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 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 Financial Services Companies & Startups (San Jose, California)
Listo
Listo is a consumer financial services company offering insurance and loans via retail and mobile experience.
Founder(s): Sam Ulloa
Location: San Jose, California, United States
Industries: Consumer Lending, Financial Services, FinTech, Insurance
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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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Productfy
Productfy is a secure and advanced platform for building financial applications.
Founder(s): Duy Vo
Location: San Jose, California, United States
Industries: Financial Services, FinTech, Software
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Overflow
Overflow is an online donation platform that helps charities accept online donations of publicly-traded stock.
Founder(s): Kim Roush, Kyle Woumn, Vance Roush
Location: San Jose, California, United States
Industries: Charity, Financial Services, Non Profit
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Facepay
Facepay is a relational payments on the Blockchain.
Founder(s): Dr. Mark Hale
Location: San Jose, California, United States
Industries: Financial Services, Payments
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PayPal Ventures
PayPal Ventures is a corporate VC, investing in financial services, commerce enablement, and data and infrastructure companies.
Founder(s): Peter Thiel
Location: San Jose, California, United States
Industries: Asset Management, Business Development, Financial Services, FinTech, Venture Capital
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Pegasus Tech Ventures
Pegasus Tech Ventures is a Silicon Valley-based global venture capital firm.
Founder(s): Anis Uzzaman
Location: San Jose, California, United States
Industries: Business Development, Financial Services, Venture Capital
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GIANT Protocol
GIANT Protocol is a web3 protocol to decentralize and democratize access to the internet and financial services.
Founder(s): Suruchi Gupta
Location: San Jose, California, United States
Industries: Financial Services, FinTech, Internet
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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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Heritage Commerce Corp
Parent company of Heritage Bank of Commerce.
Founder(s):
Location: San Jose, California, United States
Industries: Banking, Commercial, Financial Services
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Mobileum
Mobileum provides voice and data roaming solutions and mobile financial services.
Founder(s): Avnish Chauhan, Bobby Srinivasan, Ori Sasson
Location: San Jose, California, United States
Industries: Financial Services, Mobile, VoIP
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Cloud Cruiser
Cloud Cruiser delivers a financial management solution for Hybrid IT that enables enterprises to optimize costs and increase profitability.
Founder(s): Dave Zabrowski, Greg Howard
Location: San Jose, California, United States
Industries: Enterprise Software, Financial Services, IT Management
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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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SURETLY
Suretly is an international crowdvouching platform.
Founder(s): Eugene Lobachev, Svetlana Eydelman
Location: San Jose, California, United States
Industries: Financial Services, Micro Lending
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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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Verifone
VeriFone is a California-based company that designs, markets, and services electronic payment solutions.
Founder(s): Bill Melton
Location: San Jose, California, United States
Industries: Financial Services, Hardware, Payments, RFID
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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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Zil Money
Zil Money, A simple and secure platform to move money seamlessly online on-demand
Founder(s): Sabeer Nelli
Location: San Jose, California, United States
Industries: Financial Services, 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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Tan Capital Management
Tan Capital Management is a Banking & Financial Services.
Founder(s):
Location: San Jose, California, United States
Industries: Banking, Financial Services
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Calyx Software
Calyx Software is one of the top providers of affordable mortgage solutions for banks, credit unions, mortgage bankers and brokers.
Founder(s):
Location: San Jose, California, United States
Industries: Business Information Systems, Financial Services, Payments, Software
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Tradetron
Tradetron develops and delivers a powerful Algo trading platform and marketplace that enables users to create innovative strategies.
Founder(s):
Location: San Jose, California, United States
Industries: Financial Services, Marketplace, Software Engineering, Trading Platform
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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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Motocho
Motocho is a smart, secure, and transparent platform for individual investors to buy, sell, trade, and manage digital currencies.
Founder(s): Mansoor Safi
Location: San Jose, California, United States
Industries: Financial Services, FinTech
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Stocu
Stocu is a online community that allows users to make stock predictions and discuss the stock market.
Founder(s):
Location: San Jose, California, United States
Industries: Communities, Financial Services, Internet
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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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JPD Financial
JPD Financial is in the continuous credit recovery and accounts payable analytics.
Founder(s):
Location: San Jose, California, United States
Industries: Financial Services
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Ravix Group
Ravix Group provides seasoned consulting expertise to outsource the finance/accounting and human resources functions.
Founder(s):
Location: San Jose, California, United States
Industries: Consulting, Financial Services, Outsourcing
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ChargeSmart
Pay bills with a credit or debit card
Founder(s):
Location: San Jose, California, United States
Industries: E-Commerce, Financial Services, Payments
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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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Global Mobility Tax
Global Mobility Tax is a CPA firm that specializes in strategy, consulting, and individual tax services.
Founder(s): Brent Bergan, Claudia A. Howe
Location: San Jose, California, United States
Industries: Accounting, Advice, Consulting, Financial Services
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DADJ Inc.
DADJ Inc. brings the best of high-end, white-collared professionals working-from-home (WFH) in India remotely/virtually to the B2B sector.
Founder(s):
Location: San Jose, California, United States
Industries: Business Development, Consulting, Financial Services, Outsourcing
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NES Financial
NES Financial is a Silicon Valley financial technology firm headquartered in San Jose.
Founder(s): Izak Joubert, Michael Halloran, Thomas W. Steipp
Location: San Jose, California, United States
Industries: Consulting, Financial Services, FinTech, Professional Services
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Filice Insurance
Filice Insurance offers insurance solutions for companies and businesses.
Founder(s):
Location: San Jose, California, United States
Industries: Financial Services, Health Insurance, Insurance, Life Insurance
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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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TradePay
TradePay delivers an efficient way for businesses to deal with each other by paying partially in virtual currency and cash.
Founder(s):
Location: San Jose, California, United States
Industries: Consumer Lending, Financial Services, Marketing
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Tech CU
Tech CU renders banking, financial management, commercial lending, wealth management, loans, credit cards, retirement and IRA accounts.
Founder(s):
Location: San Jose, California, United States
Industries: Banking, Commercial Lending, Credit Cards, Financial Services
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Paypal Startup Blueprint
The only program designed to fuel profitability for your startup by providing free payment processing and advice.
Founder(s):
Location: San Jose, California, United States
Industries: Financial Services, Information Services, Mobile Devices
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FiscalHive
FiscalHive is an AI-based financial technology platform designed to accelerate transactions.
Founder(s):
Location: San Jose, California, United States
Industries: Financial Services, FinTech
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Clever Finance
Corporate Financial Wellness
Founder(s): David Grubman, Sally Bradley-Golding
Location: San Jose, California, United States
Industries: Employee Benefits, Financial Services, FinTech
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Monk
Monk is a platform aiming to provide financial security by enabling social circles to save, borrow and lend together.
Founder(s): Danny Bin
Location: San Jose, California, United States
Industries: Financial Services, FinTech
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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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Cordiance
Cordiance delivers cloud-based technology solutions that use machine learning & AI to accelerate the delivery of tax engine implementations.
Founder(s):
Location: San Jose, California, United States
Industries: Artificial Intelligence, Cloud Computing, Financial Services, FinTech, Machine Learning
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Rooled
Rooled is a financial service company.
Founder(s): Johnnie Walker
Location: San Jose, California, United States
Industries: Accounting, Financial Services, FinTech
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Optra Ventures
Optra Ventures is a financial firm that provides investment strategies to promote market growth for healthcare organizations.
Founder(s):
Location: San Jose, California, United States
Industries: Consulting, Financial Services, Health Care, Venture Capital
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Arightco
Arightco provides a complete set of accounting, HR, strategic advisory and business support services.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Financial Services, Human Resources
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Petrinovich Pugh & Company, LLP
Petrinovich Pugh & Company is an accounting firm that provides financial advisory services.
Founder(s):
Location: San Jose, California, United States
Industries: Banking, Consulting, Financial Services, Insurance, Venture Capital
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Western Bancorp
Western Bancorp offers wholesale financial lending services.
Founder(s):
Location: San Jose, California, United States
Industries: Banking, Financial Services, Venture Capital
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Greyleaf
Greyleaf is a no-code financial analysis tool for non-finance business owners.
Founder(s): Sanjay Sharma
Location: San Jose, California, United States
Industries: Accounting, Financial Services, Human Resources
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Illumeo
Illumeo is revolutionizing the world of corporate learning.
Founder(s): Greg Stout, John Kogan
Location: San Jose, California, United States
Industries: Corporate Training, EdTech, Financial Services
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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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Alliance Credit Union
Alliance Credit Union is a member-owned, financial cooperative that provides members with direct savings for their membership.
Founder(s):
Location: San Jose, California, United States
Industries: Banking, Financial Services
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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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LoanCity.com
LoanCity.com, a large source of online residential mortgage loans for brokers.
Founder(s):
Location: San Jose, California, United States
Industries: Financial Services, FinTech, Internet
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Abbott, Stringham and Lynch
One of the largest local CPA firms in the Silicon Valley.
Founder(s):
Location: San Jose, California, United States
Industries: Consulting, Financial Services, Information Technology, Legal
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Meriwest Credit Union
Meriwest Credit Union specializes in banking solutions that deal with digital wallets, credit cards, loans and insurance services.
Founder(s):
Location: San Jose, California, United States
Industries: Banking, Financial Services, Insurance, Mobile Payments
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ReadyPrice
ReadyPrice is a mortgage technology platform for mortgage loan originators and lenders to work together.
Founder(s):
Location: San Jose, California, United States
Industries: Computer, Financial Services, FinTech, Software
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5 Star Loans
5 Star Loans is a financial service that offers car title loans in the Bay Area.
Founder(s):
Location: San Jose, California, United States
Industries: Banking, Financial Services, Transportation, Venture Capital
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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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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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Averq
averQ is dedicated to developing and providing Unified Transparency Apps for risk and compliance functions in your dynamic enterprise.
Founder(s):
Location: San Jose, California, United States
Industries: Financial Services, Information Technology
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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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Pantheon
Pantheon provides services of financial, investment, business, retirement and insurance plannings.
Founder(s): Sheri Pan
Location: San Jose, California, United States
Industries: Financial Services, Insurance, Wealth Management
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Ensure Protect
Ensure Protect is an insurance company that offers protection plans, consulting, and support services for iPad, surfboard, and bikes.
Founder(s):
Location: San Jose, California, United States
Industries: Consumer, Consumer Electronics, Customer Service, Financial Services
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Actax
Actax is an accounting firm that renders tax preparation & planning, IRS, bookkeeping, payroll, notary and business consulting services.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Consulting, Financial Services
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Dine Strategy
Dine Strategy provides accounting, payroll, financial and operation consulting services for the restaurant industry.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Consulting, Financial Services
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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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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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Santa Clara County Federal Credit Union (inc)
Santa Clara County Federal Credit Union (inc) have focused their attention on providing members with the best financial solutions possible.
Founder(s):
Location: San Jose, California, United States
Industries: Banking, Financial Services
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Aladdin Bail Bonds
Aladdin bail bonds is a bail service provider that offers loans and financial services to clients in legal matters.
Founder(s):
Location: San Jose, California, United States
Industries: Credit, Financial Services, Legal, Professional Services
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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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Kagu Loans
A new real estate lending and business financing marketplace
Founder(s): Benjamin Pittenger
Location: San Jose, California, United States
Industries: Cannabis, Commercial Lending, Consumer Lending, Financial Services, Lending, Marketplace
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Excite Credit Union
Excite Credit Union is a member-owned and not-for-profit financial cooperative organization.
Founder(s):
Location: San Jose, California, United States
Industries: Communities, Financial Services, Non Profit
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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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Tax Force
Tax Force offers accounting, auditing, payroll processing, QuickBooks and tax preparation services for businesses and individuals.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Consulting, Financial Services
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Loring Ward International Ltd
Loring Ward is committed to creating a better wealth experience for Financial Advisors and their clients across America.
Founder(s):
Location: San Jose, California, United States
Industries: Financial Services, Insurance
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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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Roundleaf
Roundleaf is a wealth restoration and financial service provider company.
Founder(s):
Location: San Jose, California, United States
Industries: Financial Services, Professional Services, Wealth Management
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Pacific Postal Credit Union
Pacific Postal Credit Union provides banking and financial services for USPS and Civil Service employees and their families in the Bay Area.
Founder(s):
Location: San Jose, California, United States
Industries: Banking, Credit, Credit Bureau, Financial Services
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Ras Business Services
Ras Business Services is a consulting firm experts in financial life, offer a broad range of services for individual and business.
Founder(s):
Location: San Jose, California, United States
Industries: Consulting, Crowdfunding, Financial Services
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Controller’s Group
Controller’s Group is an organization that works on staffing and recruiting for the finance and accounting industry.
Founder(s):
Location: San Jose, California, United States
Industries: Financial Services, Professional Services, Staffing Agency
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PHP Insurance Services
PHP Insurance Services is an insurance company that offers risk management, commercial, individual, life and financial insurance solutions.
Founder(s):
Location: San Jose, California, United States
Industries: Auto Insurance, Financial Services, Insurance, Risk Management
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Eckley Lombardi Glascott
Eckley Lombardi Glascott is a tax, accounting and financial advice company.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Advice, Financial Services
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Robert Lee & Associates
Robert Lee & Associates is an advisory firm that provides tax consulting, assurance, bookkeeping and fund administration services.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Consulting, Financial Services
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Curran & Associates
Curran & Associates is an accounting firm that provides payroll services, business consulting, tax return preparation & planning services.
Founder(s): Ashley Curran, David Curran
Location: San Jose, California, United States
Industries: Accounting, Consulting, Financial Services
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Global Tax Advisors
Global Tax Advisors provides financial services that include business and QuickBooks services as well as tax preparation and planning.
Founder(s):
Location: San Jose, California, United States
Industries: Accounting, Consulting, Financial Services
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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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Paretone Capital
Paretone Capital is a proprietary trading concern.
Founder(s):
Location: San Jose, California, United States
Industries: Financial Services, Impact Investing, Marketing, Trading Platform
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Ohana Venture Group
Ohana Venture Group provides blockchain management, alternative financing, and venture capital investing in financial technology companies.
Founder(s):
Location: San Jose, California, United States
Industries: Blockchain, Financial Services, FinTech, Venture Capital
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eSmart Payroll
eSmart Payroll offers IRS payroll tax filing forms, online e-filling, payroll software, e-fill tax software, and simple payroll services.
Founder(s):
Location: San Jose, California, United States
Industries: Financial Services, Professional Services, Software
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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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