Top San Francisco Bay Area, CA Financial Services Companies (352)
EnrichVideo by Amigobulls enables financial institutions to create seamless HNI client experiences, increasing engagement by 5x. The new normal has accelerated the need to go digital without losing the personal touch. EnrichVideo drives client engagement with personalization and interactivity and helps banks and wealth management firms to acquire, engage and upsell to their HNI clients. All client communication - emails, videos, podcasts, PDFs are made interactive, enabling financial advisors to capture clients’ investment preferences and feedback from these existing digital touch-points. Leading global banks are using EnrichVideo to engage with their clients. With the founding team's deep understanding of the finance domain and technology, the company also works as an "innovation lab on hire" for HNI client engagement. Want to learn more? Do get in touch with us at bizdev@enrichvideo.com or visit our website at https://enrichvideo.com/
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.
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.
Founded in 2006, TRUE is a leading RIA (Registered Investment Advisor) for extraordinary individuals like athletes, entertainers, entrepreneurs, lottery winners and inheritors. We are a dedicated partner to guide our clients in building generational wealth today, tomorrow, and in the future. TRUE was built with the purpose of guiding these extraordinary individuals and their families to financial security and generational wealth.
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.
GFR Fund is a San Francisco-based venture capital fund that invests in early-stage technology startups disrupting digital media and entertainment. We work with founders who are ahead of social trends, understand their audience and creatively combine existing technologies to offer new experiences to users.
Expa is where the best startups find support and funding to scale. Collectively, we’ve launched dozens of companies, supported 50+ founders, and reached hundreds of millions of users. Our community of builders includes the founders and leaders of Uber, Virgin Galactic, Twitter, Current, and more.
About Sardine: Sardine is on a mission to make payments instant and risk-free so consumers and businesses can move money confidently. Fraud is a burden on society, as slow payments and high-fraud rates reduce business growth and create systemic risk for the economy. Sardine enables all companies, whether big or small, to improve risk management by having the world’s best API for fraud detection and compliance within financial services. The company also offers instant settlement for crypto and NFT transactions.
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!
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 academic research, while industry experts share their practical experience and business acumen. Our culture of growth and collegiality provides a dynamic work environment. Our team-based approach to casework emphasizes a combination of collaboration and individual initiative. This approach offers our employees the opportunity to work with and learn from professionals at all levels of the firm as well as from a network of leading academic and industry experts.
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.
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.
