Best Financial Services Companies in Palo Alto, United States
The 40 best Financial Services companies in Palo Alto, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Mysten Labs.
Ranked: Best Financial Services companies in Palo Alto
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Mysten Labs 🦄 Blockchain platform offering Web3 infrastructure solutions | $336M | 47 mo ago | Series B | Kostas Chalkias Co-Founder & Chief Cryptographer | 2021 | SentryApple iCloud MailGoogle Workspace+17 | 6 patents Patents concentrated in computing, sensing & instrumentation | — |
| 2 | Point Digital Finance Online home equity loans platform | $246M | 52 mo ago | Series C | — | 2015 | WebflowApple iCloud MailGoogle Workspace+22 | — | — |
| 3 | Kick Provider of bookkeeping, audit risk, tax saving, and other accountant services 60AI top 20%Tech top 25%Funding top 33%Growth top 35% All 6 signals ▾AItop 20% Techtop 25% Fundingtop 33% Growthtop 35% Globalbottom 29% Marketbottom 28% AI: Classified as an AI company Tech: 44 technologies across 5/8 capability areas · Cloud: Amazon Alb, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 60/100 | $20M | 10 mo ago | Series B | — | 2010 | SentryAmazon ALBReact+20 | — | — |
| 4 | Liberate Provider of home, property, auto, renters, business & specialty insurance services | $7M | 10 mo ago | Series B | Amrish Singh Co-founder and CEO | 2022 | WebflowAmazon Web Servicescore-js+23 | 11 patents Streaming video delivery and adaptive multimedia content distribution for constrained devices | — |
| 5 | simplefi Enterprise solutions company providing accessible credit education and affordable financing to client… | $2M | 139 mo ago | Deadpooled | — | 2012 | — | — | — |
| 6 | Startup Grind Network providing resources and opportunities for startup company development and growth | — | 55 mo ago | Seed | — | 2010 | Node.jsGoogle MapsYouTube+36 | — | — |
| 7 | Litman Gregory Provider of wealth management services | — | 161 mo ago | Acquired | Steve Savage CEO | 1987 | — | — | — |
| 8 | Additional Ventures Provider of investment management services | — | — | Unfunded | Mike Schroepfer Co-Founder | 2019 | — | — | — |
Top 8 Financial Services companies in Palo Alto
#1
Series B · Palo Alto, California · founded 2010 · 11 employees$20Mraised▾
Provider of bookkeeping, audit risk, tax saving, and other accountant services
- Nov 2025Series B$20M
- Oct 2021Seed—
#2
Series B · Palo Alto, California · founded 2022 · 11 employees$7Mraised▾
Provider of home, property, auto, renters, business & specialty insurance services
- Oct 2025Series B$50M
- 2024Series A—
- Jan 2023Seed$7M
#3
Series B · Palo Alto, California · founded 2021 · 140 employees$336Mraised▾
Blockchain platform offering Web3 infrastructure solutions. Its product portfolio includes an open-source wallet packed with features to help developers access, learn, and transact on the Sui network, Sui Explorer for digging into metrics, searching for transactions, Sui name service to register identity, and more. It also offers digital collectibles called SuiFrens.
- Sep 2022Series B$300M
- Dec 2021Series A$36M
#4
Series C · Palo Alto, California · founded 2015 · 144 employees$245.7Mraised▾
Online home equity loans platform. Enables homeowners to sell fractional equity in their homes to get a loan that can be used for various purposes. Users do not pay monthly interest. The platform profits when there is an appreciation in the value of the property. Users need to provide their basic details online. The platform then conducts an on-site appraisal, & uses 3rd-party automated valuation models (AVMs), and proprietary pricing algorithms to determine the value of the property and the amount of loan that can be provided.
- May 2022Series C$115M
- Mar 2019Series B$122M
- Jun 2017Series A$250K
- Sep 2016Series A$8.4M
#5
Deadpooled · Palo Alto, California · founded 2012 · 20 employees$2.5Mraised▾
Provider of financial services intended to offer assistance and other financial empowerment resources. The company's services address the financial needs of their employees through management tools, credit-building and personalized advice and guidance, enabling clients to get loans and financial support at the time of crisis.
#6
Seed · Palo Alto, California · founded 2010 · 4 employees—raised▾
Network providing resources and opportunities for startup company development and growth. It delivers education, connections, and opportunities to assist startups and scaleups. The network supports members with funding opportunities, content, and access to a network of founders, leaders, investors, and partners. It helps organizations build relationships with the startup ecosystem through events and membership.
- Jan 2022Seed—
#7
Acquired · Palo Alto, California · founded 1987 · 35 employees—raised▾
Provider of wealth management services
#8
Unfunded · Palo Alto, California · founded 2010 · 18 employees$6Braised▾
Investment management firm
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.