Top Palo Alto, CA Financial Services Startups (3,598)
Our technology makes it easy for companies—from fast-growing startups to global fintechs—to integrate stablecoins into their products, platforms, and payment flows. Whether they’re launching a credit card program, enabling cross-border payments, or embedding wallets, Rain builds the tools to do it fast, flexibly, and compliantly. We’re built for the next generation of global finance. Our infrastructure combines the stability of trusted...
We help everyday Americans build a brighter financial future. With a business model that is aligned with our customers, we create transparent, fair, and simple financial products that put money back in the hands of our members, help them spend wisely, and avoid unfair fees. We don’t just reduce stress — we promote sustainable financial health. Our team comes from diverse...
SquareWorks Consulting is a NetSuite partner focused on elevating the role of finance, empowering organizations to drive business innovation and growth. Our products include Automate, a NetSuite-native financial automation platform providing best-in-class automation and AI-enabled capabilities. We also provide exceptional consulting services and partner with our customers to deliver high-quality NetSuite implementations, optimization services and ongoing support. We believe in...
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Canoe offers first-of-its kind AI technology powering the future of alternative investments. Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their business. Since the beginning, we’ve maintained a focused, client-first...
Gynger is an AR management and embedded financing solution that give B2B technology vendors the power to offer flexible payment terms to customers while securing up front payment. With Gynger, finance leaders can leverage a combination of actionable insights and capital to optimize day-to-day cash flows, accelerate deal flows, and execute long term strategic vision with ease. Our SaaS solution allows...
Hebbia is the AI platform for knowledge work used by leading finance, law, and Fortune 500 companies. The product orchestrates "AI agents" that accurately tackle the most complex tasks by breaking them down into understandable actions. Users can collaborate with AI to extract, structure, and analyze millions of documents at scale, allowing for full workflow automations with generative AI. We've raised...
At January, we bring humanity to consumer finance. Using data intelligence, we create trust and deliver better outcomes for consumers and creditors alike. Our mission is simple: expand access to credit while empowering consumers to achieve lasting stability and control of their financial lives. We began by building the foundation for creditors to engage with and support their borrowers at scale...
Scratch is a dynamic and innovative fintech company at the forefront of patient lending and payment processing, serving a network of over 15,000 healthcare practices across the United States and Canada. Our mission is to revolutionize the veterinary financial experience, ensuring pet parents have seamless access to the treatments they need without the burden of financial stress.
Bilt Rewards is the first loyalty program that rewards members on rent and in their neighborhood, no matter where they live. Bilt Members can earn points and access exclusive benefits on rent payments, condo & co-op fees, and around their neighborhood at local restaurants, fitness studios, rideshare, pharmacy, and more. Ranked the highest-value point currency by top publications, Bilt Points...
Energy CX is the fastest growing energy brokerage in the U.S. Known for transforming the way clients navigate the complex energy landscape, our data-driven approach and dedication to innovation position us as a leader in the energy brokerage industry. As a family-owned business, we've been laser-focused on our commitment to advancing energy solutions. We help clients maximize savings, efficiency, and...
Invoice Home is a billing and invoicing service for small businesses and freelancers seeking to grow their business or start a new one! We offer simplistic services and tools with over 100 customizable templates, where you can add your business logo and signature. We offer a desktop version for behind your screens while at home or in your office but...
By providing one unified platform where FI's can manage the end-to-end customer journey, Narmi securely drives primacy, customer growth, and efficiency. We unlock the very latest solutions in account opening and digital banking to allow our customers to reach their goals. Since our founding, Narmi has moved billions of dollars and opened hundreds of thousands of accounts for banks and...
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Geneva Trading LLC is a leading proprietary trading firm with a history of consistent success in the listed derivatives markets. Over the past 20 years, we’ve grown significant capital, developed proven technology, and maintained an appetite for diversified trading strategies. We foster innovation and look for people who can solve complex problems that drive immediate results. We've built a culture of...
EDGE is a data and analytics platform that harnesses bank transaction data to measure consumer credit risk. Founded in 2021, EDGE is part of a larger family of FinTech brands that sits underneath our parent company, NinjaHoldings (www.ninjaholding.com). NinjaHoldings’ brands also include CreditNinja, an online consumer lending business, and NinjaCard, a neobanking platform focused on consumers in the emerging credit...
Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with employees worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors. Our marketplace connects financial advisors and investors to protective investment products – including structured notes and annuities...
We’re a rapidly growing fintech bringing leading-edge technology and product design to corporate bond trading. With a start-up mentality, we’re constantly innovating and advancing, remaining nimble and agile as we grow. We combine market expertise with a diversity of thinking - experiences, backgrounds, and opinions from a variety of industries collaborating to drive innovation and bring ideas to life. Our...
Opto Investments (“Opto”) are engineering the future of private markets, offering the solution for wealth managers to efficiently build and manage differentiated private investment programs. Opto’s end-to-end technology solution dramatically streamlines building, fundraising for, and managing a bespoke private markets fund or program, allowing independent investment advisors, family offices, and private banks to scale their offerings without scaling their team. Founded by...
A technology-driven asset manager and registered investment advisor delivering personalized investment solutions that are tailored to reflect individual sustainability and financial priorities. Headquartered in New York City, our growing team brings a diverse set of backgrounds and experiences. Together, we are on a mission to help create a future where all investing is sustainable investing.
Bloom Credit helps companies launch lending products, report consumers' payments, and create innovative credit experiences. We do this by providing our clients with the data they need from all three credit bureaus, the expertise they are looking for to launch seamlessly, and the proprietary analytics to supplement credit insights - all delivered through Bloom’s developer-friendly API. Over 12 million US consumers...
Addition Wealth is a holistic personal finance platform that empowers employees to make smart, informed financial decisions. By taking a tech-forward approach that combines digital tools, community events, expert content, and access to financial professionals, Addition is making personalized financial expertise inclusive and accessible for all employees. Addition partners with forward-thinking employers to help employees make the most of their...
