Top San Jose, CA Financial Services Companies (20)
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, podcasts, PDFs are made interactive, enabling financial advisors to capture clients’ investment preferences and feedback from these existing digital touch-points. Leading global banks are using EnrichVideo to engage with their clients. With the founding team's deep understanding of the finance domain and technology, the company also works as an "innovation lab on hire" for HNI client engagement. Want to learn more? Do get in touch with us at [email protected] or visit our website at https://enrichvideo.com/
We help startups and small businesses extend their runways by connecting them with government stimulus programs, tax credits, and hiring incentives. Whew, that’s a mouthful. In simpler terms, we help founders find cash they didn’t know they were owed. Navigating government tax credits and incentives is no easy task. Founders and business owners rarely have the bandwidth, time, or resources to pursue these programs and as a result, billions of dollars are left on the table. That’s where we come in. We take the guesswork out of government and pass the cash savings onto small businesses. But before we dive into how it works, let’s talk about the team that makes it all happen. This isn’t our first rodeo. Our founders are ex-Google employees and successful tech startup founders. Doug Ludlow, co-founder and CEO, started MainStreet as a response to the massive impact that departing big business brought on his hometown. The small businesses that remained didn’t survive for long and the economy declined along with them. This is the unfortunate truth for towns across the U.S., where many small businesses lack resources and struggle to stay afloat. At MainStreet, we want to be the small business lifeline that makes a long-standing impact on our economy. And we won’t stop until we’ve helped every small business. The IRS bookmarks $150B in annual tax credits and incentives for U.S. companies researching and developing new products (aka “R&D”). These incentives are impactful, but they’re also complex and time-consuming. Small business owners just don’t have the capacity to cut through the red tape and claim the cash they’re owed. That’s where we come in. We plug directly into their payroll software to see what they’re owed across dozens of credits. We take the guesswork out of government and pass the savings back to our customers. The best part? The average venture-backed startup finds $51,040 on their first call with us.
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 claim to do the same thing, does it really matter which firm you choose to engage? We know that it matters and we will show you how Effectus Group is different than all other firms you have worked with.
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 engagement insights
Better is a top-tier India-focused pre-seed venture firm with a portfolio of 200+ companies including stellar successes like Slice, Rupeek, Open, Khatabook, Bijak, Airmeet, Teachmint, Kutumb, Dukaan, Jai Kisan, Skill Lync, M2P, Toddle & more. Better partners with founders very early and invests with deep conviction and helps its companies build in a systematic manner from idea to early PMF to traction to follow-on fund raises and more. We have refined our process across 100+ investments and bring deep insights, strong network and data across our investments to help founders in multiple ways. Here’s why founders actively choose Better: https://www.bettercapital.vc/founders/ Better outlines investments and learnings every year in annual letters that condense all the action and learnings into a simple read. You can find all our annual letters here: https://medium.com/better-capital Better is founded and run by Vaibhav Domkundwar, a lifelong entreprenuer turned investor who brings 20+ years of operating experience across product, growth, sales & marketing. You can see more here: https://www.linkedin.com/in/better
Payactiv is the best way for employees to get financial relief between paychecks, a service needed by two-thirds of the workforce. We give businesses the tools essential to ease the financial stress of their employees and build a higher performing workforce. First to revolutionize timing of pay Payactiv is the right way to improve employee financial health. Our aim is to empower lower-income American workers with dignity. We accomplish this by providing employees timely access to their earned-but-unpaid wages. Technology Our social responsibility DNA and decades of experience in payments technologies helped us reimagine the way financial services should be delivered to lower-income workers. Payactiv is designed to help each and every user reach financial resilience and wellness. Implemented in companies nationwide Payactiv serves thousands of employees and industries all across the board—restaurants, factories, hospitals, retail stores, and many more. Walmart is one of our marquee clients.
Sage Intacct is a cloud financial management software firm aimed at providing cloud accounting products for businesses.
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 leading global investors, Norwest Venture Partners, Cota Capital, Sierra Ventures, EastWest Bank, and Sonae IM. The company has five regional offices in the US, Canada, Europe and Asia to service its global clientele.
We’re on a mission to inspire the world to give by helping nonprofits easily accept stock and cryptocurrency donations
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Signifyd provides an end-to-end Commerce Protection Platform that leverages its Commerce Network to maximize conversion, automate customer experience and eliminate fraud and consumer abuse for retailers. Signifyd counts among its customers a number of companies on the Fortune 1000 and Digital Commerce 360 Top 500 lists. Signifyd is headquartered in San Jose, CA., with locations in Denver, New York, Mexico City, São Paulo, Belfast, and London.
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 integration drive more on-time payments. PayNearMe is the technology company that’s changing how payments are made To make a cash payment in their own neighborhood, consumers visit any of our 31,000 trusted locations in the U.S., which include 7-Eleven®, Walmart®,Family Dollar®, Casey's General Stores® and ACE Cash Express stores. PayNearMe processes cash payments for the IRS, Comcast, Greyhound, Oportun and the California Department of Child Support Services, among others. PayNearMe is offered by PayNearMe MT, Inc., which is a wholly owned subsidiary of Handle Financial, Inc. Follow PayNearMe on Twitter, LinkedIn and Facebook. Follow Handle Financial on Twitter @HandleFinancial. © 2021 Handle Financial, Inc. All rights reserved. Handle Financial and PayNearMe are trademarks or registered trademarks of Handle Financial.
VALR bridges the gap between our traditional financial system and the new world of cryptocurrencies. Here's why: There is a socio-financial transition taking place in the world. The organisation of our world into nation-states no longer ministers to the needs of humanity. Humanity yearns to be unified; yet our structures continue to divide us. Money is one of those structures, predominantly defined by the nation-state. The divisions and frictions caused by our antiquated nation-state system have permeated our financial system. These frictions license financial intermediaries to extract financial value from humanity’s cross-border relationships, often at exorbitant rates. “It is expensive to be poor” is truer in the financial industry than any other. We need a new organisational paradigm for society that transcends the nation-state. This in turn will remove some of the frictions in our financial system. But our political systems are mired in vested interests that a deliberate transition by those in power to a system that puts the whole ahead of its constituent parts seems unimaginable, propagating the financial frictions. In the absence of a societal paradigm that eliminates these man-made frictions, cryptocurrencies (and crypto assets in general) have emerged and rise above national borders. Cryptocurrencies hold the promise of being the most frictionless asset class humanity has ever seen. Yet the process to access these assets from our traditional financial system remains difficult. Our mission is to usher in a new financial paradigm. Join us in building a financial system that recognises the oneness of humanity.
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. Our 24/7 global invoice exchange and invoice financing marketplace makes sending, paying and selling invoices a lot easier for SMEs. Join our private pilot at crowdz.io.
JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services. Every JTC person is an owner of the business and this fundamental part of our culture aligns us with the best interests of all of our stakeholders. Our purpose is to maximise potential and our success is built on service excellence, long-term relationships and technology capabilities that drive efficiency and add value
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. WCPA has the professionalism, technical knowledge, resources, and commitment to excellence necessary to help you navigate the financial landscape. WCPA is the largest tax preparation firm in the Silicon Valley and has been named one of Accounting Today's (as LMGW) "Best Accounting Firms to Work" six times
HCLTech is a global technology company, home to more than 224,756+ people across 60 countries, delivering industry-leading capabilities centered around digital, engineering, cloud and AI, powered by a broad portfolio of technology services and products. We work with clients across all major verticals, providing industry solutions for Financial Services, Manufacturing, Life Sciences and Healthcare, Technology and Services, Telecom and Media, Retail and CPG, and Public Services. Consolidated revenues as of 12 months ending December 2023 totaled $13.1 billion.
Listo provides Latino communities in the US with financial services that not only help them meet their needs today but also turn their dreams into reality. Customers trust Listo because we treat them with respect and transparency, helping them make the smartest decisions that are optimal for their situation.
We’re just what you’d expect in a financial institution and more than you ever imagined. For more than 70 years, we’ve focused our attention on providing members with the best financial solutions possible. With more than 50,000 members, Santa Clara County Federal Credit Union—more commonly known as County Federal—remains steadfast in our commitment to county, city and school employees and the affiliated organizations that support them. We provide this family of organizations with exceptional service based on a philosophy we call the County Federal Experience. It revolves around our innovative products and solutions, coupled with our empathetic approach that empowers, enriches and enhances our members’ financial lives. With services like online bill pay, mobile check deposit, and so much more, you can get access to precisely what you want in whatever manner that suits your need. Our members can take advantage of our entire line of products—and work with our seasoned financial experts throughout the entire process. County Federal has been able to develop outreach programs to benefit those in our community. We have helped many young members reach their educational goals through our scholarship program. We also dedicate time and money to various non-profit organizations within our field of membership. At County Federal, you’ll know right away that you aren’t just a customer, you’re a member. And that means preferred rates, a comprehensive line of products and services—and the kind of personal service that builds Relationships for Life. County Federal was originally chartered in the State of California under the name Santa Clara County Employees Credit Union. County Federal serves Santa Clara County employees, but also San Benito County, many cities within Santa Clara County, Santa Clara County Office of Education, Valley Medical Center and many other agencies, companies and non-profit organizations affiliated with the County.
Pursuit Software helps clients leverage Information Technology to solve a wide array of business problems. We have over a decade of experience providing Information Technology (IT) services to leading companies in the United States and abroad. We have strong expertise in the following IT areas: Industry-Specific Solutions At Pursuit, we are always focused on solving business challenges, specifically in the following industries * Financial Services * Telecommunications * Healthcare * Transportation Ther are few specific technology horizontals that we specialize in: Niche Applications Development * Business Intelligence Application Design and Development (Warehouses, Marts, ETL Frameworks ...) * IT Integration Architecture, Design and Implementation (Middleware & Messaging, Web Services, SOAs ...) Quality Assurance and Testing * QA Process Strategy & Process Optimization * QA Organizational Strategy & Design, Skills Gap Analysis, Staff Modeling * Configuration Management, Defect Management, QA Metrics Management * Test Automation Excellence, Tool Selection & Implementation, Tools Training * Niche Application Testing IT Process Improvement * IT Best Practices Mentoring and Implementation (RUP, Extreme Programming, Classic SLDC) * IT Process Improvement Planning and Implementation (CMMI) * IT Organization Design, Team Building and Mentoring (PSP, TSP)
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 operations for credit, receivables, electronic invoice presentment and payments, cash application, collections, deductions and cash forecasting. Emagia’s platform brings together the trifecta of AI, automation and analytics on a single integrated platform to manage all order-to-cash processes at one place. Emagia’s flagship autonomous finance AI, Gia, is the most advanced AI assistant in the industry trained with over 150+ highly advanced cognitive skills and with self-learning capabilities. Gia understands complex order-to-cash business processes and workflows, retrieves and reads documents as well as data, makes predictions and suggests business decisions while delivering highly personalized customer and staff interactions. Gia redefines the way finance operations are transformed while freeing up staff for higher value-add strategic tasks. Emagia has over 15 years of order-to-cash innovation track record delivering world-class performance, processed over $850B+ in receivables across 90 countries in more than 25 languages, in over 135 payment modes – serving as platform for hundreds of high growth companies, shared services and BPO organizations globally. Emagia customers include Unisys, ConvaTec, Catalent, Xylem, Siemens, Syngenta, Volt, Samsara, Oxygo, Tektronix, Brother International, SEKO Logistics, Vyaire Medical and many others. Emagia platform integrates seamlessly with leading financial systems such as Oracle, SAP, NetSuite, JD Edwards and others. For more information, visit www.emagia.com.
