Top San Francisco Bay Area, CA Financial Services Companies (356)
Wibmo, a leading technology and service provider for the financial services industry was founded in Cupertino, CA in 1999. It is a global full-stack PayTech company and an industry leader in payment security and digital payments, partnering with 130 banks across 25 Countries. It is the largest authentication service provider in India, one of the world's leading digital payment markets, Wibmo also offers solutions ranging from mobile payments, fraud and risk management, prepaid solutions, and a host of merchant and acquiring services. Wibmo is the only merchant acquiring, prepaid, and fraud management platform to truly evolve as the only full-stack payment processing company which is 3DS2.0 certified. With a strong foothold across the globe, including countries such as the USA, Philippines, Indonesia, UAE, Kenya, Nigeria, and South Africa, going further, it envisions increasing its global footprint with a presence in key countries across APAC, Europe, the Americas, and MEA. On the back of its vast value proposition and robust expansion over the next few years, Wibmo was acquired by PayU in 2019. Security and compliance are always on top of priority at Wibmo. The company’s net set of policies are in line with regional and regulatory compliance including GDPR, ISO27K, ISO27701, SOC2, PCI, PA-SSLC, RBI, MAS-TRM, etc. The company is also targeting to be certified in several other industry-leading certifications. Wibmo's Accosa IVS, ACS products are certified under EMVco, Visa, MasterCard, Amex, Union Pay, and Rupay. And Wibmo's TRIDENT FRM is a two-time award-winning Fraud and Risk Management Solution, having won the IDC Future Enterprise Awards India, 2021 in the "Future of Trust" category, and Payments Industry Awards, 2021 in the "Security Innovation of the Year" category. Operating with payment domain experts, Wibmo revels in its key tenets of unique value creation, customer-centricity, overseas expansion, and nurturing talent.
Secfi is trusted by startup employees for equity planning, stock option financing, and wealth management. We’re the first to provide a digital platform for equity planning, 1:1 financial advice, and ongoing investment management, as well as financing products that enable employees to own a stake in the company they helped build. We’ve worked with employees from more than 90% of all U.S. unicorns, and built more than 30,000 equity plans worth $48B in equity value. As an expert in valuing private companies, We are hiring! Please visit www.secfi.com/careers
CNote is a women-led social enterprise on a mission to close the wealth gap through financial innovation. Using the power of technology and a community-first framework, CNote's platform has enabled corporations, foundations, and individuals to deploy over $100M in investments and deposits into financially underserved communities across the country. CNote is a Certified B Corporation that has earned “Best for the World” honors from B Lab and was named “Best Women-Owned Business” by the United Nations’ Women’s Empowerment Principles program.
TPG is a leading global alternative asset management firm founded in San Francisco in 1992 with $109 billion of assets under management and investment and operational teams in 12 offices globally. TPG invests across five multi-product platforms: Capital, Growth, Impact, Real Estate, and Market Solutions and our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities. --- Disclaimer: The information on this page is for informational purposes only. Nothing on or within this page constitutes an offer to sell, or a solicitation of an offer to buy, any security or product of TPG or any TPG-managed fund. TPG is not responsible for any content posted by third parties on these pages.
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.
Chargebee is a recurring billing and subscription management tool that helps SaaS and SaaS-like businesses streamline Revenue Operations. Chargebee integrates with the leading payment gateways like Stripe, Braintree, PayPal etc. around the world to let you automate recurring payment collection along with invoicing, taxes, accounting, email notifications, SaaS Metrics and customer management. Chargebee handles all your crucial workflows from lead to ledger with power-packed integrations that include Salesforce, Xero, Quickbooks, Avalara, Slack, among others. Sign up for a free trial at chargebee.com and take the pain out of your subscription billing.
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Signifyd provides an end-to-end Commerce Protection Platform that leverages its Commerce Network to maximize conversion, automate customer experience and eliminate fraud and consumer abuse for retailers. Signifyd counts among its customers a number of companies on the Fortune 1000 and Digital Commerce 360 Top 500 lists. Signifyd is headquartered in San Jose, CA., with locations in Denver, New York, Mexico City, São Paulo, Belfast, and London.
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Leyton is an innovative consultancy firm with a unique goal; to quickly improve the financial performance of its clients without impacting their core business. Our specific US expertise is in the implementation and optimization of Research and Development (R&D) Tax Credits, the Employee Retention Credit (ERC), State and Local Tax Credits, and Energy Efficiency Credits.
First Republic Bank (NYSE: FRC) was founded in 1985 with one mission: to deliver exceptional, personalized service to each and every client. Today, First Republic has grown to become the 14th largest bank in the United States thanks to our truly differentiated service culture, the longevity of our client relationships and a Net Promoter Score that’s two times higher than the U.S. banking industry average. First Republic is a full-service financial institution specializing in private banking and private business banking. In addition, our wealth management affiliates offer investment, trust and wealth management services. We deliver personalized solutions to help both individuals and businesses meet their financial goals, with over 80 Preferred Banking Offices located primarily in urban coastal markets, including San Francisco, New York, Boston and Los Angeles. At the heart of our business, you’ll find our caring, creative colleagues dedicated to serving our clients and communities. The First Republic team thrives in a unique culture that is rooted in strong corporate values, empowers entrepreneurial spirits and is as diverse as the communities we serve. To find a location near you, or to learn more about our services, visit firstrepublic.com. It’s a privilege to serve you® Banking products and services are offered by First Republic Bank, Member FDIC Visit us for details: https://www.firstrepublic.com/resource/social-disclosure
Initialized Capital is a San Francisco-based early stage venture capital firm with over $700M in assets under management. We're early investors in Coinbase, Instacart, Cruise, Rippling, Opendoor, and more — $200B+ in market value. We're founders and builders who are here to help others like us build meaningful businesses. We focus on investing in high-potential software startups at seed stage and earlier, and are happy to be the first investors in early teams run by great engineers, designers and product founders. We've helped more founders build startups at the earliest possible stage than most anyone you'll meet, and that means we can help startups avoid the 1,000 landmines that can cause certain failure. It certainly won't guarantee success (as we all know there's no such thing in startups) but at the seed stage we've seen many cases where having the right investors will improve your chances significantly. In the end, we started this firm to help people like ourselves build companies that matter. A lot of great investors, advisors, founders, and friends have helped us along the way. We're just here to pay it forward.
We are on a mission to accelerate AI transformation for the finance industry. We’ve developed the only AI Finance Reasoning Platform that is used to power complex workflows in financial services institutions.
Boku Inc. (BOKU.L) is the leading global provider of local mobile-first payments solutions. Global brands including Amazon, DAZN, Meta, Google, Microsoft, Netflix, Sony, Spotify, and Tencent rely on Boku to reach millions of new paying consumers who do not use credit cards with our purpose-built payment network of more than 250 local payment methods that reach 7 billion accounts across 65 countries. Every year, Boku processes over $9 billion in value for our customers. Incorporated in 2008, Boku is headquartered in London and San Francisco and has employees in 29 countries around the world, including Brazil, China, Estonia, Germany, India, Ireland, Japan, Kenya, Singapore, and the UAE.
sFOX is the full-service crypto prime dealer for institutional investors, providing the liquidity, security, and infrastructure needed to unlock the full potential of digital assets.
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 powerful the Health Savings Account (HSA) is to not only save on the costs of healthcare today, but plan for the costs of tomorrow. Healthcare is complicated, your HSA doesn’t have to be. We create beautifully designed software with a simple and intuitive user experience to help you get the most out of your HSA. Go to www.livelyme.com to learn about how HSAs can help you and your team
Since 1972, Phoenix American has focused on empowering the alternative investment fund industry. The company offers an end-to-end fund operations suite: fund accounting, fund administration, transfer agency, 1099/K-1 production, financial and sales reporting, compliance services, printing, mailing and fulfillment services - all specifically designed for alternative investments. Gus Constantin, Chairman and Chief Executive Officer, founded Phoenix American as an equipment leasing fund sponsor in Marin County, California. From the company’s origins as a fund sponsor, advanced technology platforms and operation procedures were developed and perfected that now make Phoenix American a premier back office service provider for alternative funds. Today, Phoenix American has offices in California, New Hampshire, Great Britain, Ireland, India and Cuba. The company is an SEC registered transfer agent and provides a complete range of SOC 1, Type II audited back office outsourcing services performed by experienced operations staff trained in accord with Securities Transfer Association (STA) guidelines. Services include: fund administration, fund accounting, transfer agency, tax services, sales reporting, investor accreditation, CRM solutions, phone team support, printing and fulfillment. Phoenix American also provides administration and accounting services for securitization funds and is an industry leader in the commercial aircraft category. Phoenix American clients include Hedge Funds, Private Equity, Venture Capital, Non-Traded REITs, BDCs, Securitization Funds, Commodity Pool Operators and Equipment Leasing Funds. The company provides services and consultation for every structure of alternative investment including: 506b funds, 506c funds, Regulation A+, Regulation D, 40 Act Funds, registered public offerings, private funds and Limited Partnerships.
50+M&A TRANSACTIONS | 90+% RECEIVE FUNDING 100+TEAM MEMBERS | 10K+EXECUTIVES IN TRIVIUM NETWORK Trivium is a Finance, Accounting, Human Resources, and Tax consulting firm offering early-mid stage companies strategy consulting as well as support ranging from administrative to CFO level expertise. We provide tailored packages that scale to the needs of our clients. We partner with clients to manage all non-technical requirements, freeing up time and resources which can be spent on product and service development, while reducing cost and providing flexibility. Trivium founded in 2009 with the mission to support entrepreneurs and executives with corporate strategy and execution. We do this by offering a number of flexible support models serviced by experts in their respective fields. Since then we've grown organically through referrals and repeat clients. We value the importance of being a good corporate citizen, and as such, we constantly hold ourselves to the highest ethical standards both in the workplace and outside of it. Subscribe to our newsletter: https://share.hsforms.com/1qxnYS1mdSsej2DmcK60TMw36i06
Prime is reimagining small business lending to unlock a new era of growth for the small business economy. Founded with $53M in funding from leading VCs and banks including NEA, Third Point, Capital One, Customers Bank and Enigma, we are a mission-driven data-science forward organization focused on improving outcomes for small businesses and tackling a 800 billion dollar opportunity in small business financing.
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
We power startup growth in emerging markets by providing corporate cards and financial solutions. Join at https://tribal.credit
Billions of dollars are lost each year to waste, improper payments and unpaid debts. Performant helps organizations enhance revenue and contain costs by preventing, identifying and recovering outstanding and improperly paid assets. We apply our experienced staff and proprietary technology to make an immediate financial impact for our clients. Why we are different: + Seasoned Experts. Our experts understand the intricacies of your industry—helping guide resources and achieve results. + Recovery Infrastructure. Our infrastructure is built on workflow technologies and processes that can scale to manage accounts ranging to billions of dollars per client. + Analytics. Our analytics are powered by a proprietary data processing platform that can analyze huge data sets with ease, precision and speed. Talk to us to find out how Performant can accelerate your path to value. Performant has more than 1,500 employees and five offices locations. We are publicly traded under PFMT (NASDAQ).
