Top California Financial Services Startups (492)

Scratch is a dynamic and innovative fintech company at the forefront of patient lending and payment processing, serving a network of over 15,000 veterinary 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.

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...

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,...

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...

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...

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.

We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you. With our upcoming digital banking and mortgage-lending platforms, we're confident you'll feel right at home with the new Cornerstone Capital Bank. Cornerstone Capital Bank, SSB, Member FDIC, NMLS ID# 2258 (www.nmlsconsumeraccess.org) 1177 West Loop South, Suite 700, Houston, TX 77027 The Roscoe State...

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth...

BCV helps founders build iconic businesses that transform the way we live and work. We invest in B2B software startups from seed to growth across our four domains of Fintech, Commerce, Apps, and Infra. For over 20 years and with over $10B under management, BCV has helped launch and commercialize more than 400 companies, including Attentive, Bloomreach, Clari, Docusign, Flywire,...

Alabama Ag Credit, headquartered in Montgomery, Alabama, provides short- and long-term loans for farms, timber and forestry operations, agribusinesses, recreational land and other rural property in the lower 40 Alabama counties. The financing co-op operates offices in Demopolis, Dothan, Enterprise, Montgomery, Monroeville, Opelika, Selma, Spanish Fort and Tuscaloosa. The association is a member-owned, locally controlled cooperative that is part of the...

Oryx is a multi strategy investment firm with a mission to deliver uniquely exceptional returns.

National Funding serves the small business community. Since 1999, we have provided more than $3 billion in funding to over 50,000 customers to support their working capital and equipment financing needs. We are one of the country's largest private providers of small business loans, having funded more than $3 billion to help small businesses grow. Our personal approach helps strengthen...

It’s rare that a new asset class is born. Nevertheless, we’re witnessing exactly that with the rise of crypto. Over just the last few years, since Bitwise was founded, crypto has evolved from an embryonic $50B market to a growing $3T+ juggernaut. At Bitwise, we believe that crypto has reached a turning point, and is headed north of $10T over...

Founded in 1951 by firefighters for firefighters, we are a credit union dedicated to building financial success in our community. Today, we continue to serve firefighters while also extending membership to those who live, work, or attend school in San Francisco, San Mateo, or Marin counties. Just as firefighters protect the physical security of the community, our institution protects its financial...

Founded in 1989, Talley & Company is the premier consulting and financial services firm dedicated to advising high net worth individuals and their closely held entities with the strategic business solutions that deliver meaningful results. At Talley & Company, we share the same entrepreneurial spirit that has helped propel your company to its current level of success.

Bright Money is a consumer fintech company that helps Americans manage and eliminate debt using data science, machine learning, and AI. It offers a mobile app with tools for credit score building, automated debt paydown plans, and financial planning.

NFX is a pre-seed & seed stage venture firm. We believe that creating something of true significance starts with seeing things others do not.

Lendbuzz is an AI-based auto finance platform that helps consumers with thin or no credit history obtain financing when purchasing a car. Powered by machine learning and proprietary algorithms, Lendbuzz can assess the creditworthiness of consumers with limited credit history—a group underserved by traditional banks. Through their auto dealership partners, Lendbuzz offers consumers attractive financing solutions while opening up opportunities...

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...