Best Financial Services Companies in San Francisco, United States
The 358 best Financial Services companies in San Francisco, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Xpansiv.
Ranked: Best Financial Services companies in San Francisco
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Xpansiv 🦄 Offsets and renewable energy marketplace | $712M | 41 mo ago | Series D | 277 | Joe Madden CEO | WordPressApple iCloud MailMicrosoft 365+28 | — | 3 partnerships |
| 2 | Marcato Capital Management Diversified investment management firm | $666M | 114 mo ago | Series D | 16 | Mick Guire Founder | — | — | — |
| 3 | EPIC Provider of insurance brokerage & consulting services | $348M | 123 mo ago | Acquired | 164 | Steve Denton CEO | WordPressMySQLPHP+30 | 41 patents Roadway marking application and groove monitoring systems for precise paint/tape deployment | — |
| 4 | BBAM Aircraft leasing and financing | $165M | 104 mo ago | Late Stage | 70 | Steven Zissis CEO | WordPress Block EditorWordPressApple iCloud Mail+14 | — | — |
| 5 | Sixth Street Specialty Lending Investment management firm | $115M | 112 mo ago | Public | — | Bornah Moghbel Co-Founder | — | — | — |
| 6 | Nearside Provider of business banking | $78M | 54 mo ago | Series B | 57 | — | — | — | — |
| 7 | Gantry Provider of mortgage brokerage, loan servicing and consulting services | $64M | 21 mo ago | Funding Raised | 92 92 → 143 (+55%) | Demetri Koston | WixSentryEnvoy+13 | — | 1 internship |
| 8 | BluePath Finance Owner and operator of sustainable infrastructure funding distributed energy projects | $47M | 3 mo ago | Series D | 22 | Warren Jones CEO | — | — | — |
| 9 | Uncaged Capital Provider of commercial real estate financing solutions | $40M | 27 mo ago | Series A | — | James McDonoug Managing Director | — | — | — |
| 10 | MerQube Index provider solutions for financial and insurance industries 48Funding top 23%Talent top 33%Growth top 35%News top 37% All 10 signals ▾Fundingtop 23% Talenttop 33% Growthtop 35% Newstop 37% Moattop 41% Techtop 48% Patentstop 49% Innovationbottom 48% Globalbottom 39% Marketbottom 29% Funding: Raised $35.0M across 4 rounds · 4 rounds over 7 yrs (0.6/yr) Talent: 3 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 48/100 | $35M | 2 mo ago | Series C | 9 | Keith Loggie Co-Founder and COO | SentryZendeskFirebase+16 | 4 patents Blockchain-based data indexing and tracking solutions for secure, verifiable information management. | — |
| 11 | True Capital Management Multi-family office | $31M | 76 mo ago | Series A | 39 | — | — | — | — |
| 12 | Lendtable Wealth management firm | $27M | 33 mo ago | Series A | 34 | Sheridan Clayborne Co-Founder | — | — | — |
| 13 | XCHG Commodity exchange | $25M | 76 mo ago | Deadpooled | — | Joe Madden CEO | — | — | — |
| 14 | Bank Of The Orient Commercial bank | $25M | 159 mo ago | Series A | 96 96 → 108 (+12%) | David Tai CEO & President | — | — | 1 expansion |
| 15 | Ubiquity Retirement & Savings Provider of retirement plans & savings ideas | $20M | 86 mo ago | Series D | 94 | — | WebflowApple iCloud MailMicrosoft 365+30 | — | — |
| 16 | Poppy Bank California bank providing personal, business banking, and commercial lending solutions | $19M | 3 mo ago | Series B | 143 143 → 253 (+77%) | Khalid Acheckzai CEO | WordPress Block EditorWordPressApple iCloud Mail+39 | — | 3 expansions · 1 award |
| 17 | Spyglass Capital Management Diversified investment management firm | $18M | 98 mo ago | Series A | 10 | Jim Robillard Founder and CIO | WordPressMySQLPHP+20 | — | — |
| 18 | Foss & Company Provider of tax and financial services 40Growth top 45%Tech top 50%Talent bottom 49%Funding bottom 43% All 6 signals ▾Growthtop 45% Techtop 50% Talentbottom 49% Fundingbottom 43% Marketbottom 41% Globalbottom 25% Tech: 31 technologies across 3/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 40/100 | $17M | 51 mo ago | Series B | 49 | George Barry President and Owner | WordPressMySQLPHP+27 | — | 1 award |
| 19 | Re Association focused on reinsurance market and financial services | $14M | 44 mo ago | Seed | 9 | Karn Saroya CEO | TurbopackSentryNode.js+17 | — | 2 launchs |
| 20 | Andersen Provider of of tax, valuation, financial advisory, and related consulting services to individual and… 80Tech top 16%Innovation top 17%Patents top 17%Product top 28% All 10 signals ▾Techtop 16% Innovationtop 17% Patentstop 17% Producttop 28% Fundingtop 34% Markettop 40% Moattop 41% Growthtop 45% Globalbottom 38% Newsbottom 21% Tech: 143 technologies across 6/8 capability areas · Cloud: Amazon Ses, Amazon Web Services Innovation: 308 patents (top 7% of patent-holders) · 99 filings since 2022 vs 78 in 2017-21 rank vs industry peers · Fliar Intelligence Index 80/100 | $11M | 26 mo ago | Public | 14,000 | — | WordPressPleskMySQL+28 | 308 patents Advanced window systems, leak‑tight fasteners, and high‑performance composite structures for construction | 2 internships |
| 21 | Gainfully Provider of seminar marketing campaigns and technology for financial advisors | $11M | 82 mo ago | Acquired | 13 | — | — | — | — |
| 22 | Merriman Capital Blog focused on investment, personal finance, banking, loans, tax and retirement | $10M | 181 mo ago | Public | 31 | John M Founder | — | — | — |
| 23 | Caplight Platform providing private market data | $10M | 43 mo ago | Seed | 15 | Javier Avalos Co-Founder & CEO | — | — | — |
| 24 | Listo Unlimited Consumer loans provider | $8M | 96 mo ago | Series A | 14 | Samuel Ulloa CEO & Co-Founder | SentryTypeScriptZone.js+10 | — | — |
| 25 | Accord Diversified investment management firm | $7M | 66 mo ago | Series A | 13 13 → 16 (+23%) | Desi Co Co-Founder & Managing Partner | WixSentryApple iCloud Mail+14 | — | — |
| 26 | Flora Provider of fertility insurance plans | $6M | 2 mo ago | Seed | — | Laura McDonald Co-Founder & Co-CEO | — | 7 patents Patents concentrated in health & consumer products | — |
| 27 | Seed Provider of commercial lending, compliance, and financial services for banks | $5M | 127 mo ago | Acquired | 12 | Gilles Gade CEO | — | 38 patents Genetically engineered crop varieties with ACC-based herbicide resistance for sorghum and alfalfa | — |
| 28 | Mentum Integrated API solutions for capital markets | $4M | 49 mo ago | Acquired | 10 | — | — | — | — |
| 29 | Cambrian Asset Management Diversified investment management firm | $4M | 70 mo ago | Seed | 11 | Martin Green Co-Founder & CEO | — | — | — |
| 30 | SuperBill Provider of insurance claim processing services | $4M | 47 mo ago | Series A | 9 | — | WebflowCart FunctionalityAmazon Web Services+17 | — | — |
| 31 | EQX Capital Capital equipment financing solutions provider for businesses, offering flexible financing options | $4M | 115 mo ago | Series A | 3 | Kent Johnson Chief Executive Officer | — | — | — |
| 32 | Liferaft Provider of health insurance services | $4M | 65 mo ago | Seed | 15 | Nimish Shukla Co-Founder | — | — | — |
| 33 | Easop Provider of investment management services | $2M | 33 mo ago | Acquired | 16 | — | — | — | — |
| 34 | SageTrader Back-office reconciliation solutions for brokers & clearing firms | $2M | 147 mo ago | Seed | — | — | Node.jsZohoVue.js+13 | — | — |
| 35 | F50 Platform focused on market development and venture capital financing services | $2M | 132 mo ago | Seed | — | Tel Liu Co-Founder | — | — | — |
| 36 | Priceonomics Manufacturer of active pharmaceutical ingredients (APIs) for human and veterinary use | $2M | 169 mo ago | Seed | 3 | — | WordPress Block EditorWordPressMySQL+20 | — | — |
| 37 | District Capital Mortgage loans provider | $2M | 75 mo ago | Seed | 2 | — | PHPZURB FoundationApache HTTP Server+13 | — | — |
| 38 | Goodly Student loan repayment solution for employees | $1M | 55 mo ago | Seed | 3 | — | — | — | — |
| 39 | Uprise AI-powered financial advisory platform for individuals | $1M | 19 mo ago | Seed | 8 | Nanthakumar Muthusamy Co-Founder and Head of engineering | styled-componentsReactGatsby+15 | — | — |
| 40 | Hive Global community empowering purpose-driven leaders and entrepreneurs for positive impact | $1M | 92 mo ago | Funding Raised | 4 | Ryan Allis CEO | WordPressMySQLPHP+18 | 22 patents Advanced bicycle drivetrain components: hubs, cassettes, cranks, and adjustable seatposts. | — |
| 41 | Community Investment Management Private credit for fintechs, enabling responsible growth in underserved markets | $1M | 127 mo ago | Seed | 10 | Jacob Haar Co-Founder | — | — | 1 job opening |
| 42 | Bold.org Provider of debt management services for students scholarships | $1M | 36 mo ago | Seed | 30 | Dror Liebenthal Co-Founder & CEO | Node.jsTailwind CSSReact+24 | — | — |
| 43 | Blue Forest Organization focused on conservation finance and forest restoration | $699K | 93 mo ago | Funding Raised | 26 | — | WordPressMySQLPHP+28 | — | 1 job opening |
| 44 | TextualAds Blog focused on car insurance | $650K | 185 mo ago | Deadpooled | — | Craig Davis Founder & CEO | — | — | — |
| 45 | Potlatch Online marketplace for startup founders and accelerators | $530K | 49 mo ago | Seed | — | Michitomo Nakahara Co-Founder | — | 6 patents Enhanced wood composites with termite/fungal resistance and silicone treatments; advanced packaging coatings. | — |
| 46 | Blair Provider of education loans | $150K | 82 mo ago | Seed | 3 | Mike Mahlkow Co-Founder | — | — | — |
| 47 | Homeflow Provider of insurance brokerage services for real estate sectors | $125K | 36 mo ago | Seed | 8 | Perry Ha Co-Founder & CEO | — | — | — |
| 48 | Accountstory Provider of accounting and tax services | $105K | 56 mo ago | Seed | 10 | Chijoke Nwuzi Co-Founder & COO | — | — | — |
Top 12 Financial Services companies in San Francisco
#1
Series C · San Francisco, California · founded 2019 · 9 employees$35Mraised▾
Index provider solutions for financial and insurance industries. It provides services like designing and calculating wide varieties of indices ranging from thematic to ESG, factor, and retirement while covering multi-asset, equities, and futures as well as options. It also has a comprehensive governance framework regarding the design, calculation, maintenance, and dissemination of its indices.
- Apr 2026Series C$30M
- Jul 2023Series B$22M
- Aug 2022Series A$8M
- Oct 2021Series A$5M
#2
Series D · San Francisco, California · founded 2012 · 22 employees$47.3Mraised▾
Owner and operator of sustainable infrastructure funding distributed energy projects. This includes distributed and community solar, behind-the-meter batteries, microgrids, and EV infrastructure. The company partners with engineering groups to source, construct, and maintain projects, while it funds, owns, and operates them. Funding is provided through various financial structures, including power purchase agreements and energy-as-a-service models. The company also provides debt financing for energy transition projects.
- Mar 2026Series D—
- Dec 2025Series D$75M
- Aug 2022Series C$10M
- Apr 2021Series C$25M
#3
Series B · San Francisco, California · founded 2004 · 143 employees$19.1Mraised▾
California bank providing personal, business banking, and commercial lending solutions. We are a FDIC-insured institution offering a comprehensive suite of financial products and services. These include personal checking and savings accounts, certificates of deposit, consumer credit cards, and digital banking options. For businesses, we provide business accounts, online banking, treasury management, and various lending solutions such as commercial, small business, and commercial property assessed clean energy financing. We focus on supporting the economic prosperity of the communities we serve through tailored financial solutions and community involvement. We offer online banking with login, enroll and forgot password options.
- Mar 2026Conventional Debt$101.1M
- Jan 2025Series B$1M
- Sep 2023Conventional Debt$8M
- May 2022Series B$19.1M
#4
Seed · San Francisco, California · founded 2023$6.5Mraised▾
Provider of fertility insurance plans. This organization offers risk-sharing models designed to fund reproductive health treatments. The services include coverage for diagnostics, medications, and procedures related to family building. The platform facilitates access to reproductive care through a community-based financial model.
- Apr 2026Seed$5M
- Oct 2024Seed$1.5M
#5
Funding Raised · San Francisco, California · founded 2019 · 92 employees$64Mraised▾
Provider of mortgage brokerage, loan servicing and consulting services
- Aug 2024Conventional Debt$15M
- Jun 2021Conventional Debt$36M
- Aug 2020Conventional Debt$13M
#6
Xpansiv 🦄Series D · San Francisco, California · founded 2016 · 277 employees$712.2Mraised▾
Offsets and renewable energy marketplace. Xpansiv is the world’s liquidity hub for ESG commodities such as carbon offsets, Renewable Energy Certificates (RECs), differentiated fuels, among others, providing a centralized platform for buyers and sellers to fulfill their ESG commitments.
- Jan 2023Series D$125M
- Jul 2022Series D$400M
- Sep 2021Series C$100M
- Jan 2021Series B$40M
#7
Series A · San Francisco, California · founded 2019$39.5Mraised▾
Provider of commercial real estate financing solutions. It provides direct access to hard money funds for real estate investment goals, offering various services including hospitality, warehouse loans, commercial real estate financing, and more.
- Mar 2024Series A$39.5M
#8
Series D · San Francisco, California · founded 2002 · 16 employees$666.2Mraised▾
Diversified investment management firm
- Dec 2016Series D$666.2M
#9
Series A · San Francisco, California · founded 2019 · 34 employees$26.7Mraised▾
Provider of cash advance services intended to help people secure their retirement financially. The company's services offer exactly the amount customers will need to get the employer match, while the customers pay the company back through a service fee, enabling individuals to supplement monthly income with the money they put toward employee benefits.
- Sep 2023Grant (prize money)—
- Nov 2021Series A$4.1M
- Sep 2021Series A$18.9M
- Oct 2020Seed$3.5M
#10
Public · San Francisco, California · founded 2002 · 14000 employees$11.2Mraised▾
Provider of of tax, valuation, financial advisory, and related consulting services to individual and commercial clients. It offers a range of services, include Individual and Business Tax Compliance, Tax Consulting, Mergers & Acquisitions, Valuation, Wealth Management, Business Consulting, Risk Management, and Document Management Solutions.
- Apr 2024Series B$6.1M
- Apr 2023Series A$538.6K
- Apr 2022Series A$4.6M
- Oct 2011Grant (prize money)—
#11
Seed · San Francisco, California · founded 2021 · 8 employees$1.4Mraised▾
AI-powered financial advisory platform for individuals. Aim to give everyone the capability to optimize their financial life by providing personalized financial optimization engine with solutions for retirement, estate planning, estimated tax payments, creating an LLC, recommended portfolio for investing, and more.
- Oct 2024Seed$3.3M
- Jul 2022Seed$1.4M
#12
Acquired · San Francisco, California · founded 2007 · 164 employees$347.5Mraised▾
Provider of insurance brokerage & consulting services
- Mar 2016Conventional Debt$250M
- Dec 2013Conventional Debt$97.5M
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.