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Top Oakland, CA Financial Services Companies (18)

eCommerce • Fintech • Hardware • Payments • Software • Financial Services
18 Offices
12,000 Employees

Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality through Afterpay, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same.

Blockchain • eCommerce • Fintech • Payments • Software • Financial Services • Cryptocurrency
23 Offices
12,000 Employees

Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Each of our brands unlocks different aspects of the economy for more people. Square makes commerce and financial services accessible to sellers. Cash App is the easy way to spend, send, and store money. Afterpay is transforming the way customers manage their spending over time. TIDAL is a music platform that empowers artists to thrive as entrepreneurs. Bitkey is a simple self-custody wallet built for bitcoin. Proto is a suite of bitcoin mining products and services. Together, we’re helping build a financial system that is open to everyone.

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
9 Offices
3,300 Employees

Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,300 associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 55,900+ clients.

Healthtech • Other • Social Impact • Software • Financial Services
Fully Remote, USA
40 Employees

Trans Lifeline connects trans people to the community, resources, and support they need to survive and thrive--building a resilient trans community through trans-led direct services. Trans Lifeline’s Hotline provides peer support and crisis support. Our Microgrants program provides low-barrier grants to trans people in need of legal name changes and updated government IDs, HRT, as well as funds for trans people who are incarcerated. By providing care and financial redistribution, Trans Lifeline identifies the trans community’s most pressing needs and brings that expertise to broader gender and racial justice movements.

Fintech • Other • Financial Services
Emeryville, California, USA
49 Employees

With access to data today nearly limitless, and time constraints mounting, there’s an increasing pressure to react in the moment. The price of this speed to action is that businesses and brands often overlook fundamental patterns of how customers behave and decisions are made. Greenberg Strategy is a strategy and research consultancy focused on helping organizations identify the human patterns that impact their businesses. Our WholeHuman™ approach blends the art and science of tapping emotional, rational and instinctual responses to reveal the deeper truths that drive measurable, actionable business and brand success. Founded in 1997, we’re a team of brand strategists, researchers, communicators and creatives passionate about originating and activating insights-driven solutions that fuel brand transformation, innovation and growth. We work locally and globally with a broad range of businesses – established leaders, emerging innovators, and category creators. Our focus is on technology, media, energy, retail, food and beverage, entertainment and hospitality, financial services, healthcare, government/public sector and non-profits.

Financial Services
Oakland, California, USA
17 Employees

Transform how your business and your customers see, understand, and act on debt with our industry-leading debt APIs or low code drop-in modules.

Financial Services
Oakland, California, USA
28 Employees

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.

Software • Financial Services
Oakland, California, USA
30 Employees

CNote is a women-led social enterprise on a mission to close the wealth gap through financial innovation. Using the power of technology and a community-first framework, CNote's platform has enabled corporations, foundations, and individuals to deploy over $100M in investments and deposits into financially underserved communities across the country. CNote is a Certified B Corporation that has earned “Best for the World” honors from B Lab and was named “Best Women-Owned Business” by the United Nations’ Women’s Empowerment Principles program.

Fintech • Payments • Financial Services
Oakland, California, USA
121 Employees

International Payments for everyone. Send money to friends and family in 20+ countries

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Cloud • Financial Services
Oakland, California, USA
73 Employees

Gappify, founded in 2016, is a cloud-based software provider of accrual automation solutions for mid-market and enterprise accounting teams. The company is headquartered in Oakland, California, with offices in New York, and Manila, Philippines. Our team consists of accountants and CPA’s from Big Four public accounting firms, software innovators, and strategic advisors from some of the largest and most recognized technology companies in the world. Website

Fintech • Payments • Financial Services
Oakland, California, USA
195 Employees

100% clean energy across America - that’s our vision. Mosaic makes affordable financing options available to qualifying homeowners — and for the pros, the powerful technology needed to grow their business and encourage the wide-spread adoption of clean energy upgrades. With over 10 years of experience in solar financing, we are a trusted leader prioritizing consumer protections and working to help people and the planet prosper

Fintech • Payments • Security • Software • Financial Services
Oakland, California, USA
900 Employees

Marqeta powers innovative payment solutions for many of the apps and services you enjoy daily. Our open API card issuing platform provides unprecedented flexibility and control for industry-leading companies such as Square, Coinbase, J.P.Morgan, and Uber, to issue cards, authorize transactions, and manage payment operations in real-time. We are a team of industry experts and technology innovators who take a dynamic approach to solving challenging problems. Marqeta is certified as a 2021-2022 Fortune Great Place to Work, highlighting our company culture and open and collaborative work environment. We power possibilities for our customers and each other by bringing the brightest talent together to do the best work of our lives.

Fintech • Payments • Productivity • Financial Services
3 Offices
1,320 Employees

Credit Karma is focused on championing financial progress for over 110 million members in the U.S., Canada and U.K. While we're best known for pioneering free credit scores, our members turn to us for resources as they work toward their financial goals. This includes tools for credit and identity monitoring, credit card recommendations, shopping for loans (car, home and personal), and growing their savings* -- all for free. We’ve grown significantly through the years, adding more than 70 million members in the last five alone. We currently have more than 1,300 employees spread across offices in Oakland, Charlotte, Los Angeles, and London. Disrupting the financial industry is not an easy task. That’s why we know it’s one worth doing. Our core values of helpfulness, ownership, progress and empathy guide our work and our relationships. Championing financial progress for everyone is a big mission that requires passionate people working together to make a difference in the world. If you’re up for the task, we’d love to have you on our team. Check out our open positions: https://www.creditkarma.com/careers. *Banking services provided by MVB Bank, Inc., Member FDIC

Consumer Web • Fintech • Real Estate • Software • Financial Services
5 Offices
2,000 Employees

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.

Financial Services
Oakland, California, USA
10 Employees

Zevvy offers the first total-cost of ownership EV lease. The more you drive, the more you save.

Artificial Intelligence • Fintech • Software • Financial Services
Oakland, California, USA
9 Employees

Our end-to-end verification solution shields your institution, giving you the freedom to focus on what matters most. With our code-free orchestration tool, choose the customer verification solutions you need from our curated list of top data providers and access them in one place. No tedious individual checks with multiple data providers and added costs. Get everything you need on one contract and one platform. Our VAAS (Verification-as-a-Service) product supports any FinTech, credit union, bank, and government agency seeking to enhance and streamline their customer verification processes. Use Grid for any use case, like: KYC, KYB, AML Compliance Income and Cash Flow Insights Fraud Prevention Operational Efficiency Reverification Automated Risk Decisioning

HR Tech • Payments • Software • Financial Services
2 Offices
38 Employees

Benepass is a platform to flexibly distribute benefits and non-salary compensation globally. Through our easy-to-use and highly customizable fintech platform, People teams can implement, administer, and track the modern benefits that their employees are looking for. Employers design their benefits and perks plan by setting a contribution amount and eligible spending categories. Every employee has their own individual definition of wellness and needs different things to help them be their most productive, fulfilled selves. Our card-first technology gives employees a physical and virtual VISA card with all their benefits from their employer coded on the card including: - Pre-Tax Benefits: Public Transit, Parking, Health FSA, Dependent Care FSA, HSA - Perks Programs: Wellness (Physical and Mental), Food, Family and Childcare benefits, Work from Home, Professional Development, LSA, and custom programs for your company! Today we’re the vendor of choice for 100+ clients representing 100,000+ employees in more than 30 countries.

Financial Services
Oakland, California, USA
31 Employees

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.