Top California Financial Services Startups (495)
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...
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 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.
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,...
1stMILE (formerly Merchant Partners) is a software technology company based in Redmond that provides a consumer driven commerce platform to businesses in the automotive marketplace. We have more than 12,000+ locations using our 1stMILE software to process payments and increase revenue via our integrated solutions.
Empowering businesses with the payment solutions and management tools needed to thrive in the evolving digital commerce landscape. With a customer-centric focus, we provide a simple, secure, and integrated payment solution for any commerce environment.
Eltropy enables Financial Institutions to digitally engage in a secure and compliant way via Text, Video, Audio, Secure Chat and Social Messaging. Using our world-class digital communications platform, Credit Unions, Banks, Debt Collectors, Insurance Companies, Lenders and FinTechs can improve operations, engagement and productivity. Eltropy also integrates with IT systems, such as Symitar and Corelation, and uses Analytics to provide...
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MCO is the operational infrastructure of Regent portfolio companies and an integral part of the overall firm’s approach to value creation. We work with change-oriented executives to assist them in making smarter decisions, translate those decisions into actions and deliver the lasting success they need. MCO has the capacity, capability, and scale to support complex, global businesses.
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.
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...
van den Boom & Associates is an accounting and finance services firm that specializes in supporting life science companies through part-time accounting and finance support and SOX implementations and compliance. Since our inception in 2014, we have successfully partnered with over 250 companies at various stages of development including start-up through liquidity and post transaction and bring this vast experience...
Focus Finance is a global, student-run research organization that provides: - Insights and updates on M&A transactions including our own deal recommendations - Comprehensive equity research reports on publicly-traded equities - Analysis of the latest trends taking place in a variety of industries
Nclusion is a financial technology company dedicated to empowering underserved and unbanked populations in the developing world. By providing accessible, affordable, and inclusive financial services, we’re on a mission to drive financial inclusion and promote economic growth and entrepreneurship.
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...
Anrok is the modern sales tax solution for SaaS businesses. With Anrok, finance leaders can easily monitor, calculate, and remit tax across any financial stack. By connecting your invoicing, payment, and employee systems to a single platform for tax compliance, businesses can automate the manual work and reduce unnecessary expenses around sales tax and VAT. Take tracking remote employees for...
Prodigal is a pioneer of Collection & Servicing Intelligence, a new category of AI software, which enables banks, lenders and collection agencies of all sizes to quickly and efficiently collect accounts receivables. Our cloud-native, Collection & Servicing Intelligence platform delivers actionable insights for banks, lenders, and ARM agencies to maximize revenue, optimize operations, and minimize compliance risk. Prodigal delivers artificial intelligence...
Duplo helps businesses seamlessly navigate the complexities of local and international payments, expense management, and foreign exchange. Rooted in Africa but built for global commerce, Duplo empowers businesses to streamline financial operations and thrive in today's fast-paced, interconnected economy, grow their global footprint, and capitalize on the growth of emerging markets. Our platform offers a comprehensive, end-to-end solution for businesses to...
