Top California Financial Services Startups (452)

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...

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...

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,...

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.

One Degree Advisors helps people who are committed to connecting plans for their finances, family, and future. Your financial future can be complex, making it difficult to cut through the noise and know what steps to take next. Every small detail can have a large impact on your finances, the same way a single degree can cause a plane to travel...

We finance all types of equipment. Whether you are looking for Commercial or Industrial Vehicles, Construction, Manufacturing, Warehouse, Arbor, or Mining Equipment, We Can Finance It. We are experts in finance and we cover all industries. We specialize in lending to small and mid-sized businesses like yours. Apply Today to secure financing for the equipment your business needs to grow. If...

Photon Commerce delivers the industry's most accurate, detailed, and intelligent document AI/OCR with 99%+ accuracy. Photon is backed by the Nasdaq Center and Village Global, a venture firm funded by Jeff Bezos, Bill Gates, and other successful industry leaders. Photon's team is from Visa, SAP, AvidXchange, and acquired startups, where they built digital products processing billions of invoices and payments. Reach...

Launch Finance is a women-owned financial services firm dedicated to serving startups at all stages of growth across all industries with high-quality, cost-effective financial and accounting solutions from inception to exit. #LaunchFinance #InceptionToExit #LaunchYourStartup #CFO #Accounting #StartupAccounting Deborah Kranz built Kranz & Associates – one of the most successful interim financial services companies – and she is recognized as a financial...

MAKE FINANCE & ACCOUNTING YOUR BUSINES GROWTH ENGINE 8020 is finance & accounting consulting to expertly solve critical enterprise finance challenges. Let us help you focus on the critical 20% of your efforts that drives 80% of your financial results. Our team of 100+ highly experienced financial operators become a part of your team to help elevate your operation & overachieve your...

Jiko is a revolutionary new financial network, enabling companies – from multinational corporations to startups – to both store and move money, starting with the power of T-bills, made spendable. Securely stored at the biggest custody bank in the country, cash is put directly into T-bills with on-demand liquidity. Jiko combines the stability of an established national bank with the...

Casca is an AI-native platform transforming small business lending by enabling banks and lenders to originate 10x more loans with 90% less manual effort. Our solutions streamline the entire loan process—from customizable application forms and secure applicant portals to AI-powered assistants, automated document collection, KYB checks, and underwriting. We’ve found product market fit and are scaling our team very quickly.

TaxGPT is automating tax filing with AI to save Americans two billion hours annually. Ask your tax questions at TaxGPT.com

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.

ENTER is the fastest, most accurate and most transparent RCM in the healthcare industry. ENTER increases Payer reimbursements by 10%, delights patients, reduces HIPAA risk and provides industry-leading transparency. Our clients say “it’s like magic”. Billing and RCM is the worst part of any Provider’s job. ENTER's mission is to make Providers' lives better with best in class operations, automation, transparency...

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...

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,...

Out-of-pocket healthcare costs are skyrocketing and every day, people all across America are forced to make difficult decisions about their health. Lively was created because we saw through firsthand experience what it means to sacrifice your personal health due to your financial health. We knew there had to be a better way to afford these rising costs and discovered how...

Our mission is to facilitate your journey into Bitcoin, the future of money. Protect your wealth with savings plans, instant buys from $10 to $10M+, Private Client services for HNWI’s, Retirement Planning, Advisor Services, and Swan for Businesses

Parafin’s infrastructure powers financial services for marketplaces, vertical SaaS, payment platforms, and more. With a single integration, platforms can launch a full suite of financial products for their small business sellers, including capital, spend management, and savings tools. These services provide access to financing and help businesses thrive by leveraging real-time performance data to offer customized financial solutions.