Top San Jose, CA Financial Services Startups (17)
We’re on a mission to inspire the world to give by helping nonprofits easily accept stock and cryptocurrency donations
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....
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
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...
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...
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...
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 We are rethinking invoices, cash flow, and trade finance by replacing outdated manual practices with the financial service industry's first invoice marketplace built specifically for small and mid-sized businesses.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....
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...
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...
Flex helps leading health and wellness brands increase AOV by up to 50% and boost checkout conversion by 30% with the only HSA/FSA payments infrastructure purpose-built for eCommerce.
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,...
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...
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.
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...
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...
Exos has built a next-gen platform for B2B institutional finance. A platform designed to deliver all the services of a traditional investment bank, reimagined and tailored to a modern digital world, all integrated into a powerful, modern technology platform driven by data and data science. While technology has transformed most industries, including aspects of retail financial services in many parts...
