Top San Francisco Bay Area, CA Financial Services Companies (419)
Out-of-pocket healthcare costs are skyrocketing and every day, people all across America are forced to make difficult decisions about their health. Lively was created because we saw through firsthand experience what it means to sacrifice your personal health due to your financial health. We knew there had to be a better way to afford these rising costs and discovered how...
Megaphone helps you grow your onchain community's GDP. With Megaphone, you can launch tokens and NFTs, collect form responses, analyze onchain reputation and identity, and incentivize quality community actions. We've processed 68M campaign activity completions, 5.5M form responses, and hundreds of thousands of onchain transactions with iconic brands like Coinbase, Forbes, OneFootball, Pudgy Penguins. Talk to us to learn about the secrets of...
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...
Anrok is the modern sales tax solution for SaaS businesses. With Anrok, finance leaders can easily monitor, calculate, and remit tax across any financial stack. By connecting your invoicing, payment, and employee systems to a single platform for tax compliance, businesses can automate the manual work and reduce unnecessary expenses around sales tax and VAT. Take tracking remote employees for...
Paystand's on a mission to create a more open financial system, starting with B2B payments. Using blockchain and cloud technology, we pioneered Payments-as-a-Service to digitize and automate the entire cash lifecycle. Our software makes it possible to digitize receivables, automate processing, reduce time-to-cash, eliminate transaction fees, and enable new revenue.
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...
NFX is a pre-seed & seed stage venture firm. We believe that creating something of true significance starts with seeing things others do not.
Tempo is a purpose-built, layer 1 blockchain for payments, developed in partnership with leading fintechs and Fortune 500s. With support for all major stablecoins, Tempo enables high-throughput, low-cost global transactions for any business use case.
Formed in 2015, Plum Lending is revolutionary commercial real estate lending, combining the world of data science with traditional lending. Our mission is to help borrowers meet their funding needs with the industry's most efficient and optimal process. In addition, we provide intelligent and reliable funding options. Plum is focused on the fastest-growing but most underserved markets in the country....
Atlas is a spend management and lifestyle platform for high net worth individuals and families
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...
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...
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.
Additive builds tools that help tax professionals with their most repetitive tasks, so that they can focus on creating value for their clients.
In 2020, unpaid family caregivers provided an estimated 34+ billion hours of care, worth over $470 billion to the economy. COVID-19 devastated our care infrastructure, and millions left the workforce to provide care in the home. As baby boomers age into retirement and increase demand for home care services, quality care becomes harder for families to find and afford. Now...
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.
At Cornerstone Research, we attribute our success to a unique combination of resources: a creative and energetic staff, cutting-edge technology and research, and our work with academic and industry experts. Our consultants use innovative problem-solving approaches and achieve unparalleled analytic depth. Working with faculty experts from leading business schools, economics departments, and law schools keeps us at the forefront of...
Hamilton Lane is an alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. The firm has been dedicated to private markets investing for more than two decades and currently has more than 470 employees operating in 18 offices throughout the U.S., Europe, Asia and the Middle East. With $92+ billion in assets under management...
