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 67 Financial Services companies in Redwood City, 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 (Redwood City, California)
Symphony AyasdiAI
Symphony AyasdiAI empowers financial institutions with a complete picture of customers through unparalleled, predictive insight
Founder(s): Gunnar Carlsson, Gurjeet Singh, Harlan Sexton
Location: Redwood City, California, United States
Industries: Analytics, Artificial Intelligence, Finance, Financial Services, FinTech, Machine Learning
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Zibo
Zibo is a landlord platform with financial services and property insights.
Founder(s): Chris Hsu, Gregor Watson, Rob Bloemker
Location: Redwood City, California, United States
Industries: Financial Services, Real Estate
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Yodlee
Yodlee is a provider of financial applications that offers solutions for banks, entrepreneurs and individuals.
Founder(s): Schwark Satyavolu, Srihari Kumar, Sukhinder Singh
Location: Redwood City, California, United States
Industries: Banking, Financial Services, FinTech, Mobile, Software
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Alkanza
Alkanza is a global B2B SaaS platform with AI & ML, providing financial institutions automated advisory products to better serve customers.
Founder(s): Andres Villaquiran, Juan Becerra
Location: Redwood City, California, United States
Industries: Banking, Financial Services, FinTech, Risk Management, SaaS, Wealth Management
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Flourish Ventures
Flourish is a global venture capital firm focused on early-stage Fintech investments that enhance financial health.
Founder(s):
Location: Redwood City, California, United States
Industries: Financial Services, FinTech, Venture Capital
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Karta
Karta offers smart company cards that helps in automating expense reports and simplify company spending.
Founder(s): Nik Zimmer
Location: Redwood City, California, United States
Industries: Financial Services, FinTech, Payments
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WePay
WePay is an online payment service company that provides secure and comprehensive APIs designed for ISVs and SaaS providers.
Founder(s): Bill Clerico, Richard Aberman
Location: Redwood City, California, United States
Industries: E-Commerce, Financial Services, FinTech, Risk Management, SaaS
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Bessemer Venture Partners
Bessemer Venture Partners is a venture capital firm that funds consumer, enterprise, and healthcare startups.
Founder(s): Henry Phipps
Location: Redwood City, California, United States
Industries: Business Development, Finance, Financial Services, Venture Capital
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Equilar
Equilar, an information services firm, provides a suite of databases, search tools, and research services for making compensation decisions.
Founder(s): David Chun
Location: Redwood City, California, United States
Industries: Big Data, Cloud Computing, Consulting, Financial Services
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Cheddar Card
Cheddar is a better checking account. It gives you a complete picture of your finances and lets you put your money where it needs to be.
Founder(s): Alex Fryer
Location: Redwood City, California, United States
Industries: Accounting, Apps, Financial Services, Payments
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PayWithMyBank
PayWithMyBank is an online payment alternative that allows customers to log into online banking to pay, directly from the merchant site.
Founder(s): Alexandre Gonthier
Location: Redwood City, California, United States
Industries: E-Commerce, Financial Services, Internet, Mobile Payments
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XTRM
XTRM is a secure trusted global payment and FX platform.
Founder(s): Richard Grogan-Crane
Location: Redwood City, California, United States
Industries: Cloud Computing, Finance, Financial Services, FinTech
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Omidyar Network
Omidyar Network is an investment firm.
Founder(s): Pam Omidyar, Pierre Omidyar
Location: Redwood City, California, United States
Industries: Enterprise Software, Financial Services, Venture Capital
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Spero Ventures
Spero Ventures is an early stage venture capital firm.
Founder(s): Rob Veres, Shripriya Mahesh
Location: Redwood City, California, United States
Industries: Financial Services, Venture Capital
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ScanPay
ScanPay is a financial technology company that helps users collect payments without a card terminal.
Founder(s): Venkat Paruchuri
Location: Redwood City, California, United States
Industries: Financial Services, FinTech, Mobile Payments
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Zenbanx
Zenbanx is a financial technology company that created a mobile multi-currency account for people who live, work, or travel across borders.
Founder(s): Arkadi Kuhlmann, Michael Senechal
Location: Redwood City, California, United States
Industries: Banking, Financial Services, FinTech, Internet
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Startup Network
Ecosystem for Venture Capital market participants: Investors, Entrepreneurs, Corporations and Professionals.
Founder(s): Alexander Soroka
Location: Redwood City, California, United States
Industries: Business Development, Financial Services, Funding Platform, Online Portals, Venture Capital
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Daric
Daric is a peer-to-peer lending platform providing personal and small business loans.
Founder(s): Cooper Dawson, Greg Ryan, Vasant Ramachandran
Location: Redwood City, California, United States
Industries: Computer, Financial Services, FinTech, Internet
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Seiler & Company, LLP
Seiler & Company, LLP is a company providing tax, advisory and accounting services.
Founder(s): Mark Berryman
Location: Redwood City, California, United States
Industries: Accounting, Association, Consulting, Financial Services, Non Profit, Professional Services
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weBounty, Inc.
A platform for creating crowd-funded bounties.
Founder(s): Marek Belski
Location: Redwood City, California, United States
Industries: Crowdfunding, Finance, Financial Services
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Middleware
Middleware company develops the Product: real hyperautomation engine for digital transformation of your company (ft. digital twin).
Founder(s):
Location: Redwood City, California, United States
Industries: Financial Services, Information Technology, Payments, Software
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Provident Credit Union
Provident Credit Union specializes in banking with loans, mortgages, savings, insurance, investment advice for companies and NPCs.
Founder(s):
Location: Redwood City, California, United States
Industries: Banking, Finance, Financial Services, Non Profit
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Finalytix
Finalytix independent consultancy firm .
Founder(s): Omar Rana, Samer Hamwi, Sriniwas Nandiraju
Location: Redwood City, California, United States
Industries: Finance, Financial Services, Marketing, Real Estate
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Billpoint
Billpoint is a person-to-person online payments service. The company was founded in 1998 and is based in Redwood City, California. As of
Founder(s): Jason May, Jay Shen
Location: Redwood City, California, United States
Industries: Financial Services, Internet, Payments
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Data Ignition
Data Ignition is an ERP data compliance platform that improves the way organizations audit the transactional data inside their businesses.
Founder(s):
Location: Redwood City, California, United States
Industries: Financial Services, FinTech, Information Technology, SaaS, Software
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EmailMeForm
EmailMeForm Connect trusted payment gateways with your forms and securely accept credit cards.
Founder(s):
Location: Redwood City, California, United States
Industries: Financial Services, Internet
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TYNAX
TYNAX is a company that specializes in patent exchange and investments.
Founder(s):
Location: Redwood City, California, United States
Industries: Banking, Financial Services
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Silicon FinTech Bay
A world class FinTech ecosystem and a FinTech incubator located in the heart of downtown Redwood City, California.
Founder(s): Gerben Visser, Maissan AlMaskati
Location: Redwood City, California, United States
Industries: Coworking, Financial Services, FinTech, InsurTech
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San Mateo Credit Union
San Mateo Credit Union offers banking, loans, and financial services.
Founder(s):
Location: Redwood City, California, United States
Industries: Banking, Finance, Financial Services
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Pettinelli Financial Partners
Pettinelli Financial Partners is a financial services company that offers investment and wealth management strategies.
Founder(s):
Location: Redwood City, California, United States
Industries: Financial Services, Professional Services, Wealth Management
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Vestif
Cash financing for employees pre-IPO options and equity. Educational tools for tax and wealth planning, centered around equity and options.
Founder(s): Benjamin Gorlick, Matthew Brickley
Location: Redwood City, California, United States
Industries: Financial Services, FinTech
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San Mateo County Employees’ Retirement Association
SamCERA is a defined benefit pension plan providing retirement, disability and death benefits for its eligible members and beneficiaries.
Founder(s):
Location: Redwood City, California, United States
Industries: Employee Benefits, Financial Services, Government, Retirement
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nCent
nCent is a decentralized protocol for incentive markets that rewards people for solving hard problems together.
Founder(s):
Location: Redwood City, California, United States
Industries: Blockchain, Cryptocurrency, Financial Services, Internet
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Closedloop Solutions, Inc.
Closedloop Solutions, Inc. makes collaborative applications that help businesses with financial planning, budgeting, and forecasting.
Founder(s):
Location: Redwood City, California, United States
Industries: Financial Services, Software
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Team Hewins
Team Hewins provides investment management and financial planning services.
Founder(s):
Location: Redwood City, California, United States
Industries: Advice, Financial Services, Wealth Management
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Polam Federal Credit Union
Polam Federal Credit Union is a financial & banking firm that helps people gain financial well-being and attain their goals.
Founder(s):
Location: Redwood City, California, United States
Industries: Banking, Finance, Financial Services
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Griffin Black
Griffin Black is an investment advisor.
Founder(s): Jane Beule
Location: Redwood City, California, United States
Industries: Advice, Financial Services, Wealth Management
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Herzer Financial Services
Herzer Financial Services is an investment and loan company that provides investors and borrowers unsurpassed services.
Founder(s): David Herzer
Location: Redwood City, California, United States
Industries: Financial Services, Lending, Real Estate Investment
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Monarcas Tax
Monarcas Tax specializes in tax consultation, free electronic filing, direct deposit to bank account and free tax review services.
Founder(s):
Location: Redwood City, California, United States
Industries: Advice, Consulting, Financial Services, Professional Services
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Redbrick Associates
Redbrick Associates associates with venture firms, private equity and entrepreneurs to manage their business and financial reporting.
Founder(s):
Location: Redwood City, California, United States
Industries: Business Development, Financial Services, Venture Capital
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LoanBack
LoanBack is a website that allows users to create loan agreements.
Founder(s):
Location: Redwood City, California, United States
Industries: Financial Services, Internet, Software
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Ledwith Houghton and Company CPAs
Ledwith Houghton and Company CPAs is an accounting firm that offers tax planning, bookkeeping, payroll, compilation and audit services.
Founder(s):
Location: Redwood City, California, United States
Industries: Accounting, Consulting, Financial Services
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Accelerated Recovery Services
Accelerated Recovery Services offers accounts receivable management, billing, litigation management and subrogation services.
Founder(s):
Location: Redwood City, California, United States
Industries: Billing, Finance, Financial Services
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Tony H Tarabay
Tony H Tarabay renders tax, estate planning, accounting, bookkeeping, payroll and cash flow management services.
Founder(s):
Location: Redwood City, California, United States
Industries: Accounting, Consulting, Financial Services
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Ben-David Financial Planning
Dori Ben-David founded Ben-David Financial Planning, a fee-only financial planning firm.
Founder(s):
Location: Redwood City, California, United States
Industries: Finance, Financial Services
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Silicon Valley Finance Group
Silicon Valley Finance Group provides accounting and financial services to companies.
Founder(s):
Location: Redwood City, California, United States
Industries: Consulting, Financial Services, Venture Capital
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Fintan Partners
Fintan Partners is expert in creating and managing innovative alternative investment solutions.
Founder(s):
Location: Redwood City, California, United States
Industries: Financial Services, Wealth Management
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280first
280first is a financial services platform that analyzes unstructured financial data.
Founder(s):
Location: Redwood City, California, United States
Industries: Analytics, Finance, Financial Services
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California Consumer Lending
California Consumer Lending specializes in an array of loans, mortgage, home purchase, financial, and real estate services.
Founder(s):
Location: Redwood City, California, United States
Industries: Financial Services, Lending, Real Estate
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Hispanic – Net
Hispanic-Net is a online community of hispanic entrepreneurs, executives, innovators and investors.
Founder(s): Roberto Medrano
Location: Redwood City, California, United States
Industries: Communities, Financial Services, Non Profit
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Michael J Clark CPA
Michael J Clark CPA is an accounting firm that provides bookkeeping, financial planning and consulting services for tax preparation.
Founder(s):
Location: Redwood City, California, United States
Industries: Accounting, Consulting, Finance, Financial Services
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San Mateo County Schools Insurance Group
San Mateo County Schools Insurance Group offers liability, dental & vision insurance, worker’s compensation, EAP & special events services.
Founder(s):
Location: Redwood City, California, United States
Industries: Employee Benefits, Financial Services, Health Insurance, Insurance
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The Brauner Company
The Brauner Company offers investment opportunities and financial services with a holistic approach to families and individuals.
Founder(s):
Location: Redwood City, California, United States
Industries: Advice, Asset Management, Financial Services
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Curran & Lewis
Curran & Lewis is a financial firm that provides wealth management and investment strategies to promote business growth for organizations.
Founder(s):
Location: Redwood City, California, United States
Industries: Consulting, Financial Services, Wealth Management
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Manufactured Home Mortgage
Manufactured Home Mortgage is a mortgage company that specializes in manufactured housing insurance and finance.
Founder(s): Rob La Monica
Location: Redwood City, California, United States
Industries: Finance, Financial Services, Insurance, Lending
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The Valley List
The Valley List is dedicated to helping startups and entrepreneurs grow.
Founder(s): Aidan J. Cole
Location: Redwood City, California, United States
Industries: Financial Services, Insurance, Non Profit
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Sequoia Federal Credit Union
Sequoia Federal Credit Union specializes in banking and financial services.
Founder(s):
Location: Redwood City, California, United States
Industries: Banking, Finance, Financial Services
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Worldwide Compensation
Compensation Planning Software
Founder(s):
Location: Redwood City, California, United States
Industries: Enterprise Software, Financial Services, Software
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Taxes Hispanos
Taxes Hispanos specializes in income tax return preparation along with legal document assistance services.
Founder(s):
Location: Redwood City, California, United States
Industries: Consulting, Document Preparation, Financial Services
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Birri Holdings
Birri Holding maintains a financial and vested interest in each of its’ holdings – for the Birri Group.
Founder(s): Astor Birri
Location: Redwood City, California, United States
Industries: Business Development, Finance, Financial Services, Impact Investing
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Tri-Star Financial
Tri-Star Financial offers financial services.
Founder(s):
Location: Redwood City, California, United States
Industries: Accounting, Financial Services, Professional Services
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Peninsula Bookkeepers
Peninsula Bookkeepers is a financial services firm that provides bookkeeping services.
Founder(s):
Location: Redwood City, California, United States
Industries: Finance, Financial Services, Professional Services
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L. Lopez, CPA & Associates
L. Lopez, CPA & Associates offers accounting, bookkeeping, taxation, IRS, and state representation services for businesses and individuals.
Founder(s): Tony Lopez
Location: Redwood City, California, United States
Industries: Accounting, Financial Services, Professional Services
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Cloudstone
Cloudstone is a technology and Healthtech.
Founder(s):
Location: Redwood City, California, United States
Industries: Business Development, Financial Services, Health Care, Information Technology
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Resonant Commerce
Resonant Commerce
Founder(s):
Location: Redwood City, California, United States
Industries: Developer Tools, E-Commerce, Financial Services
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GMSI Merchant Credit Card Processor
GMSI Merchant Credit Card Processor offers real-time money, chargeback assistance, settlement clearing, and payment processing solutions.
Founder(s):
Location: Redwood City, California, United States
Industries: Credit Cards, Financial Services, Payments, Point of Sale, Transaction Processing
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BlueVine
BlueVine is an online platform that provides small to medium-sized businesses access to financial products.
Founder(s): Eyal Lifshitz, Moti Shatner, Nir Klar
Location: Redwood City, California, United States
Industries: Finance, Financial Services, FinTech, Small and Medium Businesses
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