Best Financial Services Companies in San Mateo, United States
The 34 best Financial Services companies in San Mateo, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Geminiesolutions.
Ranked: Best Financial Services companies in San Mateo
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Geminiesolutions Provider of energy audits and clean energy solutions for small commercial buildings 4Funding bottom 34%Global bottom 32%Market bottom 11% All 3 signals ▾Fundingbottom 34% Globalbottom 32% Marketbottom 11% Funding: Raised $1.0M · 1 rounds over 2 yrs (0.5/yr) Global: Single-market focus (United States) rank vs industry peers · Fliar Intelligence Index 4/100 | $1M | 28 mo ago | Seed | — | — | — | — | — |
| 2 | Kanmon Provider of embedded lending solutions for businesses | — | 40 mo ago | Seed | Rohit Sharma Co-Founder | 2003 | — | — | — |
| 3 | Essex Apartment Homes REIT focused on residential and multi-family properties | — | 96 mo ago | Public | Michael Schall CEO & President | 1971 | SitecoreTypeScriptGoogle Maps+32 | — | — |
| 4 | DealSite Provider of web and mobile application services | — | 101 mo ago | Acquired | Brian Bissonette Founder & CEO | 2013 | — | — | — |
| 5 | 25v Provider of investment management services | — | — | Unfunded | Maximillian Diez Co-Founder & CEO | 2020 | — | — | — |
| 6 | 3Dlook Developer of AI-powered body scanning technology for various industry applications | — | — | Early Stage | Vadim Rogovskiy Co-Founder & CEO | 2016 | SentryAmazon Web Servicescore-js+8 | 2 patents AI-driven 3D body scanning for personalized garment sizing and fit assessment. | — |
| 7 | ABD Team Diversified insurance brokerage firm | — | — | Unfunded | — | 2012 | — | — | — |
| 8 | AMS Capital Management Provides portfolio management, financial planning, and pension consulting services | — | — | Unfunded | — | 2007 | — | — | — |
Top 4 Financial Services companies in San Mateo
#1
Seed · San Mateo, California · 2 employees$1Mraised▾
Provider of energy audits and clean energy solutions for small commercial buildings. It offers investment-grade energy audits to identify cost-saving energy efficiency improvements. The company also develops and implements Clean Energy Hubs, microgrids designed to enhance decarbonization and grid resiliency in underserved communities. A proprietary software platform supports data collection and analysis for energy audits, facilitating community workforce development through training programs. This approach aims to create a more equitable and sustainable energy future.
#2
Seed · San Mateo, California · founded 2003 · 9 employees—raised▾
It is a company that offers embedded lending solutions for businesses. Their mission is to accelerate the growth of the internet economy by re-imagining the core infrastructure of commercial software platforms. With Kanmon, businesses can power their lending solutions and launch in just a few days instead of months.
- 2023Seed—
#3
Public · San Mateo, California · founded 1971 · 1750 employees—raised▾
In 2021, the company recorded annual revenues of $1.44B and a net profit of $0.52B
#4
Acquired · San Mateo, California · founded 2013 · 4 employees—raised▾
Developer of enterprise web and mobile application designed for investment banks. The company's SaaS application specializes in assisting users to execute finance deals by integrating seamlessly with email, contacts, calendar and all CRM applications to leverage existing applications and data and strengthen client relationships, thereby enabling investment bankers to work more efficiently, accurately and make themselves more available to their clients.
- May 2018Series A—
- May 2015Seed—
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.