Top Palo Alto, CA Financial Services Startups (74)
G2 Venture Partners is a venture and growth firm focused on emerging technologies driving sustainable transformation across traditional industries. We support entrepreneurs who are unlocking new paths to environmentally and socially responsible economic growth.
Our Currency Agnostic Blockchain links procurement and contract management, financing arrangements, direct enterprise control of corporate payments and inventory tracking in a buildable manner. The result is a Liquid Supply Chain, where data flows downstream in real time and early payments flow upstream in a risk-mitigated manner from new pools of capital. We were founded in 2014. Our investors include NTT...
Unlocking the "financial superpowers" of the ultra-rich through technology. Arta Finance is the digital family office for the world. It empowers more people to gain the financial superpowers that, until now, were only accessible by ultra-high-net-worth individuals. Traditional family offices typically hire teams of professionals to access sophisticated financial strategies, exclusive investment opportunities, or connections to finance and lifestyle professionals....
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,...
Jaris enables platforms, payment processors, and banks to launch white-labeled lending, banking, and instant payout products to their customers through a single integration. Combining bank-grade compliance, a modern infrastructure, and over $1B in capital, Jaris gives small-to-medium-sized-businesses (SMBs) fast, flexible access to funds they need to drive and sustain long-term growth.
Emagia is a leading Autonomous Finance solutions provider, empowering modern finance teams with digital world-class advantage in their order-to-cash operations and customer financial services. Emagia has a proven track record of helping companies achieve best-in-class performance in cash flow, DSO, credit risk control, operational efficiency and customer experience. Emagia offers a cloud-based, Finance AI platform enabling highly efficient data-driven digital...
aVenture is a venture capital research platform bringing data insights to inform better investment decisions. With aVenture, you can research startup companies, investors, and their key leadership to evaluate potential deals, market size, traction, competitive landscape, and more. aVenture's data confidence tools help you evaluate the insights already available and measure their accuracy. Investing involves risks, please read important disclosures at https://go.aventure.vc/d....
With millions of paying customers and a vibrant team involved in work that really matters, we are changing the way that people pay for electricity and other utilities. We prioritize our customers by innovating top-notch products that foster excellent customer service. Our Milestones: - Average of 4.5 rating on respective App Stores with over 6k Reviews. - Currently covers 9 electricity distribution companies...
Solid is a modern fintech infrastructure provider – a one-stop shop that offers a fully integrated and compliant suite of fintech services – think AWS for FinTech or simply FinTech-as-a-service! On Solid's fully managed infrastructure, any company can quickly build and launch embedded fintech products such as bank accounts, crypto wallets, payments, and cards to their users. The company owns the...
Crowdz is a Fintech company focused on helping SMBs improve their cashflow. We are rethinking invoices, cash flow, and trade finance by replacing outdated manual practices with the financial service industry's first invoice marketplace built specifically for small and mid-sized businesses. We are on a mission to help small and mid-sized companies thrive by increasing their access to cash flow....
50+M&A TRANSACTIONS | 90+% RECEIVE FUNDING 100+TEAM MEMBERS | 10K+EXECUTIVES IN TRIVIUM NETWORK Trivium is a Finance, Accounting, Human Resources, and Tax consulting firm offering early-mid stage companies strategy consulting as well as support ranging from administrative to CFO level expertise. We provide tailored packages that scale to the needs of our clients. We partner with clients to manage all non-technical requirements,...
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...
Zanbato is a financial technology company established to make private markets more liquid and reliable. Launched in 2016, ZX is Zanbato’s independent, SEC-registered Alternative Trading System that is today the world's leading platform for banks and brokers to trade private stock for their clients. More than 100 banks and brokers trust ZX for price discovery, liquidity, and trade execution services...
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...
Our mission is to help the world's fastest growing organizations liberate their financial data, so their leadership can make the most informed decisions. Leapfin partners with leading companies such as Canva, Vimeo, Reddit, Sports Illustrated, SeatGeek, and Flexport, enabling a single source of truth for revenue while empowering the rest of their organizations with real-time revenue data. We have received funding from...
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...
Accounts Payable (and Receivable, too) Made Easy! At Checkbook, we have built a way to send and receive Digital Checks instead of dealing with paper and postage, or expensive online transactions. Digital Checks offer a clear financial and operational advantage for businesses with instant delivery, and online deposit, at a fraction of the cost of other payment options. Just $1 per...
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...
Our Firm Effectus Group is an accounting advisory consulting firm headquartered in the San Francisco Bay Area. Our firm is comprised of former PwC, D&T, EY, and KPMG alumni and former public company finance executives. Our professionals have advised the accounting, finance, and corporate development teams of the world’s most exclusive companies. How We Are Different With so many consulting firms that all...
Fincent is a new age finance firm whose mission is to bring financial and accounting services into the modern era. We like to think of ourselves as all of the good parts of a startup, without the downsides. We're a tight-knit team of smart, friendly people solving problems together with a shared passion for design, technology and creativity. Fincent stands...

































