leading financial firms—including Allstate, New York Life, Morgan Stanley, and Charles Schwab—rely on Hearsay’s SaaS platform to scale their...

Crowdz is a Fintech company focused on helping SMBs improve their cashflow. We are rethinking invoices, cash flow, and trade finance by replacing outdated manual practices with the financial service industry's first invoice marketplace built specifically for small and mid-sized businesses. We are on a mission to help small and mid-sized companies thrive by increasing their access to cash flow....

Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, data entry, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of...

FinancialForce accelerates business growth with customer-centric ERP, Professional Services Automation (PSA), and Customer Success Operations solutions. Run on the leading cloud platform, Salesforce, FinancialForce enables organizations to see their customers in full color to unlock customer insights, deliver innovative experiences, run a digital business, and achieve agility and resilience. Founded in 2009 and headquartered in San Francisco, FinancialForce is backed...

In a world of information overload, Yewno uses artificial intelligence to create knowledge from structured and unstructured data, linking and mapping concepts for levels of never-before insight. This cutting-edge technology, known as the Yewno Knowledge Graph, is currently being applied across Financial Services, Education, Publishing, Government, and Life Sciences to deliver products and solutions that change the way the world...

Fast was created to solve the broken e-commerce checkout process that wastes untold time for consumers and costs merchants billions of dollars in lost sales. Fast Login and Fast Checkout enable a one-click sign-in and purchasing experience that makes it easier for people to buy and merchants to sell. Enter your information once, and you’ll never have to fill out...

HAX is an SOSV program for hard tech startups transforming industry. HAX helps startups from all over the world go from early prototypes to scaled businesses. Over the past 8 years, we have invested and support startups in robotics, IoT, material science, medical devices, and consumer electronics with a passionate staff of full-stack engineering, business strategy, and a network of...

Modak is a US-based fintech platform leveraging the power of fintech and gamification to empower kids to reach their full potential. We are founded with an audacious vision to enable kids to reach their full potential, regardless of their background. We pursue this mission by offering a gamified fintech and learning ecosystem - with teen debit cards, financial literacy, and other...

Accounts Payable (and Receivable, too) Made Easy! At Checkbook, we have built a way to send and receive Digital Checks instead of dealing with paper and postage, or expensive online transactions. Digital Checks offer a clear financial and operational advantage for businesses with instant delivery, and online deposit, at a fraction of the cost of other payment options. Just $1 per...

At Jerry, we’re building a car ownership super app that puts comparison shopping, financing, driving, maintenance and parking solutions at your fingertips and savings in your wallet. We believe drivers deserve better. Why can’t shopping for insurance, financing and maintaining your vehicle be a click, a swipe or a text away? It should be. We’re making that happen. Our custom artificial...