Best Financial Services Companies in Oakland, United States
The 44 best Financial Services companies in Oakland, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Beneficial State Bank.
Ranked: Best Financial Services companies in Oakland
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Beneficial State Bank Ethical banking for people and planet, supporting community development | $218M | 50 mo ago | Series D | Kat Taylor Co-Founder & Co-CEO | 2007 | Craft CMSPHPYii+17 | — |
| 2 | Fair Square Medicare Provider of insurance brokerage services | $19M | 48 mo ago | Acquired | Daniel Petkevich Founder & CEO | 2020 | SentryTypeScriptGraphQL+20 | — |
| 3 | Just Invest Investment management firm | $3M | 74 mo ago | Acquired | Jonathan Hudacko CEO | 2016 | — | — |
| 4 | OneCalifornia Bank Community bank | $1M | 190 mo ago | Funding Raised | Kat Taylor Co-Founder | 2007 | — | — |
| 5 | Self-Help Federal CU Community-focused credit union providing financial services and economic opportunity | $1M | 204 mo ago | Funding Raised | Martin Eakes Co-Founder & CEO | 2008 | Progress SitefinityWindows ServerVimeo+19 | — |
| 6 | Resolve Debt management firm | $250K | 85 mo ago | Seed | — | 2018 | WordPressMySQLPHP+16 | — |
| 7 | MINWO Wealth management firm | $20K | 67 mo ago | Seed | Melanie Akwule Founder & CEO | 2016 | — | — |
| 8 | Blue Shield of California Online health insurance platform for individuals and businesses | — | 65 mo ago | Funding Raised | Kristen Cerf CEO | 1939 | Adobe Experience ManagerApple iCloud MailJava+21 | 1 expansion · 2 awards |
Top 10 Financial Services companies in Oakland
#1
Series D · Oakland, California · founded 2007 · 240 employees$218Mraised▾
Ethical banking for people and planet, supporting community development. It offers personal, business, and nonprofit banking solutions, focusing on ethical and impactful investments. The bank provides checking, savings, lending, and credit card services, with a commitment to financial wellness and community support. It emphasizes environmental responsibility, affordable housing, and small business growth, avoiding investments in harmful industries. As a certified B Corporation and Community Development Financial Institution, it operates with a mission to generate benefit for people and the planet. The bank provides online and mobile banking access, along with resources for financial education and fraud awareness.
- Jun 2022Series D$218M
- Nov 2011Grant (prize money)$500K
- Sep 2009Grant (prize money)$1M
- Mar 2009Grant (prize money)$100K
#2
Acquired · Oakland, California · founded 2020 · 55 employees$19Mraised▾
Provider of insurance brokerage services
- Aug 2022Series A$15M
- 2020Seed$150K
#3
Acquired · Oakland, California · founded 2016 · 13 employees$2.6Mraised▾
Provider of a financial data analysis platform intended to provide portfolio customizations for advisers and investors. The company's platform manages multi-asset class portfolios and provides both asset allocation and asset class-specific investment services for taxable and tax-deferred accounts through large-scale data analysis, quantitative algorithms and risk modeling, delivering scalable portfolio and tax management as well as greater client engagement.
- Jun 2020Seed$522.5K
- Oct 2019Seed$1.2M
- Apr 2019Seed$975K
- Dec 2017Seed$75K
#4
Funding Raised · Oakland, California · founded 2007$1.3Mraised▾
Community bank
- Sep 2010Grant (prize money)$600K
- Aug 2009Grant (prize money)$700K
#5
Seed · Oakland, California · founded 2018 · 18 employees$250Kraised▾
Debt management firm
- Jul 2019Seed—
- 2018Seed—
- Jun 2018Seed$250K
#6
Funding Raised · Oakland, California · founded 2008$1.1Mraised▾
Community-focused credit union providing financial services and economic opportunity. It strengthens underserved communities by offering responsible financial services. Committed to serving low-wealth individuals and families, it provides financing to homebuyers, nonprofits, childcare centers, community health facilities, public charter schools, and real estate projects. The organization aims to create and protect ownership and economic opportunity for all, especially people of color, women, rural residents, and low-wealth communities. It offers checking, savings, loans, and transactional services. It is a non-profit, community development financial institution with a social impact mission. It promotes financial inclusion and empowerment through its services.
- Aug 2009Grant (prize money)$535.9K
- Jul 2008Grant (prize money)$599.8K
#7
Seed · Oakland, California · founded 2016 · 24 employees$20Kraised▾
MINWO focuses on two pillars of economic development within the Black community - personal finance and business strategy. Through Financial Formation, she provides 1-on-1 coaching and virtual and live group workshops to share concepts that people should understand before working with a wealth manager. Rialto, a social commerce platform, is an online market place that marries business transactions with social collaboration and spearheads MINWO's business strategy efforts.
#8
Funding Raised · Oakland, California · founded 1939 · 3004 employees—raised▾
Online health insurance platform for individuals and businesses. It offers insurance solutions for dental protection, vision coverage, medicare protection, and more. It also offers term life insurance coverage for individuals.
#9
Public · Oakland, California · founded 1996 · 73 employees—raised▾
Retail and business community bank
#10
Funding Raised · Oakland, California · founded 1998 · 209 employees—raised▾
SME loans provider
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.