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 Finance companies in San Jose, 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 Finance Companies & Startups (San Jose, California)
Payactiv
Payactiv helps put financial wellness within reach.
Founder(s): Ijaz Anwar, Safwan Shah, Sohail Aslam
Location: San Jose, California, United States
Industries: Employee Benefits, Finance, Financial Services, FinTech, Human Resources, Mobile Payments, Payments, Wellness
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Vive Benefits
Vive Benefits advances funds to people to help them pay for out-of-pocket medical expenses.
Founder(s): Ronald Weidner
Location: San Jose, California, United States
Industries: Finance, Financial Services, FinTech, Health Care, Information Technology
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Birch
Birch is democratizing credit card rewards by helping consumers maximize rewards with every purchase.
Founder(s): Alex Whiteside, Alexander Cohen
Location: San Jose, California, United States
Industries: Consumer, Credit Cards, Finance, FinTech, Personal Finance, Travel
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EquiFi
EquiFi is a Public Benefit Corporation dedicated to making home financing simple.
Founder(s): Bob Gionfriddo, David Shapiro
Location: San Jose, California, United States
Industries: Finance, Financial Services
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Okta Ventures
Okta Ventures invests in the next generation of identity, privacy, and security solutions.
Founder(s): Frederic Kerrest, Todd McKinnon
Location: San Jose, California, United States
Industries: Finance, Financial Services, Privacy, Security, Venture Capital
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Lavante
Lavante provides cloud-based supplier information management and audit recovery solutions.
Founder(s): Joe Flynn
Location: San Jose, California, United States
Industries: Enterprise Software, Finance, SaaS, Software, Supply Chain Management
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Sage Intacct
Sage Intacct is a financial management software.
Founder(s): David C. Thomas, Odysseas Tsatalos
Location: San Jose, California, United States
Industries: Accounting, Cloud Computing, Enterprise Software, Finance, SaaS, Software
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Verient
Verient provides cloud-based financial software products for banks and other financial institutions.
Founder(s): Rajesh Shakkarwar
Location: San Jose, California, United States
Industries: Banking, Cloud Computing, Finance, Financial Services, FinTech, Software
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Saldo.mx
Saldo is a digital wallet that allows users to pay bills to companies in Mexico using smartphones.
Founder(s): Marco Neri
Location: San Jose, California, United States
Industries: Finance, Financial Services
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myFICO
myFICO provides immediate online access to your FICO® score, credit report from all 3 credit bureaus.
Founder(s): Jania Jania
Location: San Jose, California, United States
Industries: Credit Cards, Finance, Financial Services, FinTech
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Reobee
Real Estate Marketplace For Expats
Founder(s): Amit Bansal
Location: San Jose, California, United States
Industries: Marketplace, Personal Finance, Real Estate, Real Estate Investment
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Vanguard Ventures
Vanguard Ventures is a leading early stage venture capital firm that helps entrepreneurs build pioneering technology and life science
Founder(s): Jack Gill
Location: San Jose, California, United States
Industries: Finance, Life Science, Venture Capital
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Finxera
Finxera offers an API-driven approach that enables clients to seamlessly integrate banking services into their applications.
Founder(s): Sanj Goyle
Location: San Jose, California, United States
Industries: Banking, Computer, Enterprise Software, Finance, Internet, Software
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Global Upside
Global Upside is a provider of finance, accounting, and HR services.
Founder(s): Grant Rollin
Location: San Jose, California, United States
Industries: Accounting, Finance, Financial Services, Outsourcing
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Early Growth
Early Growth is a financial services company.
Founder(s): David Ehrenberg
Location: San Jose, California, United States
Industries: Accounting, Finance, Financial Services
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MOTA
MOTA designs, manufactures, and markets innovative and stylish wearable and mobile consumer electronics.
Founder(s): Michael Faro, Reza Bundy
Location: San Jose, California, United States
Industries: Automotive, Consumer Electronics, E-Commerce, Enterprise Software, Finance, Manufacturing, Mobile, Price Comparison, Wearables
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Lien Enforcement
Lien Enforcement is a collection agency that focuses on collecting deficient balances of lien sold vehicles for the towing industry.
Founder(s):
Location: San Jose, California, United States
Industries: Finance
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Arcus Lending
Arcus Lending provides a variety of loan options for home buyers.
Founder(s): Shashank Shekhar
Location: San Jose, California, United States
Industries: Consumer Lending, Finance, Financial Services, FinTech, Lending
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Movaris
Movaris offers solutions that integrate and manage financial close and other governance, risk and compliance processes.
Founder(s): Steve Yankovich
Location: San Jose, California, United States
Industries: Finance, Risk Management, Software
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Snapfi
Snapfi is a financial service company that renders mortgage lending, home buying, refinance and advisory services.
Founder(s):
Location: San Jose, California, United States
Industries: Financial Services, Lending, Personal Finance
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Neo Finance
Neo offers credit assessment platform transforms credit decisioning process for lenders and consumers.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services, Information Technology
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Accion Opportunity Fund
Accion Opportunity Fund is a nonprofit firm that provides funds to mall businesses.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services, Non Profit
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Crowd Machine
Crowd Machine is a decentralized computational network that’s changing the blockchain apps market.
Founder(s):
Location: San Jose, California, United States
Industries: Finance
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True Arrow Capital Management
True Arrow Capital Management is an alternative investment management organization.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services, Venture Capital
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Murdock Martell, Inc
Specialized finance, accounting and HR solutions on demand
Founder(s): Claire Martell, Leslie Murdock
Location: San Jose, California, United States
Industries: Accounting, Biotechnology, Consulting, Finance
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NuCore Technologies Inc.
NuCORE’s next generation digital camera devices offer outstanding value to OEMs in the image capture arena.
Founder(s):
Location: San Jose, California, United States
Industries: Consumer Electronics, Finance, Internet, Photography, Software, Video
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Fundpnb
Fundpnb is an application that provides business loans and free cash flow tools.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services, Mobile Apps
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My Investment Club
My Investing Club is a trading community that features chat rooms and mentorship services for traders.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services, Trading Platform
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tempCFO, Inc.
Come visit us at: 60 S. Market Street, Suite 600, San Jose, CA 95113
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Finance, Financial Services, FinTech, Outsourcing
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Retirement Capital Strategies
Retirement Capital Strategies specializes in financial planning, wealth management and investment advisory services to retirees.
Founder(s): Tom Vaughan
Location: San Jose, California, United States
Industries: Advice, Finance, Financial Services, Retirement
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Supafin
Supafin provides funding for startups and financial solutions to its clients.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services, Funding Platform
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Acadya Capital Group
Acadya Capital Group (referred to as “ACG”) is a professional industrial investment management and operation company.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services, Impact Investing
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Valley Health Plan
Valley Health Plan is a health & financial service providing firm providing HMO health insurance services.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services, Health Care, Health Insurance, Insurance
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Financial Oxygen
Financial Oxygen provides capital markets technology and trading marketplaces.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Information Technology, Marketplace
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Bowerbird
Technology + complementary services to help individuals and institutions manage their valuable possessions
Founder(s): Aaron Apple, Emmanuel Randon
Location: San Jose, California, United States
Industries: Collectibles, FinTech, Personal Finance, Software, Wealth Management
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LendFu
Peer-to-peer Lending Marketplace for fair Payday Loans
Founder(s): Aaron Ledbetter, Kristie Ledbetter
Location: San Jose, California, United States
Industries: Consumer Lending, Finance, Financial Services, FinTech, Impact Investing, Marketplace, Peer to Peer, Personal Finance
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Matchfund
Matchfund is an educational banking platform designed to nurture real-world financial literacy in today’s family.
Founder(s): Dave Smith, Paul Taylor, William Nygard
Location: San Jose, California, United States
Industries: Banking, Finance, FinTech, Social Media
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C2 Financial Corporation
C2 Financial Corporation is a mortgage advisor and consultant.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services
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Alverix
Alverix focuses on producing handheld reader devices with the accuracy and precision of laboratory instrumentation.
Founder(s):
Location: San Jose, California, United States
Industries: Biotechnology, Electronics, Finance, Health Care, Hospital, Manufacturing
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Archway Insurance Brokers, LLC
Archway Insurance Brokers is an insurance company specializing in liability insurance and auto insurance solutions.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services
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M31USA
M31USA helps European companies expand to the US market via Silicon Valley.
Founder(s):
Location: San Jose, California, United States
Industries: Business Development, Finance
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AeroFund Financial
AeroFund Financial is a financial company.
Founder(s):
Location: San Jose, California, United States
Industries: Banking, Finance, Financial Services
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WHOMENTORSDOTCOM INC.
Fiscal Sponsor for Foreign Entrepreneurs
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Non Profit
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EUNO•
EUNO• is a decentralized cryptocurrency that provides solutions and support to users of our currency and blockchain.
Founder(s):
Location: San Jose, California, United States
Industries: Blockchain, Cryptocurrency, Finance, Financial Services
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101 Loan.
101loan is a financial services company located in San Jose.
Founder(s):
Location: San Jose, California, United States
Industries: Banking, Finance, Financial Services
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Sustainable Capital Finance
Sustainable Capital Finance is a third party financier of commercial and industrial solar projects.
Founder(s):
Location: San Jose, California, United States
Industries: Advice, Finance, Financial Services
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88ships
88ships is a startup builder platform that strategically builds and scales investable businesses.
Founder(s): Ralph L. Leung
Location: San Jose, California, United States
Industries: Consulting, Finance, Financial Services, Incubators, Venture Capital
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The Fernandez Group
The Fernandez Group is a real estate and finance company that offers financial support for both commercial and noncommercial sectors.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services, Real Estate
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Good View Technology
Good View Technology is a provider of all-inclusive IT solution.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Information Services, Information Technology
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Pannu Mortgage
Pannu Mortgage is an online portal that offers easy access to home loans with quick documentation and simple approvals.
Founder(s):
Location: San Jose, California, United States
Industries: Consumer Lending, Finance, Financial Services, Lending
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PrivateLenderLink.com
PrivateLenderLink.com is an online resource that offers private lending service provider listings.
Founder(s): Rocky Butani
Location: San Jose, California, United States
Industries: Finance, Lending, Online Portals
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Spartups
Spartups 3-month program was designed for the early-stage entrepreneur and provides everything you need to launch your product.
Founder(s): Rand Owens, Saif Akhtar
Location: San Jose, California, United States
Industries: Finance, Financial Services, Venture Capital
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Fynanc
Fynanc offers financial services.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Finance, Financial Services
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Stevens Creek Honda
Stevens Creek Honda is an automotive company that experiences a new way to buy and a service vehicle.
Founder(s):
Location: San Jose, California, United States
Industries: Automotive, Finance, Sales
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Trust Management Services
Trust Management Services provides wealth management, audit support, and consulting services.
Founder(s):
Location: San Jose, California, United States
Industries: Consulting, Finance, Professional Services
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Platinum Investment Partners
Platinum Investment Partners is a mortgage lending company.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services, Lending
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Firsthand Technology Value Fund
Firsthand Technology Value Fund provides private technology and cleantech companies with funds and capital.
Founder(s): Kevin Landis
Location: San Jose, California, United States
Industries: CleanTech, Finance, Venture Capital
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A.S.A.P. Collection Services
A.S.A.P. Collection Services provides accounting, payment plans, and debt collection services.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Debt Collections, Finance, Financial Services
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Stravis IT Solutions
StraVis IT solutions is a business consulting and IT solutions.
Founder(s):
Location: San Jose, California, United States
Industries: Application Performance Management, Digital Marketing, Finance, Information Technology, Software
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Maxval
Maxval provides comprehensive accounting, taxation, CFO consulting and financial planning services to businesses and individuals.
Founder(s): Wang Li
Location: San Jose, California, United States
Industries: Accounting, Consulting, Finance, Financial Services, Professional Services
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Silicon Valley Capital Funding
Silicon Valley Capital Funding is a mortgage brokerage firm that offers lending and loan products to real estate professionals & homebuyers.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services, Lending, Professional Services
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St. John’s Capital Group
St. John’s Capital Group is a real estate investment firm specializing in early-stage investments.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services, Real Estate Investment
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Cinnamon Mobile
Cinnamon Mobile is a small company in California, creating amazing iOS apps.
Founder(s): ilam mougy
Location: San Jose, California, United States
Industries: Finance, Software
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Moore Accountancy Corporation
Moore Accountancy Corporation offers cash flow budgeting analysis, IRS representation, financial and tax management services.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Finance, Financial Services
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Greater Access Financial
Greater Access Financial offers loan service to car dealers and car buyers.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services
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New Venture Visions
New Venture Visions is a credit technology company that provides analytical and system services to improve loans and personal credit.
Founder(s):
Location: San Jose, California, United States
Industries: Credit, Finance, Financial Services, Information Technology, Software
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Johanson & Yau A/c
Johanson and Yau is a tax and wealth management firm that provides estate, business consulting,planning and tax planning services.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services, Management Consulting
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Reversexit
Reversexit connects startups with strategic partners for boosting successful startup activity.
Founder(s):
Location: San Jose, California, United States
Industries: Crowdfunding, Finance, Incubators
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S & S Tax Service
S & S Tax Service offers tax, estate planning, preparation, small business bookkeeping, payroll, cash flow management & quickbooks services.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Finance, Financial Services
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Lam Accounting & Tax Services
Lam Accounting & Tax Services specializes in accounting, tax, audit, Quickbooks, payroll services to individual and business clients.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Finance, Professional Services
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Global Innovation Access
Global Innovation Access is a cross functional entry point for investors, startups and governments in innovation business.
Founder(s):
Location: San Jose, California, United States
Industries: Automotive, Consulting, Finance, FinTech, Non Profit
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ACFN
ACFN is an ATM services provider company.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services, Service Industry
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Loan.com
Loan.com provides a solution for both lenders’ frustrations and consumer’s concerns by creating a “Trusted Marketplace”.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services
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First Guardian Group
First Guardian Group is a brokerage services including sales, leasing, asset and property management.
Founder(s):
Location: San Jose, California, United States
Industries: Commercial Real Estate, Finance, Real Estate, Real Estate Investment, Residential
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Pinnacle One Insurance
Pinnacle One Insurance provides insurance and financial services.
Founder(s): Robert V.
Location: San Jose, California, United States
Industries: Advice, Finance, Insurance
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Micro Tax, Audit & Accounting Services
Micro Tax, Audit & Accounting Services is for accounting services.
Founder(s): MUHAMMAD Amin Haroon
Location: San Jose, California, United States
Industries: Accounting, Compliance, Finance, Financial Services, Non Profit
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Dan Lutchansky
Dan Lutchansky provides business education guidance on taxes, accounting & making sales along with coaching services to start businesses.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Education, Finance, Small and Medium Businesses
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Grindy Tax Service
Grindy Tax Service is a finance taxi service company located in San Jose.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services, Taxi Service
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The SABLE Accelerator
The SABLE Accelerator is a trusted knowledge network of global South Africans providing mentoring and consulting services.
Founder(s): Kurt Pakendorf
Location: San Jose, California, United States
Industries: Consulting, Finance
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Songs Mortgage
Songs Mortgage is an independent mortgage broker company that provides conventional loans, mortgage refinance and commercial loans services.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services, Lending
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Zell Associates
Zell Associates provides property, risk, investment management, and real estate services.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Property Management, Real Estate
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ProAdvisor CPA
Accounting, Tax, Finance and App Advisory Services (CPA)
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Application Performance Management, Consulting, Finance, Financial Services, Management Consulting
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CSR Real Estate Services
CSR Real Estate Services is a property management firm that offers commercial loans, business brokering, lending, and financing services.
Founder(s):
Location: San Jose, California, United States
Industries: Commercial Real Estate, Finance, Financial Services, Property Management, Real Estate
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Global Express Financial Services
Global Express has grown to become one of the largest financial services companies.
Founder(s):
Location: San Jose, California, United States
Industries: Facilities Support Services, Finance, Financial Services
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Trident Leasing Corporation
Trident Leasing Corporation is a Top U.S. Equipment Financing & Equipment Leasing company.
Founder(s):
Location: San Jose, California, United States
Industries: Banking, Finance, Leasing
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MHTB Accountancy Group of Silicon Valley
MHTB Accountancy Group of Silicon Valley is an accountancy firm that offers financial planning, accounting, tax & litigation services.
Founder(s): Bruce McCahan
Location: San Jose, California, United States
Industries: Accounting, Finance, Financial Services, Professional Services, Wealth Management
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Elevate Financial Solutions
Elevate Financial Solutions provides a full range of fund accounting, financial reporting, taxation, audits and administration services.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Finance, Financial Services
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California Equity Advisors
California Equity Advisors is a financial brokerage firm that offers business sales, private equity & corporate acquisition search services.
Founder(s): Greg Carpenter
Location: San Jose, California, United States
Industries: Finance, Financial Exchanges, Financial Services
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EZQualify
EZQualify specializes in providing a wide range of loan programs including FHA home loans, mortgages and refinancing services.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services, Lending
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Wang Accountancy
Wang Accountancy is a provider of accounting, tax, audits, assurance, and financial services.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Consulting, Finance
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Technology Credit Corporation
Technology Credit Corporation offers financing solutions for solar projects of nonprofit customers and profit organizations.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Financial Services, Leasing
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Richard Smith & Associates
Richard Smith & Associates is a tax preparation and consulting firm.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Consulting, Finance
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Seeba & Associates
Seeba & Associates operate to bring tax, auditing, and the management of nonprofit organizations to the firm.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Finance, Financial Services
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MyPro Billing
MyPro Billing provides practice management, medical billing, electronic fund transfer, remote data backup and digital scanning services.
Founder(s):
Location: San Jose, California, United States
Industries: Billing, Finance, Financial Services, Insurance
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Alliance Legal Solutions
Alliance Legal Solutions provides finance to law firms to manage credit lines, invest in growth, funding, and support case expenses.
Founder(s):
Location: San Jose, California, United States
Industries: Credit, Finance, Financial Services, Legal, Lending
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Glascott, Thomas J CPA – Glascott Thomas J CPA
Thomas J.Glascott is offerinf financial and tax planning services for construction, retail and entertainment industries located in San Jose.
Founder(s):
Location: San Jose, California, United States
Industries: Banking, Finance, Financial Services
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National Credit Reporting
National Credit Reporting renders tenant screening reports that specialize in federally assisted housing and market-rate units.
Founder(s):
Location: San Jose, California, United States
Industries: Finance, Professional Services
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DNN Tax Service
DNN Tax Service renders federal tax preparation, payroll, sales tax, bookkeeping, audit representation and retirement planning solutions.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Finance, Financial Services
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JD Tax Solutions CPA
JD Tax Solutions CPA offers individuals tax returns, business tax returns, tax representation, tax planning and notary public services.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Finance, Financial Services
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Jean & Choi Accountancy
Jean & Choi Accountancy provides payroll, bookkeeping, taxation, cash flow management, financial planning and business consulting services.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Consulting, Finance, Financial Services
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MKT Finance
MKT Finance is a mortgage brokerage firm that offers loans for refinance, purchase, debt consolidation, and home improvement.
Founder(s):
Location: San Jose, California, United States
Industries: Credit, Finance, Insurance
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