Top San Francisco Bay Area, CA Financial Services Companies (352)
Lightspeed Venture Partners is a multi-stage venture capital firm focused on accelerating disruptive innovations and trends in the Enterprise, Consumer, and Health sectors. Over the past two decades, the Lightspeed team has backed hundreds of entrepreneurs and helped build more than 400 companies globally, including Snap, Affirm, Nest, Nutanix, AppDynamics, MuleSoft, OYO, Guardant, and GrubHub. Lightspeed and its affiliates currently manage $10.5B across the global Lightspeed platform, with investment professionals and advisors in Silicon Valley, Israel, India, China, Southeast Asia and Europe.
MerQube is an innovative fintech firm, leading the development of cutting edge technology for indexing and rules-based investing. MerQube offers design and calculation solutions for complex rules-based strategies. Launched in 2019 in New York and San Francisco by a team of index industry veterans and technology experts, MerQube was created to provide technology focused alternative. MerQube designs and calculates a wide variety of indices, ranging from thematic to ESG, factor and retirement, while covering multi-asset, equities, futures as well as options. Leveraging cloud-based architecture and today's most advanced index-tracking technology, MerQube's platform enables its clients to bring ideas to market quickly and efficiently
MileIQ provides automatic mileage tracking for deductions and expenses. Whether you're a self-employed worker looking for a mileage deduction or a large company that wants to get a handle on mileage expenses reports, MileIQ is automatic, easy and accurate. MileIQ is mileage tracking the way you need it to work. We’d love to hear from you: • Website: http://www.mileiq.com • Twitter: twitter.com/mileiq • Facebook: www.facebook.com/mileiq • Email: support@mileiq.com
Strategic M&A Advisory Headquartered in Palo Alto with offices in New York
The Gilmartin Group is a strategic consulting firm focused on investor relations, communications and business development for companies across the healthcare and life sciences space. Our goal is to help our clients create durable long term value by leveraging our team’s capital markets experience, communications expertise and deep industry knowledge.
At Dow Janes, we put you in control of your money. Through our online educational programs – we teach empowering, effective financial strategies for women+ who want to take control, build serious wealth, and carve out their own financial future.
At Summitry, we help you maximize the benefits of living in one of the most unique areas in the world. Our personalized financial planning guidance and investment strategies are specially suited for life in the Bay Area.
At Naehas, we help financial institutions unlock their full potential by accelerating value creation. Our innovative platform is designed to empower financial institutions to deliver personalized, compliant products and offers at unparalleled speed, helping them stay ahead in a competitive market. We specialize in: Personalization at Scale: Quickly craft financial services products tailored to customer needs. Streamlined Compliance: Integrate compliance seamlessly into every process, enabling innovation without compromise. Operational Efficiency: Digitize workflows to reduce time-to-market and operational risks. With Naehas, financial institutions can innovate at the pace of fintech while ensuring regulatory readiness. Our solutions transform the compliance burden into a strategic advantage, delivering faster, simpler, and smarter offerings that customers value.
Prodigal is a pioneer of Collection & Servicing Intelligence, a new category of AI software, which enables banks, lenders and collection agencies of all sizes to quickly and efficiently collect accounts receivables. Our cloud-native, Collection & Servicing Intelligence platform delivers actionable insights for banks, lenders, and ARM agencies to maximize revenue, optimize operations, and minimize compliance risk. Prodigal delivers artificial intelligence and machine learning capabilities to lenders and ARM agencies. Prodigal restores value from accounts past due and improves servicing productivity while retaining customer loyalty. We empower entire teams from executive leadership to representatives with data and insights needed to segment and prioritize accounts, to enhance portfolio yield, and to address procedural and legal (TCPA, FDCPA, UDAAP, ...) non-compliance. With our Collection & Servicing Intelligence Platform, senior executives have complete intelligence about expected liquidation, aggregated agent productivity, and FDCPA/TCPA non-compliance in real-time — an imperative for a modern collections business in an increasingly regulated environment. Prodigal is headquartered in the heart of Silicon Valley (Sunnyvale, CA) and is founded by industry veterans with deep expertise in financial services, predictive modeling, speech AI and core engineering. Our investors include top tier investors like Menlo Ventures, Accel andY Combinator. Prodigal has been featured in TechCrunch, American Banker, CBS News, Fortune, insideARM and other leading technology and financial services news sites.
Founded in 2016, Better is a digital-first homeownership company whose services include mortgage, real estate, title, and homeowners insurance. We leverage creative technology and innovation to make the homebuying journey more approachable and understandable. Our company is made up of driven, passionate people who bring their unique backgrounds and perspectives to everything we do. We are committed to fostering diversity, multiculturalism, and inclusion. We see the value in each person's perspective and recognize their talents, regardless of what the market says. We believe it's important to nurture a company culture that encourages curiosity and passion—from employee resource groups and learning opportunities to team outings and community outreach.
Founded in 2015, Zeta is a provider of next-gen credit card processing platform. Zeta’s cloud-native and fully API-enabled stack offers a comprehensive range of capabilities, including processing, issuing, lending, core banking, fraud detection, and loyalty programs. With a strong focus on technology, Zeta has over 1700+ employees and contractors, with more than 70% dedicated to technology roles. Operating across the US, UK, Middle East, and Asia, Zeta has served a global customer base of 35+ clients who have issued over 15 million cards on Zeta's platform to date. Backed by prominent investors such as Softbank Vision Fund 2 and Mastercard, Zeta has raised $280 million, at a valuation of $1.5 billion.
All businesses want to do is pay vendors, suppliers, and contractors anywhere, at anytime, with ease. Legacy financial systems and old technologies make this dream nearly impossible. Veem makes it a reality. Businesses of any size enjoy simple, secure and seamless payments on the Veem network in over 110 countries. Veem's next-generation payment tools enable businesses to streamline their processes and build business relationships with suppliers and partners all over the world. Through seamless integrations with popular business applications, Veem provides a revolutionary payment experience.
The Platform for Payment Apps
The most powerful ideas, companies, and industries aren’t created overnight. With a community built on collective experience and fueled by curiosity, Slow understands the entrepreneurial journey. Investing at the center of technology and on the edges of science, society, and culture, Slow gives founders the resources, connections, experiences, and empathy required to build strong, sustainable companies.
One stop shop for finance function needs. MISSION: Our mission is to foster our clients’ success through scaling their G&A operations by providing high-value, high-integrity services and solutions. We achieve this by impacting People, Process, and Platforms. VISION: Our vision is that Finance in a Box will be the one-stop solution for all things G&A.
Gridium is a leading decarbonization partner for building owners and their operators. We empower building teams to reduce energy spend and usage faster, deeper, and more economically—through a combination of AI-driven energy performance analytics and turnkey project development and financing solutions.
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies
GoodLeap is a sustainable home solutions marketplace. We provide simple, fast, and frictionless point-of-sale technology for countless mission-driven professionals serving millions of people who want to upgrade their homes and save money. Our platform offers flexible ways for consumers to pay for a wide range of sustainable products, including solar panels, battery storage, smart home devices, modern HVAC systems, energy efficient windows, upgraded roofing, water-saving turf, and more. We are committed to caring for the planet, building lasting relationships with our valued partners and customers, and delivering cutting-edge technology that enables more people to embrace a sustainable lifestyle.
Kruze Consulting is a leading provider of accounting, finance, HR and tax consulting to seed and venture capital funded startups. Kruze’s clients have collectively raised over $15 billion in VC financing, and one to three of Kruze’s clients are acquired by larger companies every month. Kruze Consulting’s tax advisory work is reducing our clients' burn by over $10 million this year, and Kruze’s team recommends best in class financial and HR systems that help make data-driven startup founders more productive. What do Kruze Consult’s clients have to say? “We're huge fans of Vanessa and the folks at Kruze Consulting. They set up our books, finances, and other operations, and are constantly organized and on top of things. As a startup, you have to focus on your product and customers, and Kruze takes care of everything else (which is a massive sigh of relief). I highly highly highly recommend working with Vanessa and her team.” Vivek Sodera Co-Founder @ Superhuman "I literally love the Kruze team. Every part of it. Everyone on the Kruze team cared deeply about our success. Kruze helped us all the way through our journey - from our seed round to our A to our eventual acquisition by a public company. Real professional tax and due diligence advisory made all the difference. I highly recommend startups choose Kruze for the consulting you’ll need as you raise venture capital, grow and get ready for a big exit." Omar Tawakol Founder & CEO at Voicea, acquired by Cisco What makes Kruze Consulting different? • 100% focused on startups • Trusted by top VCs to manage their portfolio companies’ finances • Low-cost, high quality leader • Books, taxes, CFO and controller services, HR consulting, systems set up and more • Inc 5000 fastest growing private company 2 years in a row Kruze knows how to de-risk your startup’s next venture capital round. Get in touch today to see if we can help you on your startup's journey
Payactiv is the best way for employees to get financial relief between paychecks, a service needed by two-thirds of the workforce. We give businesses the tools essential to ease the financial stress of their employees and build a higher performing workforce. First to revolutionize timing of pay Payactiv is the right way to improve employee financial health. Our aim is to empower lower-income American workers with dignity. We accomplish this by providing employees timely access to their earned-but-unpaid wages. Technology Our social responsibility DNA and decades of experience in payments technologies helped us reimagine the way financial services should be delivered to lower-income workers. Payactiv is designed to help each and every user reach financial resilience and wellness. Implemented in companies nationwide Payactiv serves thousands of employees and industries all across the board—restaurants, factories, hospitals, retail stores, and many more. Walmart is one of our marquee clients.
