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 79 Financial Services companies in Santa Clara, 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 (Santa Clara, California)
Ondot Systems
Ondot enables card issuers to offer in-the-moment convenience with control and transparency to their physical and virtual cards.
Founder(s): Bharghavan Vaduvur, Rachna Ahlawat
Location: Santa Clara, California, United States
Industries: Financial Services, FinTech, Mobile, Payments, Security, Software
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Citcon
Citcon is a mobile payment network that enables global merchants to accept payments from consumers.
Founder(s): Chunbo Huang
Location: Santa Clara, California, United States
Industries: Financial Services, FinTech, Marketing, Mobile Payments, Travel
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PayNearMe
PayNearMe is a provider of web and mobile-based cash payments platform designed to facilitate online purchases and bill payments.
Founder(s): Danny Shader
Location: Santa Clara, California, United States
Industries: Financial Services, FinTech, Mobile Payments, Payments
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Machnet
Machpay is all in one single programmable API for cross border payments.
Founder(s): Ashish Shrestha, Jay Dahal
Location: Santa Clara, California, United States
Industries: Banking, Financial Services, FinTech, Information Technology, Payments, Software
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Evercoin
Evercoin is a mobile application that provides a cryptocurrency exchange service.
Founder(s): Miko Matsumura, Talip Ozturk
Location: Santa Clara, California, United States
Industries: Blockchain, Cryptocurrency, Financial Exchanges, Financial Services
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Better Capital
Better Capital is a micro venture firm that creates and invests in innovative businesses.
Founder(s): Vaibhav Domkundwar
Location: Santa Clara, California, United States
Industries: Finance, Financial Services, Venture Capital
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Intel Capital
Intel Capital invests in innovative startups targeting cloud and AI infrastructure, cybersecurity, and other disruptive technologies.
Founder(s): Les Vadasz
Location: Santa Clara, California, United States
Industries: Finance, Financial Services, Venture Capital
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SharkPay
SharkPay is an innovative, easy-to-use payment gateway that accepts over 20 different methods, including cryptocurrencies like Bitcoin.
Founder(s):
Location: Santa Clara, California, United States
Industries: Cryptocurrency, Finance, Financial Services, FinTech, Mobile Payments, Payments
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Nihaopay
Nihaopay provides financial services to clients investing in Chinese companies.
Founder(s): Peng Jin
Location: Santa Clara, California, United States
Industries: E-Commerce, Finance, Financial Services, FinTech, Lending, Payments
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Klinche, Inc.
Klinche securely manages and automates construction payments and documents for banks & lenders using patent-pending technologies.
Founder(s): George Morf, Sherratt Reicher
Location: Santa Clara, California, United States
Industries: Construction, Financial Services, FinTech
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Crumbs
Crumbs is a micro investing platform for crypto assets.
Founder(s): Carson Holoien, Patrick Mrozowski
Location: Santa Clara, California, United States
Industries: Apps, Cryptocurrency, Financial Services
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Billeo Inc.
[Acquired by PaymentUs]. Billeo is a leading provider of online shopping and bill pay services since 2006
Founder(s): Murali Subbarao
Location: Santa Clara, California, United States
Industries: Financial Services, Payments, Shopping
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LG Technology Ventures
LG Technology Ventures manages over $400 million and invests in early-stage information technology and advanced materials companies.
Founder(s): Koo In-Hwoi
Location: Santa Clara, California, United States
Industries: Finance, Financial Services, Venture Capital
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Shrimpy
Shrimpy is the most trusted way to trade on crypto exchanges. APIs for exchange management, trade execution, and real-time data collection.
Founder(s): Matthew Wesly, Michael McCarty
Location: Santa Clara, California, United States
Industries: Asset Management, Blockchain, Cryptocurrency, Developer APIs, Finance, Financial Services, FinTech, Internet, Software, Trading Platform
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Presidio Ventures
Presidio Ventures helps tech start-ups by offering financial support and expertise in business development.
Founder(s):
Location: Santa Clara, California, United States
Industries: Business Development, Cyber Security, Digital Media, Financial Services, FinTech, Internet of Things, Venture Capital
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Big Data Federation
Big Data Federation applies innovative machine-learning technologies to big data to predict financial and economic fundamentals metrics.
Founder(s): Pouya Taaghol
Location: Santa Clara, California, United States
Industries: Analytics, Artificial Intelligence, Big Data, Financial Services, FinTech, Information Services, Machine Learning, Predictive Analytics
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NuCash Inc
Mobile App, Neo Banking, Lending, Super App
Founder(s): Ashit Joshi
Location: Santa Clara, California, United States
Industries: Banking, Financial Services, FinTech, Micro Lending
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Entreda
Cybersecurity compliance and risk analytics software
Founder(s): Farshad Ghaffari, Sid Yenamandra
Location: Santa Clara, California, United States
Industries: Compliance, Cyber Security, Financial Services, Software
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Emagia Corporation
Emagia Corporation is a leading provider of Enterprise Order-to-Cash Management
Founder(s): Veena Gundavelli
Location: Santa Clara, California, United States
Industries: Financial Services, Software
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Charter Life Sciences
Charter Life Sciences is a clinical-stage venture capital firm focused on investments in early-stage opportunities.
Founder(s):
Location: Santa Clara, California, United States
Industries: Biotechnology, Financial Services, Life Science, Venture Capital
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Hyperion Solutions
Hyperion Solutions provides business performance management software for workforce planning, finance management, reporting and analysis.
Founder(s): Robert Thomson
Location: Santa Clara, California, United States
Industries: Developer Tools, Enterprise Software, Financial Services, Information Services, Information Technology, Software
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Citrix Startup Accelerator
Citrix Startup Accelerator is an early-stage investor that invests in enterprise start-ups.
Founder(s): John McIntyre, Michael Harries
Location: Santa Clara, California, United States
Industries: Finance, Financial Services, FinTech
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CompareRemit
CompareRemit – Changing The Way Remittance Works.
Founder(s):
Location: Santa Clara, California, United States
Industries: Financial Exchanges, Financial Services, Payments
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Nestfund
Sponsor-direct platform providing commercial real estate investment offerings to everyday investors.
Founder(s): Dal Thandi
Location: Santa Clara, California, United States
Industries: Financial Services, Real Estate
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ClickHome
ClickHome is a real estate company providing professional advice on buying and selling homes in the city of Santa Clara, California.
Founder(s):
Location: Santa Clara, California, United States
Industries: Financial Services, Professional Services, Real Estate, Sales
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Ink Protocol
Ink is a decentralized reputation and payment protocol looking to bring transferrable reputation to P2P marketplaces
Founder(s): Gee Chuang, James Fong
Location: Santa Clara, California, United States
Industries: Computer, Financial Services
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OutForce
OutForce is an advisory firm that offers accounting, legal, HR, benefits management, payroll processing, financing and consulting services.
Founder(s):
Location: Santa Clara, California, United States
Industries: Accounting, Consulting, Finance, Financial Services, Human Resources
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KeyPoint Credit Union
KeyPoint Credit Union offers personal and business loans and banking services.
Founder(s):
Location: Santa Clara, California, United States
Industries: Banking, Financial Services, Insurance
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The Loan Story
The Loan Story is a loan and financial advisory service provider company.
Founder(s):
Location: Santa Clara, California, United States
Industries: Advice, Finance, Financial Services
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CardPlus, Inc
PaaS (Payments as a Platform) vehicle for IoT connected in-wallet applications, P2P Card-to-Card, Dynamic Tokenizing, eCommerce, Blockchain
Founder(s):
Location: Santa Clara, California, United States
Industries: Cryptocurrency, E-Commerce, Financial Services, FinTech, Software
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Liquid Engines
Liquid Engines provides software and services for corporate tax professionals to develop and manage world-class tax organizations.
Founder(s):
Location: Santa Clara, California, United States
Industries: Finance, Financial Services, Software
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TokenClub
TokenClub is a blockchain based cryptocurrency investment service community.
Founder(s):
Location: Santa Clara, California, United States
Industries: Blockchain, Communities, Cryptocurrency, Financial Services
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Optionstack
Optionstack advises on trade investment that helps in creating & testing stock and options trading strategies and uses advance technologies.
Founder(s): Austin Austin, Bill Bill, Paul Paul
Location: Santa Clara, California, United States
Industries: Advice, Consulting, Financial Services, Training
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Financial Navigator
Financial Navigator focuses strictly on the accounting and reporting needs of Single Family Offices and Multi-client Family Offices.
Founder(s): Ed Van Deman, John Van Deman
Location: Santa Clara, California, United States
Industries: Financial Services, Software
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Webango
Webango, Inc. is the leading provider of Strategic eSourcing solutions to the Global 2000 and their suppliers.
Founder(s): Eytan Ben Meir
Location: Santa Clara, California, United States
Industries: Finance, Financial Services, Internet, Procurement
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Alpha B Group
Alpha B Group provides accounting, bookkeeping, tax planning, tax preparation and business start-up services to individuals and businesses.
Founder(s):
Location: Santa Clara, California, United States
Industries: Accounting, Finance, Financial Services
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Chuwa America
Chuwa America specializes in system development for securities, insurance, logistics industries and the enterprise management sector.
Founder(s):
Location: Santa Clara, California, United States
Industries: Financial Services, Information Technology, IT Management, Software
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Bay View Funding
A Financial service Company .
Founder(s): Andrew Aquino, Glen Shu
Location: Santa Clara, California, United States
Industries: Financial Services
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Acorn Campus Taiwan
Venture capital firm for early-stage life science and technology companies
Founder(s): Wu-Fu Chen
Location: Santa Clara, California, United States
Industries: Financial Services, Venture Capital
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Bay View Funding
A Financial service Company .
Founder(s): Andrew Aquino, Glen Shu
Location: Santa Clara, California, United States
Industries: Financial Services
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Azilon Corporation
Azilon is a leading provider of Enterprise Process Governance solutions.
Founder(s):
Location: Santa Clara, California, United States
Industries: Financial Services, Software
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DoBid
DoBid is an online influencing platform that offers users to create campaigns, donations and crowdfunding services.
Founder(s): Joe Bredar
Location: Santa Clara, California, United States
Industries: Crowdfunding, Financial Services
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Xansfer
Xansfer offers advanced blockchain & cryptocurrencies solutions including crypto investments and crypto market algorithmic trading.
Founder(s):
Location: Santa Clara, California, United States
Industries: Blockchain, Financial Services, FinTech
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Reactor.ai
DaaS platform on emerging technologies for banks and financial services industry.
Founder(s): Pavel Shpin, Valeriy Galitskiy
Location: Santa Clara, California, United States
Industries: Financial Services, FinTech
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Figtree Financial Advisors
Figtree Financial Advisors offers retirement planning, investment management, and comprehensive financial planning services.
Founder(s):
Location: Santa Clara, California, United States
Industries: Advice, Consulting, Financial Services, Professional Services, Retirement
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ERATE
ERATE provides information about financial and interest rates for consumer usage.
Founder(s):
Location: Santa Clara, California, United States
Industries: Finance, Financial Services, Information Services
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Xanbell Technologies
Xanbell Technologies is global IT company, providing a broad range of services and solutions for industries like Banking & Finance.
Founder(s):
Location: Santa Clara, California, United States
Industries: Financial Services, Information Technology
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SatyamUS Tax Filings
SatyamUS Tax Filings provides mergers and acquisitions, business startups, accounting, taxation, auditing and CFO services.
Founder(s):
Location: Santa Clara, California, United States
Industries: Accounting, Finance, Financial Services
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BitCasas
BitCasas provides financial services for real estate.
Founder(s):
Location: Santa Clara, California, United States
Industries: Asset Management, Financial Services, Real Estate
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VistaOne
VistaOne is a global provider of information management, reporting and distribution solutions to the securities industry and asset
Founder(s):
Location: Santa Clara, California, United States
Industries: Financial Services, Information Services, Logistics, Software
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Fred Spicknall, Investment Advisor Representative
1754 Technology Drive Ste. 133 San Jose, CA 95110
Founder(s):
Location: Santa Clara, California, United States
Industries: Financial Services
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Mission City Federal Credit Union
MCFCU offers personal financial products and services, from checking accounts to term certificates, and personal loans to real estate loans.
Founder(s):
Location: Santa Clara, California, United States
Industries: Banking, Financial Services
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Grassi Investment Management
Grassi Investment Management is a financial company that offers consultation, capital preservation, risk and wealth management services.
Founder(s):
Location: Santa Clara, California, United States
Industries: Consulting, Financial Services, Wealth Management
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Altay Capital
Altay Capital is a preeminent business advisory firm that is helping businesses grow and succeed.
Founder(s):
Location: Santa Clara, California, United States
Industries: Consulting, Financial Services
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Mikasa Homes & Funding
Mikasa Homes & Funding provides loans, refinance, consulting, financial and funding services.
Founder(s):
Location: Santa Clara, California, United States
Industries: Consulting, Financial Services, Funding Platform, Lending, Real Estate
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The Blakeley Group
The Blakeley Group offers wealth and portfolio management services.
Founder(s):
Location: Santa Clara, California, United States
Industries: Financial Services, Service Industry, Wealth Management
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Rogers Investment Advisors
Rogers Investment Advisors provides advisory services in the field of wealth management, corporate retirement plans and tax management.
Founder(s):
Location: Santa Clara, California, United States
Industries: Advice, Financial Services, Retirement, Wealth Management
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Silicon Valley Bookkeeping Solutions
Silicon Valley Bookkeeping Solutions providing professional accounting services like Payroll, Personal Finances, Sales Tax Returns, Audits.
Founder(s):
Location: Santa Clara, California, United States
Industries: Accounting, Finance, Financial Services, Personal Finance
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SVFF
SVFF is an event where angel investors, venture capitalists, entrepreneurs exchange innovative ideas and explore investment opportunities.
Founder(s):
Location: Santa Clara, California, United States
Industries: Events, Financial Services, Professional Services
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Financial Planning Association of Silicon Valley
Financial Planning Association of Silicon Valley that offers financial planning services.
Founder(s):
Location: Santa Clara, California, United States
Industries: Advice, Association, Consulting, Financial Services
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Napa Capital
Napa Capital provides investment advisory, venture capital, fundraising, and networking guidance services for businesses.
Founder(s): Po We Kao
Location: Santa Clara, California, United States
Industries: Advice, Financial Services, Lending, Venture Capital
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Vogel Tax and Bookkeeping Services
Vogel Tax & Bookkeeping Services is a tax preparation firm that offers bookkeeping, accounting, IRS representation and entity selection.
Founder(s):
Location: Santa Clara, California, United States
Industries: Accounting, Finance, Financial Services
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INeedALoan.Net
INeedALoan.Net is a company with online loan offers for various purposes.
Founder(s):
Location: Santa Clara, California, United States
Industries: Finance, Financial Services, Personal Finance
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Bhuiyan and Associates
Bhuiyan and Associates provide accounting, IRS representation, estate planning and tax management services for individuals and businesses.
Founder(s):
Location: Santa Clara, California, United States
Industries: Accounting, Financial Services, Professional Services
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Hi-Tech FPO
Hi-Tech FPO – provides professional bookkeeping, financial accountancy and payroll services to CPAs and Accounting Firms.
Founder(s):
Location: Santa Clara, California, United States
Industries: B2B, Consulting, Crowdfunding, Financial Services, Information Technology, Insurance
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GS Insurance Solutions
GS Insurance Solutions offers a wide range of property insurance, employee benefits & business insurance, along with claim support services.
Founder(s):
Location: Santa Clara, California, United States
Industries: Employee Benefits, Financial Services, Insurance
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James M Babcock
James M Babcock is a CPA firm that offers tax management, bookkeeping, accounting, payroll and advisory services.
Founder(s):
Location: Santa Clara, California, United States
Industries: Accounting, Consulting, Financial Services, Professional Services
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Overnite Capital
Overnite Capital helps reduce your short-term capital considerations so that you can concentrate on increasing your business.
Founder(s):
Location: Santa Clara, California, United States
Industries: Finance, Financial Services
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Silicon Valley Accounting Solutions
Silicon Valley Accounting Solutions is an accounting firm that focuses on bookkeeping, controllership and advisory services.
Founder(s):
Location: Santa Clara, California, United States
Industries: Accounting, Advice, Financial Services
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Diwakar Taxes
Diwakar Taxes is an accounting firm that specializes in bookkeeping, payroll, taxation, audit, home mortgage, and consulting services.
Founder(s):
Location: Santa Clara, California, United States
Industries: Accounting, Consulting, Financial Services, Professional Services
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Yangler
Yangler is a financial service provider that offers venture capital, private equity, and funding services to startup businesses.
Founder(s):
Location: Santa Clara, California, United States
Industries: Financial Services, Funding Platform, Venture Capital
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ADS Ventures
ADS Ventures is a provider investment, venture capital, and financial services for clients.
Founder(s):
Location: Santa Clara, California, United States
Industries: Financial Services, Impact Investing, Venture Capital
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Special Needs Planning Group
Special Needs Planning Group provides a spectrum of accounting, payroll, financial planning, tax management & investment strategy services.
Founder(s):
Location: Santa Clara, California, United States
Industries: Accounting, Advice, Finance, Financial Services, Wealth Management
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Bennet, Shay & Co.
Bennet, Shay & Co. specializes in accounting, bookkeeping, payroll, taxation, financial planning, IRS representation & consulting services.
Founder(s):
Location: Santa Clara, California, United States
Industries: Accounting, Consulting, Financial Services
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Renascia
Renascia is a financial advisory firm that specializes in the acquisition, investment, joint venture and strategic advisory services.
Founder(s):
Location: Santa Clara, California, United States
Industries: Advice, Financial Services
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NRI Tax Group
NRI Tax Group provides accounting and tax services.
Founder(s):
Location: Santa Clara, California, United States
Industries: Accounting, Consulting, Finance, Financial Services, Medical, Real Estate
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Cambridge Investment Research
We are a full-service financial.
Founder(s):
Location: Santa Clara, California, United States
Industries: Consulting, Financial Services
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Couture & Nguyen Income Tax & Business Services
Tax Preparation Services in Santa Clara, CA
Founder(s):
Location: Santa Clara, California, United States
Industries: Financial Services
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URI Financial
URI Financial specializes in property sales, cash-out refinance loans, fixed-rate loans, FHA loans, and mortgage lending services.
Founder(s):
Location: Santa Clara, California, United States
Industries: Commercial Lending, Financial Services, Lending, Real Estate
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