Top San Francisco Bay Area, CA Financial Services Companies (352)
In a world of information overload, Yewno uses artificial intelligence to create knowledge from structured and unstructured data, linking and mapping concepts for levels of never-before insight. This cutting-edge technology, known as the Yewno Knowledge Graph, is currently being applied across Financial Services, Education, Publishing, Government, and Life Sciences to deliver products and solutions that change the way the world processes information and makes decisions.
Who is AI Fund? We are a team of AI pioneers, proven entrepreneurs, seasoned operators, and venture capitalists that collaborates with leading entrepreneurs to solve big challenges using artificial intelligence. Founded in 2017 by Dr. Andrew Ng, AI Fund is backed with $176 million in capital by some of the leading VC firms and investors, including NEA, Sequoia, and Greylock. How Are We Different? We work with entrepreneurs during their startup’s most critical and risky phase, from 0 to 1. At the earliest stages, your company strategy is still being formed, and you’re still on the path to demonstrating your idea’s full potential – this is a reality we understand. This is the period when decisions on product strategy, market fit, and team are most critical, moving fast and fixing parts of your business when you have limited resources is a challenge. We believe the best way to help entrepreneurs is by providing our time, expertise, and resources to help flesh out these key strategic decisions. Making the right decisions at the right time can often make the difference. We are here to improve these dynamics, at a time when the help matters the most. Why Work With AI Fund? Getting a startup from idea to Series A funding is not easy. We’ve been there and understand the challenges you must overcome. Whether you desire limited help and just want access to our unique ecosystems of AI experts and entrepreneurs or you would like our full support, we are interested in the opportunity to help in your success. We are flexible in how we work with companies, but ultimately, we are here to maximize your chance of success and accelerate getting your company to market. We provide the capital, expertise, and resources to accelerate the work required to minimize risks in your startup, help you rise above the noise, and make your company more attractive to new investors.
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
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.
PayNearMe is the industry’s only platform that facilitates cash, debit, credit, ACH and mobile-first payments, including Apple Pay and Google Pay, for thousands of businesses and government agencies nationwide. With its great mobile experience, PayNearMe’s technology provides a simple way for businesses to collect payments through an intuitive, consistent experience for their customers. In addition, payment reminders and mobile wallet integration drive more on-time payments. PayNearMe is the technology company that’s changing how payments are made To make a cash payment in their own neighborhood, consumers visit any of our 31,000 trusted locations in the U.S., which include 7-Eleven®, Walmart®,Family Dollar®, Casey's General Stores® and ACE Cash Express stores. PayNearMe processes cash payments for the IRS, Comcast, Greyhound, Oportun and the California Department of Child Support Services, among others. PayNearMe is offered by PayNearMe MT, Inc., which is a wholly owned subsidiary of Handle Financial, Inc. Follow PayNearMe on Twitter, LinkedIn and Facebook. Follow Handle Financial on Twitter @HandleFinancial. © 2021 Handle Financial, Inc. All rights reserved. Handle Financial and PayNearMe are trademarks or registered trademarks of Handle Financial.
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.
Mos is on a mission to tear down financial barriers to opportunity. We built the first banking product designed not to manage student debt - but to eliminate it. And we’re just getting started. We’re shipping fast, growing rapidly, and backed on our quest by world-class investors like Sequoia, Lux Capital, Stephen Curry, and more
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.
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
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $90 billion in assets as of January 31, 2025. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $103 billion in client investment assets. City National is dedicated to strengthening communities, and in 2024 alone, the company donated nearly $10 million in charitable contributions to nonprofits that support the communities it serves. For more information about City National, visit the company’s website at cnb.com. *City National Bank does business in Miami and the state of Florida as CN Bank.
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.
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
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.
Wealthfront is a nextgen banking service. We help you manage your money for both your short-term and long-term goals by providing a Cash Account with checking features and high interest, best-in-class automated investment management, and free financial advice, anytime you want it. We entered into the banking space in a big way this year with the launch of our cash account that offers an interest rate 5x greater than the national average. We’ve been overwhelmed by the response and have grown nearly 100% this year already to manage nearly $20 billion in total client assets. Our ultimate vision is to optimize and automate all of our clients’ finances and build what we call Self-Driving Money™️. We want clients to be able to automatically deposit their paycheck into their Wealthfront account, and let us take care of the rest — paying their bills, topping off their emergency fund or 401(k), and investing the rest based on their specific goals and lifestyle. Join us so you can help us turn this industry on its head and build a service that our clients don't just like, they love. Wealthfront integrates investing and banking services to make it delightfully easy to build long-term wealth. We're on a mission to build a financial system that favors people over institutions and we're just getting started. Through the power of automation, we deliver personalized, powerful products to help both sophisticated investors and those just starting out learn, lower their costs, and grow their wealth. We're one of the highest rated financial app in the Apple App Store and have been recently named the best robo-advisor and cash management accounts by Nerd Wallet and Investopedia. Want to help us re-architect the financial industry?
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.
PayJoy's mission is to deliver access to credit to the next billion people in emerging markets worldwide. Our unique mobile security technology gives customers the ability to afford their first smartphone on credit, using the phone itself as collateral, and then provides further access to credit to help weather life's unexpected financial surprises and climb the ladder of economic well-being. Founded in 2015, today PayJoy has reached millions of customers in a dozen countries around the globe, including Mexico, Brazil, Colombia, India, Kenya, and South Africa, and is on a strong growth path with support from major industry partners to bring credit to the next billion emerging consumers.
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.
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.
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.
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
