Top San Diego, CA Fintech Companies (45)
CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world. With more than 8,000 employees, CSC operates in more than 140 jurisdictions, delivering solutions that help businesses thrive. We pride ourselves on our client-focused approach, market-leading expertise, and unmatched global reach.
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Acrisure Innovation is part of a fast-paced, AI-driven fintech company and builds cutting-edge solutions to disrupt the insurance and financial services industry. We are a team of high-caliber engineers, technologists, marketers, and successful startup founders, with a diverse background across industries and technologies. Our mission is to help the world share its risk more intelligently to power a more vibrant economy. We're pushing the boundaries of understanding risk and systematically converting data into predictions, insights, and choices. We're removing the constraints associated with scale, scope, and learning that have existed in the insurance industry for centuries. We put our advanced technology and hundreds of billions of data points to work to elevate every aspect of our business, ensuring everyone–from our clients to our team members–has what they need to succeed.
Coupa makes margins multiply through its community-generated AI and industry leading total spend management platform for businesses large and small. Coupa AI is informed by trillions of dollars of direct and indirect spend data across a global network of 10M+ buyers and suppliers. We empower you with the ability to predict, prescribe, and automate smarter, more profitable business decisions to improve operating margins. Coupa is the margin multiplier company.
Since 2005, AffiniPay has been transforming the lives of professionals everywhere. What started as a single payment product for trade organizations has transformed into four of the highest-rated financial tools serving more than eight professional services industries. And our progress shows no signs of stopping. The secret to our growth and success is our team. We support each and every team member by continuing to invest in their goals, our culture, and a diverse workplace. Because when you’re happy, focused, and fulfilled with your work — it feels like you’re doing what you’re meant to do.
Clear Street is a financial technology firm on a mission to modernize the brokerage ecosystem. Founded in 2018, we have developed a completely cloud-native brokerage and clearing system designed for today’s complex global markets. Our proprietary technology platform reimagines legacy workflows, adding significant efficiency to the market, while transparently minimizing risk and cost for clients. We proudly serve an ever-growing roster of active traders, emerging managers and large institutions. Our goal is to build an all-in-one platform capable of processing every asset class, in every country, and in any currency. By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.
Goal is an employee-owned finance company committed to delivering strategic solutions through data analytics and technology. We’re a partner for life, not just a vendor, and our clients trust us to thoughtfully guide their investment decisions, service their loan portfolios, and always act with integrity. Our experienced leadership team has worked collaboratively for over a decade; managing over $26B of consumer assets, originating $11B+ in consumer assets, and investing $200M in loan portfolios.
Trulioo has been recognized as a “CNBC Disruptor 50 Company”, named by BC Tech Association as “Emerging Company of the Year” and “Technology Pioneer” by the World Economic Forum. Trulioo offers the most robust and comprehensive global identity verification solution in the market. Through one single portal/API, Trulioo can assist you with all your AML/KYC identity verification requirements by providing secure access to over 5 billion identities worldwide. The Trulioo mission of trust, privacy and inclusion is about recreating the trust of a village, but on a global scale. We are on a mission to make sure no one is left behind and everyone participates fully in the modern digital economy. We are hiring! Check out our open positions here: https://www.trulioo.com/apply
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
Founded in 1985, Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS, which is majority owned by Deutsche Bourse Group, along with Genstar Capital and ISS management, is a leading provider of corporate governance and responsible investment solutions, market intelligence, fund services, and events and editorial content for institutional investors and corporations, globally. ISS’ 2,200 employees operate worldwide across 29 global locations in 15 countries. It’s approximately 3,100 clients include many of the world’s leading institutional investors who rely on ISS’ objective and impartial offerings, as well as public companies focused on ESG and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS’ expertise to help them make informed investment decisions.
Axos is a technology-driven financial services company providing a diverse and ever-growing range of innovative products and services for personal, business and institutional clients nationwide. Powered by exceptional team members, a clearly defined set of values and a culture that is both meritocratic and self-governing, we are transforming banking as we know it. Our mission is summed up in two words: Banking Evolved. Banking Evolved means providing products and services that are technologically superior to our competitors and that offer our customers an unbeatable value proposition. Banking Evolved means continuously innovating and excelling in the following areas: • The incubation, creation and deployment of new businesses and tools that best serve our customers; • The evolution, optimization, delivery, distribution and marketing of our products; • The harnessing of data and technology to manage our business most effectively and efficiently; and • The development and engagement of our team members. To be part of the Axos team is to live our values as your own, to work with a strong sense of individual purpose and to embody a commitment to the shared success of our business. As a meritocracy, we believe that success is earned. We reward individuals on the basis of their achievements. As a self-governing organization, we derive strength from the internal resourcefulness of each individual. We emphasize independence, goal-setting and personal accountability.
National Funding serves the small business community. Since 1999, we have provided more than $3 billion in funding to over 50,000 customers to support their working capital and equipment financing needs. We are one of the country's largest private providers of small business loans, having funded more than $3 billion to help small businesses grow. Our personal approach helps strengthen small business owners and we pride ourselves on being a resource they can trust. We are believers in small business owners.
Ryan is a tax services firm providing tax advisory and consulting services on a multi-jurisdictional basis. Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes. With global headquarters in Dallas, Texas, the Firm provides an integrated suite of federal, state, local, and international tax services on a multijurisdictional basis, including tax recovery, consulting, advocacy, compliance, and technology services. Ryan is a seven-time recipient of the International Service Excellence Award from the Customer Service Institute of America (CSIA) for its commitment to world-class client service. Empowered by the dynamic myRyan work environment, which is widely recognized as the most innovative in the tax services industry, Ryan’s multidisciplinary team of more than 2,500 professionals and associates serves over 14,000 clients in more than 50 countries, including many of the world’s most prominent Global 5000 companies.
Whether you are saving for, nearing, or in retirement, GuidedChoice offers a range of retirement planning solutions to help you achieve your goals.
international specialty finance company with operations in six countries.
We are different (or at least we like to think we are). Border is a group of talented designers, software architects and web developers. We focus on constructing modern web applications. The right way. We bring decades of startup thinking and big business understanding to help define, build, launch and market great software. The model: it's quite simple, actually. * We add a principal to your team to help clarify and solve the problem * We establish a pattern of success, quality and innovation * We grow our team in sync with your needs expanding beyond the initial focus Whether you're looking for strategy, design or technical architecture, we can help build your product, train your team and evolve your tech. A sprinkling of special sauce We are a distributed company based on the West Coast of the US and Baja Mexico. We believe strongly that the autonomy and flexibility to work anywhere is the future of work and, frankly, is the only way to work. Our principals and devs take pride in our ability to work remotely, but stay in close communication with our clients as if we're sitting next door. We aren't the team that promises to deliver you a product after a spec is thrown over the ocean. If that's what you're looking for, we aren't going to compete for that business. Our beliefs are simple: define what we're going to do in a clear and concise manner, do it in the time we say it will take, and do it with quality and care for our craft.
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Investor Relations | Axos Financial
Intuit is the global technology platform that powers prosperity for the people and communities we serve with TurboTax, Credit Karma, QuickBooks, and Mailchimp. Our teams innovate using a common architecture shared across all of our products to unlock powerful insights and deliver personalized customer experiences. Our robust data and AI capabilities are instrumental to our success as an industry leader in the financial technology sector for consumer and small business customers. At the foundation of our platform architecture is a 100% modern SaaS development environment that enables our developers to deliver code fast, with quality, security and compliance built in. This platform delivers 65 billion machine learning predictions per day and 810 million AI-driven customer interactions each year. In addition, our proprietary generative AI operating system (GenOS) also makes it possible for Intuit developers to accelerate genAI product development at scale, resulting in tools like Intuit Assist—our genAI-powered assistant embedded across our ecosystem of products. With our rich data platform, established AI foundation, commitment to data stewardship and responsible AI, and the exciting potential of our proprietary GenOS, we believe Intuit is uniquely positioned to lead the next wave of transformation and disruption. Our culture of experimentation, collaboration, global engineering events, and learning-focused tech programs enables diverse teams of talented technologists to solve challenging problems that have a global impact for approximately 100 million consumer and small business customers.
A family business at heart, FLORES continues to grow as a well-known and respected financial services and human resources provider in the hospitality, grocery, and retail industries. Since its inception in 1982, the FLORES team has remained focused on maintaining a strong foundation of service, teamwork, accuracy, professionalism, and integrity to help businesses achieve stronger results. From accounting services to HR solutions and consulting, FLORES has deep industry experience, effective tools, and technology that help clients of all sizes reach their full potential. Our professionals are dedicated to finding the right solutions and building the right strategies that lead to success and growth
Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 75 years of experience. We are consistently ranked as a top ten accounting firm in the San Francisco Bay Area and a top 50 accounting firm in the nation and were recently noted as the largest accounting firm headquartered in Silicon Valley. With offices in Palo Alto, San Francisco, San Diego, San Jose and St. Helena, California, and our independent membership in Baker Tilly International, we are a leading source for local and global, accounting and consulting services. Our team offers an integrated array of specialized services for individuals and businesses. Known for the exceptional caliber of our people, and as the trusted advisor to high net-worth individuals and families, start-up entrepreneurs, and some of the most innovative organizations in Silicon Valley and across the nation, Frank, Rimerman + Co. has been helping its clients realize their goals for three successive generations of insightful expertise and unparalleled quality of service. Frank, Rimerman Advisors LLC is a subsidiary of Frank, Rimerman + Co. LLP. Frank, Rimerman Information Security LLC is an affiliate of Frank, Rimerman + Co. LLP. We at Frank, Rimerman +Co. LLP are dedicated to privacy and data security, not only for existing clients and employees, but for everyone. Please know that no one from our firm will contact you from any domain other than frankrimerman.com. Anyone NOT contacting you from our frankrimerman.com domain is not affiliated with our firm and is to be considered fraudulent. Please report any instance of fraud to LinkedIn security.
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