Top Palo Alto, CA Financial Services Startups (108)
SAIGroup is a private investment company focused on acquiring and growing enterprise AI companies. The SAIGroup portfolio includes SymphonyAI, ConcertAI, and RhythmX AI.
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...
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
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.
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...
Meadow powers modern student financial services for universities that clarify and simplify the financial experience for students to improve economic mobility in the US through higher education. At a time when consumer-friendly, digital-first experiences are more critical than ever in higher education, Meadow is solving many of the fundamental problems that lead to poor student financial experiences and administrative waste...
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'...
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...
The partners and staff at Wheeler Accountants (WCPA - formerly LMGW) combine to offer a full range of audit, accounting, taxation, consulting and compliance services for our clients. We "solve for accounting". WCPA serves a wide variety of individuals and businesses; from high-net worth individuals running public companies to small business owners and individuals looking for financial and tax advice....
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 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.
Founded in 1952, Monterra Credit Union is a not-for-profit, member-owned financial institution committed to the financial wellness of its members and the economic vitality of the communities it serves. Based in the Bay Area, it provides competitive financial products, digital access, and education, while investing in local nonprofits and small businesses through grants and volunteerism to improve the quality of...
Our mission is to provide the lowest cost, most convenient, and most transparent access to capital.
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...
Eltropy enables Financial Institutions to digitally engage in a secure and compliant way via Text, Video, Audio, Secure Chat and Social Messaging. Using our world-class digital communications platform, Credit Unions, Banks, Debt Collectors, Insurance Companies, Lenders and FinTechs can improve operations, engagement and productivity. Eltropy also integrates with IT systems, such as Symitar and Corelation, and uses Analytics to provide...
