Top California Financial Services Startups (494)
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...
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...
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...
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,...
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...
Pure is building the future of rare coin and precious metal trading. We believe collectors and investors deserve financial infrastructure that matches the standards of modern markets. That is why we are creating a new kind of order book marketplace that brings transparency, efficiency, and trust to an industry still rooted in legacy systems. Started in 2023, Pure is one of...
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...
Backed by Y Combinator, NEA, Stanford University, Menlo Ventures, and the founders of Tinder and Plaid, Slash is the banking platform of choice for over 2,000 of America's most innovative businesses. Our all in one virtual card, banking, bill pay, and accounting automation platform helps entrepreneurs stay on top of their finances, allowing them to spend more time doing what...
In 2020, unpaid family caregivers provided an estimated 34+ billion hours of care, worth over $470 billion to the economy. COVID-19 devastated our care infrastructure, and millions left the workforce to provide care in the home. As baby boomers age into retirement and increase demand for home care services, quality care becomes harder for families to find and afford. Now...
Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan for the transition of their business. We provide the most accurate and comprehensive valuation services, turnkey acquisition support, assistance with contingency plans, and personalized succession/exit strategies to clients across the country. We are a young...
Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for sophisticated business owners, private investors, executives, and ultra-affluent families. Since inception, we have helped clients acquire more than $95 billion of coverage using a variety of sophisticated planning and product strategies, which help our...
SAIGroup is a private investment company focused on acquiring and growing enterprise AI companies. The SAIGroup portfolio includes SymphonyAI, ConcertAI, and RhythmX AI.
Clocktower Group, L.P. is an alternative asset management platform based in Santa Monica, California, that delivers customized products to help institutional clients achieve their specific investment goals. Clocktower’s business lines span hedge fund seeding, manager selection and financial technology venture capital. Across these investment solutions, Clocktower seeks to foster alignment between its clients and invested businesses, building long-term strategic relationships...
Paybotx is a rapidly growing financial technology and merchant services company dedicated to helping businesses accept payments more efficiently while providing the tools they need to operate and grow. We partner with businesses of all sizes across the United States to deliver customized payment processing solutions, point-of-sale (POS) systems, payment gateways, eCommerce integrations, virtual terminals, mobile payment solutions, and business...
NewRetirement delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @NewRetirement Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for...
Maverick Payments is a full-service payment processor with innovative technology designed for partners looking to monetize payments by reselling our white-labeled payments stack. Quickly go to market with minimal to no cost or risk - all with building your brand while leveraging our infrastructure. With our merchant acquiring services, proprietary gateway, ACH processing, fraud & chargeback tools, analytics, and other...
