Top California Financial Services Startups (556)
Scratch is a dynamic and innovative fintech company at the forefront of patient lending and payment processing, serving a network of over 17,000 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.
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...
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,...
Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations and business management. We accomplish this through enthusiastic collaboration within our team and with our clients. We believe that what we do has a positive, measurable impact on students, families and communities. We take pride in providing our clients with timely and accurate financial and student...
Artemis Consulting is a small, woman-owned business, founded in 2005, and headquartered in San Diego, CA. We are a business consulting firm dedicated to delivering superior professional support consulting services. We partner with customers throughout the Department of Defense to deliver critical acquisition, programmatic, and functional support that enables our clients to overcome their most persistent challenges.
First Bank Upper Michigan is a community bank committed to providing quality customer service with a full range of Commercial and Retail Banking products and services, and an Investment Management Group. It takes pride in giving back to its communities, focusing on its customers, employees, and communities.
Migo is an embedded lending platform that enables companies to extend credit to consumers and small businesses through their own apps. It uses proprietary machine-learning algorithms and customer data to assess credit risk, then automates credit facilities through cloud infrastructure and a simple API. Migo aims to broaden financial access for populations underserved by traditional credit bureaus and currently operates...
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...
Megaphone helps you grow your onchain community's GDP. With Megaphone, you can launch tokens and NFTs, collect form responses, analyze onchain reputation and identity, and incentivize quality community actions. We've processed 68M campaign activity completions, 5.5M form responses, and hundreds of thousands of onchain transactions with iconic brands like Coinbase, Forbes, OneFootball, Pudgy Penguins. Talk to us to learn about the secrets of...
RIVO Holdings provides personal service and exceptional quality in the financial services industry for a national customer base. Our services preserve consumer choice and increase access to credit for millions of American families. A people centered organization, RIVO Holdings provides opportunity and innovation to both our team members and customers. We aspire to be a company dedicated to promoting a welcoming...
Numeral is transforming how taxes get done. Digital businesses are currently bogged down by a painful web of regulations across 47 states and 50+ countries. We’re eliminating this burden so teams can focus on their core mission.
Counterpart is a leading management and professional liability insurance provider led by insurance veterans, data experts, and proven entrepreneurs. We leverage cutting-edge technology and data science to provide small businesses with custom and affordable products that are tailored to their unique and evolving needs. We have partnered with the largest wholesale brokerages in the country and backed two “A” rated...
Kayne Anderson Rudnick (KAR) is a Los Angeles-based asset and wealth management firm and an affiliate of Virtus Investment Partners. Founded in 1984, it manages more than $50 billion in assets for corporations, endowments, foundations, public entities, Taft-Hartley clients, and mutual funds. KAR offers long-term, quality-focused strategies spanning domestic and international small-, mid-, large-, all-cap, and global-yield investments across multiple...
Arena Investors is an institutional asset manager that provides creative solutions for those seeking capital in special situations. Arena brings decades of experience, a track record of comfort with complexity, the ability to deliver within time constraints, and the flexibility to engage in transactions that cannot be addressed by banks and other conventional financial institutions. Arena’s mandate is global, and also...
Headquartered in Los Angeles, California, the Hankey Group comprises eight operating companies specializing primarily in the automotive, finance, technology, real estate, and insurance industries. Beginning in 1972, the Hankey family acquired a 100% interest in the Midway Ford dealership, and guided by the focused vision and unparalleled leadership of its principal, Mr. Don Hankey, the group has undergone a remarkable...
Fractional helps friends and investing communities co-own real estate together. We’re on a mission to open the private real estate market to everyone by making it inclusive, educational, collaborative, and fun.
Established in 2005, Caprock is a privately-owned family office with locations in Newport Beach, Seattle, San Jose, Park City and Boise. We are an SEC-registered investment advisor, advising on ~$6.5 Billion in client assets. We develop customized wealth strategies for individuals and families who don’t have the bandwidth or expertise to do so on their own. Our decisions are based...
