Top San Francisco Bay Area, CA Financial Services Companies (363)
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.
ONEVC is a Silicon Valley and Brazil-based generalist seed-stage venture firm focused on investing in entrepreneurs that tackle multi-billion dollar markets with solid product-market fit.
Credit Sesame is the only service that helps consumers achieve financial wellness by helping them manage and grow their credit and cash in one place for free. Since 2010, we’ve helped millions improve their financial health by offering the best tools possible to access, understand, use, and protect their credit so they can lead better lives. And now, Credit Sesame has married its deep understanding of personal credit with the latest in digital banking to help consumers manage their entire wallet in one place and establish a better path to financial wellness. We are a fast-growing, nimble startup, and we succeed only because of our amazing teammates and our strong, positive culture.
Bridging real-world data to automate, simplify, and secure the smart contracts of financial markets.
OVO Fund is a seed stage venture capital firm that provides funding and support to startups at the earliest stages. We partner with exceptional teams with real technology looking to build transformative yet capital efficient businesses. OVO Fund leverages an extensive network of industry veterans, developed throughout our careers, to provide focused value-added capital to our entrepreneurs.
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
We're building Grid to help hard-working Americans. We're starting by giving back the money you overpay in taxes today, not next year. Use that extra cash to save for a home upgrade, make the holidays a little brighter, or just give yourself a treat. Grid has already helped thousands of people get a little closer to their dreams. And we're just getting started.
The largest selection (+250 Million SKUs) at the best price (15% cheaper than Amazon). Described as the first killer app for Bitcoin by the Guardian, it provides a "no brainer" value proposition. If you shop on Amazon and have Bitcoin, use Purse to save!
With our built-from-scratch technology that covers every stage of the loan process, LendingHome has opened access and simplified a way for real estate investors—both novice and experienced—to get financing, generate wealth, and build businesses. Since founded in 2013, we have funded over $6 billion dollars worth of loans across about 30,000+ projects, becoming the nation's largest hard money lender. Combining the best technology and the most knowledgeable people, LendingHome has grown to a team of over 300 and has won many awards over the years including Forbes Fintech 50, Finovate Awards: Best Digital Mortgage Platform, Fast Company’s Most Innovative Companies, and many more. LendingHome is uniquely positioned to become the next great financial services brand powered by the most advanced mortgage platform in the world.
It isn’t easy learning about money. Schools don’t teach you and families don’t always talk about finances. Traditional banks make it even harder to get ahead by charging fees for standard services like checking accounts, atm's and even spending cards. Step is a next generation financial services company building the best banking experience to help teens and young adults achieve financial independence and knowledge at an earlier age. Step is founded by a team with 50+ years of combined financial technology experience. Our mission is to create a bank that gives you the tools to become smarter with your money and reward you along your financial journey. Step gives you a free bank account with no monthly or hidden fees. Track your balance and see your transactions from the Step mobile app. You can also send and receive money instantly on your phone, shop with a personalized spending card and earn rewards for inviting your friends to Step.
Agent IQ’s mission is to make sure digital banking stays personal. For years, financial institutions have shifted their focus toward automation and self-service. This may be better for bottom lines, but it has removed the personal from the financial. Agent IQ gives institutions new ways to help clients optimize finances while staying connected to those who help make transactions happen -- no matter how or where banking happens. We believe that augmenting the human side of banking is a much better way forward than replacing the human altogether. This augmented intelligence applies a pragmatic application of state-of-the-art AI and machine learning and offers the promise of unprecedented scale while keeping the focus on human-to-human communication
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
Trade, borrow, and invest on a single decentralized platform, powered by blockchain technology
Launch Finance is a women-owned financial services firm dedicated to serving startups at all stages of growth across all industries with high-quality, cost-effective financial and accounting solutions from inception to exit. #LaunchFinance #InceptionToExit #LaunchYourStartup #CFO #Accounting #StartupAccounting Deborah Kranz built Kranz & Associates – one of the most successful interim financial services companies – and she is recognized as a financial leader in Silicon Valley for venture capital firms and startups. In 2019, Deborah Kranz joined Shauna Barker and Laina Payne – two experienced and successful financial executives — to form Launch Finance and provide exceptional financial support to startups and venture firms. Launch Finance’s mission is to help startups and venture capital firms with the financial support they need to be successful. Working inside venture capital firms, Deborah Kranz recognized the unique needs of startups to access fractional finance teams who could provide turnkey finance and HR solutions to startups. Formerly CEO of one of the most successful interim CFO consulting firms that she grew and sold, Kranz, along with colleagues Barker and Payne, learned what startups need to be successful. They bring a breadth of experience and knowledge to their startups by offering a practical, proven approach steeped in experience; Launch Finance’s support ensures access to expertise as well as industry data.
Waystone is the leading provider of institutional governance, risk and compliance services to the asset management industry. Partnering institutional investors, investment funds and asset managers Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now supporting asset managers with more than US$2Tn in AUM Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence
All businesses want to do is pay vendors, suppliers, and contractors anywhere, at anytime, with ease. Legacy financial systems and old technologies make this dream nearly impossible. Veem makes it a reality. Businesses of any size enjoy simple, secure and seamless payments on the Veem network in over 110 countries. Veem's next-generation payment tools enable businesses to streamline their processes and build business relationships with suppliers and partners all over the world. Through seamless integrations with popular business applications, Veem provides a revolutionary payment experience.
Fractional helps friends and investing communities co-own real estate together. We’re on a mission to open the private real estate market to everyone by making it inclusive, educational, collaborative, and fun.
G2 Venture Partners is a venture and growth firm focused on emerging technologies driving sustainable transformation across traditional industries. We support entrepreneurs who are unlocking new paths to environmentally and socially responsible economic growth.
We Make International Easier. Gain all the advantages of our global network of established entities through our flexible integration options. We power your cross-border expansion by offering an enhanced consumer experience, all while you get to outsource your global risk. Optimized Payment Processing: Lower fees and increase approval rates by selling and processing through our robust global entity structure. Global Tax Compliance: Offload international tax registration, filing, and remittance and let us take tax off your to-do list. Fraud Management: Eliminate the financial fraud risk to your business. Achieve the highest possible conversion rates with the support of our global fraud experts.
The first and most experienced company in bitcoin payments, BitPay builds powerful tools for spending, accepting, and building with bitcoin. The company has offices in North America, Europe, and South America and has raised over $70 million from top investors including Index Ventures, Aquiline Technology Growth, Menlo Ventures, Founders Fund, and Sir Richard Branson.
