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 53 Financial Services companies in Berkeley, 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 (Berkeley, California)
Dekrypt Capital
Dekrypt Capital is a Investment firm focused on core blockchain infrastructure, privacy-preserving protocols, and early-stage ventures.
Founder(s): Howard Wu, Jack Baumruk, Jon Allen, Ronen Kirsh
Location: Berkeley, California, United States
Industries: Blockchain, Finance, Financial Services
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Flourish Fi
Flourish Fi is a financial wellness & engagement platform for financial institutions.
Founder(s): Jessica Eting, Pedro Moura
Location: Berkeley, California, United States
Industries: Financial Services, FinTech, Personal Finance, SaaS
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Vested Finance
Vested Finance is an online investment platform developing an avenue for Indian investors to invest in the U.S. stock market.
Founder(s): Darwin Arifin, Eric Huynh, Viram Shah, Yinghan Lin
Location: Berkeley, California, United States
Industries: Financial Services, FinTech, Stock Exchanges, Trading Platform
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EvoShare
EvoShare is the only solution turning American workers’ spending into automatic retirement savings.
Founder(s): Daniil Tseytlonok, Eugeny Prudchyenko
Location: Berkeley, California, United States
Industries: E-Commerce, Financial Services, FinTech, Impact Investing, Internet, Payments
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Starbutter AI
Starbutter AI is a voice and text chat agent company that helps consumers pick financial products.
Founder(s): Andrew Sharo, Arun Rao, Owen Brown, Samaneh Pourjalali
Location: Berkeley, California, United States
Industries: Artificial Intelligence, Computer, Computer Vision, Finance, Financial Services, FinTech, Software
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Kettle
Kettle is an insurtech company that develops a machine-learning powered reinsurer balancing risk in a changing climate.
Founder(s): Andrew Engler, Nathaniel Manning
Location: Berkeley, California, United States
Industries: Financial Services, Information Technology, Insurance, InsurTech, Machine Learning
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Jiko
Jiko is a financial technology company that offers a new way to store and move money.
Founder(s): Rocky Motwani, Stephane Lintner
Location: Berkeley, California, United States
Industries: Banking, Financial Services, FinTech, Trading Platform
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The Voleon Group
The Voleon Group is a family of companies committed to the development & deployment of cutting-edge technologies in investment management.
Founder(s): Michael Karitonov
Location: Berkeley, California, United States
Industries: Financial Services, Venture Capital
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Strawberry Creek Ventures
Strawberry Creek Ventures is a UC Berkeley alumni venture fund that invests in companies led by UC Berkeley alumni.
Founder(s):
Location: Berkeley, California, United States
Industries: Finance, Financial Services, Venture Capital
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TheBOLT
TheBOLT is a technology company that allows International freelancers to receive payments from American clients.
Founder(s): Alexey Lebed
Location: Berkeley, California, United States
Industries: Financial Services, FinTech, Payments
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Blume Capital
Blume Capital provides investment advisory and financial planning services to clients.
Founder(s): James Blume
Location: Berkeley, California, United States
Industries: Banking, Financial Services, Impact Investing
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Owners Circle
Owners Circle provides small business owners with the online tools and financial information.
Founder(s): Matthew Christen, Obinna Okogbue, Usman Cheema
Location: Berkeley, California, United States
Industries: Financial Services, Insurance, iOS, Marketplace
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Access Softek
Access Softek develop innovative mobile banking products that offer secure, powerful features to customers of banks and credit unions.
Founder(s): Chris Doner
Location: Berkeley, California, United States
Industries: Banking, Credit, Financial Services, Software
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Community Financial Resources
Community Financial Resources builds the financial capability of community organizations by connecting them to consumer-friendly banking
Founder(s): Paul Campbell
Location: Berkeley, California, United States
Industries: Financial Services
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The Roda Group
Roda Group is a venture development company that invests in technology companies.
Founder(s): Roger Strauch
Location: Berkeley, California, United States
Industries: Finance, Financial Services, Venture Capital
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Ziggurat
A complete intelligent trading and investing assistant and decision support platform through deep tech and deeper insights
Founder(s):
Location: Berkeley, California, United States
Industries: Financial Services, Internet
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Shastic
Shastic created “Elle,” an intelligent process coordinator and text messaging platform for financial institutions.
Founder(s): Joseariel Gomez-Ortigoza
Location: Berkeley, California, United States
Industries: Financial Services, FinTech, Software
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Currency Exchange International
Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN).
Founder(s):
Location: Berkeley, California, United States
Industries: Financial Services
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Antigravity Investments
Antigravity Investments is a fintech and investment management company.
Founder(s):
Location: Berkeley, California, United States
Industries: Enterprise Applications, Financial Services, FinTech
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LifeWork
LifeWork provides payment services.
Founder(s): David Corfield, Stefan Wrobel
Location: Berkeley, California, United States
Industries: Financial Services, Payments
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Loansoft
Loansoft, Inc. designs and develops mortgage automation software solutions.
Founder(s): George Beier
Location: Berkeley, California, United States
Industries: Banking, Financial Services, FinTech, Software
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Calypso
Calypso is an online platform that services personal loans and capital markets.
Founder(s): Sigurd Eilerås, Sriharsha Guduguntla
Location: Berkeley, California, United States
Industries: Financial Services, FinTech, Lending, Marketplace
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Mindful Money
Mindful Money provides financial planning and investment advisory services.
Founder(s):
Location: Berkeley, California, United States
Industries: Angel Investment, Finance, Financial Services
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Broniec Associates
Broniec Associates is an accounting company that provides accounts payable auditing and consulting services.
Founder(s):
Location: Berkeley, California, United States
Industries: Accounting, Consulting, Financial Services
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Sparrow Cash Company
Consumer Financial Services
Founder(s): Aadhrik Kuila, Dev Ojha, Michael Trehan
Location: Berkeley, California, United States
Industries: Banking, Crowdfunding, Financial Services
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Mal Warwick Donordigital
Mal Warwick Donordigital is a fund-raising organization offering direct mail, telephone fundraising, and legacy marketing services.
Founder(s):
Location: Berkeley, California, United States
Industries: Advertising, Association, CRM, Financial Services
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Donationpay
DonationPay pages support every fundraising strategy & bring your online fundraising dreams to life with pages for donations.
Founder(s):
Location: Berkeley, California, United States
Industries: Banking, Financial Services, Insurance
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Vega Economics
Vega Economics provides data management, consulting, advanced statistical modelling, and financial services.
Founder(s):
Location: Berkeley, California, United States
Industries: Consulting, Finance, Financial Services
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Actualize Capital
Actualize Capital utilizes AI and human expertise for analyzing risk adjustments for investment management opportunities.
Founder(s): Tal Schwartz
Location: Berkeley, California, United States
Industries: Artificial Intelligence, Consulting, Financial Services, FinTech, Risk Management, Wealth Management
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Patpatia and Associates, Inc.
Patpatia and Associates, Inc. is a consulting firm that provides a wide rage of different consulting services.
Founder(s):
Location: Berkeley, California, United States
Industries: Consulting, Financial Services
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Taxnexus
We are the TubroTax of Cannabis
Founder(s): Bill De Zenzo, Jasmine Davaloo, Vernon Keenan
Location: Berkeley, California, United States
Industries: Accounting, Cannabis, Compliance, Developer APIs, Financial Services
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Sang Lucci
Sang Lucci provides educational and technical services for equity and options traders.
Founder(s):
Location: Berkeley, California, United States
Industries: Education, Finance, Financial Services
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Prime Wealth Management
Prime Wealth Management provides financial and tax planning, risk, retirement and investment management services.
Founder(s):
Location: Berkeley, California, United States
Industries: Consulting, Financial Services
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Vision Financial Planning
Vision Financial Planning offers taxation, estate, business, retirement planning, risk management and wealth management advisory services.
Founder(s): Lan J. Shaw
Location: Berkeley, California, United States
Industries: Advice, Financial Services, Retirement, Risk Management, Wealth Management
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Konviv
Konviv is a mobile fintech startup using an artificially intelligent chatbot to engage consumers in building better financial behavior.
Founder(s):
Location: Berkeley, California, United States
Industries: Financial Services, FinTech
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Berkeley Haas Fintech
Berkeley Haas FinTech aims to develop the next generation of fintech business leaders by providing them with the network and knowledge.
Founder(s):
Location: Berkeley, California, United States
Industries: Financial Services, FinTech
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Cooperative Center Federal Credit Union
Cooperative Center Federal Credit Union is a financial services company.
Founder(s):
Location: Berkeley, California, United States
Industries: Finance, Financial Services
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Ledgie
Ledgie is an upcoming personal finance app for cryptocurrency users.
Founder(s): Kelsey Theriault
Location: Berkeley, California, United States
Industries: Blockchain, Financial Services, FinTech, Internet, Mobile, Mobile Apps, Payments
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RefiRx
RefiRx is an online lending platform that provides transparent and anonymous auctions.
Founder(s):
Location: Berkeley, California, United States
Industries: Consumer Lending, Financial Services, Lending
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Andra Founders Fund
An technology growth fund focused on early-stage investments.
Founder(s):
Location: Berkeley, California, United States
Industries: Finance, Financial Services, Venture Capital
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Parkside Advisors
Parkside Advisors provides investment funds, wealth management, tax, financial and retirement planning services.
Founder(s):
Location: Berkeley, California, United States
Industries: Finance, Financial Services, Hedge Funds, Retirement, Wealth Management
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Financial Engineering Associates
Financial Engineering Associates develops derivative pricing and risk management technologies for the energy and commodities industries.
Founder(s):
Location: Berkeley, California, United States
Industries: Energy, Financial Services, Risk Management, Software
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North Berkeley Wealth Management
North Berkeley Wealth Management specializes in investment, portfolio construction and comprehensive financial planning services.
Founder(s):
Location: Berkeley, California, United States
Industries: Finance, Financial Services, Impact Investing, Wealth Management
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F E Forbes Company
F E Forbes Company is a real estate financial investment firm that provides loans and other services.
Founder(s):
Location: Berkeley, California, United States
Industries: Banking, Finance, Financial Services, Real Estate
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Wall St. Jesus
Wall St. Jesus is a stock market analysis firm.
Founder(s):
Location: Berkeley, California, United States
Industries: Finance, Financial Services, Stock Exchanges
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TPO Financial & Insurance Services
TPO Financial & Insurance Services specializes in financial & insurance planning and investment management.
Founder(s):
Location: Berkeley, California, United States
Industries: Financial Services, Insurance, Management Consulting
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TaxStudio
TaxStudio provides cutting edge professional services for Start-Ups, Entrepreneurs, Cross-Border Investors and many others.
Founder(s):
Location: Berkeley, California, United States
Industries: Financial Services
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Willow Grove Advisors
Willow Grove Advisors offers comprehensive wealth management, investment advisory, & financial planning services to meet the client’s goals.
Founder(s): Keley R. Petersen
Location: Berkeley, California, United States
Industries: Advice, Financial Services, Wealth Management
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BAY ATM
BAY ATM offers customized ATM solutions including new and reliable equipment, installation, custom signage, and online portal access.
Founder(s):
Location: Berkeley, California, United States
Industries: Commercial, Financial Services, Professional Services
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Elmwood Wealth Management Inc
Elmwood Wealth Management Inc builds and preserve wealth. Elmwood makes life easier while maximizing your investment potential.
Founder(s):
Location: Berkeley, California, United States
Industries: Financial Services, Wealth Management
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Affinity Capital Advisors
Affinity Capital Advisors is an investment firm that offers wealth management, retirement, tax & comprehensive financial planning services.
Founder(s):
Location: Berkeley, California, United States
Industries: Consulting, Financial Services, Retirement, Wealth Management
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Christmas
Christmas is an investment management firm focuses on investing clients assets in stock markets.
Founder(s):
Location: Berkeley, California, United States
Industries: Consulting, Finance, Financial Services
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LendSocial
LendSocial is a social lending platform based in Berkeley, California.
Founder(s):
Location: Berkeley, California, United States
Industries: Finance, Financial Services, Lending
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