Top California Financial Services Startups (556)
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...
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.
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,...
Eagle Community Credit Union is a member-owned, not-for-profit financial cooperative serving communities in Orange and Riverside Counties, California. Founded by postal employees as Orange County Postal Credit Union, it now welcomes community members and provides high-quality, personalized financial products and services. The credit union emphasizes lower loan rates, higher interest, member financial well-being, service excellence, and active community involvement for...
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....
Lumi takes the guesswork out of small business funding. We offer small business loans and lines of credit from $10k–$750k with 3–60 month terms. At Lumi, we don’t believe in surprises (at least, not when it comes to finance). Instead, we pride ourselves on offering straightforward loans to give your venture the financial boost it needs. No guesswork, no hassles,...
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...
TabaPay, the leading instant money movement platform, enables secure, reliable, and lower cost instant payments for Fintech innovators. We offer direct access to 15 banking partners, 14 networks (debit, credit, RTP & ACH), multiple geographies, innovative products, and features in one unified API. TabaPay is trusted by >2,000 Fintechs and Financial Institutions and is ranked a top merchant acquirer in...
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.
Bretton is the AI agent platform for financial crime compliance. OCC, Fed and FDIC regulated banks use Bretton agents to automate AML, Sanction and KYC reviews with unparalleled efficiency. Bretton has pioneered AI use in financial services with its proprietary Trust Infrastructure — a system of model validation, governance and auditability guardrails that enables AI use in key regulated workflows....
ENTER is the fastest, most accurate and most transparent RCM in the healthcare industry. ENTER increases Payer reimbursements by 10%, delights patients, reduces HIPAA risk and provides industry-leading transparency. Our clients say “it’s like magic”. Billing and RCM is the worst part of any Provider’s job. ENTER's mission is to make Providers' lives better with best in class operations, automation, transparency...
CEG was established with a mission of creating extraordinary real estate, credit and debt solutions for clients throughout the country. That mission continues to be a driving force still today. CEG has always sought out the country’s most creative and professional loan modification processors, debt settlement experts, credit repair experts and legal professionals available today. This enables us to be...
One Degree Advisors helps people who are committed to connecting plans for their finances, family, and future. Your financial future can be complex, making it difficult to cut through the noise and know what steps to take next. Every small detail can have a large impact on your finances, the same way a single degree can cause a plane to travel...
Ascend is the first modern insurance payments platform that provides automated, all-in-one financing, collections, and payables. We help distributors sell more by eliminating labor intensive processes and providing customers with the great online checkout experience they expect. We’re hiring across GTM, engineering and business functions - email us at [email protected] if you're interested in learning more.
ILWU Credit Union is a financial institution dedicated to serving the unique financial needs of ILWU members and their families, specifically those within the longshore industry. For over 70 years, it has provided personalized financial support and a range of products and services, including mortgage and auto loans, tailored for union workers. The credit union is federally insured by the...
Agent IQ’s mission is to make sure digital banking stays personal. For years, financial institutions have shifted their focus toward automation and self-service. This may be better for bottom lines, but it has removed the personal from the financial. Agent IQ gives institutions new ways to help clients optimize finances while staying connected to those who help make transactions happen...
Additive builds tools that help tax professionals with their most repetitive tasks, so that they can focus on creating value for their clients.
