Top San Francisco Bay Area, CA Financial Services Companies (420)
Mesa is on a mission to make homeownership more affordable and rewarding. Led by a world-class team of repeat founders and fintech operators from Uber, Amex, Robinhood, Capital One, BILT, Cash App, Square, Zillow, LendingTree, and Spotify, they are creating the homeowner membership category. Their platform gives real value back to consumers for the $6T in annual homeownership spend. Homeowner membership...
Additive builds tools that help tax professionals with their most repetitive tasks, so that they can focus on creating value for their clients.
Casca is an AI-native platform transforming small business lending by enabling banks and lenders to originate 10x more loans with 90% less manual effort. Our solutions streamline the entire loan process—from customizable application forms and secure applicant portals to AI-powered assistants, automated document collection, KYB checks, and underwriting. We’ve found product market fit and are scaling our team very quickly.
We are building the first AI-powered wealth manager. While exploring the best ways to manage money, we realized that everyday people lack access to the tools and services the ultra-wealthy use to optimize their finances. At Finvest, we are breaking those barriers. Our mission is simple: to give your money the superpower it deserves by leveling the playing field. Imagine having...
Flow solves the complexity of fund infrastructure. We connect information across investors, providers, investments and systems to realize our mission of empowering thought. Powered by dynamic tools and human centric interfaces, our cross platform SaaS technology networks and adapts to the myriad of ways funds operate to optimize productivity and increase time invested into making decisions. By bringing Flow to...
MileIQ provides automatic mileage tracking for deductions and expenses. Whether you're a self-employed worker looking for a mileage deduction or a large company that wants to get a handle on mileage expenses reports, MileIQ is automatic, easy and accurate. MileIQ is mileage tracking the way you need it to work. We’d love to hear from you: • Website: http://www.mileiq.com • Twitter: twitter.com/mileiq •...
Atlas is a spend management and lifestyle platform for high net worth individuals and families
Commerce has out-innovated payments. Ansa is the payments platform to help merchants catch up: increase revenue, retention, and take back control of unit economics. Ansa enables any brand to launch closed-loop wallets for a fraction of the effort and cost. We power payment experiences akin to the Starbucks balance, the Clipper card, Steam Wallet, and Uber Cash. With Ansa, our merchant...
Formally known as Freedom Financial Network, Achieve launched in 2022 as the leading digital personal finance company helping everyday people get on, and stay on, the path to a better financial future. Achieve delivers personalized financial solutions for real people through intelligent technology and an empathetic human touch. From the single parent trying to buy a home to the overworked...
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Photon Commerce delivers the industry's most accurate, detailed, and intelligent document AI/OCR with 99%+ accuracy. Photon is backed by the Nasdaq Center and Village Global, a venture firm funded by Jeff Bezos, Bill Gates, and other successful industry leaders. Photon's team is from Visa, SAP, AvidXchange, and acquired startups, where they built digital products processing billions of invoices and payments. Reach...
Farther is the intelligent wealth management firm that's redefining the industry by combining proprietary technology with expert financial advisor guidance. We're building a generational financial institution that empowers advisors to focus on what matters most - they're clients and growing their business - while our all-in-one platform handles the back-office complexity. Our comprehensive wealth management platform offers clients a unified view...
We are building the modern credit bureau, and are giving people control over how their sensitive financial information is shared with lenders. We believe increasing data transparency and returning data controls to the consumer are two crucial steps toward improving the health and safety of the internet as we know it. The team at Truework is hyper-focused on building a better...
LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. It is the only digital marketplace bank, and the first public U.S. neobank. Members can gain access to a broad range of financial products and services through a technology-driven platform, designed to help them pay less when borrowing and earn more when saving. Since 2007,...
ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate.
The trucking and logistics industry provides the backbone of the economy, but the payments infrastructure on which it runs is broken; the existing suite of payment tools is outdated, difficult to use, prone to fraud, and saddled with hidden fee structures. AtoB is building Stripe for Transportation — modernizing the payments infrastructure for trucking and logistics, where capital movement occurs...
We protect and insure homes — wildfire, hurricane, and beyond using physics and AI to understand the true risk of your property and help make your home insurable.
Found is on a mission to make self-employment easier. With business banking and smart, simple financial tools, we help people seamlessly run their own businesses. With over half the U.S. workforce predicted to be self-employed by 2027, we’re proud to be meeting a real and growing need. Self-employment can be infinitely rewarding, but it comes with a host of challenges. When...
Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions...
Casap's Copilot & Collaboration platform can fully automate disputes end-to-end. We empower institutions and fintechs to intelligently tackle first-party fraud while transforming disputes into an opportunity to build loyalty.
