Industry landscapes
The companies, capital and talent shaping financial services in San Francisco. Find the leaders. Understand the segments. See where the activity is.
An industry ecosystem,
measured in context.
24 featured companies from the funding, hiring, revenue and team-size leaderboards.
Locked revenue figures are available in Radar; the eight company financial previews stay the same throughout this page. A dash means the figure is outside these featured lists. Revenue years vary by company; the figures are not a like-for-like revenue comparison. Compare annual accounts ↗
Recently founded means a recorded 2023–2026 founding year and no recorded parent, acquirer or public-company status. These companies are not labelled startups without that separate classification.
Explore classified startups in Radar ↗A few useful ratios bring the size of this ecosystem into perspective.
40 of 572 tracked companies have open roles.
51 of 572 tracked companies have a recorded round.
Share of disclosed capital received by the three largest recorded recipients.
Midpoint of 81 rounds with a disclosed amount.
Scale is concentrated. Opportunity is broader. The three largest funding recipients hold 55.7% of disclosed capital, while 91.1% of tracked companies have no recorded funding round.
Explore the segments →Recorded company formation and disclosed funding across the complete annual series shown.
Sum of recorded funding rounds · USD
| Year | Funding (USD) | Founded | Raising |
|---|---|---|---|
| 2016 | $250.6M | 16 | 2 |
| 2017 | $178.38M | 21 | 8 |
| 2018 | $30.33M | 26 | 7 |
| 2019 | $29.29M | 28 | 6 |
| 2020 | $180.02M | 23 | 8 |
| 2021 | $459.49M | 17 | 11 |
| 2022 | $479.29M | 15 | 13 |
| 2023 | $157.12M | 10 | 7 |
| 2024 | $95.4M | 12 | 6 |
| 2025 | $76M | 4 | 2 |
Share of all disclosed company funding.
92 recorded rounds since 2016
Recorded participation in financial services company rounds since 2016.
Backed by 7RIDGE and Deutsche Borse Group.
Backed by ManchesterStory Group and Slauson and others.
Backed by .
Backed by TWG Global.
Backed by Blackstone.
Participating investors were not recorded in this snapshot.
Backed by Bank of America and Goldman Sachs.
Backed by CEFC and CommBank and others.
Participating investors were not recorded in this snapshot.
Backed by Valar Ventures and Kleiner Perkins and others.
Backed by Shaw and Partners and BP Ventures and others.
Participating investors were not recorded in this snapshot.
Participating investors were not recorded in this snapshot.
Participating investors were not recorded in this snapshot.
Annual accounts for reporting companies linked to this landscape, on like-for-like currency and reporting bases.
Display conversions use the dated reference rates above. Where a verified rate is unavailable, figures retain their source currency. Each reporting cohort keeps its currency and accounting basis separate.
FY2025 · company accounts; aggregate reporting threshold not met · 2 reporting entities from 6 eligible matches.
Sum of reporting-entity revenue; not San Francisco market sales.
Combined result for the same cohort.
Combined net income ÷ combined revenue.
The middle covered reporting entity.
None of 2 covered entities.
Share of covered revenue from the five largest entities.
Reported cohort totals by year; coverage is stated for every period.
Bar height shows revenue. Changes in coverage can affect totals.
FY2025 · 2 reporting entities
Up to eight fixed company previews show financial amounts. Search and sort the wider company list, then continue in Radar.
| Company / reporting entity | Revenue | Net profit / loss | Net margin | Revenue growth | Total assets |
|---|---|---|---|---|---|
| Prologis ↗1045609 | $8,790.1m | $3,328.2m | +37.9% | — | — |
| Terreno ↗1476150 | $476.4m | $403.0m | +84.6% | — | — |
Explore full company accounts and filings.
Choose “View accounts” to inspect an available company preview.
Each pair uses the same year, currency and reporting basis. Cohort overlap is disclosed.
| Industry | Covered / eligible | Revenue total | Median revenue | Net profit / loss | Aggregate margin | Profitable share | Overlap |
|---|
Available-account cohorts are not estimates of whole industries. Overlapping entities can occur in more than one cohort; do not add cohort totals.
Filed annual accounts for exact designated national identifiers. Every aggregate and peer pair uses one fiscal year, source currency and reporting basis; periods, coverage and overlap are explicit; 2026 partials are excluded.
The same up to eight reporting entities remain open across years, filters and sorts. Other company figures are available in Radar.
Source currencies and accounting bases stay separate. Missing accounts are excluded rather than treated as zero. Exact reporting periods appear on company previews. Annual totals can change with coverage and do not measure growth of a fixed company cohort.
How the San Francisco companies on this page show up online: the sites people visit, the apps they install, and how often those apps ship.
16 of these companies (2.8%) publish at least one Android app — 19 apps in all, carrying 740.3K installs between them.
| App | Installs | Rating | Store category |
|---|---|---|---|
| Wells Fargo Vantage®Wells Fargo | 652.5K | 2.6 | Finance |
| Bold.org: ScholarshipsBold.org | 52.4K | 4.6 | Education |
| Pacific Service CUPacific Service Credit Union | 23.2K | 4.8 | Finance |
| Poppy Bank MobilePoppy Bank | 6.1K | 3.8 | Finance |
| Prologis Benefits ResourcesPrologis | 2.8K | — | Medical |
| Entrust Self-Directed IRAThe Entrust Group | 948 | — | Finance |
| Bank of San FranciscoBank of San Francisco | 711 | 5 | Finance |
| Andersen InsiderAndersen | 659 | — | Business |
| SuperscoutSuperscout | 317 | — | Business |
| FinOps X AgendaFinOps | 250 | — | Events |
Installs are lifetime totals to date at the June 2026 store reading — a measure of reach, not of people using an app today.
The busiest app inside each of this page’s own segments, with the quarterly release trend behind it (2023Q3–2026Q2).
| Segment | Apps | Installs | Leading app | Release trend |
|---|---|---|---|---|
| Asset Management | 3 | 652.6K | Wells Fargo Vantage® 652.5K | |
| Banks | 5 | 30.2K | Pacific Service CU 23.2K | |
| Reits | 2 | 2.8K | Prologis Benefits Resources 2.8K | |
| Services For Investment Industry | 3 | 380 | Superscout 317 | |
| Financial Regulatory Authorities | 2 | 273 | FinOps X Agenda 250 |
A company can carry several segment tags, so these rows overlap and should not be added together. Trend lines are zero-based and share one quarter grid, so a flat line is a quiet segment, not a missing one.
Explore the segments behind the headline numbers.
Rank segments by scale, hiring or disclosed funding.
Companies can sit in several segments. Counts and funding overlap.
The largest measured segment in this report snapshot.
4 companies hiring · $338.32M disclosed funding
Explore in RadarCommon revenue models; a company can use more than one.
Recorded corporate activity linked to companies in this landscape.
MerQube announced the completion of its Series C funding round, with new investments from 7RIDGE and Deutsche Börse Group
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.
Progeny 3 Inc. now owns 2,476,398 shares of the financial services provider’s stock worth $58,963,000 after acquiring an additional 23,451 shares during the last quarter.
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 real time.
Gallagher’s previously announced acquisition of the San Francisco-based brokerage for $1.2 billion.
On February 9, 2026, Nebius Group N.V. ("Nebius") and Simba Acquisition Corp., a wholly owned subsidiary of Nebius (the “Merger Sub”), entered into an agreement and plan of merger (the “Merger Agreement”) with AlphaAI Technologies, Inc. (the “Target”), and certain other parties thereto, pursuant to which the parties intend to effectuate a merger of the Merger Sub with and into Target, with Target becoming a wholly owned subsidiary of Nebius and the surviving corporation of the Merger.
McElhenny Sheffield Capital Management LLC acquired a new stake in shares of Wells Fargo & Company during the second quarter valued at approximately $27,000.
Twin Peaks Wealth Advisors LLC purchased a new position in shares of Robinhood Markets during the second quarter worth about $34,000.
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.
Epic Insurance Brokers & Consultants announced the acquisition of Sentry Transportation’s direct writing operation, expanding Epic Transportation and Logistics.
Top 10 categories among 539 recorded events in the 24-month window.
42 tracked people moves
Resignation Previously Chairman and Chief Executive Officer
Appointment Board Chairman
Appointment Senior Associate
Appointment Chief People Officer
Appointment Chief People Officer
Appointment Senior Director of Business Development
Appointment Head of Business Banking
Appointment Senior Lead in European Rates Cash Trading
Products, platforms and features in the recorded window
AI‑powered virtual assistant
Proxy Voting System
Specification
AI platform for venture investors
30 recorded customer wins
Customer: cainiaoLogistics
Customer: acerLogistics
Customer: Carbon Upcycling TechnologiesCement
Customer: gold standardCarbon market, environmental commodity markets
Customer: nossaman
Customer: Président
1 companies with reported reductions
4,199 rolestechnology investment
22 recorded events
enforcement action concludedUS Federal Reserve Board
asset cap imposedUS Federal Reserve Board
terminated 2018 enforcement actionFederal Reserve
ended consent orderOffice of the Comptroller of the Currency
16 tracked suits
BPCIA litigationCivil · Filed
make-whole premiums and higher contract interest under Chapter 11 bankruptcyCivil · Verdict
Reported company results in the recorded window.
Median across 77 reported growth observations; companies may contribute multiple periods.
Company-linked deal reports; status is preserved as recorded.
| Acquirer → target | Status | Date | Value / context |
|---|---|---|---|
| Delta Investment Management→Federated Hermes MDT Large Cap Core ETF | Announced | 2026-04-10 | $13.7M |
| remote→Easop ↗ | 2026-04-09 | Not stated in snapshot | |
| stratos wealth advisors→Sixth Street Specialty Lending ↗ | Completed | 2026-04-04 | $4.1M |
| Van ECK Associates Corp→Sixth Street Specialty Lending ↗ | Completed | 2026-04-04 | $57.8M |
| Progeny 3→Sixth Street Specialty Lending ↗ | Completed | 2026-04-04 | $59.0M |
| Burgundy Asset Management→Sixth Street Specialty Lending ↗ | Completed | 2026-04-04 | $56.6M |
A discussion or rumour is not a completed transaction. An unstated value is not zero.
4,966 postings in the preceding 12 months. The full 9,453-posting snapshot covers 65 employers.
124 tracked postings mention remote work.
2,067 postings specify a level.
Top skills across 9,453 tracked postings in the available jobs snapshot.
Median across 648 postings with pay data, expressed in USD.
Advertised posting medians do not describe all employees or roles.
| Company | Employees |
|---|---|
| Wells Fargo ↗ | 204,223 |
| Andersen ↗ | 14,000 |
| andersen global ↗ | 14,000 |
| Delta Dental ↗ | 3,226 |
| bpm ↗ | 1,760 |
| Federal Home Loan Bank of San Francisco ↗ | 444 |
| Xpansiv ↗ | 277 |
| Keiretsu Forum ↗ | 253 |
230 founders and chief executives across 167 companies.
Ex-Xpansiv, EOS Climate, ATDynamics, Transgroup Worldwide Logistics. University of Colorado Boulder BA 1991, Presidio Graduate School MBA 2008
Poppy Bank, Ex-Crowe Horwath, Perry-Smith, Silicon Valley Bank, Bank of America. Cal State East Bay- College of Business & Economics BS…
Citibank. Rhodes College BA
Ex- ThinkEquity, Seven Hills Partners. Johns Hopkins University BA, university of Oxford MBA 2004
Co-Founder Sixth Street, ex-Managing Director Greywolf Capital Management, Goldman Sachs. Harvard University BA 2000
Ex-S&P Dow Jones Indices, Oracle USA, Intergraph. Carnegie Mellon University MS 2001, IIT Kharagpur BTech 1998, Carnegie Mellon University MS 2001…
Founder ShareBear Ventures, ex-Hedgefund, FollowerStack.
Spyglass Capital Management, ex-Edgewood Management, University Of Chicago GSB, 2004
Stylekick, ex-Oliver Wyman. Queen's University BCom, Massachusetts Institute of Technology MS
Listo, ex-Uc Berkeley, ex-Consulting, Stanford University Graduate School of Business, 2005
Ex-Founde AMA Properties, Forge, Deutsche Bank, Merrill Lynch. Occidental College BA 2011
Accord Equity Advisors, Mesirow Financial Institutional Real Estate, Deloitte & Touche. Michigan State University, University of Illinois
46 profiles with education records.
17 profiles with prior-work records.
Profiles cover recorded founders and leaders; contact details remain in Radar.
48,286 articles in the measured 12-month window.
Financial Services coverage tagged San Francisco · articles per complete quarter
| Quarter | Articles |
|---|---|
| 2021Q2 | 10,503 |
| 2021Q3 | 14,047 |
| 2021Q4 | 10,082 |
| 2022Q1 | 13,708 |
| 2022Q2 | 11,706 |
| 2022Q3 | 11,005 |
| 2022Q4 | 13,101 |
| 2023Q1 | 15,093 |
| 2023Q2 | 15,010 |
| 2023Q3 | 12,855 |
| 2023Q4 | 17,205 |
| 2024Q1 | 17,898 |
| 2024Q2 | 13,131 |
| 2024Q3 | 16,355 |
| 2024Q4 | 15,708 |
| 2025Q1 | 21,021 |
| 2025Q2 | 12,464 |
| 2025Q3 | 16,044 |
| 2025Q4 | 11,963 |
| 2026Q1 | 14,189 |
| 2026Q2 | 6,090 |
Article volume measures coverage, not market sales.
794 recorded company events across 36 companies; percentages use that event total.
Financial Services coverage tagged San Francisco · ranked by full-period article count.
Recent and prior counts use the source comparison windows.
United States comparison coverage
| Keyword | Recent | Prior | Change |
|---|---|---|---|
| investment deal | 10,657 | 3,498 | 205% |
| stablecoin fx impact | 10,542 | 7,470 | 41% |
| etf trading | 6,865 | 3,947 | 74% |
| private equity | 6,471 | 1,648 | 293% |
| oil price volatility | 6,308 | 3,815 | 65% |
| share price | 5,968 | 3,366 | 77% |
| etfs | 5,957 | 3,424 | 74% |
| sector etfs | 5,715 | 3,305 | 73% |
| etf structures | 5,385 | 2,981 | 81% |
| etf products | 5,313 | 2,858 | 86% |
| patent claims | 141 | 28,788 | -100% |
| patent prosecution | 141 | 28,787 | -100% |
| patent examination | 139 | 28,774 | -100% |
| litigation defenses | 114 | 28,766 | -100% |
| tariff negotiations | 14,842 | 25,875 | -43% |
United States comparison coverage
territories, disputed islands, monetary easing
44.8% critical · 25.2% positiveinflation reports fx, currency intervention policies, trade deficits fx
39.9% critical · 41.4% positivegdp growth forex, earnings report, inflation reports fx
38.8% critical · 40.9% positiveFinancial Services coverage tagged San Francisco. Topic labels describe recorded classifications and can include broad context.
Clear definitions for making better comparisons.
It measures the tracked company ecosystem, recorded funding, hiring and other available evidence. It is not a market-size estimate.
No. A company can belong to several segments, so segment counts and funding can overlap.
A dash or unavailable panel means the current reviewed source snapshot does not support that figure.
Company ecosystem snapshot: 2 September 2026. Funding is recorded in USD; filed accounts retain their stated currency and reporting basis. Each section identifies its own coverage. The news and research behind these sections is explorable in Prism.
Canonical landscape ↗