101 Top San Francisco Financial Services Companies and Startups of 2021

June 18, 2021
Top Companies (Navigation) show

This article showcases our top picks for the best San Francisco based Financial Services companies. These startups and companies are taking a variety of approaches to innovating the Financial Services industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

[adace-ad id=”7108″]

Top San Francisco Financial Services Startups

Data sourced from Crunchbase and SemRush.

Plaid

Plaid

Crunchbase Website Twitter Facebook Linkedin

Plaid provides companies with the tools and access needed for the development of a digitally-enabled financial system.

SoFi

SoFi

Crunchbase Website Twitter Facebook Linkedin

SoFi is a finance company that offers a range of lending and wealth management services.

SoFi

Flutterwave

Crunchbase Website Twitter Facebook Linkedin

Flutterwave is a fintech company that provides a payment infrastructure for global merchants and payment service providers.

SoFi

Ripple

Crunchbase Website Twitter Facebook Linkedin

Ripple provides one frictionless experience to send money globally using the power of blockchain.

SoFi

Kraken

Crunchbase Website Twitter Facebook Linkedin

Kraken is a cryptocurrency exchange that provides spot and futures trading between Bitcoin, Ethereum and 40+ other digital assets.

SoFi

Ethos

Crunchbase Website Twitter Facebook Linkedin

Ethos Life is an insurance company that provides modern and ethical life insurance to protect life.

SoFi

Brex

Crunchbase Website Twitter Facebook Linkedin

Brex is a fintech company that offers credit cards and cash management solutions for their customers to save and spend money.

SoFi

Airbase

Crunchbase Website Twitter Facebook Linkedin

Airbase serves as an all-in-one spend management platform that helps companies with their financial control and visibility.

SoFi

Figure

Crunchbase Website Twitter Facebook Linkedin

Figure is a financial services company leveraging blockchain technology.

SoFi

Bitwise

Crunchbase Website Twitter Facebook Linkedin

Bitwise is a crypto index fund manager for individuals, investment managers, and institutions navigating cryptocurrency.

SoFi

CircleUp

Crunchbase Website Twitter Facebook Linkedin

CircleUp is an investment platform that provides capital and resources to innovative, early-stage consumer brands.

SoFi

Synctera

Crunchbase Website Twitter Facebook Linkedin

Synctera is a FinTech-as-a-Service platform that connects financial institutions with fintech companies.

SoFi

Chipper Cash

Crunchbase Website Twitter Facebook Linkedin

Chipper Cash is a fintech platform that offers mobile, cross-border money transfer services.

SoFi

HoneyBook

Crunchbase Website Twitter Facebook Linkedin

HoneyBook is a business management platform creating tools to help creative entrepreneurs run their business on their own terms.

SoFi

Forge

Crunchbase Website Twitter Facebook Linkedin

Forge (formerly Equidate) is a marketplace for private equity, giving private and institutional investors access to top pre-IPO companies.

SoFi

Uphold

Crunchbase Website Twitter Facebook Linkedin

Uphold is a digital wallet and trading platform that enables cryptocurrencies and other assets affordable and accessible for everyone.

SoFi

500 Startups

Crunchbase Website Twitter Facebook Linkedin

500 Startups is a global venture capital firm with a network of startup programs for founders, mentors, and investors.

SoFi

Visa

Crunchbase Website Twitter Facebook Linkedin

Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.

SoFi

Mission Lane

Crunchbase Website Twitter Facebook Linkedin

Mission Lane is a consumer finance company dedicated to helping everyone have access to fair and clear credit.

SoFi

Remote

Crunchbase Website Twitter Facebook Linkedin

Remote offers international payroll, benefits, and compliance services for distributed employees and contractors.

SoFi

Secfi

Crunchbase Website Twitter Facebook Linkedin

Secfi works with startup employees and founders to provide equity planning and stock option financing.

SoFi

dYdX

Crunchbase Website Twitter Facebook Linkedin

dYdX is a leading decentralized exchange offering Perpetual, Margin, & Spot trading, as well as borrow / lend pools on Ethereum.

SoFi

SignalFire

Crunchbase Website Twitter Facebook Linkedin

SignalFire is a venture capital firm that invests in seed stage companies and breakout companies.

SoFi

Lending Club

Crunchbase Website Twitter Facebook Linkedin

Lending Club is an online financial community that brings together creditworthy borrowers and savvy investors.

SoFi

Expensify

Crunchbase Website Twitter Facebook Linkedin

Expensify is a financial services startup that provides an integrated expense management and corporate card product for customers worldwide.

SoFi

Aura Financial

Crunchbase Website Twitter Facebook Linkedin

Aura is a financial service company that provides affordable, credit-building loans to working families.

SoFi

Fundbox

Crunchbase Website Twitter Facebook Linkedin

Fundbox is an AI-powered financial platform for small businesses.

SoFi

Collective

Crunchbase Website Twitter Facebook Linkedin

Collective provides financial concierge services for self-employed people and businesses.

SoFi

Stellar Development Foundation

Crunchbase Website Twitter Facebook Linkedin

A non-profit organization that supports the development and growth of Stellar, a blockchain network that connects financial infrastructure.

SoFi

Okcoin

Crunchbase Website Twitter Facebook Linkedin

One of the world’s largest cryptocurrency exchanges, Okcoin is building an inclusive future of finance for all.

SoFi

Pilot

Crunchbase Website Twitter Facebook Linkedin

Pilot is a platform that offers bookkeeping, tax, and CFO services for growing businesses.

SoFi

Wefunder

Crunchbase Website Twitter Facebook Linkedin

Wefunder is a crowd investing platform that offers capital raising services.

SoFi

Sentieo

Crunchbase Website Twitter Facebook Linkedin

Sentieo is a research platform that provides insights within the finance and corporate world.

SoFi

Upgrade

Crunchbase Website Twitter Facebook Linkedin

Upgrade is a neobank that offers affordable and responsible credit to mainstream consumers.

SoFi

The Beans

Crunchbase Website Twitter Facebook Linkedin

The Beans offers a software application platform that creates personalized cash flow plans designed for its users.

SoFi

Blair

Crunchbase Website Twitter Facebook Linkedin

Blair provides a platform that allows schools to finance students through Income-Share Agreements.

SoFi

Prosper Marketplace

Crunchbase Website Twitter Facebook Linkedin

Prosper Marketplace is an online lending platform that connects people who want to borrow money with individuals and institutions.

SoFi

Varo Money

Crunchbase Website Twitter Facebook Linkedin

Varo Money is a mobile banking business that helps customers cover their expenses, pay their bills, and build their wealth over time.

SoFi

Wyre

Crunchbase Website Twitter Facebook Linkedin

Wyre develops a wide variety of payment APIs that offer a fast and cost-effective way of transferring money.

SoFi

LoanSnap

Crunchbase Website Twitter Facebook Linkedin

LoanSnap is on a mission to improve every American’s finances

SoFi

Taulia

Crunchbase Website Twitter Facebook Linkedin

Taulia is a FinTech startup that provides working capital management and electronic invoicing services for supply chain companies.

SoFi

LendingHome

Crunchbase Website Twitter Facebook Linkedin

LendingHome offers fix-and-flip bridge loans and rental loans for real estate investors.

SoFi

Plastiq

Crunchbase Website Twitter Facebook Linkedin

Plastiq offers a bill pay service for businesses to better manage their cash flow.

SoFi

Human Interest

Crunchbase Website Twitter Facebook Linkedin

Human Interest is a 401(k) provider that helps employees of small and medium-sized businesses save for retirement.

SoFi

Veem

Crunchbase Website Twitter Facebook Linkedin

Veem is a payment service provider that helps simplify the way businesses send and receive funds.

CoinList

Crunchbase Website Twitter Facebook Linkedin

CoinList provides a platform for digital asset companies to run their token sales.

SoFi

Origin

Crunchbase Website Twitter Facebook Linkedin

Origin is a platform that provides insurance and financial services.

SoFi

Zeta

Crunchbase Website Twitter Facebook Linkedin

Zeta is a modern banking tech company providing Modern Core and Processing for FIs and Embeddable Banking for fintechs and distributors.

SoFi

Digit

Crunchbase Website Twitter Facebook Linkedin

Digit is a finance app that analyzes your spending habits and automatically saves the perfect amount every day.

SoFi

Found

Crunchbase Website Twitter Facebook Linkedin

Financial Services for Self Employed

SoFi

Set Labs

Crunchbase Website Twitter Facebook Linkedin

Set Labs is a crypto-financial platform that allows users to create baskets of cryptocurrency, NFTs, and on-chain securities.

SoFi

Branch International

Crunchbase Website Twitter Facebook Linkedin

Branch offers mobile financial services across emerging markets to spur human potential.

SoFi

Treasury Prime

Crunchbase Website Twitter Facebook Linkedin

Treasury Prime is a Banking-as-a-Service company that connects banks and FinTechs through an API.

SoFi

EquBot

Crunchbase Website Twitter Facebook Linkedin

EquBot’s AI platform with Watson helps global investment professionals deliver better outcomes through portfolios as a service (PasS).

SoFi

Nova Credit

Crunchbase Website Twitter Facebook Linkedin

Nova Credit is a consumer-first credit bureau that enables financial access for immigrants and others discouraged by the financial system

SoFi

Gusto

Crunchbase Website Twitter Facebook Linkedin

Gusto provides a cloud-based payroll, benefits, and human resource management solution for businesses.

SoFi

Celo

Crunchbase Website Twitter Facebook Linkedin

Celo is an open platform that makes financial tools accessible to anyone with a mobile phone.

SoFi

Chime

Crunchbase Website Twitter Facebook Linkedin

Chime is a fintech company that helps its members avoid bank fees, save money automatically, and lead healthier financial lives.

SoFi

Amino

Crunchbase Website Twitter Facebook Linkedin

Amino is an all-in-one healthcare financial wellness platform for employees.

SoFi

Boast.AI

Crunchbase Website Twitter Facebook Linkedin

Boast.AI is a tool designed to automate R&D tax credit-based financing for startups.

SoFi

Recurly

Crunchbase Website Twitter Facebook Linkedin

Subscription billing management SaaS platform powering 2,000+ brands including Sling TV, BarkBox, Asana, FabFitFun, Cinemark & Twitch

SoFi

Tally

Crunchbase Website Twitter Facebook Linkedin

Tally is a financial automation company that helps members payoff credit card debt.

SoFi

Point Card

Crunchbase Website Twitter Facebook Linkedin

Point is bringing rewards and benefits to the debit card.

SoFi

SigFig

Crunchbase Website Twitter Facebook Linkedin

SigFig is financial services firm that dedicates in making high-quality investment advice to investors of all wealth levels.

SoFi

Earnest

Crunchbase Website Twitter Facebook Linkedin

Earnest is a technology-lender that brings low-interest loans to high-potential people.

SoFi

Hashflow

Crunchbase Website Twitter Facebook Linkedin

Hashflow is a hybrid approach to decentralized finance (DeFi) trading.

SoFi

Finix Payments

Crunchbase Website Twitter Facebook Linkedin

Finix Payments is a fintech company that develops a payment processing platform for businesses.

SoFi

Eco

Crunchbase Website Twitter Facebook Linkedin

Eco provides a digital global cryptocurrency platform that can be used as a payment tool for daily-use transactions.

SoFi

Level

Crunchbase Website Twitter Facebook Linkedin

Level is a neobank and mobile banking app that provides next-level banking for modern consumers.

SoFi

CommonStock

Crunchbase Website Twitter Facebook Linkedin

CommonStock is a developer of a group chat platform that is designed to share investment knowledge and decisions.

SoFi

AlphaFlow

Crunchbase Website Twitter Facebook Linkedin

AlphaFlow is a tech-driven investment company providing professionally managed portfolios of real estate loans to institutional investors.

SoFi

Grain

Crunchbase Website Twitter Facebook Linkedin

Transform your debit card into a credit card

SoFi

Generate Capital

Crunchbase Website Twitter Facebook Linkedin

Generate Capital builds, owns, and operates sustainable infrastructure to deliver affordable and reliable resource solutions.

SoFi

PayJoy

Crunchbase Website Twitter Facebook Linkedin

PayJoy finances the purchase of new smartphones, and loans to existing smartphone owners, in Mexico and other emerging markets.

SoFi

Credible

Crunchbase Website Twitter Facebook Linkedin

Credible is a multi-lender marketplace that allows borrowers to receive competitive loan offers from its vetted lenders.

SoFi

Synapse

Crunchbase Website Twitter Facebook Linkedin

Synapse is a banking platform that enables companies to provide financial products to their customers.

SoFi

Roostify

Crunchbase Website Twitter Facebook Linkedin

Roostify is a digital lending platform that connects customers and lenders to accelerate the home loan experience.

SoFi

Keeper Tax

Crunchbase Website Twitter Facebook Linkedin

Discover the tax write-offs you’ve been missing

SoFi

Hearsay Systems

Crunchbase Website Twitter Facebook Linkedin

Hearsay offers the complete client engagement solution for financial services.

SoFi

Socotra

Crunchbase Website Twitter Facebook Linkedin

Socotra is a technology platform that builds a modern cloud-based platform for technology-driven insurers.

SoFi

Oxygen

Crunchbase Website Twitter Facebook Linkedin

Oxygen is a neobank that develop tools for consumers and small businesses through financial platform designed for the 21st century economy.

SoFi

Owl Ventures

Crunchbase Website Twitter Facebook Linkedin

Owl Ventures is a venture capital fund that invests in education technology companies.

SoFi

Brightside

Crunchbase Website Twitter Facebook Linkedin

Brightside is an employer-based financial health solution that combines personal assistants and an innovative partner platform.

SoFi

Informed.IQ

Crunchbase Website Twitter Facebook Linkedin

Informed is a developer of a consumer auto financing platform designed to collect and analyze loan documents.

SoFi

SmartBiz Loans

Crunchbase Website Twitter Facebook Linkedin

SmartBiz Loans is a unique combination of an online SBA loan marketplace and a bank enabling technology platform.

SoFi

EarnUp

Crunchbase Website Twitter Facebook Linkedin

EarnUp is an intelligent loan payment automation.

SoFi

LendUp

Crunchbase Website Twitter Facebook Linkedin

LendUp is a socially responsible lender for the 56% of Americans shut out of mainstream banking due to low credit or volatile income.

SoFi

Stilt

Crunchbase Website Twitter Facebook Linkedin

Stilt offers financial services for immigrants, visa holders, and the underserved.

SoFi

Dividend Finance

Crunchbase Website Twitter Facebook Linkedin

tDividend Finance is a Technology-enabled finance platform supporting the energy transition with lending and other financial solutions.

SoFi

Alt

Crunchbase Website Twitter Facebook Linkedin

Alt is an alternative asset platform that allows people to buy, sell, and store sports cards.

SoFi

Backer

Crunchbase Website Twitter Facebook Linkedin

Backer is a social savings platform that enables users to set up a tax-free 529 account where family and friends can contribute.

SoFi

Long-Term Stock Exchange

Crunchbase Website Twitter Facebook Linkedin

The Long-Term Stock Exchange designs an SEC-regulated national securities exchange that aligns great companies and long-term investors.

SoFi

Numerai

Crunchbase Website Twitter Facebook Linkedin

Numerai transforms and regularizes financial data into machine learning problems for global network of data scientists.

SoFi

Caplight

Crunchbase Website Twitter Facebook Linkedin

Caplight is a platform that enables institutional investors to buy and sell derivatives of private equity.

SoFi

Digits

Crunchbase Website Twitter Facebook Linkedin

Digits is a fin-tech company offering a visual, machine learning-powered expense monitoring dashboard for startups and small businesses.

SoFi

Lively

Crunchbase Website Twitter Facebook Linkedin

Lively is a modern Health Savings Account (HSA) platform for employers and individuals.

SoFi

Xpansiv

Crunchbase Website Twitter Facebook Linkedin

Xpansiv is the global market for ESG-inclusive commodities.

SoFi

Pulley

Crunchbase Website Twitter Facebook Linkedin

Pulley offers a cap table management platform designed to help startup founders, employees, and investors monitor their equity information.

SoFi

SeedFi

Crunchbase Website Twitter Facebook Linkedin

SeedFi is a financial health startup that provides financial products to underserved Americans.

SoFi

River Financial

Crunchbase Website Twitter Facebook Linkedin

River Financial is a Bitcoin financial institution allowing long-term investors to buy, sell, and manage Bitcoin.

SoFi

Oyster

Crunchbase Website Twitter Facebook Linkedin

Oyster is a provider of digital financial services intended for freelancers, startups, and SME’s.

Leave a Reply

Your email address will not be published.

Don't Miss

Meet United States’s 99 Top COO’s in the Marketing Space

At Best Startup US we track over 1,000,000 US startups

Meet San Francisco, California’s 101 Top Directors in the Information Technology Space

At Best Startup US we track over 1,000,000 US startups