Top California Financial Services Startups (494)
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...
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...
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,...
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...
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...
Kruze Consulting is a leading provider of accounting, finance, HR and tax consulting to seed and venture capital funded startups. Kruze’s clients have collectively raised over $15 billion in VC financing, and one to three of Kruze’s clients are acquired by larger companies every month. Kruze Consulting’s tax advisory work is reducing our clients' burn by over $10 million this...
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.
Formed in 2015, Plum Lending is revolutionary commercial real estate lending, combining the world of data science with traditional lending. Our mission is to help borrowers meet their funding needs with the industry's most efficient and optimal process. In addition, we provide intelligent and reliable funding options. Plum is focused on the fastest-growing but most underserved markets in the country....
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...
Our end-to-end verification solution shields your institution, giving you the freedom to focus on what matters most. With our code-free orchestration tool, choose the customer verification solutions you need from our curated list of top data providers and access them in one place. No tedious individual checks with multiple data providers and added costs. Get everything you need on one...
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...
FE International is an award-winning global M&A advisor of SaaS, e-commerce and content businesses. It has completed acquisitions for thousands of founders, owners and acquirers, and is the preeminent valuation thought leader in the industry. Its team includes experts in exit planning, valuation, accounting, legal and more. Founded in 2010, FE is known for its extensive network of pre-qualified international...
Compound Planning is your family office — a single place to manage your taxes, investments, borrowing and more. We support your goals and help you make better financial decisions so you can focus on what matters most. With over $2 billion in assets under management, Compound Planning is the go-to wealth manager for entrepreneurs, professionals, and retirees who want the...
Jiko is a revolutionary new financial network, enabling companies – from multinational corporations to startups – to both store and move money, starting with the power of T-bills, made spendable. Securely stored at the biggest custody bank in the country, cash is put directly into T-bills with on-demand liquidity. Jiko combines the stability of an established national bank with the...
Bright Money is a consumer fintech company that helps Americans manage and eliminate debt using data science, machine learning, and AI. It offers a mobile app with tools for credit score building, automated debt paydown plans, and financial planning.
Trans Lifeline connects trans people to the community, resources, and support they need to survive and thrive--building a resilient trans community through trans-led direct services. Trans Lifeline’s Hotline provides peer support and crisis support. Our Microgrants program provides low-barrier grants to trans people in need of legal name changes and updated government IDs, HRT, as well as funds for trans...
Wei, Wei & Co., LLP is a full-service accounting firm offering audit, tax, management advisory, bookkeeping, and specialized digital asset accounting services to businesses and professionals.
Pearly is the dental financial engagement platform that boosts practice profitability and keeps patients smiling. We empower dental practices, groups, and DSOs to provide patients with a financial experience they'll remember — and come back for — with our easy-to-use, cloud based products: » Accounts Receivable Automation » Patient Billing Technology » Dental Membership Software Forward thinking dental practices trust Pearly to boost collection rate,...
