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 39 Financial Services companies in Cupertino, 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 (Cupertino, California)
Moxo
Modernizing client interaction workflows
Founder(s): Stanley Huang, Subrah Iyar
Location: Cupertino, California, United States
Industries: Apps, Collaboration, CRM, Financial Services, Mobile, Mobile Apps
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Bubble Insurance
Easy, online way for home buyers and homeowners to protect their homes, loved ones and everything under their roof
Founder(s): Ashok Bardhan, Avi Gupta
Location: Cupertino, California, United States
Industries: Financial Services, Insurance, Life Insurance, Property Insurance
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Pluto Money
Building the future of banking for Gen Z (Barclays x Techstars ’18)
Founder(s): Dante Monaldo, Susie Kim, Tim Yu
Location: Cupertino, California, United States
Industries: Finance, Financial Services, FinTech, Mobile Apps, Personal Finance
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Inventergy
Inventergy is an investment and licensing company strategically focused on partnering with technology leaders.
Founder(s): Charles Bedard, Joe Beyers, Wayne P. Sobon
Location: Cupertino, California, United States
Industries: Banking, Financial Services, FinTech, Intellectual Property
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Frontier Ventures
Frontier Ventures invests in early stage internet companies with network effects and connects them with global markets.
Founder(s): Dmitry Alimov
Location: Cupertino, California, United States
Industries: Finance, Financial Services, Venture Capital
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Panasonic Venture Group
Panasonic Venture Group is the corporate venture capital arm of Panasonic.
Founder(s):
Location: Cupertino, California, United States
Industries: Angel Investment, Finance, Financial Services, Impact Investing, Venture Capital
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Blueback Global
Blueback Global, an international expansion firm, offering a full suite of entity establishment, accounting, finance, HR, and legal support
Founder(s): Arden Ng
Location: Cupertino, California, United States
Industries: Consulting, Financial Services, Human Resources, Information Technology, Small and Medium Businesses
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Evolution-VC
Evolution-VC is involved in investments and strategic partnerships to create a global platform that unites leaders, investors & corporates.
Founder(s): Mamoru Taniya, Saima Hasan, Sharjeel Hasan
Location: Cupertino, California, United States
Industries: Asset Management, Financial Services, Venture Capital
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mFino
We build digital Banks. mFino is a pioneer in Fintech Digital Transformation, with a highly flexible, secure and scalable Cloud API Platform
Founder(s): Sridhar Obilisetty
Location: Cupertino, California, United States
Industries: Banking, Financial Services
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Money Intel
Money Intel is a 401(k) platform with integrated software-based financial advice to employees and automated administration for companies.
Founder(s): Monte Malhotra
Location: Cupertino, California, United States
Industries: Asset Management, Enterprise Software, Financial Services, FinTech
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Opes Advisors, inc.
Opes Advisors is to help people make smart, informed decisions.
Founder(s):
Location: Cupertino, California, United States
Industries: Building Material, Financial Services, Real Estate
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Harbinger Ventures
Harbinger’s mission is to be a value-added venture investor in the core technologies that will enhance the productivity and experience at
Founder(s): C.K. Cheng
Location: Cupertino, California, United States
Industries: Finance, Financial Services, Venture Capital
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WeMax Innovation Capital
WeMax Innovation Capital is a global advisory firm.
Founder(s): Danis Yadegar, Reza Helali
Location: Cupertino, California, United States
Industries: Angel Investment, Banking, Consulting, Finance, Financial Exchanges, Financial Services, FinTech, Trading Platform, Venture Capital
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Scorto
Decision Automation Solutions & Services
Founder(s):
Location: Cupertino, California, United States
Industries: Business Intelligence, Financial Services, FinTech, Information Technology, Risk Management, Software
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Finserv
Finserv provides software, consulting, and regulatory products to the banking and financial service industry.
Founder(s):
Location: Cupertino, California, United States
Industries: Banking, Financial Services, Information Technology, Risk Management, Software
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Massive Dynamics
Massive Dynamics is publicly traded on the OTC Market stock exchange under the ticker symbol MSSD.
Founder(s):
Location: Cupertino, California, United States
Industries: Financial Services, Insurance
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Onepress
Onepress offers cash loans with speedy approval and easy repayment options.
Founder(s): Alexander Rios, Victoria Stephens
Location: Cupertino, California, United States
Industries: Finance, Financial Services, Lending
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Agape CPA Firm
Agape CPA Firm provides accounting, financial reporting, corporate tax, payroll tax, personal tax, gift tax, and inheritance tax services.
Founder(s): Lin Yu
Location: Cupertino, California, United States
Industries: Accounting, Finance, Financial Services
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Exilend
It is a Loan Tracker and P2p Lending solution
Founder(s):
Location: Cupertino, California, United States
Industries: Financial Services, Information Technology, Software
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Avaloan Financial Service
Avaloan Financial Service is a Cupertino-based full-service mortgage company specializing in home loans.
Founder(s):
Location: Cupertino, California, United States
Industries: Finance, Financial Services
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Adeline Mortgage Team
Adeline Mortgage Team is a mortgage company that offers purchase, pre-approval and refinance services to help clients achieve their goals.
Founder(s):
Location: Cupertino, California, United States
Industries: Finance, Financial Services, Lending
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SV Capital Group
SV Capital Group offers various mortgage products and tools to meet your financing requirements.
Founder(s):
Location: Cupertino, California, United States
Industries: Finance, Financial Services, Insurance, Real Estate
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Infinity 8 Investments
Infinity 8 Investments is an investment advisory firm that offers financial services.
Founder(s):
Location: Cupertino, California, United States
Industries: Consulting, Finance, Financial Services, Professional Services
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Carlton Pace Wealth Management
Carlton Pace Wealth Management offers investment management and financial advisory services.
Founder(s):
Location: Cupertino, California, United States
Industries: Advice, Financial Services, Wealth Management
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SV Commercial Lending
SV Commercial Lending is a commercial mortgage firm.
Founder(s):
Location: Cupertino, California, United States
Industries: Commercial Lending, Financial Services, Real Estate Investment
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Analytic Investment Management
Analytic Investment Management is an advisory firm that specializes in investment and portfolio management services.
Founder(s): Hengfu Hsu
Location: Cupertino, California, United States
Industries: Advice, Financial Services, Risk Management
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Analytic Investment
Analytic Investment is a private equity firm that focuses on real estate investments.
Founder(s):
Location: Cupertino, California, United States
Industries: Consulting, Financial Services, Real Estate Investment
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Aspire Planning Associates
Aspire Planning Associates is a financial planning focused firm.
Founder(s):
Location: Cupertino, California, United States
Industries: Advice, Financial Services, Retirement
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Kolegraff VC Network
We connect disruptive entrepreneurs with both Seed and Venture Capital worldwide.
Founder(s):
Location: Cupertino, California, United States
Industries: Banking, Crowdfunding, Financial Services, FinTech, Venture Capital
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Edgepeak Consulting
Silicon Valley-based boutique management consultancy specializing in advising start-ups and early-stage companies.
Founder(s):
Location: Cupertino, California, United States
Industries: Consulting, Financial Services, Legal
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West Bay Financial Services
West Bay Financial Services is a fintech that offers loans to SMEs and small businesses.
Founder(s):
Location: Cupertino, California, United States
Industries: Banking, Finance, Financial Services, Personal Finance
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Lessler Associates
Lessler Associates provide financial and an accounting services.
Founder(s): Larry Lessler
Location: Cupertino, California, United States
Industries: Accounting, Finance, Financial Services, Human Resources, Recruiting
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Chinese Abraham Investment Advisors
Chinese Abraham Investment Advisors offers services in investment advisory and asset management for the Asian community.
Founder(s):
Location: Cupertino, California, United States
Industries: Advice, Asset Management, Financial Services
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Hsu CPAs
Hsu CPAs is a financial service provider that renders an array of financial statements, bookkeeping, payroll and tax planning solutions.
Founder(s):
Location: Cupertino, California, United States
Industries: Accounting, Advice, Financial Services
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Cathy CHA
Cathy CHA is a CPA firm that offers tax management, quickbooks, payroll, accounting and bookkeeping services.
Founder(s):
Location: Cupertino, California, United States
Industries: Accounting, Consulting, Financial Services, Professional Services
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Aegean Tax Solutions
Aegean Tax Solutions provides accounting, auditing, consulting, payroll, business valuations, sales and tax preparation & planning services.
Founder(s):
Location: Cupertino, California, United States
Industries: Accounting, Consulting, Finance, Financial Services
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Lavedainc
Analyze stocks with Veda Invest
Founder(s):
Location: Cupertino, California, United States
Industries: Analytics, Financial Services, FinTech
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Scundi Investment Management
Scundi Investment Management is an investment advisory firm that financial advice services.
Founder(s):
Location: Cupertino, California, United States
Industries: Advice, Financial Services, Professional Services
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Armstrong Retirement Planning
Armstrong Retirement Planning is a financial service company.
Founder(s):
Location: Cupertino, California, United States
Industries: Angel Investment, Finance, Financial Services, Retirement
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