M&AAcquisition · Pending
Architect Capital acquires Onlyfans
OnlyFans, the platform best known for its adult content, is in advanced negotiations to sell a minority stake to Architect Capital in an operation that would value the British company by…
The San Francisco edition · 2026
San Francisco · Photo: Wikimedia Commons (CC BY-SA 3.0)Financial servicescompanies in San Francisco
Investing, accounting, lending, banking, startups and more: the companies building financial services in San Francisco, California, with their founders, funding, team size and business models.
422 company profiles37 with recorded fundingNovember 2026 edition
Recent financial services business events in San Francisco
Funding, M&A, contract wins and launches involving 530 financial services companies in San Francisco, last 24 months: 67 M&A deals · 18 Contracts · 7 launches · 2 funding rounds. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: Apr 2026.
ContractInfrastructure
Prologis · client: Cainiao
Global e-commerce logistics firm Cainiao, part of Alibaba Group, has signed a 10-year lease on the 150,911 sq ft DC4 warehouse at Prologis Apex Park in the East Midlands, to ramp up its…
Logistics
Contract
Prologis · client: Amazon.com
Prologis, Inc. global owner, operator and developer of industrial real estate, announced today it signed a lease agreement with Amazon.com to build a more than one million ft² (approx.…
ContractSupply
Tata motors · client: Bsf
Its Safari Storme SUV and the Xenon pickup have been chosen by the Army and the BSF respectively, as their new vehicles of choice.
Defense
M&AAcquisition · Announced
Algert global acquires Praxis precision medicines
Algert Global LLC boosted its holdings in shares of Praxis Precision Medicines by 483.3% in the 3rd quarter.
Biopharmaceutical
M&AAcquisition · Announced
Woodline Partners LP acquires Praxis precision medicines
Woodline Partners LP boosted its holdings in shares of Praxis Precision Medicines by 808.9% in the 3rd quarter.
Biopharmaceutical
M&AAcquisition · Announced
Delta investment management acquires Federated Hermes MDT Large Cap Core ETF
Finally, Delta Investment Management LLC purchased a new stake in Federated Hermes MDT Large Cap Core ETF in the 3rd quarter valued at about $13,705,000.
Contract
ATEL Ventures · client: Carbon Upcycling Technologies
Carbon Upcycling Technologies announce that it has entered an agreement with ATEL Ventures ("ATEL") for up to US$10 million in asset-secured financing.
Cement
M&AAcquisition · Completed
Stratos wealth advisors acquires Sixth street specialty lending
Stratos Wealth Advisors LLC acquired a new stake in shares of Sixth Street Specialty Lending, Inc. (NYSE:TSLX – Free Report) in the fourth quarter, according to the company in its most…
Financial Services
LaunchFargo®
Wells fargo
Fargo® has now supported customers through more than 1 billion interactions – achieved in less than three years since its launch.
AI‑powered virtual assistant
M&AAcquisition · Announced
Epiq acquires Litlingo
Epiq announced the acquisition of LitLingo, a business communications monitoring AI that enables organizations to detect, prevent, and measure high-risk global employee communications in…
M&AAcquisition · Rumored
Architect Capital acquires Onlyfans
Mr Radvinsky – who was born in Ukraine and grew up in Chicago – had reportedly been in talks to sell a majority stake in the site, with discussions recently believed to have been held…
Adult content / Streaming
LaunchInternal Proxy Voting Platform
Wells fargo
Wells Fargo has ended its relationship with Institutional Shareholder Services (ISS), one of the major proxy advisory firms, and has launched an internal voting system to handle…
Proxy Voting System
M&AAcquisition · Completed
Grey Fox Wealth Advisors LLC acquires Wells fargo
Grey Fox Wealth Advisors LLC purchased a new stake in shares of Wells Fargo & Company in the third quarter valued at $30,000.
Financial Services
M&AAcquisition · Completed
Mawer Investment Management acquires Wells fargo
Mawer Investment Management Ltd. purchased a new stake in Wells Fargo & Company in the third quarter, according to its most recent filing with the SEC. The fund purchased 1,755,728…
Financial Services
M&AAcquisition · Completed
Access investment management llc acquires Wells fargo
Access Investment Management LLC acquired a new stake in shares of Wells Fargo & Company in the 2nd quarter worth approximately $25,000.
Financial Services
M&AAcquisition · Completed
Mcelhenny sheffield capital management acquires Wells fargo
McElhenny Sheffield Capital Management LLC acquired a new stake in shares of Wells Fargo & Company during the second quarter valued at approximately $27,000.
Financial Services
M&AAcquisition · Completed
Kilter group acquires Wells fargo
Kilter Group LLC acquired a new stake in shares of Wells Fargo & Company during the second quarter worth approximately $31,000.
Financial Services
ContractSupply
Hindustan aeronautics · client: Bsf
Further, there is an order from BSF for Dhruv NG choppers.
Aerospace / Defense
M&AAcquisition · Announced
Fisher Funds acquires Wells fargo
Fisher Funds Management LTD acquired a new stake in shares of Wells Fargo & Company (NYSE:WFC – Free Report) in the third quarter, according to the company in its most recent disclosure…
Financial Services
ContractInfrastructure
Winvic Construction · client: Prologis
Winvic Construction Ltd has been appointed by Prologis to deliver a new national distribution centre for Marks & Spencer (M&S) at Daventry International Rail Freight Terminal (DIRFT).
Retail logistics
M&AAcquisition
Parallel Advisors acquires Rogers Communication
Parallel Advisors LLC now owns 2,891 shares of the Wireless communications provider’s stock worth $86,000 after purchasing an additional 1,847 shares during the last quarter.
M&AAcquisition · Announced
Epic insurance brokers & consultants acquires Sentry Transportation
Epic Insurance Brokers & Consultants announced the acquisition of Sentry Transportation’s direct writing operation, expanding Epic Transportation and Logistics.
M&AAcquisition · Announced
K2 Services acquires Epiq
Epiq announced today the sale of its Global Business Transformation Solutions (GBTS) division to K2 Services.
Legal technology and services
M&AAcquisition · Announced
Xpansiv acquires Evident
Xpansiv Limited has announced the full acquisition of Evident Group Limited, uniting their registry and certification infrastructure to accelerate the global renewable energy transition.
Renewable Energy Certification
ContractTechnology
Xpansiv · client: Gold standard
Xpansiv, the leading infrastructure provider for the global energy transition markets, today announced plans to integrate its Xpansiv Connect portfolio management system with the Gold…
Carbon market, environmental commodity markets
M&AAcquisition · Completed
Accord acquires Prothya biosolutions
Accord Plasma B.V., a subsidiary of Intas Pharmaceuticals, today announced that the acquisition of Prothya Biosolutions Belgium BV and its subsidiaries was successfully completed.
Biopharma
M&AAcquisition · Completed
IndusInd International Holdings Ltd (IIHL) acquires Sterling bank & trust
IndusInd International Holdings Ltd (IIHL), Mauritius, has completed the full acquisition of Bahamas-based Sterling Bank by acquiring the remaining 49 per cent equity, a statement said…
Banking
M&AAcquisition · Announced
Na acquires Sterling bank & trust
The purchase of Sterling Bank & Trust follows a series of acquisitions by IIHL to broaden its portfolio within the BFSI (Banking, Financial Services, and Insurance) space.
M&AAcquisition · Announced
Epiq acquires First Watch Data Breach Solutions
Epiq, a leader in legal and business services, acquired First Watch Data Breach Solutions from First Watch Technologies to expand its cybersecurity, data privacy, and breach response…
Cybersecurity
Financial services companies in San Francisco, by funding and team
Few financial services companies in San Francisco, California publish revenue, so this list compares what is on record instead: recorded equity funding, team size, revenue model, age and stage. The 50 companies below lead on recorded funding and team size among 422 active companies.
Offsets and renewable energy marketplace
Financial exchangesUS$712.17mSeries D · Jan 2023
269LinkedIn · Oct 2026
Commission on transaction / E-commerce - product
10 yr2016
0none in 3 months · last posted Jun 2026
MarketplaceAcquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 277
- Recorded funding
- US$712.17m · Series D · Jan 2023
- Founded
- 2016 · about 10 years old
- Stage
- Series D
- Focus
- Carbon management, Carbon offset trading platforms, Water offset trading platforms, Blockchain
Funding over time
US$712.17m across 8 disclosed equity rounds
Darker bars = larger roundsLeadership · 3
Joe MaddenCEO
- Highest education
- MBA · Presidio Graduate School
Scott HernandezManaging Director
- Highest education
- Energy · Stanford University
John MelbyCEO
Investors · 15
AvistaFund
BP VenturesFund- BP VenturesFund
Bank of AmericaFund
BlackstoneFund
CEFCFund
CommBankFund
Team & hiring signals
LinkedIn headcount269201-500
LinkedIn followers16,955
Open roles4of 9 tracked · last posted Jun 2026
LinkedIn page Recent company signals
- Partnership Partnership with IATA
- Partnership Partnership with enechain Corporation
Technology
AWS- Azure
React
Next.js
Angular
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Diversified investment management firm
Hedge fundsUS$666.25mSeries D · Dec 2016
1-20% 12 mo to Dec 2022LinkedIn · Jul 2026
Advertising / Commission on transaction
24 yr2002
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - service
- Team size
- 16
- Recorded funding
- US$666.25m · Series D · Dec 2016
- Founded
- 2002 · about 24 years old
- Stage
- Series D
- Focus
- Funds, Diversified
Founders · 2
Mick GuireFounder
- Highest education
- MBA · Harvard Business School
Mick McGuireFounder
Team & hiring signals
LinkedIn headcount111-50
LinkedIn followers406
Earlier recorded team162022, a different source
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Aircraft leasing and financing
Aircraft financing & leasingUS$165.00mPE · Sep 2017
212-17% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
37 yr1989
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 70 (previous snapshot 179)
- Recorded funding
- US$165.00m · PE · Sep 2017
- Founded
- 1989 · about 37 years old
- Stage
- Late Stage
- Focus
- Vehicles, Aircraft, Leasing, Horizontal
Leadership · 1
Steven ZissisCEO
Investors · 2
Team & hiring signals
LinkedIn headcount21251-200
LinkedIn followers13,845
Earlier recorded team702022, a different source
LinkedIn page Technology
PHP
MySQL
WordPress
jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of investment management services
Asset managementUS$150.00mSeries D · Mar 2021
—Not available
Advertising / Commission on transaction
16 yr2010
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, Renting / leasing
- Team size
- Not available
- Recorded funding
- US$150.00m · Series D · Mar 2021
- Founded
- 2010 · about 16 years old
- Stage
- Series D
- Focus
- Diversified
Technology
Cloudflare
Webflow- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Owner and operator of sustainable infrastructure funding distributed energy projects
Consumer and sme loansUS$122.29mSeries D · Mar 2026
35-12% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
14 yr2012
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 22 (previous snapshot 25)
- Recorded funding
- US$122.29m · Series D · Mar 2026
- Founded
- 2012 · about 14 years old
- Stage
- Series D
- Focus
- Sme loans, Diversified
Funding over time
US$122.29m across 4 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Warren JonesCEO
- Highest education
- Master's of business administration in finance · Saïd Business School, University Of Oxford
Investors · 1
- TWG GlobalFund
Team & hiring signals
LinkedIn headcount3511-50
LinkedIn followers3,223
LinkedIn page Technology
- React
Netlify
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of business banking
BanksUS$78.00mSeries B · Dec 2021
9-15% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Lending
8 yr2018
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 57 (previous snapshot 67)
- Recorded funding
- US$78.00m · Series B · Dec 2021
- Founded
- 2018 · about 8 years old
- Stage
- Series B
- Focus
- Internet-first banks, Digital subsidiaries of banks, Business banking
Funding over time
US$78.00m across 2 disclosed equity rounds
Darker bars = larger roundsInvestors · 7
Kleiner PerkinsFund
Valar VenturesFund- Jim BreyerAngel
- Michael OvitzAngel
- Ryan PetersenAngel
- Kevin HartzAngel
Team & hiring signals
LinkedIn headcount951-200
LinkedIn followers1,583
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Index provider solutions for financial and insurance industries
Services for investment industryUS$65.00mSeries C · Apr 2026
86+125% 12 mo to Dec 2021LinkedIn · Jul 2026
Subscription
7 yr2019
0none in 3 months
Software
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 9 (previous snapshot 32)
- Recorded funding
- US$65.00m · Series C · Apr 2026
- Founded
- 2019 · about 7 years old
- Stage
- Series C
- Focus
- Capital market it, Stock exchanges
Funding over time
US$65.00m across 4 disclosed equity rounds
Darker bars = larger roundsFounders · 2
Keith LoggieCo-Founder and COO
- Highest education
- Master's of business administration in economics · Nyu Stern School Of Business
Vinit SrivastavaCo-Founder & CEO
- Highest education
- Master's of Science · Carnegie Mellon University
Investors · 8
7RIDGEFund
AllianzFund
CitiFund
Intel CapitalFund
J P MorganFund
Laurion CapitalFund
UBSFund
Team & hiring signals
LinkedIn headcount8651-200
LinkedIn followers7,087
Earlier recorded team92021, a different source
LinkedIn page Patents
Patent filings4
Focus: Blockchain-based data indexing and tracking solutions for secure, verifiable information management.
CPC G06F16/2255, H04L9/3239Technology
- React
- Cloudflare
Sentry
Zendesk
Firebase
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of commercial real estate financing solutions
Service providers to banksUS$39.50mSeries A · Mar 2024
—Not available
Commission on transaction / Lending
7 yr2019
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- Not available
- Recorded funding
- US$39.50m · Series A · Mar 2024
- Founded
- 2019 · about 7 years old
- Stage
- Series A
- Focus
- Consumer loans, Diversified
Leadership · 1
James McDonougManaging Director
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Multi-family office
Asset managementUS$31.36mPE · Feb 2020
11-2% 12 mo to Dec 2021LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
20 yr2006
0none in 3 months
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 39
- Recorded funding
- US$31.36m · PE · Feb 2020
- Founded
- 2006 · about 20 years old
- Stage
- Series A
- Focus
- Diversified
Founders · 2
Doug RaetzCo-Founder & CEO
Heather GoodmanCo-Founder
- Highest education
- Accountancy · California Polytechnic State University - San Luis Obispo
Investors · 1
Cresset PartnersFund
Team & hiring signals
LinkedIn headcount11201-500
LinkedIn followers2,721
Earlier recorded team392021, a different source
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of AI-driven high-value property insurance
Insurance carriersUS$30.00mSeries B · Dec 2024
—Not available
Commission on transaction / Subscription
2 yr2024
0none in 3 months · last posted Mar 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Subscription
- Team size
- Not available
- Recorded funding
- US$30.00m · Series B · Dec 2024
- Founded
- 2024 · about 2 years old
- Stage
- Series B
- Focus
- Property, Property & casualty
Investors · 4
Equal VenturesFund
Inspired CapitalFund
Team & hiring signals
Open roles1of 1 tracked · last posted Mar 2026
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Wealth management firm
Asset managementUS$26.68mSeries A · Nov 2021
2-41% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
7 yr2019
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 34 (previous snapshot 58)
- Recorded funding
- US$26.68m · Series A · Nov 2021
- Founded
- 2019 · about 7 years old
- Stage
- Series A
- Focus
- Wealth management
Funding over time
US$26.68m across 4 disclosed equity rounds
Darker bars = larger roundsFounders · 2
Sheridan ClayborneCo-Founder
- Highest education
- Bachelor's in economics · Northwestern University
Mitchell JonesCo-Founder
- Highest education
- Economics · Yale University
Investors · 25
01 AdvisorsFund
Dragon CapitalFund
Partech PartnersFund
Socii CapitalFund
SoftBank GroupFund
Team & hiring signals
LinkedIn headcount211-50
LinkedIn followers2,078
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
California bank providing personal, business banking, and commercial lending solutions
BanksUS$20.07mSeries B · Jan 2025
253+1% 12 mo to Dec 2021LinkedIn · Jul 2026
Commission on transaction / Lending
22 yr2004
0none in 3 months · last posted Jun 2026
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 143
- Recorded funding
- US$20.07m · Series B · Jan 2025
- Founded
- 2004 · about 22 years old
- Stage
- Series B
- Focus
- Commercial banks
Funding over time
US$20.07m across 2 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Khalid AcheckzaiCEO
Team & hiring signals
LinkedIn headcount253201-500
LinkedIn followers5,839
Earlier recorded team1432021, a different source
Open roles8of 31 tracked · last posted Jun 2026
LinkedIn page Recent company signals
- Award Best Regional Bank — SFGATE
- Expansion 40th branch and third Marin County location in the City of Novato
- Expansion First location in Santa Barbara
- Expansion 12 new branches opening; 50 branches statewide by end of 2026
Mobile apps
- Poppy Bank MobileFinance · 6,063 installs · ★ 3.8 · updated 2026-05-01
Technology
- AWS
- React
- PHP
- MySQL
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Diversified investment management firm
Asset managementUS$17.88mSeries A · Apr 2018
14LinkedIn · Jul 2026
Fee-for-service
11 yr2015
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 10
- Recorded funding
- US$17.88m · Series A · Apr 2018
- Founded
- 2015 · about 11 years old
- Stage
- Series A
- Focus
- Diversified
Funding over time
US$17.88m across 2 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Jim RobillardFounder and CIO
- Highest education
- Master's of business administration in accounting · The University Of Chicago Booth School Of Business
Team & hiring signals
LinkedIn headcount142-10
LinkedIn followers485
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Association focused on reinsurance market and financial services
Financial services industry associationsUS$14.00mSeed · Sep 2022
18LinkedIn · Jul 2026
Commission on transaction / Lending
5 yr2021
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending, Subscription
- Team size
- 9
- Recorded funding
- US$14.00m · Seed · Sep 2022
- Founded
- 2021 · about 5 years old
- Stage
- Seed
- Focus
- Diversified
Leadership · 1
Karn SaroyaCEO
Team & hiring signals
LinkedIn headcount182-10
LinkedIn followers3,272
LinkedIn page Recent company signals
- Launch Launched $RE token (protokoll governance)
Technology
- React
- Next.js
Node.js- Cloudflare
- Sentry
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of of tax, valuation, financial advisory, and related consulting services to individual and commercial clients
Finance & accounting servicesUS$11.23mSeries B · Apr 2024
3,509+82,253% vs previous recordLinkedIn · Oct 2026
Fee-for-service
24 yr2002
0none in 3 months · last posted Jun 2026
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 14,000 (previous snapshot 17)
- Recorded funding
- US$11.23m · Series B · Apr 2024
- Founded
- 2002 · about 24 years old
- Stage
- Public
- Focus
- Diversified
Funding over time
US$11.23m across 3 disclosed equity rounds
Darker bars = larger roundsLeadership · 2
Bryan KeithManaging Director
Mark L VorsatzCEO
Team & hiring signals
LinkedIn headcount3,5091,001-5,000
LinkedIn followers70,121
Open roles1of 2 tracked · last posted Jun 2026
LinkedIn page Patents
Patent filings308
Focus: Advanced window and façade systems with structural sealing, composite extrusion, and project management tools.
CPC E06B3/22, C08L27/06, E06B9/52Mobile apps
- Andersen InsiderBusiness · 659 installs · updated 2024-09-30
Technology
- AWS
- React
- Next.js
- Angular
Vue.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of stock brokerage services
Brokers and dealersUS$11.00mSeries B · Mar 2005
—Not available
Commission on transaction / Fee-for-service
24 yr2002
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$11.00m · Series B · Mar 2005
- Founded
- 2002 · about 24 years old
- Stage
- Series B
- Focus
- Full service, Stock brokers
Investors · 2
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Blog focused on investment, personal finance, banking, loans, tax and retirement
Financial news portals and data aggregatorsUS$10.20mSeries B · Sep 2009
116-75% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
23 yr2003
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 31 (previous snapshot 125)
- Recorded funding
- US$10.20m · Series B · Sep 2009
- Founded
- 2003 · about 23 years old
- Stage
- Public
- Focus
- Financial databases, Private company data
Founders · 1
John MFounder
Team & hiring signals
LinkedIn headcount11611-50
LinkedIn followers1,560
Earlier recorded team312014, a different source
LinkedIn page Technology
- PHP
- MySQL
- Cloudflare
- WordPress
Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Platform providing private market data
Services for investment industryUS$9.70mSeed · Oct 2022
22+15% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
5 yr2021
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 15 (previous snapshot 13)
- Recorded funding
- US$9.70m · Seed · Oct 2022
- Founded
- 2021 · about 5 years old
- Stage
- Seed
- Focus
- Financial databases, Private company data, Business, Private market data
Funding over time
US$9.70m across 3 disclosed equity rounds
Darker bars = larger roundsFounders · 2
Javier AvalosCo-Founder & CEO
- Highest education
- Bachelor's of Arts · Oxy
Justin MooreCo-Founder & CTO
- Highest education
- Bachelor's of Arts, Economics · Northwestern University
Investors · 6
Dash FundFund
Fin CapitalFund
SIGFund
Team & hiring signals
LinkedIn headcount2211-50
LinkedIn followers2,745
LinkedIn page Technology
- Webflow
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer loans provider
Consumer and sme loansUS$8.50mSeries A · Jun 2018
19LinkedIn · Jul 2026
Commission on transaction / E-commerce - product
15 yr2011
—No postings tracked
ConsumerMarketplace
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, E-commerce - service
- Team size
- 14
- Recorded funding
- US$8.50m · Series A · Jun 2018
- Founded
- 2011 · about 15 years old
- Stage
- Series A
- Focus
- Consumer loans, Diversified
Founders · 2
Samuel UlloaCEO & Co-Founder
- Highest education
- Master's of business administration in management · Stanford University Graduate School Of Business
Isis TovarCo-Founder
Investors · 4
Team & hiring signals
LinkedIn headcount1911-50
LinkedIn followers355
LinkedIn page Technology
- Angular
TypeScript- Sentry
- Segment
- Netlify
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Diversified investment management firm
Asset managementUS$6.77mSeries A · Dec 2020
16-7% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
17 yr2009
0none in 3 months
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 13 (previous snapshot 15)
- Recorded funding
- US$6.77m · Series A · Dec 2020
- Founded
- 2009 · about 17 years old
- Stage
- Series A
- Focus
- Diversified
Funding over time
US$6.77m across 2 disclosed equity rounds
Darker bars = larger roundsFounders · 3
Desi CoCo-Founder & Managing Partner
Jeff SobczynskiCo-Founder & Managing Partner
Jack BerquistCo-Founder & Managing Partner
- Highest education
- Master's of business administration in finance · The University Of Chicago Booth School Of Business
Team & hiring signals
LinkedIn headcount1611-50
LinkedIn followers2,593
Earlier recorded team132022, a different source
LinkedIn page Technology
Google Cloud- React
- Sentry
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
AI-powered financial advisory platform for individuals
Services for investment industryUS$4.70mSeed · Oct 2024
26LinkedIn · Jul 2026
Fee-for-service
5 yr2021
0none in 3 months
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 8
- Recorded funding
- US$4.70m · Seed · Oct 2024
- Founded
- 2021 · about 5 years old
- Stage
- Seed
- Focus
- Wealth management platforms, Financial planners and advisors
Funding over time
US$4.70m across 2 disclosed equity rounds
Darker bars = larger roundsFounders · 3
Nanthakumar MuthusamyCo-Founder and Head of engineering
Chris GoodmacherCo-Founder
- Highest education
- Master's of Science, Financial Economics · University of Oxford
Jessica RiolfiCo-Founder & CEO
- Highest education
- Master's of Business Administration, Management · Harvard Business School
Investors · 5
Blank VenturesFund
ContraryFund- Dash FundFund
Graham & WalkerFund
Hustle FundFund
Team & hiring signals
LinkedIn headcount2611-50
LinkedIn followers4,382
LinkedIn page Recent company signals
- Partnership Partnership with HoseBook
Technology
- AWS
- React
- Next.js
- Node.js
Intercom
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Diversified investment management firm
Asset managementUS$4.20mSeed · Jul 2020
8LinkedIn · Jul 2026
Subscription
9 yr2017
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 11
- Recorded funding
- US$4.20m · Seed · Jul 2020
- Founded
- 2017 · about 9 years old
- Stage
- Seed
- Focus
- Diversified
Founders · 2
Martin GreenCo-Founder & CEO
Jay PosnerCo-Founder & Co-CIO
Investors · 6
Tano CapitalFund- Dennis PhelpsAngel
- Howard MorganAngel
- Kevin RyanAngel
Team & hiring signals
LinkedIn headcount811-50
LinkedIn followers1,023
LinkedIn page Technology
- Webflow
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of insurance claim processing services
Insurance claims processing servicesUS$4.16mSeries A · Jun 2022
63LinkedIn · Jul 2026
Subscription
5 yr2021
0none in 3 months · last posted Nov 2025
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 9
- Recorded funding
- US$4.16m · Series A · Jun 2022
- Founded
- 2021 · about 5 years old
- Stage
- Series A
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount6311-50
LinkedIn followers8,061
Open roles1of 1 tracked · last posted Nov 2025
LinkedIn page Recent company signals
- Milestone achieved HITRUST e1 Certification HITRUST e1 Certification
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of health insurance services
Services for health insurersUS$3.50mSeed · Dec 2020
9-35% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Subscription
6 yr2020
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Subscription
- Team size
- 15 (previous snapshot 23)
- Recorded funding
- US$3.50m · Seed · Dec 2020
- Founded
- 2020 · about 6 years old
- Stage
- Seed
- Focus
- Internet first insurers, Health
Founders · 2
Nimish ShuklaCo-Founder
Ian BlumenfeldCo-Founder & CEO
- Highest education
- BASc, Physics · University of Toronto
Investors · 2
CostanoaFund
Team & hiring signals
LinkedIn headcount92-10
LinkedIn followers542
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Scouting solutions provider for business
Services for investment industryUS$3.00mSeed · Jul 2022
31LinkedIn · Jul 2026
Fee-for-service
13 yr2013
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$3.00m · Seed · Jul 2022
- Founded
- 2013 · about 13 years old
- Stage
- Seed
- Focus
- Consultancy services, Diversified, Function specific, Information technology
Team & hiring signals
LinkedIn headcount3111-50
LinkedIn followers6,411
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Back-office reconciliation solutions for brokers & clearing firms
Services for investment industryUS$2.10mSeed · Mar 2014
10LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
14 yr2012
0none in 3 months
Software
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$2.10m · Seed · Mar 2014
- Founded
- 2012 · about 14 years old
- Stage
- Seed
- Focus
- Capital market it, Trade management, Trade life cycle management, Order management system
Leadership · 1
Dan WeingartenCEO
- Highest education
- Bachelor's in business administration · University Of Delaware
Team & hiring signals
LinkedIn headcount1011-50
LinkedIn followers350
LinkedIn page Mobile apps
- SageTraderFinance · 29 installs · updated 2026-05-13
Technology
- AWS
- Vue.js
- Node.js
Amazon S3- CloudFront
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Platform focused on market development and venture capital financing services
Services for investment industryUS$2.00mSeed · Jun 2015
22LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
12 yr2014
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$2.00m · Seed · Jun 2015
- Founded
- 2014 · about 12 years old
- Stage
- Seed
- Focus
- Consultancy services, Diversified
Founders · 1
Tel LiuCo-Founder
Team & hiring signals
LinkedIn headcount222-10
LinkedIn followers4,581
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Manufacturer of active pharmaceutical ingredients (APIs) for human and veterinary use
Financial news portals and data aggregatorsUS$1.65mSeed · May 2012
1LinkedIn · Jul 2026
Advertising / E-commerce - service
15 yr2011
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, E-commerce - service, Subscription
- Team size
- 3
- Recorded funding
- US$1.65m · Seed · May 2012
- Founded
- 2011 · about 15 years old
- Stage
- Seed
- Focus
- Alternative investments data, Financial databases
Funding over time
US$1.65m across 2 disclosed equity rounds
Darker bars = larger roundsInvestors · 11
- ACE & CompanyFund
BeenosFund
Blazer VenturesFund
DCVCFund
Open Network LabFund
SV AngelFund
Team & hiring signals
LinkedIn headcount12-10
LinkedIn followers247
LinkedIn page Technology
- AWS
- PHP
- MySQL
- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Mortgage loans provider
Consumer and sme loansUS$1.50mSeed · Feb 2020
2recorded
Commission on transaction / Lending
16 yr2010
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 2
- Recorded funding
- US$1.50m · Seed · Feb 2020
- Founded
- 2010 · about 16 years old
- Stage
- Seed
- Focus
- Consumer loans, Home loans
Leadership · 1
Michael AuManaging Director
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Student loan repayment solution for employees
Alternative lendingUS$1.45mAngel · Nov 2021
1+0% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Subscription
8 yr2018
0none in 3 months
ConsumerSoftware
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Subscription
- Team size
- 3 (previous snapshot 2)
- Recorded funding
- US$1.45m · Angel · Nov 2021
- Founded
- 2018 · about 8 years old
- Stage
- Seed
- Focus
- Employee benefits, Education benefits, Student loan assistance, Consumer debt management
Funding over time
US$1.45m across 2 disclosed equity rounds
Darker bars = larger roundsFounders · 2
Gregory PoulinCo-Founder & CEO
Hemant VermaCo-Founder & CTO
- Highest education
- Bachelor's in computer science · Indian Institute Of Information Technology
Investors · 11
- ACE & CompanyFund
Y CombinatorFund
Zeno VenturesFund
Arab AngelFund- Pete KoomenAngel
- Avlok KohliAngel
- Beth AxelrodAngel
Team & hiring signals
LinkedIn headcount111-50
LinkedIn followers1,479
Earlier recorded team32022, a different source
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Private credit for fintechs, enabling responsible growth in underserved markets
Asset managementUS$1.06mSeed · Nov 2015
48+0% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Lending
14 yr2012
0none in 3 months · last posted Jun 2026
Social impact
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 10
- Recorded funding
- US$1.06m · Seed · Nov 2015
- Founded
- 2012 · about 14 years old
- Stage
- Seed
- Focus
- Loans and mezzanine financing, Diversified
Founders · 2
Jacob HaarCo-Founder
- Highest education
- Master's of Arts · The University of Chicago
Michael HokensonCo-Founder and Partner
- Highest education
- Master's of business administration in international finance · University Of Michigan - Stephen M. Ross School Of Business
Team & hiring signals
LinkedIn headcount4811-50
LinkedIn followers10,737
Earlier recorded team102022, a different source
Open roles3of 3 tracked · last posted Jun 2026
- Hiring: Impact & ESG Analyst · Mexico City, Mexico
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of debt management services for students scholarships
Service providers to banksUS$1.00mSeed · May 2023
32-23% vs previous recordLinkedIn · Jul 2026
Donations / Fee-for-service
7 yr2019
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Donations, Fee-for-service
- Team size
- 30 (previous snapshot 39)
- Recorded funding
- US$1.00m · Seed · May 2023
- Founded
- 2019 · about 7 years old
- Stage
- Seed
- Focus
- Debt management, Loan servicing, Education loans
Founders · 1
Dror LiebenthalCo-Founder & CEO
- Highest education
- Bachelor's of science in engineering in biological engineering · Princeton University
Team & hiring signals
LinkedIn headcount3211-50
LinkedIn followers21,457
LinkedIn page Mobile apps
- Bold.org: ScholarshipsEducation · 52,435 installs · ★ 4.6 · updated 2026-05-28
Technology
- AWS
- React
- Next.js
- Node.js
Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Online marketplace for startup founders and accelerators
Social platformsUS$900kSeed · Apr 2022
5LinkedIn · Jul 2026
Subscription
6 yr2020
0none in 3 months
Marketplace
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- Not available
- Recorded funding
- US$900k · Seed · Apr 2022
- Founded
- 2020 · about 6 years old
- Stage
- Seed
- Focus
- Professionals, Entrepreneurs, Startups
Funding over time
US$900k across 2 disclosed equity rounds
Darker bars = larger roundsFounders · 2
Michitomo NakaharaCo-Founder
Policy × Technology | Chief Secretary to a Diet Member | Founder in stealth.
- Highest education
- Bachelor's in computer science · Tokyo University Of Technology
- Location
- Tokyo, Japan
- Current company
- Team Mirai, Party of Japan
Thomas KobayashiCo-Founder
Team & hiring signals
LinkedIn headcount52-10
LinkedIn followers1,496
LinkedIn page Patents
Patent filings6
Focus: Enhanced wood composites with termite/fungal resistance and silicone treatments; advanced packaging coatings.
CPC B27D1/04, D21H19/82, E04D12/00Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of insurance brokerage services for real estate sectors
Insurance distributionUS$500kSeed · Jan 2023
5LinkedIn · Jul 2026
Commission on transaction / Subscription
4 yr2022
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Subscription
- Team size
- 8
- Recorded funding
- US$500k · Seed · Jan 2023
- Founded
- 2022 · about 4 years old
- Stage
- Seed
- Focus
- Diversified
Founders · 1
Perry HaCo-Founder & CEO
- Highest education
- Bachelor's of Science · MIT
Investors · 1
- Y CombinatorFund
Team & hiring signals
LinkedIn headcount52-10
LinkedIn followers331
LinkedIn page Technology
- React
- Next.js
- Node.js
Vercel
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of education loans
K-12 edtechUS$150kSeed · Aug 2019
4LinkedIn · Jul 2026
Commission on transaction / Lending
7 yr2019
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 3
- Recorded funding
- US$150k · Seed · Aug 2019
- Founded
- 2019 · about 7 years old
- Stage
- Seed
- Focus
- Online lenders, Consumer loans, Education financing, Income sharing
Founders · 3
Mike MahlkowCo-Founder
David NordhausenCo-Founder
Constantin SchreiberCo-Founder
- Highest education
- Y Combinator
Investors · 1
- Y CombinatorFund
Team & hiring signals
LinkedIn headcount42-10
LinkedIn followers1,118
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of accounting and tax services
Finance & accounting servicesUS$105kSeed · Sep 2021
9+100% vs previous recordLinkedIn · Jul 2026
Subscription
9 yr2017
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 10 (previous snapshot 5)
- Recorded funding
- US$105k · Seed · Sep 2021
- Founded
- 2017 · about 9 years old
- Stage
- Seed
- Focus
- Accounting & payroll
Founders · 1
Chijoke NwuziCo-Founder & COO
- Highest education
- University Of California, Berkeley
Investors · 1
Berkeley SkyDeckFund
Team & hiring signals
LinkedIn headcount92-10
LinkedIn followers200
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of investment services
Services for investment industryUS$43kSeed · Mar 2023
—Not available
Commission on transaction / E-commerce - service
4 yr2022
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - service, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$43k · Seed · Mar 2023
- Founded
- 2022 · about 4 years old
- Stage
- Seed
- Focus
- Consultancy services, Diversified
Founders · 1
Wei GuoFounder
- Highest education
- BS · USF
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
Banks—None recorded
249,090-13% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
174 yr1852
0none in 3 months
ConsumerAcquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 204,223 (previous snapshot 197,185)
- Recorded funding
- None recorded
- Founded
- 1852 · about 174 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 3
John RyanManaging Director
- Highest education
- Master's of Business Administration · Harvard Business School
Michele SimonsManaging Director
Jennifer DoyleManaging Director
Team & hiring signals
LinkedIn headcount249,09010,001+
LinkedIn followers3,564,476
Earlier recorded team204,2232022, a different source
LinkedIn page Patents
Patent filings4804
Focus: Secure mobile and IoT financial transaction processing, authentication, and cryptographic services.
CPC G06Q40/02, G06Q40/06, G06Q40/03Mobile apps
- Wells Fargo Vantage®Finance · 652,532 installs · ★ 2.6 · updated 2026-04-23
Technology
- AWS
- React
- Angular
- TypeScript
- Java
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Deel’s mission is to create a world where talents are not limited to a location.
Internet first lenders—None recorded
9,656+122% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Subscription
—
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Subscription
- Team size
- 8,323 (previous snapshot 3,751)
- Recorded funding
- None recorded
- Founded
- Not available
- Stage
- Not available
- Focus
- Accounts receivables, Business loans, Business payments, Construction
Team & hiring signals
LinkedIn headcount9,6565,001-10,000
LinkedIn followers857,162
LinkedIn page Technology
- AWS
- Cloudflare
- Zendesk
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Dental insurance company
Insurance carriers—None recorded
6,084LinkedIn · Oct 2026
Donations / Fee-for-service
71 yr1955
0none in 3 months · last posted Jun 2026
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Donations, Fee-for-service
- Team size
- 3,226
- Recorded funding
- None recorded
- Founded
- 1955 · about 71 years old
- Stage
- Unfunded
- Focus
- Health, Dental
Leadership · 1
Tony BarthCEO
Team & hiring signals
LinkedIn headcount6,0841,001-5,000
LinkedIn followers87,163
Open roles1of 1 tracked · last posted Jun 2026
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of traditional and cloud based telecom infrastructure services
Banks—None recorded
66+11% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
46 yr1980
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 2,438 (previous snapshot 69)
- Recorded funding
- None recorded
- Founded
- 1980 · about 46 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 3
Ken LeDeitManaging Director
Matthew WagnerCEO & President
Paul W TaylorCEO
Team & hiring signals
LinkedIn headcount6651-200
LinkedIn followers899
Earlier recorded team2,4382022, a different source
LinkedIn page Technology
- PHP
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
BPM is a public accounting and advisory firm that serves emerging and mid-cap businesses and high-net-worth individuals.
Finance & accounting services—None recorded
1,899+17% vs previous recordLinkedIn · Oct 2026
Fee-for-service
40 yr1986
—No postings tracked
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 1,760 (previous snapshot 1,509)
- Recorded funding
- None recorded
- Founded
- 1986 · about 40 years old
- Stage
- Not available
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount1,8991,001-5,000
LinkedIn followers70,301
LinkedIn page Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Internet first provider of car insurance services
Insurance carriers—None recorded
1,184recorded
Subscription
12 yr2014
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 1,184
- Recorded funding
- None recorded
- Founded
- 2014 · about 12 years old
- Stage
- Funding Raised
- Focus
- Property & casualty, Auto, Internet-first
Founders · 1
Dinesh NairCo-Founder & CTO
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Insurance broker
Insurance distribution—None recorded
406+16% vs previous recordLinkedIn · Oct 2026
Fee-for-service
108 yr1918
0none in 3 months · last posted Jun 2025
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 850 (previous snapshot 731)
- Recorded funding
- None recorded
- Founded
- 1918 · about 108 years old
- Stage
- Unfunded
- Focus
- Diversified
Leadership · 1
Andrew BarrengosCEO
Team & hiring signals
LinkedIn headcount40610,001+
LinkedIn followers14,050
Open roles0of 10 tracked · last posted Jun 2025
LinkedIn page Technology
- PHP
- MySQL
- Nginx
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of accounting, tax, and finance advisory services
Finance & accounting services—None recorded
1,876+24% 12 mo to Dec 2022LinkedIn · Jul 2026
Fee-for-service
28 yr1998
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 696
- Recorded funding
- None recorded
- Founded
- 1998 · about 28 years old
- Stage
- Unfunded
- Focus
- Accounting & payroll
Team & hiring signals
LinkedIn headcount1,8761,001-5,000
LinkedIn followers62,661
Earlier recorded team6962022, a different source
LinkedIn page Technology
- Azure
- PHP
- MySQL
- Cloudflare
HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Foundation focused on cloud financial management education and support
Financial regulatory authorities—None recorded
871+70% vs previous recordLinkedIn · Oct 2026
Subscription
7 yr2019
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 670 (previous snapshot 395)
- Recorded funding
- None recorded
- Founded
- 2019 · about 7 years old
- Stage
- Seed
- Focus
- Diversified, Financial services
Founders · 1
J.R. StormentCo-Founder & Executive Director
- Highest education
- Photography · Academy Of Art University
Investors · 11
+3 more
Team & hiring signals
LinkedIn headcount87111-50
LinkedIn followers52,548
LinkedIn page Mobile apps
- FinOps X AgendaEvents · 250 installs · updated 2026-04-27
- FinOps X Lead ScannerBusiness · 23 installs · updated 2026-05-14
Technology
- AWS
- React
- PHP
- MySQL
- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of audit, tax, and advisory services
Finance & accounting services—None recorded
832-2% 12 mo to Dec 2021LinkedIn · Oct 2026
Fee-for-service
37 yr1989
0none in 3 months · last posted Apr 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 620 (previous snapshot 736)
- Recorded funding
- None recorded
- Founded
- 1989 · about 37 years old
- Stage
- Funding Raised
- Focus
- Diversified, Horizontal
Founders · 1
Rick HutchinsEx Founder
- Highest education
- Master's of accountancy in accounting · Brigham Young University
Team & hiring signals
LinkedIn headcount832501-1,000
LinkedIn followers24,422
Earlier recorded team6202021, a different source
Open roles6of 119 tracked · last posted Apr 2026
LinkedIn page Recent company signals
- Launch Launched Novogradac Qualified Census Tract Estimator (Qualified Census Tract Estimator)
- Award Nonmetropolitan QLICI of the Year — NovocoJTCAwards
Mobile apps
- NovocoKnowsBooks & Reference · 628 installs · updated 2025-11-20
- Novogradac EventsBusiness · 69 installs · updated 2026-05-08
Technology
- React
- Next.js
- Node.js
Python
Django
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of funding, grants, and credit products for member institutions
Banks—None recorded
423+8% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Lending
15 yr2011
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 444 (previous snapshot 412)
- Recorded funding
- None recorded
- Founded
- 2011 · about 15 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Team & hiring signals
LinkedIn headcount423201-500
LinkedIn followers8,702
Open roles2of 8 tracked · last posted Jun 2026
- Hiring: Head of Enterprise Architecture & Innovation, MD · San Francisco Bay Area
- Hiring: Accounting Policy, Director · San Francisco Bay Area
Technology
- Angular
- Node.js
Express- TypeScript
Salesforce
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Wells Capital Management is a registered investment adviser with a substantial presence in the institutional investment field.
Asset management—None recorded
194-9% vs previous recordLinkedIn · Oct 2026
Fee-for-service
—
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 338 (previous snapshot 372)
- Recorded funding
- None recorded
- Founded
- Not available
- Stage
- Not available
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount194501-1,000
LinkedIn followers2,820
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
IE Settlement Services, LLC is led by a team of experienced mortgage professionals who together possess more than 75 years of industry experience.
Service providers to banks—None recorded
98-1% vs previous recordLinkedIn · Oct 2026
Lending
15 yr2011
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Lending
- Team size
- 329 (previous snapshot 333)
- Recorded funding
- None recorded
- Founded
- 2011 · about 15 years old
- Stage
- Not available
- Focus
- Credit brokers, Diversified
Team & hiring signals
LinkedIn headcount9811-50
LinkedIn followers282
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
No matching company in this list.
50 of 422 companies shown here · the full list is on Radar
Fliar Radar
Explore all 422 financial services companies in San Francisco on Radar
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- Founders and decision-makersLeadership teams with roles and verified LinkedIn profiles, ready for outreach.
- Live signalsFunding rounds, hiring, launches and M&A as they happen, with alerts on the companies you follow.
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Explore financial services companies in San Francisco by what you are looking for
Browse financial services companies in San Francisco by service and investment focus. Find investment firms, accounting services, lenders and banks in San Francisco.
7 ways to explore financial services in San Francisco
Investment services and asset managementAccounting and finance servicesLenders and financing companiesBanks and insurance companiesFinancial services startups in San FranciscoFinancial services companies hiring in San Francisco
Investment services and asset management
Investment-service providers, asset managers and wealth advisers.
- Marcato Capital ManagementSee in list
Diversified investment management firm
Hedge funds - Rubicon Point PartnersSee in list
Provider of investment management services
Asset management - LendtableSee in list
Wealth management firm
Asset management - UpriseSee in list
AI-powered financial advisory platform for individuals
Services for investment industry - KITE ScoutingSee in list
Scouting solutions provider for business
Services for investment industry
139 companies in San FranciscoAll 87 services for investment industry companies in San Francisco →
Accounting and finance services
Accounting, tax, payroll and financial advisory providers.
- AndersenSee in list
Provider of of tax, valuation, financial advisory, and related consulting services to individual and commercial clients
Finance & accounting services - AccountstorySee in list
Provider of accounting and tax services
Finance & accounting services - bpmSee in list
BPM is a public accounting and advisory firm that serves emerging and mid-cap businesses and high-net-worth individuals.
Finance & accounting services - NovogradacSee in list
Provider of audit, tax, and advisory services
Finance & accounting services 
Kruze ConsultingWebsiteProvider of accounting, tax, and fractional CFO services for venture-backed startups
Finance & accounting services
55 companies in San Francisco
Lenders and financing companies
Consumer lenders, alternative lenders and finance providers.
- BluePath FinanceSee in list
Owner and operator of sustainable infrastructure funding distributed energy projects
Consumer and sme loans - Uncaged CapitalSee in list
Provider of commercial real estate financing solutions
Service providers to banks - Listo UnlimitedSee in list
Consumer loans provider
Consumer and sme loans - District CapitalSee in list
Mortgage loans provider
Consumer and sme loans - GoodlySee in list
Student loan repayment solution for employees
Alternative lending
50 companies in San FranciscoAll 1,868 consumer and sme loans companies in United States →
Banks and insurance companies
Commercial banks, insurance carriers and insurance distribution firms.
- Uncaged CapitalSee in list
Provider of commercial real estate financing solutions
Service providers to banks - Stand InsuranceSee in list
Provider of AI-driven high-value property insurance
Insurance carriers - Poppy BankSee in list
California bank providing personal, business banking, and commercial lending solutions
Banks - Bold.orgSee in list
Provider of debt management services for students scholarships
Service providers to banks - HomeflowSee in list
Provider of insurance brokerage services for real estate sectors
Insurance distribution
69 companies in San FranciscoAll 4,488 banks companies in United States →
Financial services startups in San Francisco
Recently founded financial services companies in San Francisco.
- Stand InsuranceSee in list
Provider of AI-driven high-value property insurance
Insurance carriers - ReSee in list
Association focused on reinsurance market and financial services
Financial services industry associations - CaplightSee in list
Platform providing private market data
Services for investment industry - UpriseSee in list
AI-powered financial advisory platform for individuals
Services for investment industry - SuperBillSee in list
Provider of insurance claim processing services
Insurance claims processing services
51 companies in San Francisco
Financial services companies hiring in San Francisco
Financial services companies in San Francisco with hiring activity.
- XpansivSee in list
Offsets and renewable energy marketplace
Financial exchanges - Stand InsuranceSee in list
Provider of AI-driven high-value property insurance
Insurance carriers - Poppy BankSee in list
California bank providing personal, business banking, and commercial lending solutions
Banks - AndersenSee in list
Provider of of tax, valuation, financial advisory, and related consulting services to individual and commercial clients
Finance & accounting services - SuperBillSee in list
Provider of insurance claim processing services
Insurance claims processing services
21 companies in San Francisco
Public financial services companies in San Francisco
Listed financial services companies based in San Francisco.
- AndersenSee in list
Provider of of tax, valuation, financial advisory, and related consulting services to individual and commercial clients
Finance & accounting services - Merriman CapitalSee in list
Blog focused on investment, personal finance, banking, loans, tax and retirement
Financial news portals and data aggregators - Wells FargoSee in list
Commercial bank
Banks - Pac-West TelecommSee in list
Provider of traditional and cloud based telecom infrastructure services
Banks 
TerrenoWebsiteREIT that invests in industrial properties
Reits
9 companies in San Francisco
Mobile reach
Top 10 financial services apps from San Francisco
The most-installed Android apps published by financial services companies headquartered in San Francisco — 684K installs between them. 12 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.
1 of 10
Installs653K
Rating2.593K ratings
Installs, year on year+7%
Last updatedApr 2026
Legal entityWells Fargo & Companydeclared on Google Play
View on Google Play ↗
Installs23K
Rating4.841K ratings
Last updatedApr 2026
Legal entityPacific Service Credit Uniondeclared on Google Play
View on Google Play ↗
Installs6K
Rating3.7569 ratings
Last updatedMay 2026
Legal entityPoppy Bankdeclared on Google Play
View on Google Play ↗
Installs948
Rating—
Last updatedSep 2023
Legal entityThe Entrust Group, Inc.declared on Google Play
View on Google Play ↗
Installs711
Rating5.06 ratings
Last updatedApr 2026
Legal entityBank of San Franciscodeclared on Google Play
View on Google Play ↗
Installs659
Rating—
Last updatedSep 2024
Legal entityAndersen Tax LLCdeclared on Google Play
View on Google Play ↗
Installs191
Rating—
Last updatedMay 2026
Legal entityBank of the Orientdeclared on Google Play
View on Google Play ↗
Installs69
Rating—
Last updatedMay 2026
Legal entityNovogradac & Company LLPdeclared on Google Play
View on Google Play ↗
Installs34
Rating—
Last updatedFeb 2026
Legal entityBRIO CONSULTANTS LLCdeclared on Google Play
View on Google Play ↗
Installs29
Rating—
Last updatedMay 2026
Legal entitySagetrader LLCdeclared on Google Play
View on Google Play ↗
For investors and data teams
Put this intelligence into your own tools
The figures on this page come from Fliar’s company, funding, hiring and news data. Use it through the Investor Intelligence API and company data exports, or explore every company, founder and investor in Radar.
Capital & corporate activity
Financial services funding and M&A across the United States
2,207 recorded equity rounds have gone to 48,810 financial services companies in the United States — how much, at which stage, into which sub-sectors, from whom, and how San Francisco compares. Debt, IPO and grant rounds are excluded.
equity rounds, last 12 months50
US$1.25bn
equity rounds, last 24 months186
US$2.66bn
raised over five yearsUS$18.79bn
877 rounds in the United States
M&A deals, San Francisco67
last 24 months
Capital by year
amount roundsEquity funding into financial services in the United States
Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2022, with US$5.95bn across 212 rounds.
The funding ladder · five years
Rounds and typical cheque by stage
SeedUS$666.08m398 rounds · median US$1.08m
Series AUS$1.65bn197 rounds · median US$5.28m
Series BUS$3.28bn119 rounds · median US$17.21m
Series CUS$3.60bn60 rounds · median US$50.00m
Series D+US$8.93bn62 rounds · median US$75.00m
Private equityUS$664.91m38 rounds · median US$60.00m
Where the money went · five years
Most-funded sub-sectors
Asset managementUS$4.04bn165 rounds · 113 companies
Insurance distributionUS$2.64bn77 rounds · 50 companies
Insurance carriersUS$2.24bn68 rounds · 46 companies
CryptocurrenciesUS$1.32bn4 rounds · 2 companies
BanksUS$1.31bn54 rounds · 43 companies
Services for investment industryUS$1.31bn147 rounds · 106 companies
Consumer and sme loansUS$773.22m47 rounds · 30 companies
San Francisco in context
San Francisco’s share of the United States’s financial services funding
Equity rounds over the last five years, 530 financial services companies in San Francisco among 48,810 in the United States.
Corporate activity · last 24 months
M&A in San Francisco
63Acquisition
2Merger
1Announced
Most active acquirers
- Terreno5
- Epiq4
- Bpm4
- Perigon wealth management3
- Atlas capital advisors3
Most acquired or merged
- Wells fargo7
- Sterling bank & trust3
- Woodruff sawyer3
- Onlyfans2
- Praxis precision medicines2
Each deal appears in the events strip at the top of the page.
Go deeper in the financial services landscape reports:
Financial Services Industry Landscape of San Francisco Financial Services Industry Landscape of the United States Accounting and Tax Software Industry Landscape of San FranciscoIndustry landscape report
Financial Services Industry Landscape of San Francisco
The financials above are one chapter. The full financial services landscape of San Francisco maps the whole industry — every segment, the capital behind it, the talent market and where the next opportunities are.
- Market map of every sub-sector
- Funding & company formation by year
- Revenue, profit & financial strength
- Digital footprint: traffic, apps, releases
- Hiring, skills & pay
- Founders & leaders
- News & sentiment
- Where demand runs ahead of supply
Financial services funding in San Francisco
37 financial services companies in San Francisco have recorded equity funding, US$2.23bn in total. Totals and round dates describe the historical record; they are not current valuations.
Most funded
Largest recorded equity totals, with the latest recorded round.
Financial exchangesOffsets and renewable energy marketplace
Recorded equity fundingUS$712.17mSeries D · Jan 2023
Leadership · 3
Hedge fundsDiversified investment management firm
Recorded equity fundingUS$666.25mSeries D · Dec 2016
Founders · 2
Mick Guire in ↗Founder
Mick McGuireFounder
Aircraft financing & leasingAircraft leasing and financing
Recorded equity fundingUS$165.00mPE · Sep 2017
Leadership · 1
Steven ZissisCEO
Asset managementProvider of investment management services
Recorded equity fundingUS$150.00mSeries D · Mar 2021
Founders
Details not available
Consumer and sme loansOwner and operator of sustainable infrastructure funding distributed energy projects
Recorded equity fundingUS$122.29mSeries D · Mar 2026
Leadership · 1
BanksProvider of business banking
Recorded equity fundingUS$78.00mSeries B · Dec 2021
Founders
Details not available
Services for investment industryIndex provider solutions for financial and insurance industries
Recorded equity fundingUS$65.00mSeries C · Apr 2026
Founders · 2
Keith Loggie in ↗Co-Founder and COO
Vinit Srivastava in ↗Co-Founder & CEO
Service providers to banksProvider of commercial real estate financing solutions
Recorded equity fundingUS$39.50mSeries A · Mar 2024
Leadership · 1
James McDonoug in ↗Managing Director
Asset managementMulti-family office
Recorded equity fundingUS$31.36mPE · Feb 2020
Founders · 2
Doug Raetz in ↗Co-Founder & CEO
Heather Goodman in ↗Co-Founder
Insurance carriersProvider of AI-driven high-value property insurance
Recorded equity fundingUS$30.00mSeries B · Dec 2024
Founders
Details not available
Asset managementWealth management firm
Recorded equity fundingUS$26.68mSeries A · Nov 2021
Founders · 2
Sheridan Clayborne in ↗Co-Founder
Mitchell Jones in ↗Co-Founder
BanksCalifornia bank providing personal, business banking, and commercial lending solutions
Recorded equity fundingUS$20.07mSeries B · Jan 2025
Leadership · 1
Khalid AcheckzaiCEO
Asset managementDiversified investment management firm
Recorded equity fundingUS$17.88mSeries A · Apr 2018
Founder · 1
Jim Robillard in ↗Founder and CIO
Financial services industry associationsAssociation focused on reinsurance market and financial services
Recorded equity fundingUS$14.00mSeed · Sep 2022
Leadership · 1
Finance & accounting servicesProvider of of tax, valuation, financial advisory, and related consulting services to individual and commercial clients
Recorded equity fundingUS$11.23mSeries B · Apr 2024
Leadership · 2
Bryan KeithManaging Director
Mark L VorsatzCEO
Brokers and dealersProvider of stock brokerage services
Recorded equity fundingUS$11.00mSeries B · Mar 2005
Founders
Details not available
MarketplaceAcquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 277
- Recorded funding
- US$712.17m · Series D · Jan 2023
- Founded
- 2016 · about 10 years old
- Stage
- Series D
- Focus
- Carbon management, Carbon offset trading platforms, Water offset trading platforms, Blockchain
Funding over time
US$712.17m across 8 disclosed equity rounds
Darker bars = larger roundsLeadership · 3
Joe MaddenCEO
- Highest education
- MBA · Presidio Graduate School
Scott HernandezManaging Director
- Highest education
- Energy · Stanford University
John MelbyCEO
Investors · 15
- AvistaFund
- BP VenturesFund
- BP VenturesFund
- Bank of AmericaFund
- BlackstoneFund
- CEFCFund
- CommBankFund
Team & hiring signals
LinkedIn headcount269201-500
LinkedIn followers16,955
Open roles4of 9 tracked · last posted Jun 2026
LinkedIn page Recent company signals
- Partnership Partnership with IATA
- Partnership Partnership with enechain Corporation
Technology
- AWS
- Azure
- React
- Next.js
- Angular
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - service
- Team size
- 16
- Recorded funding
- US$666.25m · Series D · Dec 2016
- Founded
- 2002 · about 24 years old
- Stage
- Series D
- Focus
- Funds, Diversified
Founders · 2
Mick GuireFounder
- Highest education
- MBA · Harvard Business School
Mick McGuireFounder
Team & hiring signals
LinkedIn headcount111-50
LinkedIn followers406
Earlier recorded team162022, a different source
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 70 (previous snapshot 179)
- Recorded funding
- US$165.00m · PE · Sep 2017
- Founded
- 1989 · about 37 years old
- Stage
- Late Stage
- Focus
- Vehicles, Aircraft, Leasing, Horizontal
Leadership · 1
Steven ZissisCEO
Investors · 2
Team & hiring signals
LinkedIn headcount21251-200
LinkedIn followers13,845
Earlier recorded team702022, a different source
LinkedIn page Technology
- PHP
- MySQL
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, Renting / leasing
- Team size
- Not available
- Recorded funding
- US$150.00m · Series D · Mar 2021
- Founded
- 2010 · about 16 years old
- Stage
- Series D
- Focus
- Diversified
Technology
- Cloudflare
- Webflow
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 22 (previous snapshot 25)
- Recorded funding
- US$122.29m · Series D · Mar 2026
- Founded
- 2012 · about 14 years old
- Stage
- Series D
- Focus
- Sme loans, Diversified
Funding over time
US$122.29m across 4 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Warren JonesCEO
- Highest education
- Master's of business administration in finance · Saïd Business School, University Of Oxford
Investors · 1
- TWG GlobalFund
Team & hiring signals
LinkedIn headcount3511-50
LinkedIn followers3,223
LinkedIn page Technology
- React
- Netlify
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 57 (previous snapshot 67)
- Recorded funding
- US$78.00m · Series B · Dec 2021
- Founded
- 2018 · about 8 years old
- Stage
- Series B
- Focus
- Internet-first banks, Digital subsidiaries of banks, Business banking
Funding over time
US$78.00m across 2 disclosed equity rounds
Darker bars = larger roundsInvestors · 7
- Kleiner PerkinsFund
- Valar VenturesFund
- Jim BreyerAngel
- Michael OvitzAngel
- Ryan PetersenAngel
- Kevin HartzAngel
Team & hiring signals
LinkedIn headcount951-200
LinkedIn followers1,583
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Software
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 9 (previous snapshot 32)
- Recorded funding
- US$65.00m · Series C · Apr 2026
- Founded
- 2019 · about 7 years old
- Stage
- Series C
- Focus
- Capital market it, Stock exchanges
Funding over time
US$65.00m across 4 disclosed equity rounds
Darker bars = larger roundsFounders · 2
Keith LoggieCo-Founder and COO
- Highest education
- Master's of business administration in economics · Nyu Stern School Of Business
Vinit SrivastavaCo-Founder & CEO
- Highest education
- Master's of Science · Carnegie Mellon University
Investors · 8
- 7RIDGEFund
- AllianzFund
- CitiFund
- Intel CapitalFund
- J P MorganFund
- Laurion CapitalFund
- UBSFund
Team & hiring signals
LinkedIn headcount8651-200
LinkedIn followers7,087
Earlier recorded team92021, a different source
LinkedIn page Patents
Patent filings4
Focus: Blockchain-based data indexing and tracking solutions for secure, verifiable information management.
CPC G06F16/2255, H04L9/3239Technology
- React
- Cloudflare
- Sentry
- Zendesk
- Firebase
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- Not available
- Recorded funding
- US$39.50m · Series A · Mar 2024
- Founded
- 2019 · about 7 years old
- Stage
- Series A
- Focus
- Consumer loans, Diversified
Leadership · 1
James McDonougManaging Director
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 39
- Recorded funding
- US$31.36m · PE · Feb 2020
- Founded
- 2006 · about 20 years old
- Stage
- Series A
- Focus
- Diversified
Founders · 2
Doug RaetzCo-Founder & CEO
Heather GoodmanCo-Founder
- Highest education
- Accountancy · California Polytechnic State University - San Luis Obispo
Investors · 1
- Cresset PartnersFund
Team & hiring signals
LinkedIn headcount11201-500
LinkedIn followers2,721
Earlier recorded team392021, a different source
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Subscription
- Team size
- Not available
- Recorded funding
- US$30.00m · Series B · Dec 2024
- Founded
- 2024 · about 2 years old
- Stage
- Series B
- Focus
- Property, Property & casualty
Investors · 4
- Equal VenturesFund
- Inspired CapitalFund
Team & hiring signals
Open roles1of 1 tracked · last posted Mar 2026
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 34 (previous snapshot 58)
- Recorded funding
- US$26.68m · Series A · Nov 2021
- Founded
- 2019 · about 7 years old
- Stage
- Series A
- Focus
- Wealth management
Funding over time
US$26.68m across 4 disclosed equity rounds
Darker bars = larger roundsFounders · 2
Sheridan ClayborneCo-Founder
- Highest education
- Bachelor's in economics · Northwestern University
Mitchell JonesCo-Founder
- Highest education
- Economics · Yale University
Investors · 25
- 01 AdvisorsFund
- Dragon CapitalFund
- Partech PartnersFund
- Socii CapitalFund
- SoftBank GroupFund
Team & hiring signals
LinkedIn headcount211-50
LinkedIn followers2,078
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 143
- Recorded funding
- US$20.07m · Series B · Jan 2025
- Founded
- 2004 · about 22 years old
- Stage
- Series B
- Focus
- Commercial banks
Funding over time
US$20.07m across 2 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Khalid AcheckzaiCEO
Team & hiring signals
LinkedIn headcount253201-500
LinkedIn followers5,839
Earlier recorded team1432021, a different source
Open roles8of 31 tracked · last posted Jun 2026
LinkedIn page Recent company signals
- Award Best Regional Bank — SFGATE
- Expansion 40th branch and third Marin County location in the City of Novato
- Expansion First location in Santa Barbara
- Expansion 12 new branches opening; 50 branches statewide by end of 2026
Mobile apps
- Poppy Bank MobileFinance · 6,063 installs · ★ 3.8 · updated 2026-05-01
Technology
- AWS
- React
- PHP
- MySQL
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 10
- Recorded funding
- US$17.88m · Series A · Apr 2018
- Founded
- 2015 · about 11 years old
- Stage
- Series A
- Focus
- Diversified
Funding over time
US$17.88m across 2 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Jim RobillardFounder and CIO
- Highest education
- Master's of business administration in accounting · The University Of Chicago Booth School Of Business
Team & hiring signals
LinkedIn headcount142-10
LinkedIn followers485
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending, Subscription
- Team size
- 9
- Recorded funding
- US$14.00m · Seed · Sep 2022
- Founded
- 2021 · about 5 years old
- Stage
- Seed
- Focus
- Diversified
Leadership · 1
Karn SaroyaCEO
Team & hiring signals
LinkedIn headcount182-10
LinkedIn followers3,272
LinkedIn page Recent company signals
- Launch Launched $RE token (protokoll governance)
Technology
- React
- Next.js
- Node.js
- Cloudflare
- Sentry
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 14,000 (previous snapshot 17)
- Recorded funding
- US$11.23m · Series B · Apr 2024
- Founded
- 2002 · about 24 years old
- Stage
- Public
- Focus
- Diversified
Funding over time
US$11.23m across 3 disclosed equity rounds
Darker bars = larger roundsLeadership · 2
Bryan KeithManaging Director
Mark L VorsatzCEO
Team & hiring signals
LinkedIn headcount3,5091,001-5,000
LinkedIn followers70,121
Open roles1of 2 tracked · last posted Jun 2026
LinkedIn page Patents
Patent filings308
Focus: Advanced window and façade systems with structural sealing, composite extrusion, and project management tools.
CPC E06B3/22, C08L27/06, E06B9/52Mobile apps
- Andersen InsiderBusiness · 659 installs · updated 2024-09-30
Technology
- AWS
- React
- Next.js
- Angular
- Vue.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$11.00m · Series B · Mar 2005
- Founded
- 2002 · about 24 years old
- Stage
- Series B
- Focus
- Full service, Stock brokers
Investors · 2
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Founders and momentum in San Francisco
Meet the people behind financial services companies in San Francisco. 137 of 422 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.
Growing teams
Companies whose recorded headcount rose the most between the two most recent team-size snapshots. A larger team is a signal of momentum, not of profitability.
Finance & accounting servicesProvider of of tax, valuation, financial advisory, and related consulting services to individual and commercial clients
Team size14,000Up from 17 in the previous snapshot
Leadership · 2
Bryan KeithManaging Director
Mark L VorsatzCEO
BanksProvider of traditional and cloud based telecom infrastructure services
Team size2,438Up from 69 in the previous snapshot
Leadership · 3
Ken LeDeitManaging Director
Matthew WagnerCEO & President
Paul W TaylorCEO
Nbfc lendersExcedr leases lab equipment with one goal: save researchers time and money.
Team size50Up from 13 in the previous snapshot
Founders
Details not available
Affordable housingReal estate investment and management firm
Team size127Up from 34 in the previous snapshot
Founders
Details not available
Internet first lendersDeel’s mission is to create a world where talents are not limited to a location.
Team size8,323Up from 3,751 in the previous snapshot
Founders
Details not available
Services for investment industryWho We Are:
Team size15Up from 7 in the previous snapshot
Founders
Details not available
Consumer and sme loansProvider of customized financing solutions for small and medium-sized businesses
Team size262Up from 131 in the previous snapshot
Founder · 1
Andre HakkakFounder & CEO
Finance & accounting servicesProvider of accounting and tax services
Team size10Up from 5 in the previous snapshot
Founder · 1
Chijoke Nwuzi in ↗Co-Founder & COO
BanksCommercial bank
Team size96Up from 50 in the previous snapshot
Leadership · 1
David Tai in ↗CEO & President
Consumer and sme loansTradeUp funds students through trade school, with a better alternative than private loans.
Team size19Up from 11 in the previous snapshot
Founders
Details not available
Financial regulatory authoritiesFoundation focused on cloud financial management education and support
Team size670Up from 395 in the previous snapshot
Founder · 1
J.R. Storment in ↗Co-Founder & Executive Director
Insurance carriersProvider of range of topics such as credit cards, loans, financial planning, insurance, and mortgages
Team size65Up from 43 in the previous snapshot
Founders
Details not available
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 14,000 (previous snapshot 17)
- Recorded funding
- US$11.23m · Series B · Apr 2024
- Founded
- 2002 · about 24 years old
- Stage
- Public
- Focus
- Diversified
Funding over time
US$11.23m across 3 disclosed equity rounds
Darker bars = larger roundsLeadership · 2
Bryan KeithManaging Director
Mark L VorsatzCEO
Team & hiring signals
LinkedIn headcount3,5091,001-5,000
LinkedIn followers70,121
Open roles1of 2 tracked · last posted Jun 2026
LinkedIn page Patents
Patent filings308
Focus: Advanced window and façade systems with structural sealing, composite extrusion, and project management tools.
CPC E06B3/22, C08L27/06, E06B9/52Mobile apps
- Andersen InsiderBusiness · 659 installs · updated 2024-09-30
Technology
- AWS
- React
- Next.js
- Angular
- Vue.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 2,438 (previous snapshot 69)
- Recorded funding
- None recorded
- Founded
- 1980 · about 46 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 3
Ken LeDeitManaging Director
Matthew WagnerCEO & President
Paul W TaylorCEO
Team & hiring signals
LinkedIn headcount6651-200
LinkedIn followers899
Earlier recorded team2,4382022, a different source
LinkedIn page Technology
- PHP
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- 50 (previous snapshot 13)
- Recorded funding
- None recorded
- Founded
- 2011 · about 15 years old
- Stage
- Private
- Focus
- Diversified, Lending solutions, Machinery and equipment, Scientific equipment
Team & hiring signals
LinkedIn headcount1111-50
LinkedIn followers6,066
LinkedIn page Technology
- Cloudflare
- HubSpot
- Webflow
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- 127 (previous snapshot 34)
- Recorded funding
- None recorded
- Founded
- 1992 · about 34 years old
- Stage
- Funding Raised
- Focus
- Financing, Financial advisors
Team & hiring signals
LinkedIn headcount5811-50
LinkedIn followers2,554
Earlier recorded team1272021, a different source
LinkedIn page Technology
- PHP
- MySQL
Redis- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Subscription
- Team size
- 8,323 (previous snapshot 3,751)
- Recorded funding
- None recorded
- Founded
- Not available
- Stage
- Not available
- Focus
- Accounts receivables, Business loans, Business payments, Construction
Team & hiring signals
LinkedIn headcount9,6565,001-10,000
LinkedIn followers857,162
LinkedIn page Technology
- AWS
- Cloudflare
- Zendesk
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - product
- Team size
- 15 (previous snapshot 7)
- Recorded funding
- None recorded
- Founded
- 2009 · about 17 years old
- Stage
- Not available
- Focus
- Consultancy services, Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 262 (previous snapshot 131)
- Recorded funding
- None recorded
- Founded
- 2007 · about 19 years old
- Stage
- Unfunded
- Focus
- Sme loans, Diversified
Founders · 1
Andre HakkakFounder & CEO
Technology
- Vue.js
- PHP
- MySQL
- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 10 (previous snapshot 5)
- Recorded funding
- US$105k · Seed · Sep 2021
- Founded
- 2017 · about 9 years old
- Stage
- Seed
- Focus
- Accounting & payroll
Founders · 1
Chijoke NwuziCo-Founder & COO
- Highest education
- University Of California, Berkeley
Investors · 1
- Berkeley SkyDeckFund
Team & hiring signals
LinkedIn headcount92-10
LinkedIn followers200
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 96 (previous snapshot 50)
- Recorded funding
- None recorded
- Founded
- 1971 · about 55 years old
- Stage
- Series A
- Focus
- Commercial banks
Leadership · 1
David TaiCEO & President
Team & hiring signals
LinkedIn headcount11551-200
LinkedIn followers2,899
Earlier recorded team962022, a different source
Open roles3of 4 tracked · last posted Mar 2026
LinkedIn page Recent company signals
- Expansion Grand Opening of Bellaire Branch; Ribbon cutting ceremony begins June 27, 2026
- Milestone No. 2 on the San Francisco Business Times' List of Fastest-Growing Real Estate Lenders ranking
Mobile apps
- Bank of the OrientFinance · 191 installs · updated 2026-05-18
Technology
- AWS
- Amazon S3
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 19 (previous snapshot 11)
- Recorded funding
- None recorded
- Founded
- 2019 · about 7 years old
- Stage
- Not available
- Focus
- Consumer loans, Education financing, Lenders, Sme loans
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 670 (previous snapshot 395)
- Recorded funding
- None recorded
- Founded
- 2019 · about 7 years old
- Stage
- Seed
- Focus
- Diversified, Financial services
Founders · 1
J.R. StormentCo-Founder & Executive Director
- Highest education
- Photography · Academy Of Art University
Investors · 11
+3 moreTeam & hiring signals
LinkedIn headcount87111-50
LinkedIn followers52,548
LinkedIn page Mobile apps
- FinOps X AgendaEvents · 250 installs · updated 2026-04-27
- FinOps X Lead ScannerBusiness · 23 installs · updated 2026-05-14
Technology
- AWS
- React
- PHP
- MySQL
- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 65 (previous snapshot 43)
- Recorded funding
- None recorded
- Founded
- 2019 · about 7 years old
- Stage
- Funding Raised
- Focus
- Diversified, Internet-first
Team & hiring signals
LinkedIn headcount3651-200
LinkedIn followers16,664
Open roles4of 9 tracked · last posted Feb 2026
- Hiring: Growth Product Manager (CRO) · Arménia
- Hiring: Senior Data Analyst (Business Intelligence) · Yerevan
- Hiring: Content Producer · Philippines
Technology
- React
- Next.js
- Node.js
- Cloudflare
- Vercel
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Women-founded
Financial services companies in San Francisco with at least one woman on the founding team. Expand a profile to meet the founders; teams can include both women and men.
Asset managementMulti-family office
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
Doug Raetz in ↗Co-Founder & CEO
Heather Goodman in ↗Co-Founder
Consumer and sme loansConsumer loans provider
Revenue modelCommission on transaction / E-commerce - product
Founders · 2
Samuel Ulloa in ↗CEO & Co-Founder
Isis Tovar in ↗Co-Founder
Services for investment industryAI-powered financial advisory platform for individuals
Revenue modelFee-for-service
Founders · 3
Nanthakumar Muthusamy in ↗Co-Founder and Head of engineering
Chris Goodmacher in ↗Co-Founder
Jessica Riolfi in ↗Co-Founder & CEO
Consumer and sme loansProvider of customized financing solutions for small and medium-sized businesses
Revenue modelCommission on transaction / Lending
Founder · 1
Andre HakkakFounder & CEO
Finance & accounting servicesProvider of accounting, tax, and fractional CFO services for venture-backed startups
Revenue modelFee-for-service
Founders · 2
Carasel DsouzaFounder
Vanessa Kruze in ↗Founder & CEO
Services for investment industryManagement consulting firm
Revenue modelFee-for-service
Founders · 2
Carol Coye Benson in ↗Co-Founder
Scott Loftesness in ↗Co-Founder
Asset managementProvider of investment advisory services
Revenue modelFee-for-service
Founders · 3
Finance & accounting servicesProvider of financial services
Revenue modelFee-for-service
Founders · 2
Greg Capitolo in ↗Co-Founder
Rebecca Lee in ↗Co-Founder
Investment techAI-based platform for financial planning
Revenue modelFee-for-service
Founder · 1
Joyce Phillips in ↗Founder & CEO
Services for investment industryInfrastructure fund focused on natural resource sectors
Revenue modelCommission on transaction / Fee-for-service
Founder · 1
MacKenzie DavisFounder & Managing Partner
Services for investment industryProvider of investment management and financial services
Revenue modelAdvertising / Commission on transaction
Founders · 4
Frederic KerrestCo-Founder
Chuck Dietrich in ↗Co-Founder
Brad Armstrong in ↗Co-Founder/Partner
Avid Duggan in ↗Partner & Co-Founder
Payment resellersRetailer of fabrics for garment making, quilting, and home décor
Revenue modelAdvertising / Commission on transaction
Founders · 2
Alexia Marcous in ↗Co-Founder
Jeff MarcousCo-Founder & President
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 39
- Recorded funding
- US$31.36m · PE · Feb 2020
- Founded
- 2006 · about 20 years old
- Stage
- Series A
- Focus
- Diversified
Founders · 2
Doug RaetzCo-Founder & CEO
Heather GoodmanCo-Founder
- Highest education
- Accountancy · California Polytechnic State University - San Luis Obispo
Investors · 1
- Cresset PartnersFund
Team & hiring signals
LinkedIn headcount11201-500
LinkedIn followers2,721
Earlier recorded team392021, a different source
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ConsumerMarketplace
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, E-commerce - service
- Team size
- 14
- Recorded funding
- US$8.50m · Series A · Jun 2018
- Founded
- 2011 · about 15 years old
- Stage
- Series A
- Focus
- Consumer loans, Diversified
Founders · 2
Samuel UlloaCEO & Co-Founder
- Highest education
- Master's of business administration in management · Stanford University Graduate School Of Business
Isis TovarCo-Founder
Investors · 4
Team & hiring signals
LinkedIn headcount1911-50
LinkedIn followers355
LinkedIn page Technology
- Angular
- TypeScript
- Sentry
- Segment
- Netlify
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 8
- Recorded funding
- US$4.70m · Seed · Oct 2024
- Founded
- 2021 · about 5 years old
- Stage
- Seed
- Focus
- Wealth management platforms, Financial planners and advisors
Funding over time
US$4.70m across 2 disclosed equity rounds
Darker bars = larger roundsFounders · 3
Nanthakumar MuthusamyCo-Founder and Head of engineering
Chris GoodmacherCo-Founder
- Highest education
- Master's of Science, Financial Economics · University of Oxford
Jessica RiolfiCo-Founder & CEO
- Highest education
- Master's of Business Administration, Management · Harvard Business School
Investors · 5
- Blank VenturesFund
- ContraryFund
- Dash FundFund
- Graham & WalkerFund
- Hustle FundFund
Team & hiring signals
LinkedIn headcount2611-50
LinkedIn followers4,382
LinkedIn page Recent company signals
- Partnership Partnership with HoseBook
Technology
- AWS
- React
- Next.js
- Node.js
- Intercom
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 262 (previous snapshot 131)
- Recorded funding
- None recorded
- Founded
- 2007 · about 19 years old
- Stage
- Unfunded
- Focus
- Sme loans, Diversified
Founders · 1
Andre HakkakFounder & CEO
Technology
- Vue.js
- PHP
- MySQL
- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 101 (previous snapshot 86)
- Recorded funding
- None recorded
- Founded
- 2012 · about 14 years old
- Stage
- Unfunded
- Focus
- Accounting & payroll
Founders · 2
Carasel DsouzaFounder
Vanessa KruzeFounder & CEO
- Highest education
- Master's of business administration in entrepreneurial studies · University Of San Francisco
Team & hiring signals
LinkedIn headcount12751-200
LinkedIn followers6,102
LinkedIn page Recent company signals
- Partnership Partnership with Rapp
Technology
- Cloudflare
- Salesforce
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 21 (previous snapshot 19)
- Recorded funding
- None recorded
- Founded
- 2001 · about 25 years old
- Stage
- Unfunded
- Focus
- Consultancy services, Diversified
Founders · 2
Carol Coye BensonCo-Founder
- Highest education
- Master's of business administration in marketing · Columbia University In The City Of New York
Scott LoftesnessCo-Founder
- Highest education
- Ibm Systems Research Institute (Sri)
Team & hiring signals
LinkedIn headcount1911-50
LinkedIn followers6,179
LinkedIn page Patents
Patent filings2
Focus: High‑resolution intravascular X‑ray imaging and low‑dose magnifying fluoroscopy systems
CPC A61B6/12, G01N23/223Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 17
- Recorded funding
- None recorded
- Founded
- 2020 · about 6 years old
- Stage
- Unfunded
- Focus
- Diversified
Founders · 3
Jeffrey UbbenCo-Founder
George HamelCo-Founder
Eva ZlotnickaCo-Founder
- Highest education
- Master's of Business Administration · Yale School of Management
Team & hiring signals
LinkedIn headcount911-50
LinkedIn followers2,009
Earlier recorded team172021, a different source
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 14 (previous snapshot 66)
- Recorded funding
- None recorded
- Founded
- 2017 · about 9 years old
- Stage
- Funding Raised
- Focus
- Diversified
Founders · 2
Greg CapitoloCo-Founder
- Highest education
- BS · Santa Clara University
Rebecca LeeCo-Founder
- Highest education
- MBA, Finance · San Diego State University
Team & hiring signals
LinkedIn headcount17151-200
LinkedIn followers6,983
Earlier recorded team142022, a different source
Open roles2of 7 tracked · last posted Jul 2026
- Hiring: Senior Accounting Manager · Austin, Texas Metropolitan Area
- Hiring: Accountant · Pampanga, Central Luzon
- Hiring: Resource Manager · San Francisco Bay Area
Technology
- Vue.js
- PHP
- MySQL
- HubSpot
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 8
- Recorded funding
- None recorded
- Founded
- 2016 · about 10 years old
- Stage
- Unfunded
- Focus
- Diversified, Wealth management platforms, Financial planners and advisors
Founders · 1
Joyce PhillipsFounder & CEO
- Highest education
- Singularity University
Team & hiring signals
LinkedIn headcount92-10
LinkedIn followers370
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 7
- Recorded funding
- None recorded
- Founded
- 2014 · about 12 years old
- Stage
- Unfunded
- Focus
- Funds
Founders · 1
MacKenzie DavisFounder & Managing Partner
- Highest education
- Brown University
Team & hiring signals
LinkedIn headcount411-50
LinkedIn followers749
Earlier recorded team72020, a different source
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2019 · about 7 years old
- Stage
- Unfunded
- Focus
- Consultancy services, Diversified
Founders · 4
Frederic KerrestCo-Founder
Chuck DietrichCo-Founder
- Highest education
- University Of Colorado Boulder
Brad ArmstrongCo-Founder/Partner
Avid DugganPartner & Co-Founder
- Highest education
- Mba · Harvard Business School
Team & hiring signals
LinkedIn headcount52-10
LinkedIn followers325
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2007 · about 19 years old
- Stage
- Unfunded
- Focus
- Bill payments, Consumer payments, Horizontal, Vertical payments
Founders · 2
Alexia MarcousCo-Founder
Jeff MarcousCo-Founder & President
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Recently founded
Financial services companies in San Francisco founded in the last four years, newest first.
Service providers to banksProvider of various mortgage options, including refinancing and home purchasing
Founded2026Unfunded
Founders
Details not available
Asset managementProvider of investment management and advisory services
Founded2025Unfunded
Founder · 1
Vikram ChuramaniFounder
Asset managementProvider of financial advisory and wealth management services to individuals
Founded2025Unfunded
Founders
Details not available
Finance & accounting servicesProvider of fractional CFO services and independent investment valuation analytics
Founded2025Unfunded
Founders
Details not available
Insurance carriersProvider of AI-driven high-value property insurance
Founded2024Series B
Founders
Details not available
Asset managementInvestment firm focused on technology buyouts and strategic investments in the software, hardware, and semiconductor sectors
Founded2024Unfunded
Leadership · 2
Kenneth Safar in ↗Managing Director
Asset managementDiversified asset management firm
Founded2024Unfunded
Founders
Details not available
BanksProvider of online banking, credit cards, loans, investments, and insurance
Founded2024Unfunded
Founders
Details not available
Financial news portals and data aggregatorsProvider of artificial intelligence solutions for banking and financial services
Founded2024Unfunded
Founders
Details not available
BanksThe company offers consumer, small, and commercial banking solutions
Founded2024Unfunded
Founders
Details not available
BanksProvider of consumer, small business, and commercial banking solutions
Founded2024Unfunded
Founders
Details not available
BanksProvider of digital banking and international money transfer services.
Founded2024Unfunded
Founders
Details not available
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2026 · about 0 years old
- Stage
- Unfunded
- Focus
- Credit brokers, Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2025 · about 1 years old
- Stage
- Unfunded
- Focus
- Diversified
Founders · 1
Vikram ChuramaniFounder
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2025 · about 1 years old
- Stage
- Unfunded
- Focus
- Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2025 · about 1 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount12-10
LinkedIn followers123
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Subscription
- Team size
- Not available
- Recorded funding
- US$30.00m · Series B · Dec 2024
- Founded
- 2024 · about 2 years old
- Stage
- Series B
- Focus
- Property, Property & casualty
Investors · 4
- Equal VenturesFund
- Inspired CapitalFund
Team & hiring signals
Open roles1of 1 tracked · last posted Mar 2026
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Diversified
Leadership · 2
Andre LisskerCEO
Kenneth SafarManaging Director
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Subscription
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Diversified, Financial databases
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Most covered in the news
Companies with the most distinct news events in the last 24 months across the business press Fliar tracks.
BanksCommercial bank
News events · last 24 months490Across tracked business press
Leadership · 3
Asset managementProvider of investment management and financial planning services
News events · last 24 months37Across tracked business press
Founders
Details not available
Service providers to banksInvestment management firm
News events · last 24 months22Across tracked business press
Founders · 6
Bornah Moghbel in ↗Co-Founder
Matt DillardCo-Founder
Michael Muscolino in ↗Co-Founder
Joshua Easterly in ↗Co-Founder
Vijay Mohan in ↗Co-Founder
Clint Kollar in ↗Co-Founder & Chief Origination Officer
ReitsREIT that invests in industrial properties
News events · last 24 months19Across tracked business press
Leadership · 1
Blake BairdChairman & CEO
Finance & accounting servicesProvider of financial services
News events · last 24 months8Across tracked business press
Founders · 2
Greg Capitolo in ↗Co-Founder
Rebecca Lee in ↗Co-Founder
Asset managementProvider of investment management services
News events · last 24 months8Across tracked business press
Founders
Details not available
Internet first lendersBranch offers mobile financial services across emerging markets to spur human potential.
News events · last 24 months6Across tracked business press
Founders
Details not available
Finance & accounting servicesProvider of accounting, tax, and finance advisory services
News events · last 24 months5Across tracked business press
Founders
Details not available
Financial exchangesOffsets and renewable energy marketplace
News events · last 24 months5Across tracked business press
Leadership · 3
Services for investment industryIndex provider solutions for financial and insurance industries
News events · last 24 months3Across tracked business press
Founders · 2
Keith Loggie in ↗Co-Founder and COO
Vinit Srivastava in ↗Co-Founder & CEO
Financial regulatory authoritiesFoundation focused on cloud financial management education and support
News events · last 24 months3Across tracked business press
Founder · 1
J.R. Storment in ↗Co-Founder & Executive Director
Finance & accounting servicesBPM is a public accounting and advisory firm that serves emerging and mid-cap businesses and high-net-worth individuals.
News events · last 24 months3Across tracked business press
Founders
Details not available
ConsumerAcquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 204,223 (previous snapshot 197,185)
- Recorded funding
- None recorded
- Founded
- 1852 · about 174 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 3
John RyanManaging Director
- Highest education
- Master's of Business Administration · Harvard Business School
Michele SimonsManaging Director
Jennifer DoyleManaging Director
Team & hiring signals
LinkedIn headcount249,09010,001+
LinkedIn followers3,564,476
Earlier recorded team204,2232022, a different source
LinkedIn page Patents
Patent filings4804
Focus: Secure mobile and IoT financial transaction processing, authentication, and cryptographic services.
CPC G06Q40/02, G06Q40/06, G06Q40/03Mobile apps
- Wells Fargo Vantage®Finance · 652,532 installs · ★ 2.6 · updated 2026-04-23
Technology
- AWS
- React
- Angular
- TypeScript
- Java
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 83 (previous snapshot 62)
- Recorded funding
- None recorded
- Founded
- 2004 · about 22 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount15251-200
LinkedIn followers3,663
LinkedIn page Technology
- PHP
- MySQL
- Nginx
- Cloudflare
- HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2009 · about 17 years old
- Stage
- Public
- Focus
- Financial translation services
Founders · 6
Bornah MoghbelCo-Founder
Matt DillardCo-Founder
Michael MuscolinoCo-Founder
- Highest education
- Master's of Business Administration · The University of Chicago Booth School of Business
Joshua EasterlyCo-Founder
- Highest education
- Bachelor's · California State University - Fresno
Vijay MohanCo-Founder
Clint KollarCo-Founder & Chief Origination Officer
- Highest education
- Bachelor's in economics · Harvard University
Team & hiring signals
LinkedIn headcount944501-1,000
LinkedIn followers105,103
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Not available
- Team size
- 40 (previous snapshot 42)
- Recorded funding
- None recorded
- Founded
- 2009 · about 17 years old
- Stage
- Public
- Focus
- Equity, Industrial
Leadership · 1
Blake BairdChairman & CEO
Team & hiring signals
LinkedIn headcount5611-50
LinkedIn followers2,778
Earlier recorded team402023, a different source
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 14 (previous snapshot 66)
- Recorded funding
- None recorded
- Founded
- 2017 · about 9 years old
- Stage
- Funding Raised
- Focus
- Diversified
Founders · 2
Greg CapitoloCo-Founder
- Highest education
- BS · Santa Clara University
Rebecca LeeCo-Founder
- Highest education
- MBA, Finance · San Diego State University
Team & hiring signals
LinkedIn headcount17151-200
LinkedIn followers6,983
Earlier recorded team142022, a different source
Open roles2of 7 tracked · last posted Jul 2026
- Hiring: Senior Accounting Manager · Austin, Texas Metropolitan Area
- Hiring: Accountant · Pampanga, Central Luzon
- Hiring: Resource Manager · San Francisco Bay Area
Technology
- Vue.js
- PHP
- MySQL
- HubSpot
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2006 · about 20 years old
- Stage
- Unfunded
- Focus
- Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 250
- Recorded funding
- None recorded
- Founded
- 2015 · about 11 years old
- Stage
- Private
- Focus
- Consumer debt management, Consumer loans, Credit repair, Credit score management
Team & hiring signals
LinkedIn headcount45151-200
LinkedIn followers286,441
Open roles8of 45 tracked · last posted Sep 2026
LinkedIn page Technology
- AWS
- Node.js
- Express
Ruby On Rails- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 696
- Recorded funding
- None recorded
- Founded
- 1998 · about 28 years old
- Stage
- Unfunded
- Focus
- Accounting & payroll
Team & hiring signals
LinkedIn headcount1,8761,001-5,000
LinkedIn followers62,661
Earlier recorded team6962022, a different source
LinkedIn page Technology
- Azure
- PHP
- MySQL
- Cloudflare
- HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
MarketplaceAcquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 277
- Recorded funding
- US$712.17m · Series D · Jan 2023
- Founded
- 2016 · about 10 years old
- Stage
- Series D
- Focus
- Carbon management, Carbon offset trading platforms, Water offset trading platforms, Blockchain
Funding over time
US$712.17m across 8 disclosed equity rounds
Darker bars = larger roundsLeadership · 3
Joe MaddenCEO
- Highest education
- MBA · Presidio Graduate School
Scott HernandezManaging Director
- Highest education
- Energy · Stanford University
John MelbyCEO
Investors · 15
- AvistaFund
- BP VenturesFund
- BP VenturesFund
- Bank of AmericaFund
- BlackstoneFund
- CEFCFund
- CommBankFund
Team & hiring signals
LinkedIn headcount269201-500
LinkedIn followers16,955
Open roles4of 9 tracked · last posted Jun 2026
LinkedIn page Recent company signals
- Partnership Partnership with IATA
- Partnership Partnership with enechain Corporation
Technology
- AWS
- Azure
- React
- Next.js
- Angular
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Software
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 9 (previous snapshot 32)
- Recorded funding
- US$65.00m · Series C · Apr 2026
- Founded
- 2019 · about 7 years old
- Stage
- Series C
- Focus
- Capital market it, Stock exchanges
Funding over time
US$65.00m across 4 disclosed equity rounds
Darker bars = larger roundsFounders · 2
Keith LoggieCo-Founder and COO
- Highest education
- Master's of business administration in economics · Nyu Stern School Of Business
Vinit SrivastavaCo-Founder & CEO
- Highest education
- Master's of Science · Carnegie Mellon University
Investors · 8
- 7RIDGEFund
- AllianzFund
- CitiFund
- Intel CapitalFund
- J P MorganFund
- Laurion CapitalFund
- UBSFund
Team & hiring signals
LinkedIn headcount8651-200
LinkedIn followers7,087
Earlier recorded team92021, a different source
LinkedIn page Patents
Patent filings4
Focus: Blockchain-based data indexing and tracking solutions for secure, verifiable information management.
CPC G06F16/2255, H04L9/3239Technology
- React
- Cloudflare
- Sentry
- Zendesk
- Firebase
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 670 (previous snapshot 395)
- Recorded funding
- None recorded
- Founded
- 2019 · about 7 years old
- Stage
- Seed
- Focus
- Diversified, Financial services
Founders · 1
J.R. StormentCo-Founder & Executive Director
- Highest education
- Photography · Academy Of Art University
Investors · 11
+3 moreTeam & hiring signals
LinkedIn headcount87111-50
LinkedIn followers52,548
LinkedIn page Mobile apps
- FinOps X AgendaEvents · 250 installs · updated 2026-04-27
- FinOps X Lead ScannerBusiness · 23 installs · updated 2026-05-14
Technology
- AWS
- React
- PHP
- MySQL
- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 1,760 (previous snapshot 1,509)
- Recorded funding
- None recorded
- Founded
- 1986 · about 40 years old
- Stage
- Not available
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount1,8991,001-5,000
LinkedIn followers70,301
LinkedIn page Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Explore San Francisco financial services companies by sub-sector
The most common specialisations among financial services companies in San Francisco. Open a company to see what it sells, who runs it and how far it has come.
Services for investment industry · 95
95 financial services companies in San Francisco work in services for investment industry. Shown: the best-documented.
Social platformsOnline marketplace for startup founders and accelerators
Revenue modelSubscription
Founders · 2
Michitomo Nakahara in ↗Co-Founder
Thomas Kobayashi in ↗Co-Founder
Services for investment industryPlatform providing private market data
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
Javier Avalos in ↗Co-Founder & CEO
Justin Moore in ↗Co-Founder & CTO
Services for investment industryIndex provider solutions for financial and insurance industries
Revenue modelSubscription
Founders · 2
Keith Loggie in ↗Co-Founder and COO
Vinit Srivastava in ↗Co-Founder & CEO
Services for investment industryAI-powered financial advisory platform for individuals
Revenue modelFee-for-service
Founders · 3
Nanthakumar Muthusamy in ↗Co-Founder and Head of engineering
Chris Goodmacher in ↗Co-Founder
Jessica Riolfi in ↗Co-Founder & CEO
Services for investment industryPlatform focused on market development and venture capital financing services
Revenue modelCommission on transaction / Fee-for-service
Founder · 1
Tel Liu in ↗Co-Founder
Services for investment industryBack-office reconciliation solutions for brokers & clearing firms
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Services for investment industryProvider of investment services
Revenue modelCommission on transaction / E-commerce - service
Founder · 1
Wei Guo in ↗Founder
Services for investment industryScouting solutions provider for business
Revenue modelFee-for-service
Founders
Details not available
Services for investment industryProvider of investment management and real asset services
Revenue modelFee-for-service
Leadership · 3
Alex VazManaging Director
Matti Navellou in ↗Managing Director & Senior Vice President
Kevin FosterManaging Director
Services for investment industryVenture capital firm focused on multiple sectors
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
Armaan Ali in ↗Co-founder, CEO & Managing Partner
Baris Akis in ↗Co-Founder, President & Managing Partner
Services for investment industryLeading By Innovation
Revenue modelFee-for-service
Founders
Details not available
Services for investment industryPortfolio management solution for individuals across real estate industry
Revenue modelFee-for-service
Founder · 1
David BurberryCo-Founder
Marketplace
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- Not available
- Recorded funding
- US$900k · Seed · Apr 2022
- Founded
- 2020 · about 6 years old
- Stage
- Seed
- Focus
- Professionals, Entrepreneurs, Startups
Funding over time
US$900k across 2 disclosed equity rounds
Darker bars = larger roundsFounders · 2
Michitomo NakaharaCo-Founder
Policy × Technology | Chief Secretary to a Diet Member | Founder in stealth.
- Highest education
- Bachelor's in computer science · Tokyo University Of Technology
- Location
- Tokyo, Japan
- Current company
- Team Mirai, Party of Japan
Thomas KobayashiCo-Founder
Team & hiring signals
LinkedIn headcount52-10
LinkedIn followers1,496
LinkedIn page Patents
Patent filings6
Focus: Enhanced wood composites with termite/fungal resistance and silicone treatments; advanced packaging coatings.
CPC B27D1/04, D21H19/82, E04D12/00Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 15 (previous snapshot 13)
- Recorded funding
- US$9.70m · Seed · Oct 2022
- Founded
- 2021 · about 5 years old
- Stage
- Seed
- Focus
- Financial databases, Private company data, Business, Private market data
Funding over time
US$9.70m across 3 disclosed equity rounds
Darker bars = larger roundsFounders · 2
Javier AvalosCo-Founder & CEO
- Highest education
- Bachelor's of Arts · Oxy
Justin MooreCo-Founder & CTO
- Highest education
- Bachelor's of Arts, Economics · Northwestern University
Investors · 6
- Dash FundFund
- Fin CapitalFund
- SIGFund
Team & hiring signals
LinkedIn headcount2211-50
LinkedIn followers2,745
LinkedIn page Technology
- Webflow
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Software
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 9 (previous snapshot 32)
- Recorded funding
- US$65.00m · Series C · Apr 2026
- Founded
- 2019 · about 7 years old
- Stage
- Series C
- Focus
- Capital market it, Stock exchanges
Funding over time
US$65.00m across 4 disclosed equity rounds
Darker bars = larger roundsFounders · 2
Keith LoggieCo-Founder and COO
- Highest education
- Master's of business administration in economics · Nyu Stern School Of Business
Vinit SrivastavaCo-Founder & CEO
- Highest education
- Master's of Science · Carnegie Mellon University
Investors · 8
- 7RIDGEFund
- AllianzFund
- CitiFund
- Intel CapitalFund
- J P MorganFund
- Laurion CapitalFund
- UBSFund
Team & hiring signals
LinkedIn headcount8651-200
LinkedIn followers7,087
Earlier recorded team92021, a different source
LinkedIn page Patents
Patent filings4
Focus: Blockchain-based data indexing and tracking solutions for secure, verifiable information management.
CPC G06F16/2255, H04L9/3239Technology
- React
- Cloudflare
- Sentry
- Zendesk
- Firebase
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 8
- Recorded funding
- US$4.70m · Seed · Oct 2024
- Founded
- 2021 · about 5 years old
- Stage
- Seed
- Focus
- Wealth management platforms, Financial planners and advisors
Funding over time
US$4.70m across 2 disclosed equity rounds
Darker bars = larger roundsFounders · 3
Nanthakumar MuthusamyCo-Founder and Head of engineering
Chris GoodmacherCo-Founder
- Highest education
- Master's of Science, Financial Economics · University of Oxford
Jessica RiolfiCo-Founder & CEO
- Highest education
- Master's of Business Administration, Management · Harvard Business School
Investors · 5
- Blank VenturesFund
- ContraryFund
- Dash FundFund
- Graham & WalkerFund
- Hustle FundFund
Team & hiring signals
LinkedIn headcount2611-50
LinkedIn followers4,382
LinkedIn page Recent company signals
- Partnership Partnership with HoseBook
Technology
- AWS
- React
- Next.js
- Node.js
- Intercom
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$2.00m · Seed · Jun 2015
- Founded
- 2014 · about 12 years old
- Stage
- Seed
- Focus
- Consultancy services, Diversified
Founders · 1
Tel LiuCo-Founder
Team & hiring signals
LinkedIn headcount222-10
LinkedIn followers4,581
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Software
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$2.10m · Seed · Mar 2014
- Founded
- 2012 · about 14 years old
- Stage
- Seed
- Focus
- Capital market it, Trade management, Trade life cycle management, Order management system
Leadership · 1
Dan WeingartenCEO
- Highest education
- Bachelor's in business administration · University Of Delaware
Team & hiring signals
LinkedIn headcount1011-50
LinkedIn followers350
LinkedIn page Mobile apps
- SageTraderFinance · 29 installs · updated 2026-05-13
Technology
- AWS
- Vue.js
- Node.js
- Amazon S3
- CloudFront
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - service, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$43k · Seed · Mar 2023
- Founded
- 2022 · about 4 years old
- Stage
- Seed
- Focus
- Consultancy services, Diversified
Founders · 1
Wei GuoFounder
- Highest education
- BS · USF
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$3.00m · Seed · Jul 2022
- Founded
- 2013 · about 13 years old
- Stage
- Seed
- Focus
- Consultancy services, Diversified, Function specific, Information technology
Team & hiring signals
LinkedIn headcount3111-50
LinkedIn followers6,411
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 268
- Recorded funding
- None recorded
- Founded
- 2011 · about 15 years old
- Stage
- Unfunded
- Focus
- Wealth management, Multi family offices, Growth equity, Independent funds
Leadership · 3
Alex VazManaging Director
Matti NavellouManaging Director & Senior Vice President
- Highest education
- Education · University of Cambridge
Kevin FosterManaging Director
Team & hiring signals
LinkedIn headcount731201-500
LinkedIn followers97,148
Earlier recorded team2682020, a different source
Open roles0of 1 tracked · last posted Mar 2025
LinkedIn page Recent company signals
- Partnership Partnership with Datadog
- Leadership Hired a VP of Product
Technology
- AWS
- React
- Next.js
- Node.js
- Amazon S3
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 252 (previous snapshot 233)
- Recorded funding
- None recorded
- Founded
- 2015 · about 11 years old
- Stage
- Unfunded
- Focus
- Independent funds, Conventional vcs
Founders · 2
Armaan AliCo-founder, CEO & Managing Partner
- Highest education
- Bachelor's in economics · Stanford University
Baris AkisCo-Founder, President & Managing Partner
- Highest education
- BS · Stanford University
Team & hiring signals
LinkedIn headcount12151-200
LinkedIn followers17,140
Open roles3of 6 tracked · last posted Apr 2026
LinkedIn page Technology
- Cloudflare
- Webflow
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 124 (previous snapshot 127)
- Recorded funding
- None recorded
- Founded
- 1985 · about 41 years old
- Stage
- Not available
- Focus
- Consultancy services, Diversified
Team & hiring signals
LinkedIn headcount115300+
LinkedIn followers7,008
LinkedIn page Technology
- PHP
- MySQL
- WordPress
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
BlockchainConsumerSaaS
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 88 (previous snapshot 80)
- Recorded funding
- None recorded
- Founded
- 2011 · about 15 years old
- Stage
- Unfunded
- Focus
- Consultancy services, Portfolio management, Real estate, Wealth management it
Founders · 1
David BurberryCo-Founder
Team & hiring signals
LinkedIn headcount7951-200
LinkedIn followers2,697
LinkedIn page Technology
- PHP
- MySQL
- Nginx
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Asset management · 82
82 financial services companies in San Francisco work in asset management. Shown: the best-documented.
Asset managementMulti-family office
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
Doug Raetz in ↗Co-Founder & CEO
Heather Goodman in ↗Co-Founder
Asset managementWealth management firm
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
Sheridan Clayborne in ↗Co-Founder
Mitchell Jones in ↗Co-Founder
Hedge fundsDiversified investment management firm
Revenue modelAdvertising / Commission on transaction
Founders · 2
Mick Guire in ↗Founder
Mick McGuireFounder
Asset managementDiversified investment management firm
Revenue modelCommission on transaction / Fee-for-service
Founders · 3
Desi Co in ↗Co-Founder & Managing Partner
Jeff Sobczynski in ↗Co-Founder & Managing Partner
Jack Berquist in ↗Co-Founder & Managing Partner
Asset managementDiversified investment management firm
Revenue modelSubscription
Founders · 2
Martin Green in ↗Co-Founder & CEO
Jay PosnerCo-Founder & Co-CIO
Asset managementPrivate credit for fintechs, enabling responsible growth in underserved markets
Revenue modelCommission on transaction / Lending
Founders · 2
Jacob Haar in ↗Co-Founder
Michael Hokenson in ↗Co-Founder and Partner
Asset managementDiversified investment management firm
Revenue modelFee-for-service
Founder · 1
Jim Robillard in ↗Founder and CIO
Asset managementProvider of investment management services
Revenue modelAdvertising / Commission on transaction
Founders
Details not available
Asset managementWells Capital Management is a registered investment adviser with a substantial presence in the institutional investment field.
Revenue modelFee-for-service
Founders
Details not available
Asset managementProvider of wealth management services
Revenue modelFee-for-service
Founder · 1
Frank Ghali in ↗Founder & CEO
Asset managementProvider of actively managed investment funds focused on emerging markets
Revenue modelFee-for-service
Leadership · 2
Bill HackettCEO
Affordable housingReal estate investment and management firm
Revenue modelCommission on transaction / Renting / leasing
Founders
Details not available
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 39
- Recorded funding
- US$31.36m · PE · Feb 2020
- Founded
- 2006 · about 20 years old
- Stage
- Series A
- Focus
- Diversified
Founders · 2
Doug RaetzCo-Founder & CEO
Heather GoodmanCo-Founder
- Highest education
- Accountancy · California Polytechnic State University - San Luis Obispo
Investors · 1
- Cresset PartnersFund
Team & hiring signals
LinkedIn headcount11201-500
LinkedIn followers2,721
Earlier recorded team392021, a different source
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 34 (previous snapshot 58)
- Recorded funding
- US$26.68m · Series A · Nov 2021
- Founded
- 2019 · about 7 years old
- Stage
- Series A
- Focus
- Wealth management
Funding over time
US$26.68m across 4 disclosed equity rounds
Darker bars = larger roundsFounders · 2
Sheridan ClayborneCo-Founder
- Highest education
- Bachelor's in economics · Northwestern University
Mitchell JonesCo-Founder
- Highest education
- Economics · Yale University
Investors · 25
- 01 AdvisorsFund
- Dragon CapitalFund
- Partech PartnersFund
- Socii CapitalFund
- SoftBank GroupFund
Team & hiring signals
LinkedIn headcount211-50
LinkedIn followers2,078
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - service
- Team size
- 16
- Recorded funding
- US$666.25m · Series D · Dec 2016
- Founded
- 2002 · about 24 years old
- Stage
- Series D
- Focus
- Funds, Diversified
Founders · 2
Mick GuireFounder
- Highest education
- MBA · Harvard Business School
Mick McGuireFounder
Team & hiring signals
LinkedIn headcount111-50
LinkedIn followers406
Earlier recorded team162022, a different source
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 13 (previous snapshot 15)
- Recorded funding
- US$6.77m · Series A · Dec 2020
- Founded
- 2009 · about 17 years old
- Stage
- Series A
- Focus
- Diversified
Funding over time
US$6.77m across 2 disclosed equity rounds
Darker bars = larger roundsFounders · 3
Desi CoCo-Founder & Managing Partner
Jeff SobczynskiCo-Founder & Managing Partner
Jack BerquistCo-Founder & Managing Partner
- Highest education
- Master's of business administration in finance · The University Of Chicago Booth School Of Business
Team & hiring signals
LinkedIn headcount1611-50
LinkedIn followers2,593
Earlier recorded team132022, a different source
LinkedIn page Technology
- Google Cloud
- React
- Sentry
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 11
- Recorded funding
- US$4.20m · Seed · Jul 2020
- Founded
- 2017 · about 9 years old
- Stage
- Seed
- Focus
- Diversified
Founders · 2
Martin GreenCo-Founder & CEO
Jay PosnerCo-Founder & Co-CIO
Investors · 6
- Tano CapitalFund
- Dennis PhelpsAngel
- Howard MorganAngel
- Kevin RyanAngel
Team & hiring signals
LinkedIn headcount811-50
LinkedIn followers1,023
LinkedIn page Technology
- Webflow
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Social impact
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 10
- Recorded funding
- US$1.06m · Seed · Nov 2015
- Founded
- 2012 · about 14 years old
- Stage
- Seed
- Focus
- Loans and mezzanine financing, Diversified
Founders · 2
Jacob HaarCo-Founder
- Highest education
- Master's of Arts · The University of Chicago
Michael HokensonCo-Founder and Partner
- Highest education
- Master's of business administration in international finance · University Of Michigan - Stephen M. Ross School Of Business
Team & hiring signals
LinkedIn headcount4811-50
LinkedIn followers10,737
Earlier recorded team102022, a different source
Open roles3of 3 tracked · last posted Jun 2026
- Hiring: Impact & ESG Analyst · Mexico City, Mexico
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 10
- Recorded funding
- US$17.88m · Series A · Apr 2018
- Founded
- 2015 · about 11 years old
- Stage
- Series A
- Focus
- Diversified
Funding over time
US$17.88m across 2 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Jim RobillardFounder and CIO
- Highest education
- Master's of business administration in accounting · The University Of Chicago Booth School Of Business
Team & hiring signals
LinkedIn headcount142-10
LinkedIn followers485
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, Renting / leasing
- Team size
- Not available
- Recorded funding
- US$150.00m · Series D · Mar 2021
- Founded
- 2010 · about 16 years old
- Stage
- Series D
- Focus
- Diversified
Technology
- Cloudflare
- Webflow
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 338 (previous snapshot 372)
- Recorded funding
- None recorded
- Founded
- Not available
- Stage
- Not available
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount194501-1,000
LinkedIn followers2,820
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 164 (previous snapshot 149)
- Recorded funding
- None recorded
- Founded
- 2017 · about 9 years old
- Stage
- Unfunded
- Focus
- Diversified
Founders · 1
Frank GhaliFounder & CEO
- Highest education
- Doctor of jurisprudence · University Of Pennsylvania Carey Law School
Team & hiring signals
LinkedIn headcount19451-200
LinkedIn followers7,096
Open roles0of 1 tracked · last posted Jul 2025
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 131
- Recorded funding
- None recorded
- Founded
- 1991 · about 35 years old
- Stage
- Series A
- Focus
- Mutual funds
Leadership · 2
Cooper AbbottCEO
- Highest education
- Master's of Business Administration · Wharton
Bill HackettCEO
Investors · 2
Team & hiring signals
LinkedIn headcount9351-200
LinkedIn followers11,699
Earlier recorded team1312021, a different source
LinkedIn page Recent company signals
- Leadership Hired a President and Chief Operating Officer
Technology
- Azure
- Cloudflare
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- 127 (previous snapshot 34)
- Recorded funding
- None recorded
- Founded
- 1992 · about 34 years old
- Stage
- Funding Raised
- Focus
- Financing, Financial advisors
Team & hiring signals
LinkedIn headcount5811-50
LinkedIn followers2,554
Earlier recorded team1272021, a different source
LinkedIn page Technology
- PHP
- MySQL
- Redis
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Finance & accounting services · 73
73 financial services companies in San Francisco work in finance & accounting services. Shown: the best-documented.
Finance & accounting servicesProvider of of tax, valuation, financial advisory, and related consulting services to individual and commercial clients
Revenue modelFee-for-service
Leadership · 2
Bryan KeithManaging Director
Mark L VorsatzCEO
Finance & accounting servicesProvider of accounting and tax services
Revenue modelSubscription
Founder · 1
Chijoke Nwuzi in ↗Co-Founder & COO
Finance & accounting servicesBPM is a public accounting and advisory firm that serves emerging and mid-cap businesses and high-net-worth individuals.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesProvider of accounting, tax, and finance advisory services
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesProvider of audit, tax, and advisory services
Revenue modelFee-for-service
Founder · 1
Rick Hutchins in ↗Ex Founder
Finance & accounting servicesProvider of blockchain development service for fintech companies
Revenue modelFee-for-service
Founder · 1
Alex Gonikman in ↗Co-Founder & Co-CEO
Finance & accounting servicesProvider of accounting, tax, and fractional CFO services for venture-backed startups
Revenue modelFee-for-service
Founders · 2
Carasel DsouzaFounder
Vanessa Kruze in ↗Founder & CEO
Finance & accounting servicesOUM & Co. LLP is an accounting firm operating in California.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesHemming Morse, LLP is an accounting firm located in California.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesRINA provides service on accounting and tax consulting firm.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesSEC compliance simplified: EDGAR filing, XBRL tagging, and financial printing
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesNavolio & Tallman expertise in accounting, audit, bill pay, tax planning, business consulting, family office & management advisory services.
Revenue modelFee-for-service
Founders
Details not available
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 14,000 (previous snapshot 17)
- Recorded funding
- US$11.23m · Series B · Apr 2024
- Founded
- 2002 · about 24 years old
- Stage
- Public
- Focus
- Diversified
Funding over time
US$11.23m across 3 disclosed equity rounds
Darker bars = larger roundsLeadership · 2
Bryan KeithManaging Director
Mark L VorsatzCEO
Team & hiring signals
LinkedIn headcount3,5091,001-5,000
LinkedIn followers70,121
Open roles1of 2 tracked · last posted Jun 2026
LinkedIn page Patents
Patent filings308
Focus: Advanced window and façade systems with structural sealing, composite extrusion, and project management tools.
CPC E06B3/22, C08L27/06, E06B9/52Mobile apps
- Andersen InsiderBusiness · 659 installs · updated 2024-09-30
Technology
- AWS
- React
- Next.js
- Angular
- Vue.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 10 (previous snapshot 5)
- Recorded funding
- US$105k · Seed · Sep 2021
- Founded
- 2017 · about 9 years old
- Stage
- Seed
- Focus
- Accounting & payroll
Founders · 1
Chijoke NwuziCo-Founder & COO
- Highest education
- University Of California, Berkeley
Investors · 1
- Berkeley SkyDeckFund
Team & hiring signals
LinkedIn headcount92-10
LinkedIn followers200
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 1,760 (previous snapshot 1,509)
- Recorded funding
- None recorded
- Founded
- 1986 · about 40 years old
- Stage
- Not available
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount1,8991,001-5,000
LinkedIn followers70,301
LinkedIn page Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 696
- Recorded funding
- None recorded
- Founded
- 1998 · about 28 years old
- Stage
- Unfunded
- Focus
- Accounting & payroll
Team & hiring signals
LinkedIn headcount1,8761,001-5,000
LinkedIn followers62,661
Earlier recorded team6962022, a different source
LinkedIn page Technology
- Azure
- PHP
- MySQL
- Cloudflare
- HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 620 (previous snapshot 736)
- Recorded funding
- None recorded
- Founded
- 1989 · about 37 years old
- Stage
- Funding Raised
- Focus
- Diversified, Horizontal
Founders · 1
Rick HutchinsEx Founder
- Highest education
- Master's of accountancy in accounting · Brigham Young University
Team & hiring signals
LinkedIn headcount832501-1,000
LinkedIn followers24,422
Earlier recorded team6202021, a different source
Open roles6of 119 tracked · last posted Apr 2026
LinkedIn page Recent company signals
- Launch Launched Novogradac Qualified Census Tract Estimator (Qualified Census Tract Estimator)
- Award Nonmetropolitan QLICI of the Year — NovocoJTCAwards
Mobile apps
- NovocoKnowsBooks & Reference · 628 installs · updated 2025-11-20
- Novogradac EventsBusiness · 69 installs · updated 2026-05-08
Technology
- React
- Next.js
- Node.js
- Python
- Django
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 200
- Recorded funding
- None recorded
- Founded
- 2015 · about 11 years old
- Stage
- Seed
- Focus
- Development
Founders · 1
Alex GonikmanCo-Founder & Co-CEO
- Highest education
- Bachelor's of Science · California State University
Investors · 1
- LoanProFund
Team & hiring signals
LinkedIn headcount13151-200
LinkedIn followers13,511
LinkedIn page Technology
- React
- Cloudflare
- HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 101 (previous snapshot 86)
- Recorded funding
- None recorded
- Founded
- 2012 · about 14 years old
- Stage
- Unfunded
- Focus
- Accounting & payroll
Founders · 2
Carasel DsouzaFounder
Vanessa KruzeFounder & CEO
- Highest education
- Master's of business administration in entrepreneurial studies · University Of San Francisco
Team & hiring signals
LinkedIn headcount12751-200
LinkedIn followers6,102
LinkedIn page Recent company signals
- Partnership Partnership with Rapp
Technology
- Cloudflare
- Salesforce
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 96 (previous snapshot 136)
- Recorded funding
- None recorded
- Founded
- 1976 · about 50 years old
- Stage
- Not available
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount4651-200
LinkedIn followers2,157
LinkedIn page Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 72 (previous snapshot 73)
- Recorded funding
- None recorded
- Founded
- 1958 · about 68 years old
- Stage
- Not available
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount7051-200
LinkedIn followers1,886
LinkedIn page Recent company signals
- Award Top 100 Accountants for 2026 — Los Angeles Business Journal
Technology
- Vue.js
- PHP
- MySQL
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 69 (previous snapshot 101)
- Recorded funding
- None recorded
- Founded
- 1946 · about 80 years old
- Stage
- Not available
- Focus
- Diversified
Technology
- PHP
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 53 (previous snapshot 48)
- Recorded funding
- None recorded
- Founded
- 2008 · about 18 years old
- Stage
- Unfunded
- Focus
- Accounting & payroll, Tax consultancy
Team & hiring signals
LinkedIn headcount5651-200
LinkedIn followers463
LinkedIn page Technology
- Google Cloud
- PHP
- MySQL
- Nginx
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 53 (previous snapshot 38)
- Recorded funding
- None recorded
- Founded
- Not available
- Stage
- Not available
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount7051-200
LinkedIn followers1,684
Open roles2of 9 tracked · last posted Jun 2026
LinkedIn page Technology
- PHP
- MySQL
- Nginx
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer and sme loans · 38
38 financial services companies in San Francisco work in consumer and sme loans. Shown: the best-documented.
Consumer and sme loansOwner and operator of sustainable infrastructure funding distributed energy projects
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Consumer and sme loansConsumer loans provider
Revenue modelCommission on transaction / E-commerce - product
Founders · 2
Samuel Ulloa in ↗CEO & Co-Founder
Isis Tovar in ↗Co-Founder
K-12 edtechProvider of education loans
Revenue modelCommission on transaction / Lending
Founders · 3
Consumer and sme loansMortgage loans provider
Revenue modelCommission on transaction / Lending
Leadership · 1
Michael Au in ↗Managing Director
Service providers to banksProvider of commercial real estate financing solutions
Revenue modelCommission on transaction / Lending
Leadership · 1
James McDonoug in ↗Managing Director
Consumer and sme loansProvider of customized financing solutions for small and medium-sized businesses
Revenue modelCommission on transaction / Lending
Founder · 1
Andre HakkakFounder & CEO
Consumer and sme loansGuarantee Mortgage is a home mortgage and home loan company.
Revenue modelLending
Founders
Details not available
Alternative lendingProvider of private real estate loans for investment properties nationwide
Revenue modelCommission on transaction / Lending
Founders
Details not available
Consumer and sme loansProvider of consumer loans
Revenue modelCommission on transaction / Lending
Founders
Details not available
Consumer and sme loansProvider of business loans
Revenue modelCommission on transaction / Fee-for-service
Founders
Details not available
Consumer and sme loansTradeUp funds students through trade school, with a better alternative than private loans.
Revenue modelCommission on transaction / Lending
Founders
Details not available
Consumer and sme loansHome loans provider
Revenue modelCommission on transaction / Lending
Founder · 1
Robert Cohan in ↗Founder & MD
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 22 (previous snapshot 25)
- Recorded funding
- US$122.29m · Series D · Mar 2026
- Founded
- 2012 · about 14 years old
- Stage
- Series D
- Focus
- Sme loans, Diversified
Funding over time
US$122.29m across 4 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Warren JonesCEO
- Highest education
- Master's of business administration in finance · Saïd Business School, University Of Oxford
Investors · 1
- TWG GlobalFund
Team & hiring signals
LinkedIn headcount3511-50
LinkedIn followers3,223
LinkedIn page Technology
- React
- Netlify
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ConsumerMarketplace
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, E-commerce - service
- Team size
- 14
- Recorded funding
- US$8.50m · Series A · Jun 2018
- Founded
- 2011 · about 15 years old
- Stage
- Series A
- Focus
- Consumer loans, Diversified
Founders · 2
Samuel UlloaCEO & Co-Founder
- Highest education
- Master's of business administration in management · Stanford University Graduate School Of Business
Isis TovarCo-Founder
Investors · 4
Team & hiring signals
LinkedIn headcount1911-50
LinkedIn followers355
LinkedIn page Technology
- Angular
- TypeScript
- Sentry
- Segment
- Netlify
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 3
- Recorded funding
- US$150k · Seed · Aug 2019
- Founded
- 2019 · about 7 years old
- Stage
- Seed
- Focus
- Online lenders, Consumer loans, Education financing, Income sharing
Founders · 3
Mike MahlkowCo-Founder
David NordhausenCo-Founder
Constantin SchreiberCo-Founder
- Highest education
- Y Combinator
Investors · 1
- Y CombinatorFund
Team & hiring signals
LinkedIn headcount42-10
LinkedIn followers1,118
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 2
- Recorded funding
- US$1.50m · Seed · Feb 2020
- Founded
- 2010 · about 16 years old
- Stage
- Seed
- Focus
- Consumer loans, Home loans
Leadership · 1
Michael AuManaging Director
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- Not available
- Recorded funding
- US$39.50m · Series A · Mar 2024
- Founded
- 2019 · about 7 years old
- Stage
- Series A
- Focus
- Consumer loans, Diversified
Leadership · 1
James McDonougManaging Director
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 262 (previous snapshot 131)
- Recorded funding
- None recorded
- Founded
- 2007 · about 19 years old
- Stage
- Unfunded
- Focus
- Sme loans, Diversified
Founders · 1
Andre HakkakFounder & CEO
Technology
- Vue.js
- PHP
- MySQL
- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Lending
- Team size
- 168 (previous snapshot 161)
- Recorded funding
- None recorded
- Founded
- 2003 · about 23 years old
- Stage
- Not available
- Focus
- Consumer loans, Home loans, Lenders, Loans
Team & hiring signals
LinkedIn headcount13851-200
LinkedIn followers951
LinkedIn page Technology
- PHP
- MySQL
- Nginx
- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Software
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 80
- Recorded funding
- None recorded
- Founded
- 2015 · about 11 years old
- Stage
- Unfunded
- Focus
- Commercial, Consumer loans, Direct lender, Home loans
Team & hiring signals
LinkedIn headcount18451-200
LinkedIn followers24,285
Open roles1of 2 tracked · last posted Jun 2026
- Hiring: Private Money Loan Officer · Chicago
- Hiring: Loan Officer · Portland, OR
Recent company signals
- Leadership Hired a VP of Special Assets
Technology
- PHP
- MySQL
- Cloudflare
- Salesforce
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 31 (previous snapshot 31)
- Recorded funding
- None recorded
- Founded
- 1943 · about 83 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Diversified
Team & hiring signals
LinkedIn headcount292-10
LinkedIn followers692
Open roles3of 3 tracked · last posted Jan 2026
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 26
- Recorded funding
- None recorded
- Founded
- 1992 · about 34 years old
- Stage
- Unfunded
- Focus
- Sme loans, Diversified
Team & hiring signals
LinkedIn headcount811-50
LinkedIn followers3
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 19 (previous snapshot 11)
- Recorded funding
- None recorded
- Founded
- 2019 · about 7 years old
- Stage
- Not available
- Focus
- Consumer loans, Education financing, Lenders, Sme loans
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 4 (previous snapshot 27)
- Recorded funding
- None recorded
- Founded
- 2013 · about 13 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Home loans
Founders · 1
Robert CohanFounder & MD
Team & hiring signals
LinkedIn headcount1311-50
LinkedIn followers1,585
Earlier recorded team42021, a different source
Open roles0of 4 tracked · last posted Jul 2025
LinkedIn page Technology
- PHP
- MySQL
- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
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