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 30 Financial Services companies in Los Gatos, 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 (Los Gatos, California)
Genie
Building the next-generation platform for people to pay back their student loans — in record time.
Founder(s): Enzo Coglitore, Ittai Shaked
Location: Los Gatos, California, United States
Industries: Artificial Intelligence, Financial Services, FinTech
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MoneyStream
MoneyStream is the first, all-in-one smart money management service that manages money and bills for free.
Founder(s): Mike Bertrand
Location: Los Gatos, California, United States
Industries: Billing, Financial Services, FinTech, Mobile Payments, Payments
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Knudsen Capital
Knudsen Capital is a family investment office that primarily invests in early-stage, high-growth companies.
Founder(s): Brent Knudsen, Webb Knudsen
Location: Los Gatos, California, United States
Industries: Business Development, Finance, Financial Services
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WSM Capital
WSM Capital is a private equity firm invests in payment and other technology companies.
Founder(s): Bill McKiernan
Location: Los Gatos, California, United States
Industries: Finance, Financial Services
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Real Capital Innovation
Real Capital Innovation is an asset owner’s platform for strategic decision making.
Founder(s):
Location: Los Gatos, California, United States
Industries: Asset Management, Financial Services, Software
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Princeton Capital
Princeton Capital is a financial services company that offers mortgage, home loan, refinance, and lending services.
Founder(s):
Location: Los Gatos, California, United States
Industries: Financial Services, Venture Capital
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BestCalls.com
BestCalls.com operates an Internet directory of investor events.
Founder(s): Mark Coker
Location: Los Gatos, California, United States
Industries: Event Management, Events, Financial Services, Internet, Social Media
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Jerome Bellotti & Associates
Jerome Bellotti & Associates is an accounting company that deals with taxation, wealth management, finance and business development.
Founder(s):
Location: Los Gatos, California, United States
Industries: Accounting, Asset Management, Finance, Financial Services
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Enterprise Trust & Investment
Enterprise Trust & Investment Company delivers high quality, professional investment management and trust services.
Founder(s): Marc J. Rebboah
Location: Los Gatos, California, United States
Industries: Asset Management, Financial Services
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California Secured Investments, LLC
California Secured Investments is an investment firm that finances startup businesses.
Founder(s): Jeff LoCastro
Location: Los Gatos, California, United States
Industries: Banking, Financial Services, FinTech, Payments, Venture Capital
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Giordano Wealth Management Group
Giordano Wealth Management Group is a provider of wealth management advisory services based in Los Gatos, California.
Founder(s):
Location: Los Gatos, California, United States
Industries: Advice, Asset Management, B2B, Financial Services
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LGS Insurance Services
LGS Insurance Services is an agency offering home, auto, life and business insurance solutions.
Founder(s):
Location: Los Gatos, California, United States
Industries: Auto Insurance, Commercial Insurance, Financial Services, Life Insurance
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Rice Financial Consulting
California-based financial consulting and advising group that takes pride in educating each of their clients
Founder(s):
Location: Los Gatos, California, United States
Industries: Consulting, Financial Services
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Scharf Investments
Scharf Investments is an investment advisor that provides investment advisory services.
Founder(s):
Location: Los Gatos, California, United States
Industries: Advice, Financial Services, Wealth Management
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Offereins, Janda, Roe & McCahan
Offereins, Janda, Roe & McCahan render accounting, bookkeeping, payroll, audits, retirement planning, consulting & tax management services.
Founder(s):
Location: Los Gatos, California, United States
Industries: Accounting, Consulting, Financial Services, Retirement
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The Sherer Group LLC
The Sherer Group LLC’s goal is to assist their clients in every aspect of their financial lives.
Founder(s):
Location: Los Gatos, California, United States
Industries: Financial Services
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Snow Bittleston & Co. Cpas
Snow Bittleston Hartman Fong & Associates has been providing quality, personalized financial guidance, located in California.
Founder(s):
Location: Los Gatos, California, United States
Industries: Banking, Financial Services, Professional Services
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Kane Investment Management
Kane Investment Management offers asset management, evaluation, investments, and consulting services.
Founder(s):
Location: Los Gatos, California, United States
Industries: Asset Management, Financial Services, Impact Investing
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Bauerle Lee & Associates
Bauerle Lee & Associates provides audit representation, accounting, business consulting, tax planning, estate & financial planning services.
Founder(s):
Location: Los Gatos, California, United States
Industries: Accounting, Consulting, Financial Services
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Alta Montclair
Alta Montclair that offers Software as a Service solutions.
Founder(s):
Location: Los Gatos, California, United States
Industries: Financial Services, Retirement, Software
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Clark 401k Consulting
Clark 401k Consulting is a consulting and fiduciary processes firm that offers investment consulting, retirement, and financial wellness.
Founder(s):
Location: Los Gatos, California, United States
Industries: Consulting, Financial Services, Impact Investing, Retirement
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OURewards
OURewards is an impact shopping allows groups of all types and sizes to raise money through their supporters everyday online purchases.
Founder(s):
Location: Los Gatos, California, United States
Industries: Crowdfunding, E-Commerce, Financial Services, Internet
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Investments Planning Associates
Investments Planning Associates is a regional financial services firm for individuals and families.
Founder(s):
Location: Los Gatos, California, United States
Industries: Banking, Finance, Financial Services
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Evla Hills Investment Management
Evla Hills Investment Management is a financial service company.
Founder(s):
Location: Los Gatos, California, United States
Industries: Angel Investment, Finance, Financial Services
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JHBecker Financial
J.H.Becker Financial is an independent investment advisory company.
Founder(s):
Location: Los Gatos, California, United States
Industries: Consulting, Finance, Financial Services
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Legacy Capital Group California
Legacy Capital Group California is a wealth management company based, specializes in planning, investment, and risk management.
Founder(s):
Location: Los Gatos, California, United States
Industries: Finance, Financial Services, Insurance, Wealth Management
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Money To Go
Money2Go works under the direction of noted financial services attorney Paul Soter to perform Compliance reviews.
Founder(s):
Location: Los Gatos, California, United States
Industries: Financial Services
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JHSA
JHSA specializes in enrollment and claims problem-solving assistance, marketing, human resource and COBRA services in the insurance sector.
Founder(s):
Location: Los Gatos, California, United States
Industries: Financial Services, Insurance, Marketing
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Deaton Michaels & Hall
Deaton Michaels & Hall offers taxation, budgeting analysis, accounting, retirement planning, debt, financing and advisory services.
Founder(s):
Location: Los Gatos, California, United States
Industries: Accounting, Advice, Financial Services
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Future Wealth
Future Wealth provides wealth management and advisory services.
Founder(s):
Location: Los Gatos, California, United States
Industries: Advice, Financial Services, Wealth Management
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