Top California Financial Services Startups (413)

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.

We believe in a more equitable and efficient data and financial ecosystem that better serves the needs of both individuals and companies. Attain is a data company powered by our consumer-facing financial services app, Klover. We are building a platform that enables millions of consumers can access their earned wages, savings tools and rewards in seconds with no interest, no credit check...

Gynger is an AR management and embedded financing solution that give 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, and execute long term strategic vision with ease. Our SaaS solution allows...

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...

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...

We provide advisory, trade execution, and technology solutions for interest rate and foreign exchange derivatives, and international payments. Our clients include community and regional banks, asset managers, credit unions, and corporate borrowers. We're proud to be recognized as FOW International’s 2021 “Multi-Asset Trading System of the Year” and Global Capital’s 2022 “Risk Management Advisory Firm of the Year.” With U.S....

Mos is on a mission to tear down financial barriers to opportunity. We built the first banking product designed not to manage student debt - but to eliminate it. And we’re just getting started. We’re shipping fast, growing rapidly, and backed on our quest by world-class investors like Sequoia, Lux Capital, Stephen Curry, and more

Who is AI Fund? We are a team of AI pioneers, proven entrepreneurs, seasoned operators, and venture capitalists that collaborates with leading entrepreneurs to solve big challenges using artificial intelligence. Founded in 2017 by Dr. Andrew Ng, AI Fund is backed with $176 million in capital by some of the leading VC firms and investors, including NEA, Sequoia, and Greylock. How...

Finvisor is the startup solution for all your back office and financial needs. You focus on building your company, we keep you updated on your financial performance, cashflow, and manage the day to day operations. Our team of CPAs, CFAs, brokers and payroll experts support some of the fastest growing companies in the United States

We're building Grid to help hard-working Americans. We're starting by giving back the money you overpay in taxes today, not next year. Use that extra cash to save for a home upgrade, make the holidays a little brighter, or just give yourself a treat. Grid has already helped thousands of people get a little closer to their dreams. And we're...

Founded in 2010, GLMX is an independent financial technology company financed by Sutter Hill Ventures, Otter Capital and Tippet Venture Partners that provides an intuitive, comprehensive, integrated global money market trading solution for institutional participants. The goal of GLMX is to be a leader in technology, to maximize trade lifecycle efficiency and reporting and to improve client access to market...

We enable the issuance and trading of tokens that are linked to digital and real-world collectibles while providing collectors, institutions, and brands with new sources of revenue and engagement.

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...

CFO Hub is the future of finance—an outsourced team of expert CFOs, Controllers, and Accountants to manage your in-house financial operations. Our services are tailored to your needs, from outsourcing entire accounting departments to interim CFO and project-based support. CFO Hub's unparalleled professionals deliver on a variety of service offerings, including: Strategic CFO Advisory, Outsourced Accounting and HR, Audit Readiness, SEC...

Monarch Money provides a budgeting and money management platform that aims to help users track their balances and grow their investments.

Eco is a digital wallet replacing checking accounts, credit cards, and more with a single balance that rewards you every time you save, spend, or send your money. Eco puts your money back to work for you—creating the first consumer fintech product whose creators are aligned with its users. The Eco App combines high-yield savings with rewarded spending in a...

We are making the electron economy investable. By replacing legacy financial rails with programmable infrastructure, Plural unlocks capital for energy assets and accelerates the shift to a resilient, modern grid.

Pluto is the finance workflow automation & spend management platform of choice for businesses with 100-5,000+ employees. Pluto combines the power of getting access to instant issuance unlimited corporate cards, full end-to-end reimbursements, petty cash & account payables management all within one platform. No more chasing for receipts, manually approving invoices on long e-mail threads or sharing one corporate card with...

At Afriex, we’re working to build a payment experience that's simple, delightful and fast. People are the most important part of what we do. From our customers to our team members we're a growing family that believes in redefining traditional banking alternatives and making wealth universally accessible for all.

Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, data entry, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of...