Top Santa Cruz, CA Financial Services Companies (13)

End-to-end finance platform for businesses

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...

The Platform for Payment Apps

Paystand's on a mission to create a more open financial system, starting with B2B payments. Using blockchain and cloud technology, we pioneered Payments-as-a-Service to digitize and automate the entire cash lifecycle. Our software makes it possible to digitize receivables, automate processing, reduce time-to-cash, eliminate transaction fees, and enable new revenue.

Wibmo, a leading technology and service provider for the financial services industry was founded in Cupertino, CA in 1999. It is a global full-stack PayTech company and an industry leader in payment security and digital payments, partnering with 130 banks across 25 Countries. It is the largest authentication service provider in India, one of the world's leading digital payment markets, Wibmo...

Each day is an opportunity to imagine and plan for tomorrow. To think ahead, anticipate, and peer around corners. To see what’s unfolding in our world. At Moss Adams, we believe in the power of possible. In the face of accelerating change—where so much seems unplanned, unmanaged, and uncertain—we’re inspired by the extraordinary potential companies and individuals possess to discover...

Flex helps leading health and wellness brands increase AOV by up to 50% and boost checkout conversion by 30% with the only HSA/FSA payments infrastructure purpose-built for eCommerce.

Founded in 2015, Neat Capital is streamlining home lending with an online application and real-time loan approval. The result is financing that is as reliable as an all-cash offer. Neat Capital is a licensed mortgage lender headquartered in Boulder, CO with offices in Westport, CT & San Jose, CA. Neat Capital is currently lending in CA, CO, CT, DC, NM,...

We believe people come first. As a not-for-profit credit union, we were founded to serve the financial interests of people in our communities. Our members entrust us with their financial health, and we don’t take that role lightly. From our team members in 38 branches, to those who answer member questions on the phone, to those who work behind the...

Member FDIC. Shore United Bank is a full-service community bank with a rich history dating back to 1876. In excess of one billion in assets, we offer innovative financial services delivered with the personal touch you expect from a community bank. We serve a broad geographic area with branches in Maryland, Delaware and Virginia, and we also provide a comprehensive...

Crowdz is a Fintech company focused on helping SMBs improve their cashflow. We are rethinking invoices, cash flow, and trade finance by replacing outdated manual practices with the financial service industry's first invoice marketplace built specifically for small and mid-sized businesses. We are on a mission to help small and mid-sized companies thrive by increasing their access to cash flow....

Since 1973, East West Bank has served as a pathway to success. With 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multicultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities. And our...

Rapidly scale your startup with fast experimentation and deep marketing expertise. Crescendo consulting provides marketing services to Fintech, Finance, Crypto, Web3.0, and Cannabis startups. We're laser focused on scaling startups. We offer SEO, content development, email marketing, social media marketing, and paid marketing services. We've worked with everyone from pre-seed and bootstrapped startups to Series-D billion dollar companies.