Top San Francisco Bay Area, CA Financial Services Companies (352)
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.
Trading and Technology company making markets in primarily commodity futures. Based in California
We provide advisory, trade execution, and technology solutions for interest rate and foreign exchange derivatives, and international payments. Our clients include community and regional banks, asset managers, credit unions, and corporate borrowers. We're proud to be recognized as FOW International’s 2021 “Multi-Asset Trading System of the Year” and Global Capital’s 2022 “Risk Management Advisory Firm of the Year.” With U.S. offices in Chicago, New York, and San Francisco, Derivative Path is proud to be majority employee-owned and venture-backed by FTV Capital.
Zamp is a financial technology company with a bold vision of reimagining the future of finance. Our aspiration is global. Our customer focus is global. We are leveraging the latest technology and on a quest to build a global-best product. Join us in our rocketship journey - write to "careers@zamp.finance". We raised ~$22Mn in our seed funding round from Sequoia Capital and prominent angel investors such as Dara Khosrowshahi (CEO, Uber), Tony Xu (CEO, Doordash), Marcelo Claure (ex-CEO, Softbank International) - full list of investors here. Our founder is Amit Jain. Amit was an ex-Managing Director at Sequoia Capital in Singapore prior to starting Zamp. Prior to Sequoia, Amit was Head of Asia Pacific for Uber
LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. It is the only digital marketplace bank, and the first public U.S. neobank. Members can gain access to a broad range of financial products and services through a technology-driven platform, designed to help them pay less when borrowing and earn more when saving. Since 2007, more than 3 million members have joined the Club to help reach their financial goals.
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
Stuff for brokers is broken. We’ve fixed it. Are you ready to ARIVE? WHO WE ARE ARIVE was founded in 2018 in order to support mortgage brokers with up-to-the-minute technology, putting the machine in service of the human instead of the other way around. WHO WE SERVE As an independent mortgage broker, you need technology that gives you the tools to succeed, then gets out of your way so you can what you do best — serve your borrowers. That’s why ARIVE was meticulously constructed. We’ve done all the work on the back end to make it easy on the front. WHAT WE DO Manage leads. Lock rates. Serve your borrowers. All within a comprehensive mortgage ecosystem like nothing else out there: CRM, POS, LOS, Registration — and a first of its kind Lender Marketplace where brokers can compare products and rates from multiple lenders at a glance. ARIVE. We get you there. And we’re just getting started. WEBSITE ARIVE.com ARIVE is a wholly owned subsidiary of Wizni, Inc.
IEQ Capital is Registered Investment Advisor, with $18B RAUM*, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. *As of 3/31/22; *RAUM as of 12/31/2021 as reported in IEQ Capital’s Form ADV filed in March 2022 totaled $17.8bn. The content of this website is for general, informational purposes. Nothing contained on this website should be construed as an offer to sell or the solicitation of any offer to buy any security or other financial instrument or product offered or managed by IEQ or any other issuer or company. The provision of this information does not constitute the rendering of investment, consulting, legal, accounting, tax, or other advice or services. Information on this website should not be the basis of or be relied upon for making business, investment or other decisions or used as a substitute for consultation with professional advisors, nor should it be construed as advice, endorsement or recommendation. Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.
NFX is a pre-seed & seed stage venture firm. We believe that creating something of true significance starts with seeing things others do not.
We are on a mission to enable a better financial future for small business owners through innovative banking solutions designed just for them. Bluevine is on a mission to enable a better financial future for small business owners through innovative banking solutions designed for them. Small businesses deserve accessible and modern financial services, and traditional banks have underserved them for too long. By combining industry-leading technology and security with our team's expertise and care, we help small businesses spend their time on what matters most—the next chapter of their business. Since 2013, we've provided small businesses with access to more than $13billion in financing. As a top small business banking provider trusted by thousands of small business owners, we're proud to offer a full suite of tailored banking services, including a business checking account, line of credit, and bill pay services that serve the always-on entrepreneur. With a global presence of more than 500 employees, we're hiring problem solvers and collaborators to help build a better financial future for small business owners. * BlueVine is a financial technology company, not a bank.
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At Trustly, we envision a world in which online payments are fast, simple and secure for everyone — merchants, consumers and banks alike. One hundred years ago, cash was king. People got paid in cash, carried it in their wallets, and bought things with it at the local store. Payment was easy. Oh, how the times have changed. Today, our salaries are deposited straight into our bank accounts and we shop online, from merchants all around the world. So why is it so hard to pay straight from our bank accounts? For consumers, paying online should be as easy as sliding a bill across the counter. And accepting payments and issuing refunds should be the least of merchants’ worries. Credit cards, debit cards, e-wallets, invoices and cash-on-delivery are all middlemen levying fees, debt and interest for the simple task of moving money from one person to another. At Trustly, we work hard to make online payments easy.
VC Lab runs the leading venture capital accelerator. The company helps new and emerging managers from around the world to close on capital and run top performing venture capital firms. The mission of the company is to help launch 1,000 new venture capital firms worldwide by 2025
ApplePie Capital is an innovative financial solutions provider dedicated to the franchise industry. ApplePie provides a wealth of financial choices for franchise entrepreneurs at every stage of their development, with a diverse and growing network of capital providers and financing solutions, including growth capital, SBA and conventional loans, and equipment financing. ApplePie’s franchise finance experts are focused on matching clients with the right option at the right time, maximizing their efficiency and reducing the headaches of working separately across individual lenders. For more information, visit www.applepiecapital.com
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.
Landed is on a mission to help essential professionals build financial security near the communities they serve. We partner with people working in education and healthcare who are interested in buying homes in areas like Hawaii, the San Francisco Bay Area, Seattle, Denver, Boulder, Los Angeles, and San Diego. Landed offers financial solutions, a trusted network of agents and lenders, and homebuying guidance and resources.
At NerdWallet, we’re on a mission to provide clarity for all of life’s financial decisions. Every day, we help people find the right credit cards and mortgage rates, refinance their student loans, track their spending and so much more. We're proud to say that millions of people turn to Nerds for our objective advice, expert info, and helpful tools. Speaking of Nerds — we're a passionate, mission-driven bunch. We know what's best for our business means doing what’s best for our consumers, and we foster professional growth while striking this balance. We work collaboratively and empathetically, guided by our company values: Hypothesize, Build, Measure, Learn; Drivers Before Solutions; Consumer, Company, Team, Self; Candid and Constructive; and Relentless Self-Improvement. In 2019, Inc. included NerdWallet on its list of the Best Workplaces, and the San Francisco Business Times listed us as one of the 50 Greater Bay Area Financial Tech Companies. Beyond generous compensation packages, we also provide a range of benefits, including top-notch health, dental, and vision insurance; commuter and gym stipends; great PTO and both maternity and paternity leave; and catered breakfasts and lunches in our beautiful San Francisco office. In 2020, NerdWallet expanded internationally. UK-based Know Your Money joined the NerdWallet family. Together, we aspire to provide the most comprehensive financial comparison website in the UK, while continuing to provide clarity for all of life’s financial decisions.
Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $2.2B of capital commitments. In addition to supplying strategic growth capital, Bertram Capital leverages proprietary processes and services, Bertram High 5sm and Bertram Labs, to empower its portfolio companies to unlock their full business potential. The Bertram High 5sm is an operationally-focused value creation strategy, which includes management augmentation, operational initiative implementation, complimentary business acquisition, sales and marketing improvements and leveraging technology and IP. The cornerstone of this strategy is Bertram Labs, its in-house technology team, which drives growth and value through digital marketing, e-commerce, big data and analytics, application development and internal and external platform optimization. Investment Criteria: Industry Focus > Business Services > Consumer > Industrial/Manufacturing > Technology Size Characteristics > Revenue: $20-$250M > EBITDA: $5-$35M > Add-ons can be smaller/early stage Transaction Structures > Preference for control > Prefer private companies or divestitures > Management buyouts > Shareholder liquidity events Equity Strategy > Enterprise Value: $50-$500M > Platform equity check range: $25-$100M > Ample capital available for add-ons > Low leverage: ~ 50-70% equity Disclaimer: http://www.bertramcapital.com/disclaimer
Finvisor is the startup solution for all your back office and financial needs. You focus on building your company, we keep you updated on your financial performance, cashflow, and manage the day to day operations. Our team of CPAs, CFAs, brokers and payroll experts support some of the fastest growing companies in the United States
Since our founding over a decade ago, our mission has been to deliver honest financial products that improve lives. That mission hasn’t changed — and it never will. At Affirm, we believe money shouldn’t dictate your direction in life; it should open up options instead of limiting them, and help you get where you’re going without getting in your way. That’s why we offer people the financial flexibility to choose what works for them — in finances and in life.
The Kingfish platform is unlike any other in private equity. We believe relationships with the right on-point experience can dramatically change the trajectory of a business. As private equity advisors and investors our platform ensures we make that impact every time. Our network includes seasoned, on-point executives who have been customers, competitors and key suppliers to the business, meaning they don’t just know the answers – they know the right questions to ask. Our Privileged Position We work on 200+ pre-screened private equity situations annually along with our capital partners. Our breadth and depth means far-reaching opportunities not usually available to any single firm. This enables deeper executive relationships with the best practices and processes that ultimately drive success. Our Partnership-First Approach Partnership is core to our approach. We partner with executives, businesses and other investors, with the primary goal of crafting great investments and building superior businesses. By cultivating and developing partnerships with a cross section of high caliber people and partners, we are a stronger advisor and investor.
