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 51 Financial Services companies in Sunnyvale, 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 (Sunnyvale, California)
TBCASoft
Develops a secure blockchain platform for seamless interoperability between (telecom, fintech) mobile payment solutions.
Founder(s): Ling Wu
Location: Sunnyvale, California, United States
Industries: Blockchain, Financial Services, FinTech, Mobile, Retail, Software
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Handle Financial
Handle Financial family is led by a team of experts from the payments, mobile and retail IT worlds.
Founder(s): Danny Shader
Location: Sunnyvale, California, United States
Industries: E-Commerce, Financial Services, Payments, Property Management
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Troc Circle
Troc Circle resolves financial gridlocks in supply chains and streamline accounts receivable and payable processes
Founder(s): Fares Hobeiche, Youmna Hobeiche
Location: Sunnyvale, California, United States
Industries: Financial Services, FinTech, Payments
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Quisk
Quisk is a global technology company that digitizes cash and empowers financial institutions and others to prosper in the mobile economy.
Founder(s): Jorge Fernandes, Ziad Alshobaki
Location: Sunnyvale, California, United States
Industries: Finance, Financial Services, FinTech, Software
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GreenTiger
GreenTiger connects investors in emerging and developed markets.
Founder(s): Prateek Swain, Tyler Burnam
Location: Sunnyvale, California, United States
Industries: Financial Services, FinTech
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Xambala
Xambala is an electronic liquidity provider to capital markets, enabling rapid price discovery.
Founder(s): Alak Deb, Rajan Raghavan
Location: Sunnyvale, California, United States
Industries: Finance, Financial Services, FinTech, Information Technology
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Mobilbank
First Fully Mobile Bank in LATAM, offering services such as: Lending, Payments & Money Transfers, Savings and Investment.
Founder(s): Antonio Éram, Rodrigo Cbs, Saeed Amidi
Location: Sunnyvale, California, United States
Industries: Banking, Finance, Financial Services
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CapitalPro
CapitalPro empowers financial advisors to expand their client reach by tearing down the time and cost constraints that limits their growth.
Founder(s): Daniel Febres-Cordero
Location: Sunnyvale, California, United States
Industries: Financial Services, Software, Wealth Management
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Fincent
Fincent is a small new age finance firm whose mission is to provide services that are relevant to the modern world.
Founder(s): Sunit S.
Location: Sunnyvale, California, United States
Industries: Banking, Finance, Financial Services, Personal Finance
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Buxfer
Buxfer is online money management software for personal finance, account aggregation, budgeting, bill reminders and forecasting.
Founder(s): Ashwin Bharambe, Shashank Pandit
Location: Sunnyvale, California, United States
Industries: Accounting, Apps, Financial Services
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Financial Engines
Financial Engines is an online investment manager providing retirement account services for individuals.
Founder(s): Craig W Johnson, Joseph Grundfest, William Sharpe
Location: Sunnyvale, California, United States
Industries: Finance, Financial Services, Impact Investing
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Plug and Play
Plug and Play is an investment firm that connects startups, investors, and the largest corporations in the accelerator program.
Founder(s): Jojo Flores, Saeed Amidi
Location: Sunnyvale, California, United States
Industries: Financial Services, Venture Capital
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Peerpal
PeerPal is the safest and smartest way to convert your cryptocurrencies to cash, and vice versa.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Bitcoin, Financial Services, FinTech
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Neener Analytics
Cognitive-AI that can evaluate financial risk through a 1-click personality assessment using opt-in social media.
Founder(s): Jeff LoCastro, Marc Tomlinson
Location: Sunnyvale, California, United States
Industries: Email Marketing, Financial Services, FinTech, Risk Management, Social Media Marketing
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Quartet FS
Quartet FS was founded in response to demand from industries with complex business models and a need to make timely decisions.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Advice, Analytics, E-Commerce, Financial Services, Information Technology, Risk Management
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Clover Network
Clover Network offers platforms including payment gateways, virtual terminals, eCommerce, in-store, back-office, phone, and online payments.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Financial Services, Payments, Transaction Processing
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Star One Credit Union
Star One Credit Union is a company which is one of Silicon Valley’s largest, member-owned financial institutions.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Banking, Financial Services
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AppComputing, Inc.
Cloud-Based Budgeting Application for SMB Customers
Founder(s): Jack Yu
Location: Sunnyvale, California, United States
Industries: Accounting, Enterprise Software, Financial Services, SaaS, Small and Medium Businesses
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Corefino
Corefino delivers comprehensive outsourced accounting and finance solutions to a wide range of organizations.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Finance, Financial Services, Service Industry, Software
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Infonox
management solutions
Founder(s): Safwan Shah
Location: Sunnyvale, California, United States
Industries: Enterprise Software, Financial Services, Infrastructure, Software
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Grain
Grain is an app that helps new investors find and make their own investments in the stock market.
Founder(s): Federico Segura, Joe Mueller
Location: Sunnyvale, California, United States
Industries: Apps, Finance, Financial Services, Mobile, Personal Finance, Social Media
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TrustLeaf
TrustLeaf is an online platform that enables early-stage entrepreneurs crowdfund their ventures through friends and family.
Founder(s): Anson Liang, Daniel Lieser
Location: Sunnyvale, California, United States
Industries: Crowdfunding, Finance, Financial Services, Internet, Personal Finance
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Honu Wealth Management
Honu Wealth Management offers financial planning and investment advice services.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Advice, Angel Investment, Financial Services, Wealth Management
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Rocketmail.com
Rocketmail.com is a Financial Services company.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Financial Services, FinTech
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Unicorn Bay
Professional finance tool for amateur investors.
Founder(s): Anton Baranchuk, Denis Alaev, Evgenii Elesin
Location: Sunnyvale, California, United States
Industries: Financial Services, Stock Exchanges
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Plug and Play FinTech
FinTech focused Accelerator Program
Founder(s):
Location: Sunnyvale, California, United States
Industries: Financial Services, FinTech, Payments
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La Meer Inc.
La Meer Inc. is a risk management software solutions company for financial services.
Founder(s): Laxmi Ramanath
Location: Sunnyvale, California, United States
Industries: Consulting, Financial Services, Risk Management, Software
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Instream Partners
It is a Silicon Valley-based investment bank that provides M&A and financing services to public and private growth technology companies.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Banking, Financial Services, FinTech
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SparkX
SparkX is a B2B Fintech company, first of its kind to scalably verify & help recover unpaid royalties for licensed trademarks and patents.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Artificial Intelligence, Financial Services, FinTech, Human Resources, Information Technology
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Overseas Credit
Online Financial Services Platform
Founder(s):
Location: Sunnyvale, California, United States
Industries: Banking, Finance, Financial Services, Payments, Wearables
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BLA Investment Bank
BLA Investment Bank
Founder(s):
Location: Sunnyvale, California, United States
Industries: Financial Services
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AdviceAmerica
AdviceAmerica is a provider of integrated advisor solutions to financial institutions and independent advisors.
Founder(s): Purna Pareek
Location: Sunnyvale, California, United States
Industries: Consumer Software, Financial Services, Software
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Tech-Rx
Tech-Rx is a venture capital fund that invests human and financial capital into struggling technology companies.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Consulting, Finance, Financial Services, FinTech, Venture Capital
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Ariba An Sap Company
Ariba An Sap Company helps companies buy smarter,sell faster, and manage cash better in the digital economy.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Computer, Financial Services, Software, Supply Chain Management
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Tax Relief USA
Tax Relief USA offers bookkeeping, accounting, payroll, and tax resolution services.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Accounting, Finance, Financial Services
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priceSeries
priceSeries is an algorithmic trading company that provides automated stock transaction buy, sell, and hold guidance for traders.
Founder(s): Rajesh Srivastava
Location: Sunnyvale, California, United States
Industries: Financial Services, Stock Exchanges, Trading Platform, Transaction Processing
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Rhapsody Ventures
Rhapsody Ventures is a cross-border technology strategy and venture investor.
Founder(s): Vincent Lui
Location: Sunnyvale, California, United States
Industries: Blockchain, Financial Services, Information Technology, Venture Capital
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Ostrym
Ostrym is a financial service-bsed company.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Financial Services, FinTech, Information Technology
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Liquidigy
Liquidigy is a financial technology services provider.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Finance, Financial Services, FinTech
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Nino Cefalu & Co
Nino Cefalu & Co is a tax firm.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Accounting, Consulting, Finance, Financial Services
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RemitLite
RemitLite is a newly launched instant money transfer service that offers the best services with respect to remitting funds to India.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Finance, Financial Services, FinTech
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Wizfee
Wizfee provides cash flow management and financial solution services.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Banking, Financial Services, Information Technology
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Anafin Consulting
Anafin Consulting is an accounting firm.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Accounting, Consulting, Finance, Financial Services
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FinCrafters
FinCrafters is a financial service company.
Founder(s): Karthik Ethirajan
Location: Sunnyvale, California, United States
Industries: Apps, Education, Financial Services, Retirement
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Impact Business Services
Impact Business Services is service provider helping clients repair their credit and settle debts.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Consulting, Financial Services, Information Technology
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Green Blue Tax
Green Blue Tax provides tax planning, tax return preparation, estate planning, trust planning, selling a business and real estate services.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Accounting, Finance, Financial Services
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Taylor Tax Service
Taylor Tax Service provides tax preparation service to individuals and small businesses.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Finance, Financial Services, Service Industry
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Ravi Tax Preparation Services
Ravi Tax Preparation Services is an accounting service company.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Accounting, Finance, Financial Services, Insurance, Retirement
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The Successful Customer
The Successful Customer is a management consulting firm that uses data-driven approach to optimize capital efficiencies of the businesses.
Founder(s): Tom Lipscomb
Location: Sunnyvale, California, United States
Industries: Consulting, Financial Services, Management Consulting
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Lookout Source Solutions
Lookout Source Solutions is an outsourcing firm that offers HR, finance, and accounting services.
Founder(s): Joel Greenia
Location: Sunnyvale, California, United States
Industries: Accounting, Consulting, Financial Services
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Jessie Tax Service
Jessie Tax Services provides financial services.
Founder(s):
Location: Sunnyvale, California, United States
Industries: Accounting, Billing, Financial Services, Payments
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