At Best Startup California we track over 300,000 Californian startups and over 1,500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 101 Financial Services companies in Oakland, California. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Financial Services Companies & Startups (Oakland, California)
Even.com
Even is the leading responsible on-demand pay platform helping companies reimagine the way they pay so people can live the lives they want.
Founder(s): Cem Kent, Jon Schlossberg, Quinten Farmer, Ryan Gomba
Location: Oakland, California, United States
Industries: Apps, Employee Benefits, Finance, Financial Services, FinTech, Personal Finance
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Data Mynt
Data Mynt enables business stable, simple, secure crypto solutions including acquiring and payroll.
Founder(s): Alex Christian, Alex Christian
Location: Oakland, California, United States
Industries: Banking, Credit, Cryptocurrency, Financial Services, FinTech, Insurance, Payments, Personal Finance
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Renew Financial
Renew Financial is a provider of district legislation financing to assist in property assessed clean energy (PACE) improvement financing.
Founder(s): Cisco DeVries
Location: Oakland, California, United States
Industries: Clean Energy, Finance, Financial Services, FinTech, Renewable Energy
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Smile Identity
Smile Identity solve identity for banks, telecoms, financial services and shared economy applications in Africa and beyond.
Founder(s): Mark Straub, William Bares
Location: Oakland, California, United States
Industries: Apps, Financial Services, Identity Management
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Resolve
Resolve is a fintech platform for people struggling with debt
Founder(s): Alex Mooradian, Sorin Neacsu, Zach Burghard
Location: Oakland, California, United States
Industries: Financial Services, FinTech
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Hingeto
Hingeto build powerful crowd funding stores for great brands.
Founder(s): Akintunde Ismail Maiyegun, Leandrew Robinson, Yaw Owusu Barimah
Location: Oakland, California, United States
Industries: Crowdfunding, Fashion, Finance, Financial Services
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CNote
CNote is a financial services company that specializes in impact investing, financial inclusion, investing, and foundations.
Founder(s): Catherine Berman, Yuliya Tarasava
Location: Oakland, California, United States
Industries: Finance, Financial Services, FinTech, Impact Investing
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Just Invest
Just Invest develops technology solutions intended to redefine investment management for financial advisors.
Founder(s): Jonathan Hudacko
Location: Oakland, California, United States
Industries: Financial Services, FinTech, Information Technology
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Afriex
Afriex is a pioneering platform that allows its users to send and receive money to anybody around the globe.
Founder(s): John Obirije, Tope Alabi
Location: Oakland, California, United States
Industries: Finance, Financial Exchanges, Financial Services, Information Technology
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Spinwheel
Transform how your business and your customers see, understand, and act on debt with our industry-leading debt APIs and drop-in modules.
Founder(s): Rajiv Appana, Tomas Campos, Tushar Vaish
Location: Oakland, California, United States
Industries: Financial Services, FinTech, Mobile Payments, Payments, Software
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Emerging Impact
Emerging Impact modernizes financial services in emerging markets through blockchain technology.
Founder(s): Jon Lewis, Maciej Bulanda, Sandra Uwantege Hart
Location: Oakland, California, United States
Industries: Blockchain, Cryptocurrency, Financial Services, FinTech, Information Technology
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Jumpstart
Jumpstart provides consumers a financial jumpstart after a life-changing shock.
Founder(s): Alan Hampton, Kate Stillwell
Location: Oakland, California, United States
Industries: Financial Services, Insurance, InsurTech
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Bright Funds
Bright Funds partners with the world’s leading companies to bring impact-focused workplace giving to employees on a global scale.
Founder(s): Rutul Davé, Ty Walrod
Location: Oakland, California, United States
Industries: Financial Services, Internet, Non Profit
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Lenme
Lenme is the subscription-based peer-to-peer lending platform in the small amount loan market.
Founder(s): Albert Mansour, Beshoy Louka, John Hakim, Mark Maurice
Location: Oakland, California, United States
Industries: Consumer Lending, Financial Services, FinTech, Lending, Micro Lending, Personal Finance
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Kapor Capital
Kapor Capital is an investment firm that invests in early-stage tech-enabled startups.
Founder(s): Freada Kapor Klein, Mitchell Kapor
Location: Oakland, California, United States
Industries: Finance, Financial Services, Venture Capital
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Firma
Firma is an investment platform that enables everyone to get access to alternative investments.
Founder(s): Anna Roubos
Location: Oakland, California, United States
Industries: Finance, Financial Services, FinTech
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Pogo Financial
Pogo Financial is a financial services company that specializes in the fields of mobile and online payments.
Founder(s): Adam Ludwin
Location: Oakland, California, United States
Industries: Financial Services, Information Technology, Mobile Payments, Payments
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Yunit
Yunit is an online platform which helps users to save money with their friends.
Founder(s): Phillip Aubrey
Location: Oakland, California, United States
Industries: Finance, Financial Services
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Chargehound
Chargehound is a comprehensive chargeback solution that makes handling disputes easy.
Founder(s): Dmitri Cherniak
Location: Oakland, California, United States
Industries: Apps, Financial Services, Internet, Software
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Impact America Fund
Impact America Fund is an investment company that funds market opportunities which use technology to enhance the lives.
Founder(s): Kesha Cash
Location: Oakland, California, United States
Industries: Enterprise, Financial Services, Small and Medium Businesses, Venture Capital
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Powerhouse Ventures
Powerhouse Ventures backs seed-stage startups building innovative software to rapidly decarbonize our global energy and mobility systems.
Founder(s): Emily Kirsch
Location: Oakland, California, United States
Industries: Business Development, CleanTech, Electric Vehicle, Energy, Financial Services, Renewable Energy, Transportation, Venture Capital
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Congruent Ventures
Congruent Ventures is an early-stage venture fund focused on sustainable technologies.
Founder(s): Abe Yokell, Joshua Posamentier
Location: Oakland, California, United States
Industries: Business Development, Finance, Financial Services, Venture Capital
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Moneythink
Moneythink harnesses the power of people and technology to bring transparency to college costs.
Founder(s): Cathryn Chen, Greg Nance, Haisha Chen, Ted Gonder
Location: Oakland, California, United States
Industries: Education, Financial Services, Impact Investing, Non Profit
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LENDonate
LENDonate connects investors and philanthropists with nonprofits.
Founder(s): Vivienne Hsu
Location: Oakland, California, United States
Industries: Financial Services, Lending
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Clowte
Clowte develops APIs that turn transactions into credit events, allowing businesses to impact their customer’s credit history.
Founder(s): Benjamin Quaye
Location: Oakland, California, United States
Industries: Developer APIs, Finance, Financial Services, FinTech, Internet
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AngelLoop
Investor relations for startups and portfolio tracking for their stakeholders.
Founder(s): Aneesh Seth, Tim Boeckmann
Location: Oakland, California, United States
Industries: Business Intelligence, Finance, Financial Services, Social
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Kunai
We build digital products for financial services and FinTech.
Founder(s): Sandeep Sood
Location: Oakland, California, United States
Industries: Consulting, Financial Services, FinTech, Information Technology, Software
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Claremont Creek Ventures
Claremont Creek Ventures, a seed- and early-stage venture capital firm, invests in various industries, including healthcare and energy.
Founder(s): Nat Goldhaber
Location: Oakland, California, United States
Industries: Finance, Financial Services, Venture Capital
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Tnt Ventures
Tnt Ventures helps enterprise software founders and other technical professionals with fundraising services to increase capital.
Founder(s): Matt Tillman, Parker Thompson
Location: Oakland, California, United States
Industries: Advice, Financial Services, Impact Investing
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Merchant Candy
Merchant Candy is a financial services provider that specializes in B2B invoicing and online payment services.
Founder(s):
Location: Oakland, California, United States
Industries: B2B, Financial Services, Payments
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McKay Brothers
McKay Brothers engineers, builds, and operates extreme low latency wireless networks.
Founder(s): Bob Meade, Stéphane Tyč
Location: Oakland, California, United States
Industries: Financial Services, Professional Networking, Telecommunications, Wireless
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The Entrust Group
The Entrust Group provides Self-Directed IRAs allow you to invest in alternative assets, such as real estate, gold and private placements.
Founder(s): Hubert Bromma
Location: Oakland, California, United States
Industries: Asset Management, Financial Services, Real Estate
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BridgeOak
Bridge Oak connects Oakland residents with innovative financial services.
Founder(s): Christian Martinez, Javier Torres, Karla Paez
Location: Oakland, California, United States
Industries: Banking, Financial Services, Venture Capital
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Chevron Federal Credit Union
Chevron Federal Credit Union is a financial institution that offers quality products and services to help members achieve financial success.
Founder(s):
Location: Oakland, California, United States
Industries: Banking, Financial Services, Lending
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Gateway Bank FSB
Gateway Bank FSB provides commercial and personal banking products and services.
Founder(s):
Location: Oakland, California, United States
Industries: Banking, Financial Services, Venture Capital
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United Business Bank
United Business Bank is a bank providing cash flow and debt management services.
Founder(s):
Location: Oakland, California, United States
Industries: Banking, Financial Services
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ShinePay
ShinePay is a provides financial service companies specializes in leaders in payment technology.
Founder(s):
Location: Oakland, California, United States
Industries: Business Intelligence, Financial Services, Internet, Software
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Varuna Capital
Varuna Capital is an investment management and venture capital firm that invests in the aquaculture industry.
Founder(s):
Location: Oakland, California, United States
Industries: Aquaculture, Financial Services, Professional Services
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Bay Valuation Advisors
Bay Valuation Advisors is a full-service valuation firm that offers valuation and financial advisory services to market-leading companies.
Founder(s):
Location: Oakland, California, United States
Industries: Accounting, Advice, Consulting, Financial Services
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Xpede
Xpede is an Application Service Provider (ASP) that helps lenders quickly establish an online loan presence under their own brand.
Founder(s):
Location: Oakland, California, United States
Industries: Application Performance Management, Financial Services, FinTech, Service Industry
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Four Corner Payments
FCP is a payments company that is a full-service program manager, processor and developer of mobile payments and P2P applications.
Founder(s):
Location: Oakland, California, United States
Industries: Financial Services
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Sirono
Innovative healthcare technology company focused on the the patient experience with their financial obligations to a hospital network
Founder(s):
Location: Oakland, California, United States
Industries: Crowdfunding, Financial Services, Health Care, Information Technology, Medical
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WCIRB
WCIRB is a private, nonprofit association of insurance companies licensed to transact workers’ compensation insurance.
Founder(s): Bill Mudge
Location: Oakland, California, United States
Industries: Financial Services, Insurance
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Aligned Investing
Aligned Investing is an online investing platform that enables personalized, values-based investing.
Founder(s):
Location: Oakland, California, United States
Industries: Financial Services
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Zodaka
Universal Payment Platform
Founder(s):
Location: Oakland, California, United States
Industries: Financial Services, Payments
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Pacific Community Ventures
Pacific Community Ventures is a nonprofit community development financial institution.
Founder(s):
Location: Oakland, California, United States
Industries: Financial Services, Non Profit
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Menke Group
Menke Group specializes in ESOP design, installation, administration and appraisals, employee communications, M&A advisory services.
Founder(s): John Menke
Location: Oakland, California, United States
Industries: Advice, Financial Services
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Echelon Asset Management
Echelon Asset Management
Founder(s):
Location: Oakland, California, United States
Industries: Financial Services, Robotics, Software
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Bell Investment Advisors
Bell Investment Advisors is an investment advisory firm provides Investment Management, Financial Planning, and Career/Life Coaching.
Founder(s): James F. Bell
Location: Oakland, California, United States
Industries: Financial Services
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Community Bank of The Bay
Community Bank of The Bay is a bank that helps in the decision-making process and offers business loans and other financial services.
Founder(s):
Location: Oakland, California, United States
Industries: Banking, Commercial Real Estate, Financial Services, Real Estate
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Ziba Group
Ziba Group is a business-technology consulting and placement firm that specializes in the financial services and high tech industries.
Founder(s):
Location: Oakland, California, United States
Industries: Business Development, Consulting, Financial Services
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KDC Market
KDC Market is a forex brokers that provides access to CFD, commodity, and indices trading to get profit for forex traders.
Founder(s):
Location: Oakland, California, United States
Industries: Financial Exchanges, Financial Services, Trading Platform
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Adelante Capital Management
Adelante Capital Management is a minority and employee-owned global investment management firm specializing in real estate securities.
Founder(s):
Location: Oakland, California, United States
Industries: Asset Management, Financial Services, Real Estate, Real Estate Investment, Venture Capital
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Infinity Financial Services
Infinity Financial Services offers brokerage, insurance, financial planning, risk and asset management services to help clients grow.
Founder(s): Gregory B. Gilbert
Location: Oakland, California, United States
Industries: Asset Management, Financial Services, Insurance
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Mowat Mackie & Anderson LLP
Mowat Mackie & Anderson is an accounting company offering tax, accounting. and consultancy services.
Founder(s):
Location: Oakland, California, United States
Industries: Consulting, Financial Services
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TMC Community Capital
TMC Community Capital is a nonprofit online micro-lender that provides online financing and fosters financial stability services.
Founder(s):
Location: Oakland, California, United States
Industries: Financial Services, Lending, Non Profit
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John W. Brooker & Co., CPAs
John W. Brooker & Co., CPAs offers tax planning, accounting, asset management, risk management, insurance, and retirement planning services.
Founder(s):
Location: Oakland, California, United States
Industries: Accounting, Financial Services, Insurance, Risk Management, Wealth Management
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Savant Investment Group
Savant Investment Group is an investment advisory company that provides wealth management and retirement plan services.
Founder(s):
Location: Oakland, California, United States
Industries: Advice, Financial Services, Retirement, Wealth Management
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Spectrum Credit Union
Spectrum Credit Union is a not-for-profit organization that provides financial services.
Founder(s):
Location: Oakland, California, United States
Industries: Finance, Financial Services, Non Profit
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CCR Insurance Services
CCR Insurance Services specializes in homeowners, auto, motorcycle, renters, recreational vehicle, business, and commercial auto insurances.
Founder(s):
Location: Oakland, California, United States
Industries: Auto Insurance, Commercial Insurance, Financial Services, Insurance
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Push handle
Push handle is a finance company that offers digital currencies & financial services.
Founder(s):
Location: Oakland, California, United States
Industries: Digital Signage, Finance, Financial Services
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Four Corner Network
Four Corner Network is a financial technology company that provides essential services to its affiliated companies.
Founder(s):
Location: Oakland, California, United States
Industries: Financial Services
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Lahore Stock Exchange
Lahore Stock Exchange offers financial and investment news for investors.
Founder(s):
Location: Oakland, California, United States
Industries: Financial Services, News, Publishing, Stock Exchanges
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Liberty Group
Liberty Group is providing a retirement financial advisory service.
Founder(s):
Location: Oakland, California, United States
Industries: Advice, Finance, Financial Services, Retirement
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Oakland Black Business Fund
Oakland Black Business Fund is a Black-led investment platform, providing capital, technical assistance, and growth strategy.
Founder(s): Elisse Douglass, Trevor Parham
Location: Oakland, California, United States
Industries: Finance, Financial Services, FinTech, Funding Platform
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NMN Advisors
NMN Advisors is a strategic investor relations firm that provides financial consulting services.
Founder(s):
Location: Oakland, California, United States
Industries: Consulting, Finance, Financial Services
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Jam Global Group
JAM Global Group is a pure dreams, investment, and aggressively strive to become successful.
Founder(s):
Location: Oakland, California, United States
Industries: Banking, Finance, Financial Services
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Lend Street Financial
Lend Street Financial is a lending platform that offers debt restructuring and refinancing services to consumers.
Founder(s): Jerry Nemorin, Tom Coombs
Location: Oakland, California, United States
Industries: Credit, Financial Services, FinTech, Lending
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Progressive Asset Management
Progressive Asset Management is a national, independent financial advisor network dedicated to building strong, enduring relationships.
Founder(s):
Location: Oakland, California, United States
Industries: Advice, Asset Management, Finance, Financial Services
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Nor-Cal FDC
Nor-Cal FDC focuses on assisting businesses with financing in underserved communities.
Founder(s):
Location: Oakland, California, United States
Industries: Advice, Business Intelligence, Financial Services, Small and Medium Businesses
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Communitas Financial Planning
Communitas Financial Planning specializes in investment management, retirement planning and investment advisory services.
Founder(s):
Location: Oakland, California, United States
Industries: Advice, Financial Services, Retirement
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Ginsburg Financial Advisors
Ginsburg Financial Advisors is a financial advisory firm that offers financial planning, investment, and wealth management services.
Founder(s):
Location: Oakland, California, United States
Industries: Consulting, Financial Services, Wealth Management
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Strahan Insurance Services
Strahan Insurance Services is an independent insurance agency located in Oakland, California.
Founder(s):
Location: Oakland, California, United States
Industries: Financial Services, Insurance
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Summit Bancshares Inc
Summit Bank provides traditional banking services and a full range of financial products for businesses, professionals & individuals.
Founder(s): Shirley Nelson
Location: Oakland, California, United States
Industries: Banking, Financial Services
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S. E. Owens and Company
S. E. Owens and Company accounting, bookkeeping, account reconciliations, payroll, budget tracking and tax preparation services.
Founder(s):
Location: Oakland, California, United States
Industries: Accounting, Consulting, Financial Services
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The ALLIANCE for Community Development
The ALLIANCE for Community Development brings startup founders growth practices and connections to financial and other resources.
Founder(s):
Location: Oakland, California, United States
Industries: Finance, Financial Services
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Hyperion
Hyperion is a residential and commercial loan brokerage company which provides Debt solutions to families, industries & real estate.
Founder(s):
Location: Oakland, California, United States
Industries: Financial Services
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Rye Financial Services
Rye Financial Services is an accounting firm that offers operation support, financial consulting and bookkeeping services.
Founder(s):
Location: Oakland, California, United States
Industries: Accounting, Consulting, Financial Services
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CD&G
CD&G provides financial planning, accounting, personal, commercial and business insurance services.
Founder(s):
Location: Oakland, California, United States
Industries: Accounting, Financial Services, Insurance
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Greater Bay Mortgage
Greater Bay Mortgage is a financial firm that provides commercial real estate, residential and private money loan services.
Founder(s):
Location: Oakland, California, United States
Industries: Consulting, Financial Services, Lending
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EarnSmart Inc.
EarnSmart is a savings application that helps consumers automatically save and achieve either saving-centric or retail-oriented goals.
Founder(s):
Location: Oakland, California, United States
Industries: Financial Services
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AC Christopher Accountancy
AC Christopher Accountancy is an accounting firm.
Founder(s):
Location: Oakland, California, United States
Industries: Accounting, Consulting, Financial Services
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BarNone
BarNone connects consumers to auto dealers and finance sources to facilitate hassle-free car buying through auto loans.
Founder(s): Jim Crouse
Location: Oakland, California, United States
Industries: E-Commerce, Finance, Financial Services
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Reich and Walner
Reich and Walner provide estate planning, family business transition, succession planning and tax management services.
Founder(s):
Location: Oakland, California, United States
Industries: Advice, Finance, Financial Services
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GRANT & SMITH
GRANT & SMITH is a financial planner and investment advisor.
Founder(s):
Location: Oakland, California, United States
Industries: Accounting, Consulting, Financial Services
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A&C Accounting And Tax Services
A&C Accounting And Tax Services is a financial firm that provides payroll, bookkeeping, tax management, and business consulting services.
Founder(s):
Location: Oakland, California, United States
Industries: Accounting, Consulting, Financial Services
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Laurel Advisors, LLC
Financial and Compliance Consulting Firm
Founder(s): Karen Eliadis
Location: Oakland, California, United States
Industries: Consulting, Financial Services
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Oaktown Car Title Loans
Oaktown Car Title Loans is a network for professionals who run, advise, or finance to buy a car.
Founder(s):
Location: Oakland, California, United States
Industries: Finance, Financial Services, Lending
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North Street Finance
North Street Finance provides acquisition, bridge financing, financial analysis, asset management and debt restructuring services.
Founder(s):
Location: Oakland, California, United States
Industries: Asset Management, Consulting, Financial Services, Risk Management
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Common Future
Common Future is a platform-based company that provides financing, advisory services to everyone.
Founder(s):
Location: Oakland, California, United States
Industries: Consulting, Financial Services, Social Entrepreneurship
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In Touch Financial Services
In Touch Financial Services is a real estate firm that renders investment, advisory, lending, mortgage and portfolio management services.
Founder(s):
Location: Oakland, California, United States
Industries: Financial Services, Lending, Real Estate, Real Estate Investment
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The Lee Accountancy Group
The Lee Accountancy Group is an accounting firm that provides audit protection, payroll, financial statement and tax management services.
Founder(s):
Location: Oakland, California, United States
Industries: Accounting, Finance, Financial Services
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Tax Ninja
Tax Ninja is a tax firm specializing in complex tax preparation for edge start-ups, the tech elite, and the creative class.
Founder(s):
Location: Oakland, California, United States
Industries: Financial Services, Professional Services, Service Industry
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Communitas Financial Planning
Communitas Financial Planning is a financial services firm that offers financial planning services, retirement plans & investment advice.
Founder(s):
Location: Oakland, California, United States
Industries: Advice, Financial Services, Retirement
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Financial Avengers
Financial Avengers is a financial solutions company that provides consultation, fiscal planning, wealth and investment management services.
Founder(s):
Location: Oakland, California, United States
Industries: Consulting, Financial Services, Wealth Management
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Financial Fitness Center
Financial Fitness Center is an independent tax and financial services firm.
Founder(s):
Location: Oakland, California, United States
Industries: Banking, Finance, Financial Services, Insurance
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SmallBizMaven
SmallBizMaven offers accounting, bookkeeping, accounting, asset management, audit, consulting, and credit line development services.
Founder(s): Blythe Adams
Location: Oakland, California, United States
Industries: Asset Management, Consulting, Financial Services
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Matson Employees’ Federal Credit Union
Matson Employees’ Federal Credit Union offers online banking, debit cards, savings accounts, insurance, and vehicle loan services.
Founder(s):
Location: Oakland, California, United States
Industries: Banking, Debit Cards, Financial Services, Insurance
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Film Casualty Insurance Agency
Film Casualty Insurance Agency provides comprehensive and robust insurance for the film industry.
Founder(s):
Location: Oakland, California, United States
Industries: Film, Financial Services, Insurance
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Holmgren & Associates
Holmgren & Associates has built a strong reputation as a trusted, independent mortgage provider in the Bay Area.
Founder(s):
Location: Oakland, California, United States
Industries: Financial Services, Insurance
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California Dentists Guild
California Dentists Guild is a Retirement Investment Management Founded by Dentists, Managed by Professionals.
Founder(s):
Location: Oakland, California, United States
Industries: Financial Services
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