Top San Francisco Bay Area, CA Financial Services Companies (356)
The B2B payments platform.
FINRA is dedicated to investor protection and market integrity. Our team of highly trained professionals are passionate about protecting investors and ensuring financial markets remain fair by writing and enforcing the critical rules and regulations that govern more than 3,700 firms and 630,000 brokers across the country. Our ultimate goal is to foster robust, but fair and orderly, markets in which America’s 90 million investors can feel confident. With more than 3,500 employees nationwide, FINRA is committed to a diverse, high-performance workplace. We recognize that it’s the hard work, passion and dedication of our team that makes FINRA the strong, successful organization it is. That’s why we offer a competitive compensation, benefits and services package. And at FINRA, we offer more than just a job; we provide employees with the learning and educational tools needed to enhance their knowledge, talents and abilities—whether it’s an online course to enhance productivity or a seminar to maximize leadership skills. At FINRA, we believe your work can be your passion.
Investing since 1991, EDBI is a Singapore-based global investor in select high growth technology sectors ranging from Information & Communication Technology (ICT), Emerging Technology (ET), Healthcare (HC) and promising Singapore SMEs in strategic industries. As a value creating investor, EDBI assists companies achieve their ambitious goals by leveraging our broad network, resources and expertise. With our growth capital, EDBI supports companies seeking to expand in Asia and globally through Singapore. For more information, visit https://www.edbi.com.
InterPayments is not a gateway or processor. We are for mid- and enterprise-size merchants who are dissatisfied with high credit card fees. Our surcharging technology works like your sales tax engine - but for card fees. Compliantly recover fees within your existing payment process without changing payment providers. We contractually guarantee compliance with the 67 jurisdictions that govern surcharging. Alternative surcharging programs simply offer 3.5% fixed rate processing terms without compliance guarantees. They force surcharging across all transactions, have no integrations into your ERP/CRM, and profit by forcing you to pass along their high fees to your customers. InterPayments' technology is an integrated SaaS. We work with any gateway or processor. We integrate end-to-end with your existing payments flow from payment application to accounting in your general ledger. We offer variable rate surcharging for interchange plus processing terms. And we allow you to customize who, what, where, and how much you surcharge - at the click of a button. Merchants, payment software vendors, and merchant acquirers use InterPayments to recover processing fees without compliance risks
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.
Modern Treasury is the operating system for money movement. Our payment operations platform combines a suite of APIs and dashboards to help companies unlock new payments revenue, strengthen customer experiences, and drive efficiency through their business. Our end-to-end platform moves enterprises forward with faster payments, efficient workflows, full data visibility, and seamless bank integrations.
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We empower past, present, and soon-to-be students to maximize their financial futures through thoughtful guidance and impactful products. We build tools that help people feel in control of their financial future, including: 1. Student Loan Refinancing - break free from high interest rates or monthly payments. 2. Private Student Loans - low rates, people-first service, and flexible payments. 3. Debt Management - manage all your accounts and become debt-free sooner. 4. Scholarships - access to thousands of scholarships to help students pay less.
For over 25 years, CMG Financial NMLS#1820 has delivered the personal service of a local lender, leveraging the resources of a national brand. Currently operating in all 50 states and the District of Columbia, CMG Financial branches have earned over 1200 Zillow reviews praising reliable preapprovals, ease of transaction, on-time closings, and transparency and communication throughout the mortgage process. Throughout the mortgage industry, CMG Financial is known for its innovation of product and continued investment in technology. From HomeFundIt, the down payment crowdfunding platform to the All In One Loan, the smarter way to borrow, CMG develops mortgage solutions that serve the needs of every borrower. CMG Financial holds federal agency lending approvals with HUD, VA, RHS, GNMA, FNMA and FHLMC and makes its products and services available through three distinct origination channels: Retail, Correspondent, and Wholesale Lending. Team CMG specializes in all new purchase and refinance mortgage needs and act as financial counselors to help borrowers make informed decisions. Find out what “Every Customer, Every Time. No Exceptions, No Excuses.” means to us!
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 and $665+ billion in assets under supervision*, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. The firm has been named a Best Place to Work in Money Management by Pensions & Investments for eight consecutive years.
Empower is shaking up an outdated financial system by providing real opportunity for our customers: the opportunity to get the cash they need, to access fair credit, and to change their financial story. Today, we’re helping millions of people find financial security through machine learning models that evaluate creditworthiness using a more inclusive lens and mobile-first products: Cash Advance, Thrive line of credit, and Petal credit cards. Tomorrow? Creating even more financial paths for our customers (and their wallets) to succeed. This year, Empower ranked #65 on Inc. 5000’s Fastest-Growing Private Companies list — our third year in a row cracking the top 100 — and was named by Forbes as one of the 25 Next Billion-Dollar Startups for 2024. Empower was also featured by Forbes on America’s Best Startup Employers list in 2023, and our Thrive line of credit product was named by Fast Company as one of 2022’s Next Big Things in Tech. Empower is backed by Sequoia Capital, Blisce, and Icon Ventures. Ready to grow your impact and accelerate your career? Take a look at our open roles — we can’t wait to meet you.
GGV Capital is a global venture capital firm focused on multi-stage, sector-focused investments. Recognizing that the talent to build great companies can come from anywhere, the firm invests in founders building category-leading companies around the world. Founded in 2000 with roots in Singapore and Silicon Valley, GGV has expanded with additional offices in San Francisco, Shanghai, and Beijing. The firm manages $9.2 billion in investments across the United States, Canada, China, Southeast Asia, India, Latin America, and Israel. Over the past two decades, the firm has backed more than 400 companies, including Affirm, Airbnb, Alibaba, BigCommerce, Boss Zhipin, Grab, HashiCorp, Hello, JD MRO, Keep, Kujiale, Manbang, NIU, Opendoor Technologies, Peloton, Poshmark, Qunar/Ctrip, Slack, Square, StockX, Udaan, Wish, XPeng, Zendesk, Zuoyebang, and more. More information can be found at www.ggvc.com and @ggvcapital.
Saddle is an automated market maker (AMM) designed to enable efficient trading between pegged value crypto assets. Saddle is launching with a tokenized bitcoin pool, allowing users to trade between and provide liquidity for tBTC, WBTC, sBTC, and renBTC.
Jiko is a revolutionary new financial network, enabling companies – from multinational corporations to startups – to both store and move money, starting with the power of T-bills, made spendable. Securely stored at the biggest custody bank in the country, cash is put directly into T-bills with on-demand liquidity. Jiko combines the stability of an established national bank with the modernity of an integrated technology stack. Founded in 2016 and led by a team of Wall Street veterans, quants and technologists, Jiko owns and operates an OCC-chartered national bank and registered broker-dealer.
Numeral specializes in advanced financial automation solutions, designed for high-volume businesses. We streamline complex processes like revenue recognition and cash reconciliation, enhancing efficiency and accuracy. Our platform integrates seamlessly with existing systems, providing real-time insights and control over financial operations. Empowering finance teams with innovative technology, Numeral is the partner of choice for businesses seeking to elevate their financial strategy and operations.
We partner with our clients and empower their success by providing consulting services across HR, accounting and SaaS integration. We leverage cloud technologies to accelerate our partners’ digital transformation and enhance their competitive advantage in the market. Our full suite of business solutions is designed to support each stage of our client’s journey, gradually evolving as their needs grow. WHO WE ARE LTD Global has been serving clients’ needs domestically and internationally since 2003. We specialize in providing support in Accounting, Administrative and Technical areas. We are a fast-growing small business headquartered in Pleasanton. LTD Global is a certified woman-owned business along with being Alameda SLEB certified and a participant in the 8(a) SBA program. We service clients in the Private, Non-Profit and Government sectors. WHAT WE DO LTD Global solves clients problems by providing consulting and services to support accounting, administrative, HR and recruitment, and technical needs. OUR PHILOSOPHY LTD Global is here to help make lives easier for our clients. We value integrity, reliability and trust. We have grown together with our clients that have partnered with us since Day 1. We know that we must adapt to the fast-changing business landscape. LTD Global takes pride in our company by utilizing technology options and tools in the industry that serve our clients best by helping us be more effective in the daily execution of tasks. We value giving back to our community and social-goodwill is a key component of our culture. This is why we support various non-profit organizations by donating our time and resources to help support these causes
Flint is a mobile payment service for small businesses that makes it easy to accept credit cards and increase customer engagement. Designed for businesses that operate outside of traditional retail stores, Flint's iOS and Android apps allow users to take credit cards without a card reader – by scanning instead of swiping – or via online invoice payments. To facilitate customer loyalty and referrals, the all-in-one platform also offers digital coupons, customized e-receipts, and a merchant portal for payment tracking, invoice management and more. As a secure Payment Service Provider, Flint also provides instant setup without a merchant account and low transaction fees. Founded in 2011 and based in Redwood City, California, Flint is backed by top-tier Silicon Valley investors and mobile operators. For more information, visit http://www.flint.com.
Fincent is a new age finance firm whose mission is to bring financial and accounting services into the modern era. We like to think of ourselves as all of the good parts of a startup, without the downsides. We're a tight-knit team of smart, friendly people solving problems together with a shared passion for design, technology and creativity. Fincent stands at the intersection of neo-banking and SaaS and aims to be a complete financial hub for SMBs. We offer an AI-powered finance team with a real-time dashboard to manage all the finance functions for your business on one platform – banking, bookkeeping, yearly taxes, bill pay & invoicing, financial projections & budgeting, reimbursements and more.
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 $25 trillion worth of aged U.S. housing stock and provide move-in ready homes and rental housing for millions of Americans across the country.
Zevvy offers the first total-cost of ownership EV lease. The more you drive, the more you save.
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Cardless is a fintech startup located in San Francisco. Our mission is to make consumer credit more accessible, useful, and engaging, and we do that by partnering with brands to help them launch financial products.
