Top Palo Alto, CA Financial Services Startups (98)
Founded in 1969, Bailard is an independent, values-driven asset and wealth management firm serving individuals, families, and institutions.
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
Tempo is a purpose-built, layer 1 blockchain for payments, developed in partnership with leading fintechs and Fortune 500s. With support for all major stablecoins, Tempo enables high-throughput, low-cost global transactions for any business use case.
Emergence Capital Partners is a venture capital firm that invests in early-stage enterprise B2B software and SaaS companies, aiming to be a valuable partner to companies changing the way the world works.
Lead Bank is where expertise, experience and technology unite the people behind inspired businesses. We take pride in working side by side with companies to grow bottom lines that become cornerstones of the community. We’ve always been a bank that leads the way, not follows the herd. In 2010, we rolled out our new name along with a new suite...
sFOX is the full-service crypto prime dealer for institutional investors, providing the liquidity, security, and infrastructure needed to unlock the full potential of digital assets.
SavvyMoney is a leading fintech company that provides integrated credit score, financial wellness, and lending solutions to over 1,600 financial institutions. By combining real-time data, personalized marketing, and advanced analytics, the company helps banks and credit unions drive member engagement, grow loans and deposits, and deliver actionable financial insights within digital banking environments, ultimately empowering consumers to take control of...
Founded in 2020, Mesh is a leader in creating a modern financial connectivity layer for digital assets, delivering a secure, enterprise-grade platform for seamless transfers, payments, and account aggregation. Supporting over 300 integrations with exchanges, wallets, and financial services, Mesh is pioneering an open, connected, and secure ecosystem for digital finance
Close your books faster, smarter, and risk-free with Stacks, the AI tool for accounting teams.
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.
Founded in 2023, Tensec is a global fintech that enables small and medium-sized businesses (SMBs) to enter global trade and thrive by giving them access to global transaction banking solutions that are user-friendly, efficient, and secure. Tensec founders have driven startups from foundation to exit, built decacorns, and led global teams at companies such as PayPal, Credit Karma, Facebook, Goldman Sachs,...
We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life. Disclosures: https://abacuswealth.com/social-media-guidelines/
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...
SAIGroup is a private investment company focused on acquiring and growing enterprise AI companies. The SAIGroup portfolio includes SymphonyAI, ConcertAI, and RhythmX AI.
LiveFlow transforms the way Accounting and Finance teams work. Flow unites Accounting, AP/AR, and FP&A in one AI-native ERP, while the FP&A platform automates consolidation and reporting directly in Excel & Google Sheets. From real-time dashboards to month-end close, LiveFlow turns hours of manual work into minutes, so teams can focus on delivering strategic insights that drive business forward.
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'...
Boosted.ai is how investment managers work smarter. Generative AI built specifically for capital markets provides analytics across millions of data points, through a macroeconomic, macroeconomic and portfolio construction lens, giving asset managers the actionable insights they need. Twitter @BoostedAI
Founded in 2015, Citcon’s fintech platform enables seamless global commerce at scale by connecting the world’s businesses with more than 100+ mobile wallets, local and alternative payment methods. Citcon is one of the fastest-growing payment platforms and services some of the world’s biggest brands, safely and securely processing billions of dollars of transactions for merchants worldwide. Citcon is backed by...
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...
