Top California Financial Services Startups (449)

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,...

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...

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 healthcare 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.

Burkland gives startups a solid foundation to grow with confidence. Our fractional CFOs, accountants, HR advisors, and tax experts offer strategic guidance to ease a company’s growing pains and provide the financial insight and operational processes to scale. We provide the expertise that makes economic sense ranging from Pre-Seed to Series C. Burkland serves 800 startups across the United States. Our Core...

We are building the first AI-powered wealth manager. While exploring the best ways to manage money, we realized that everyday people lack access to the tools and services the ultra-wealthy use to optimize their finances. At Finvest, we are breaking those barriers. Our mission is simple: to give your money the superpower it deserves by leveling the playing field. Imagine having...

Mulligan Funding exists to provide invaluable financial solutions to the small and medium-sized businesses that fuel our country. Through our unique ability to combine technology, a human touch, and unwavering integrity, we help those we serve bring their dreams to life. We believe trust is earned one client at a time. We look forward to earning yours. https://www.MulliganFunding.com

Modern Treasury is the operating system for money movement. Our payment operations platform combines a suite of APIs and dashboards to help companies unlock new payments revenue, strengthen customer experiences, and drive efficiency through their business. Our end-to-end platform moves enterprises forward with faster payments, efficient workflows, full data visibility, and seamless bank integrations.

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...

Founded in 1951 by firefighters for firefighters, we are a credit union dedicated to building financial success in our community. Today, we continue to serve firefighters while also extending membership to those who live, work, or attend school in San Francisco, San Mateo, or Marin counties. Just as firefighters protect the physical security of the community, our institution protects its financial...

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...

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...

ESM’s tech-enabled risk management services provide Insurance Agencies and Employers with tools, education and advocacy to reduce the risk and cost associated with Workers' Compensation.

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...

TaxGPT is automating tax filing with AI to save Americans two billion hours annually. Ask your tax questions at TaxGPT.com

Casca is an AI-native platform transforming small business lending by enabling banks and lenders to originate 10x more loans with 90% less manual effort. Our solutions streamline the entire loan process—from customizable application forms and secure applicant portals to AI-powered assistants, automated document collection, KYB checks, and underwriting. We’ve found product market fit and are scaling our team very quickly.

IEQ Capital is Registered Investment Advisor, with $18B RAUM*, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients'...

Fincent is a new age finance firm whose mission is to bring financial and accounting services into the modern era. We like to think of ourselves as all of the good parts of a startup, without the downsides. We're a tight-knit team of smart, friendly people solving problems together with a shared passion for design, technology and creativity. Fincent stands...

Mesa is on a mission to make homeownership more affordable and rewarding. Led by a world-class team of repeat founders and fintech operators from Uber, Amex, Robinhood, Capital One, BILT, Cash App, Square, Zillow, LendingTree, and Spotify, they are creating the homeowner membership category. Their platform gives real value back to consumers for the $6T in annual homeownership spend. Homeowner membership...