Top California Financial Services Startups (565)
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...
Scratch Financial is a veterinary fintech company on a mission to make pet care more accessible and help veterinary practices grow. More than 19,000 veterinary practices across the U.S. and Canada use Scratch to offer flexible payment options and simplify how they get paid. Our products are built to make veterinary care easier for everyone. Scratch Pay™ gives pet owners simple,...
Founded in 2020 by George Sivulka and backed by Peter Thiel and Andreessen Horowitz, Hebbia powers investment decisions for BlackRock, KKR, Carlyle, Centerview, and 40% of the world’s largest asset managers. Our flagship product, Matrix, delivers industry-leading accuracy, speed, and transparency in AI-driven analysis. It is trusted to help manage over $15 trillion in assets globally. We deliver the intelligence that...
Traditional firms rely on interviews, retroactive documentation, and billable hours. Onshore applies AI at the point of substantiation, providing documentation tied directly to source data and pairing it with expert review. The result is defensible, audit-ready work delivered in weeks, not quarters. We help companies claim R&D Tax Credits, 179D Deductions, and Cost Segregation with proof, not process. 500+ companies have trusted Onshore...
Gynger is a cash flow management solution with embedded financing that gives 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, mitigate risk, and execute long term strategic vision with ease. In 2024,...
Atomic is a leading financial connectivity platform that puts consumers in control of their personal data. Prioritizing data rights and security, Atomic is trusted by over 195 financial institutions, fintechs and partners. Atomic offers unparalleled access to payroll, HRIS systems, and merchants facilitating a range of financial services including direct deposit switching, income and employment verification, and payment method updating.
Oryx is a multi strategy investment firm with a mission to deliver uniquely exceptional returns.
JLK Rosenberger is a regional certified public accounting firm providing audit, accounting, tax, and technology risk advisory services to private companies and not-for-profits. The firm specializes in diverse sectors, including insurance, construction, real estate, transportation, and manufacturing. Recognized as a Top 400 Firm by Inside Public Accounting, it is also among the largest auditors of insurance entities in the United...
Wei, Wei & Co., LLP is a full-service accounting firm offering audit, tax, management advisory, bookkeeping, and specialized digital asset accounting services to businesses and professionals.
As You Sow is a non-profit organization dedicated to promoting environmental and social corporate responsibility. Founded in 1992, the organization leverages shareholder power through advocacy, coalition building, and innovative legal strategies to drive systemic change. Its mission is to align corporate investments with values, ensuring that protecting human rights and the environment is central to corporate decision-making to create a...
The Fundworks is a tech-enabled finance platform providing working capital solutions to merchants and small businesses to help them grow, take advantage of short-term opportunities, and fund seasonal fluctuations. Its mission is to empower entrepreneurs with both capital and confidence, offering fast funding and reliable support that extends far beyond the initial transaction.
Lumi takes the guesswork out of small business funding. We offer small business loans and lines of credit from $10k–$750k with 3–60 month terms. At Lumi, we don’t believe in surprises (at least, not when it comes to finance). Instead, we pride ourselves on offering straightforward loans to give your venture the financial boost it needs. No guesswork, no hassles,...
WHAT WE DO: LoanMart is a leading technology company providing non-traditional lending services since 2002. We provide loans directly to consumers, as well as through a network of business partners. Our form of financing enables car owners to achieve their financial objectives. We are able to fund most loan requests since our financing is secured by the value of the...
ESM’s tech-enabled risk management services provide Insurance Agencies and Employers with tools, education and advocacy to reduce the risk and cost associated with Workers' Compensation.
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,...
MileIQ provides automatic mileage tracking for deductions and expenses. Whether you're a self-employed worker looking for a mileage deduction or a large company that wants to get a handle on mileage expenses reports, MileIQ is automatic, easy and accurate. MileIQ is mileage tracking the way you need it to work. We’d love to hear from you: • Website: http://www.mileiq.com • Twitter: twitter.com/mileiq •...
Additive builds tools that help tax professionals with their most repetitive tasks, so that they can focus on creating value for their clients.
Modern Treasury is the operating system for money movement. Our payment operations platform combines a suite of APIs and dashboards to help companies unlock new payments revenue, strengthen customer experiences, and drive efficiency through their business. Our end-to-end platform moves enterprises forward with faster payments, efficient workflows, full data visibility, and seamless bank integrations.
Who is i5invest? We are a corporate development firm and support innovative tech founders with our unparalleled network of top decision makers in Strategy, Business Development and M&A. Our primary focus is to support and manage corporate development and cross-border M&A processes for extraordinary tech companies. We know what it is like to be a founder. With our deep domain expertise...
