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Top San Francisco Bay Area, CA Financial Services Companies (356)

Financial Services
San Francisco, California, USA
368 Employees

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.


Artificial Intelligence • Big Data • Machine Learning • Financial Services
San Francisco, California, USA
66 Employees

DCVC and its principals have backed brilliant people changing global-scale industries for over twenty years, helping create tens of billions of dollars of wealth for founders, employees, and our investors while also making the world a markedly better place. DCVC brings to bear a unique model that unites a team of experienced venture capitalists with more than 35 technology executives and experts (CTOs, CIOs, Chief Scientists, Principal Engineers, Professors at Stanford and Berkeley) with significant tenures at top 100 technology companies and research institutions worldwide. DCVC focuses on seed, Series A, and growth stage companies that apply deep compute, big data and IT infrastructure technologies to transform giant industries. Learn more about us at www.dcvc.com, read our thinking at https://medium.com/@dcvc, and follow us on twitter at @dcvc.

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Information Technology • Financial Services
2 Offices
120 Employees

Compound Planning is your family office — a single place to manage your taxes, investments, borrowing and more. We support your goals and help you make better financial decisions so you can focus on what matters most. With over $2 billion in assets under management, Compound Planning is the go-to wealth manager for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience.


Fintech • Information Technology • Software • Financial Services
San Francisco, California, USA
15 Employees

Wurthy is a SMB credit platform headquartered in San Francisco, California. Wurthy offers revolving lines of credit to merchants that are generating receivables from their customers. As a business utilizes the Wurthy platform to create installment plans and/or send invoices to customers, a business' Line of Credit will grow, enabling them to access future funds, instantly. By earning interest on transactions, a business will realize the benefit of the lowest APR % anywhere in the market. A business can make a minimum monthly payment and carry a balance, or, pay-off the balance at month’s end to avoid paying any interest (all while still earning interest on transactions). Come check out how Wurthy is changing the game for businesses of all shapes & sizes!


Fintech • Financial Services
San Francisco, California, USA
20 Employees

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 out at info @ photoncommerce.com.


Financial Services
3 Offices
117 Employees

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 you are your business, even when the job is done, there’s still a ton of work to do—from bookkeeping to invoicing to taxes. The independence of entrepreneurship can instead feel like a maze of paperwork. That’s where we can help. Found automatically tracks expenses, estimates taxes, and keeps the books organized, all from one easy app. With a Found account, everything from business banking to invoicing to reporting is at your fingertips. In the words of one of our members, “it has given me so much financial freedom and free time.” We’re driven by our mission and we work in support of entrepreneurship, independence, and the sheer joy of loving what you do. Come love what you do at Found. Found is a financial technology company, not a bank. Banking services are provided by Piermont Bank, Member FDIC. The Found Mastercard Business debit card is issued by Piermont Bank pursuant to a license from Mastercard Inc.


Artificial Intelligence • Machine Learning • Payments • Sales • Financial Services
San Francisco, California, USA
60 Employees

Subscription companies are losing 10%+ of revenue to failed payments—billions of dollars a year—a problem known as “Involuntary churn.” Butter is on a mission to end involuntary churn. Using machine learning we help the greatest subscription companies in the world—Fabletics, The Athletic, Savage x Fenty, Found, Tonal, Hairstory—recover more revenue, optimize authorization rates, and increase customer lifetime value. Butter, backed by world-class investors—Atomic, Norwest Venture Partners, SpringTide, Transpose Platform—is building a better future for subscription payments. Come work with us, because subscription companies and consumers deserve Butter.


Fintech • Payments • Financial Services
Santa Clara, California, USA
81 Employees

Founded in 2015, Citcon’s fintech platform enables seamless global commerce at scale by connecting the world’s businesses with more than 100+ mobile wallets, local and alternative payment methods. Citcon is one of the fastest-growing payment platforms and services some of the world’s biggest brands, safely and securely processing billions of dollars of transactions for merchants worldwide. Citcon is backed by leading global investors, Norwest Venture Partners, Cota Capital, Sierra Ventures, EastWest Bank, and Sonae IM. The company has five regional offices in the US, Canada, Europe and Asia to service its global clientele.


Fintech • Financial Services
2 Offices
201 Employees

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.


Financial Services • Cryptocurrency
San Jose, California, USA
78 Employees

We’re on a mission to inspire the world to give by helping nonprofits easily accept stock and cryptocurrency donations


Fintech • Information Technology • Other • Software • Financial Services
3 Offices
296 Employees

Glass Lewis is the world’s choice for governance solutions. We enable institutional investors and publicly listed companies to make sustainable decisions based on research and data. We cover 30,000+ meetings each year, across approximately 100 global markets. Our team has been providing in-depth analysis of companies since 2003, relying solely on publicly available information to inform its policies, research, and voting recommendations. Our customers include the majority of the world’s largest pension plans, mutual funds, and asset managers, collectively managing over $40 trillion in assets. We have teams located across the United States, Europe, and Asia-Pacific giving us global reach with a local perspective on the important governance issues. Investors around the world depend on Glass Lewis’ Viewpoint platform to manage their proxy voting, policy implementation, recordkeeping, and reporting. Our industry leading Proxy Paper product provides comprehensive environmental, social, and governance research and voting recommendations weeks ahead of voting deadlines. Public companies can also use our innovative Report Feedback Statement to deliver their opinion on our proxy research directly to the voting decision makers at every investor client in time for voting decisions to be made or changed. The research team engages extensively with public companies, investors, regulators, and other industry stakeholders to gain relevant context into the realities surrounding companies, sectors, and the market in general. This enables us to provide the most comprehensive and pragmatic insights to our customers.


Fintech • Financial Services
San Francisco, California, USA
35 Employees

Arc is the future of startup finance. Founded in 2021, Arc converts startups’ future revenue into upfront capital, provides a cash management account to store, manage and spend funds, and delivers financial analytics to drive growth. The company is based in San Francisco and is funded by Left Lane Capital, NFX, Bain Capital Ventures, Clocktower Technology Ventures, Torch Capital, and Y Combinator, among others. To learn more, visit www.arc.tech.


Fintech • Payments • Financial Services
2 Offices
144 Employees

There is a smarter, better way to own your home. We call it home co-investing. Unison offers a smart new financing alternative for accessing your equity without taking on debt. We reduce debt and deliver a less risky way for homeowners, investors, and society to think about their most important asset - the home.


eCommerce • Fintech • Payments • Financial Services
9 Offices
5,000 Employees

Klarna was founded in 2005 in Stockholm, Sweden with the aim of making it easier for people to shop online. In the last 15 years, technology has evolved, excited and transformed the world around us, yet our mission remains as relevant as ever, to make paying as simple, safe and above all, smoooth as possible.


Fintech • Payments • Software • Financial Services
Fully Remote, USA
123 Employees

At Wisetack, we’re building financially-responsible consumer lending products that help service-based businesses thrive. We offer consumers a way to finance a purchase by paying in monthly installments. Founded in 2018 by a team of experienced fintech veterans whose prior experience includes PayPal, LinkedIn, Lending Club, Affirm, Amazon, and other leading companies, Wisetack is a well-funded early stage startup with strong early customer traction. We’re backed by leading VCs, including Insight Partners, Greylock, and Bain Capital Ventures, investors in Airbnb, LinkedIn, Instagram, Dropbox, and many more. We raised a $45M Series B and 2021 and have grown YoY exceeding our revenue goals! This is a fun stage in any company's lifecycle where we've got the core foundation built and a clear path to success, but you'd still be joining early enough to help shape the future of the company and learn a ton along the way. Business Insider named us one of the 70 most promising startups changing the world of finance and LendIt Fintech named us the best Emerging Lending Platform in their recent Industry Awards. The external recognition is great, but we're equally -- if not more -- happy with the recognition from our customers. Our current NPS rating is a sky-high 78. We're proud that we're building a product that customers love.


Financial Services
San Francisco, California, USA
22 Employees

Commercial lending and investment properties lending made simple. LoanBase is the leading online platform aimed to provide optimal financing solutions to the commercial real estate industry. Our advanced real-time data room allows each borrower to instantly connect with a list of commercial lenders in order to secure the best loan that fits their needs. Our experienced capital advisors bring decades of experience in sourcing, vetting, and qualifying relationships to be there every step of the way for our clients- from lender selection to loan execution.


Financial Services
Menlo Park, California, USA
94 Employees

Grishin Robotics is a Silicon Valley-based early-stage VC fund focused on investing in early-stage companies in broader consumer categories. We are actively exploring areas such as online gaming and entertainment, personal and team productivity tools, food tech, digital fitness, and education.Grishin Robotics has invested in many category-defining companies such as - Ring (acquired by Amazon for $1B), Spin (personal mobility, acquired by Ford), Zipline (last-mile drone delivery), Starship (last mile robot delivery), Sphero (smart robotic toys), Eero (smart home wi-fi system, acquired by Amazon), and many others. You can see the portfolio here: https://www.grishinrobotics.com/portfolio. Founded by Dmitry Grishin, co-founder & CEO of Mail.Ru Group, the mission of Grishin Robotics is to bring real change to the physical world by supporting companies that combine software innovation and tangible hardware products.


Fintech • Payments • Financial Services
San Francisco, California, USA
844 Employees

Eco puts your money back to work for you — creating the first consumer fintech product whose creators are aligned with its users. Financial infrastructure hasn't changed since the 1970s. All we've gotten are shinier products built on the same broken systems. The Eco App changes that, starting by building the best place to save and spend your dollars. We combine high-yield savings with rewarded spending in a single, compounding balance that's easy to manage. Eco lets you pay your bills and put your financial life on autopilot. And through all of this — unlike every other fintech company — we don't skim from you. That’s only possible because we’re building Eco Points, a new rewards currency for the Eco community. Eco Points keep us—our company, App users, and the community of people already building for Eco—aligned to win together. And this is just the beginning. New Points features are emerging every month as we think about how Eco can fundamentally upgrade traditional money. And in case you’re wondering: there’s much, much more to Points than meets the eye. Every day, we're working on difficult and impactful problems which demand solutions at the intersection of technology, product, marketing, and advocacy. To achieve our mission and realize our vision, we’ve put together an incredible team and are selectively adding to it. We hope you’ll consider joining us


Financial Services
San Francisco, California, USA
68 Employees

Instant, secure, and delightfully efficient. Skipify has cracked the code on a more modern approach to digital checkout.


Payments • Financial Services
2 Offices
250 Employees

Yapstone is a provider of online and mobile payment solutions for global marketplaces, software, and large vertical markets, powering electronic payments for sharing economy platforms, such as HomeAway® and VRBO®, software companies, such as Kigo®, and thousands of apartment and vacation rental companies, homeowners'​ associations, self-storage companies, and many other markets.