Top 10 Fintech Companies in San Francisco

By on

Abstract colorful art representing Fintech in San Francisco

Explore the top 10 Fintech companies in San Francisco (in the ConnectFlux database) by estimated revenue ranges. These industry leaders are making significant contributions to the market and shaping the future of Fintech.

1. Evolved Accounting

Evolved Accounting stands out in the financial services landscape with its comprehensive suite of services tailored to meet the evolving needs of businesses in the Information Technology & Services, Outsourcing, Fintech, Bookkeeping, and SaaS industries. Based in San Francisco, California, this forward-thinking firm has established itself as a leader by offering specialized services such as advisory services, technology consulting, data analytics, and innovative pricing models like fixed-fee and outcome-based pricing. What sets Evolved Accounting apart is its global delivery model, leveraging global talent to increase efficiency and access specialized expertise without local constraints, ensuring faster service and personalized solutions for its clients. The company's impact in the San Francisco tech hub is significant, providing critical financial insights and strategies to startups and established businesses alike. Notably, Evolved Accounting's commitment to client-centric services and its ability to adapt to the rapid pace of technological change have earned it a reputation for excellence. By focusing on industry-specific needs and offering a range of services from tax planning to financial planning, Evolved Accounting serves its clients with a unique blend of expertise and personalized attention. With a strong value proposition centered on delivering tangible benefits and solving clients' main problems, Evolved Accounting continues to innovate and grow, making it a go-to choice for businesses seeking a partner in their financial journey.

Information technology & services, Outsourcing, Fintech, Bookkeeping, Saas
Founded in 2014
San Francisco, California

2. Beam

Beam is a multifaceted company with diverse offerings across different sectors, including Information Technology & Services, Construction, Payments, Billing, and Fintech. However, the term "Beam" seems to reference multiple entities with distinct focuses. For clarity, Beam Global provides strategic consulting services to help businesses refine their unique selling propositions (USPs) and project a professional, global image. In contrast, Beam Content specializes in creating high-quality B2B content, emphasizing unwavering excellence and helping-first values to deliver unique value to clients.

Beam, as a telepresence technology provider, enhances customer experiences through innovative, real-time engagement solutions, allowing businesses to connect with customers seamlessly across distances. This technology has been used by companies like Carnegie Learning, Miramont Family Medicine, and VMware to create memorable customer interactions and improve business outcomes. While Beam does not have a specified presence in San Francisco, California, in the provided sources, its impact in the technology and services sectors is evident through its innovative solutions. Notable achievements include Beam's ability to facilitate high-engagement customer interactions and its role in helping businesses establish a strong, global professional image. Beam serves its customers by providing tailored solutions that address specific needs and pains. Whether through strategic consulting, content creation, or telepresence technology, Beam aims to deliver unique value and help businesses stand out in competitive markets. Additionally, Beam's e-scooter service, part of Beam Mobility, contributes to reducing carbon emissions and improving public transportation connectivity, further demonstrating the company's commitment to innovation and sustainability.

Information technology & services, Construction, Payments, Billing, Fintech
San Francisco, California

3. Indigo

Indigo, specifically referring to IndiGo Airlines, is a prominent low-cost carrier that has revolutionized air travel with its key services and unique selling points. The company offers air transportation, online booking, pick-up and drop services, mobile booking, special meals, and beverage selections, making air travel accessible and affordable for a wide range of customers. Its focus on efficiency and cost reduction has enabled it to capture a significant market share, making it India's No. 1 and Asia's 3rd passenger airline with a market share of 54.2%. Notably, IndiGo Airlines does not have a direct impact in the Financial Services or FinTech industries, nor does it have a significant presence in San Francisco, California, United States. However, it has achieved notable recognitions such as being awarded the 5th best Low-Cost Airline globally and the best in South Asia by SKYTRAX for 12 consecutive years. The airline has also been innovative in its branding strategies, shifting from functional to emotional positioning by emphasizing its role in connecting India, and reinforcing this message across various touchpoints. IndiGo serves its customers with a focus on customer experience, offering hassle-free travel, and emphasizing punctuality and affordability, positioning itself as "value for money" in the Indian market. By leveraging digital marketing and social media, IndiGo has been able to reach a broader audience and maintain a positive brand image, highlighting its commitment to sustainability and corporate social responsibility.

Financial Services, FinTech
Founded in 2018-05-01
San Francisco, California, United States
For Profit

4. Satochi

Satoshi, the smallest unit of Bitcoin, plays a pivotal role in the cryptocurrency ecosystem, offering a variety of key services and unique selling points that have significant impacts on the Cryptocurrency, Financial Services, and FinTech industries. The divisibility of Bitcoin into satoshis enables micropayments, which are particularly useful for online transactions and content monetization, making it practical for small, everyday transactions with minimal fees, especially with the implementation of technologies like the Lightning Network. This enhanced accessibility encourages a broader demographic to participate in the crypto economy, fostering inclusivity and diversity within the market. Furthermore, satoshis facilitate micro-donations to charitable causes, enabling supporters to contribute small amounts that collectively make a significant impact. In regions with limited access to traditional banking, satoshis allow for everyday purchases and small transfers without the need for converting to fiat currency, opening up new markets and customer bases for merchants. The concept of satoshis has inspired new economic models where users can earn cryptocurrency for activities they engage in during their daily digital interactions, such as on gaming and content creation sites. While there is no specific presence or significance of Satoshi in San Francisco, California, United States, as it is a global cryptocurrency unit, its impact is felt across various industries worldwide. Notably, the introduction of satoshis has necessitated improvements in blockchain technology to handle the increased transaction volume and complexity, contributing to the evolution of decentralized finance (DeFi) capabilities. Overall, satoshis serve their users by providing a flexible, efficient, and accessible means of transacting in the digital economy.

Cryptocurrency, Financial Services, FinTech
Founded in 2017-12-01
San Francisco, California, United States
For Profit

5. Hack VC

Hack VC is a pioneering venture capital firm based in San Francisco, California, United States, specializing in investments within the blockchain, cryptocurrency, finance, financial services, fintech, and venture capital industries. Founded in 2017 by Ed Roman, Hack VC has established itself as a prominent player in these sectors, with a portfolio that includes notable startups such as Weave, Solugen, and ProtectWise. The firm typically invests in startups valued between $5-10 million, participating in 7-12 deals per year, with a focus on enterprise software and internet technologies.

Hack VC's unique selling proposition (USP) lies in its strategic approach to digital asset management, particularly evident in its partnership with Bitwave, which has streamlined transaction management, enhanced reporting capabilities, and provided scalability for growth. This innovative approach has empowered Hack VC to manage complex digital assets more efficiently, underscoring its commitment to leveraging cutting-edge technologies to drive financial innovation. Notably, Hack VC has led the Series A financing round for Aligned Layer, a protocol aimed at creating a universal proof verification and aggregation layer for zero-knowledge proofs, critical infrastructure for web3 protocols. This investment highlights Hack VC's forward-thinking approach to the evolving landscape of digital assets and its role in fostering advancements in web3 development. Through its strategic investments and partnerships, Hack VC serves its clients and startups by providing not only financial backing but also operational support and expertise, helping them navigate the complexities of digital asset finance and scale their operations effectively. With its presence in San Francisco, a hub for tech and financial innovation, Hack VC is well-positioned to continue making significant impacts in the blockchain, cryptocurrency, and fintech industries.

Blockchain, Cryptocurrency, Finance, Financial Services, FinTech, Venture Capital
Founded in 2017-01-01
San Francisco, California, United States

6. Phoenix Asset Management

Phoenix Asset Management, as part of the broader Phoenix ecosystem, is not directly related to the Phoenix Security Asset Management found at https://phoenix.security/asset-management/. However, focusing on the provided link, Phoenix Security Asset Management is a service designed to help organizations manage and secure their assets more effectively. Its key services include powerful automation to detect and prioritize vulnerabilities, proactively tackling vulnerabilities resolution and posture changes based on threat intelligence insights, and integrating natively with modern workflow and communication tools to provide real-time risk scores and information needed to solve vulnerabilities. This asset management platform has a significant impact across various industries including Enterprise Software, Financial Services, FinTech, and Venture Capital by providing smarter risk intelligence and automation that reduce costs and improve efficiency. Noted for its presence in the cybersecurity landscape, it doesn't specifically mention a physical presence in San Francisco, California, but its influence in the digital security arena is noteworthy. The platform has been praised for its ability to prioritize vulnerabilities, reducing the burden on resource-starved security teams, and for its innovative approach to application and cloud security. By leveraging its asset management capabilities, Phoenix Security empowers security teams to act fast on exploited vulnerabilities, automating processes such as ticket opening, escalation, and blocking vulnerabilities from going to production. This comprehensive approach ensures that customers receive robust security measures tailored to their needs, making Phoenix Security a trusted partner in the cybersecurity industry.

Enterprise Software, Financial Services, FinTech, Venture Capital
Founded in 2011-05-01
San Francisco, California, United States

7. Lendtable

Lendtable is a pioneering FinTech company operating out of San Francisco, California, that has made significant strides in the financial services industry by offering innovative solutions to help employees maximize their retirement benefits. Its key service revolves around providing lines of credit to employees to enable them to contribute to their employer 401(k) match and ESPP (Employee Stock Purchase Plan) without dipping into their monthly earnings. This unique approach not only helps employees build long-term wealth but also benefits employers by reducing payroll taxes and enhancing employee retention. Lendtable's impact in the financial services and personal finance sectors is notable, as it addresses a critical need for employees to participate fully in employer-sponsored retirement plans. The company has gained the trust of hundreds of employees from prominent Fortune 500 companies such as Amazon, Google, and Citibank, underscoring its reliability and effectiveness. Furthermore, Lendtable has been recognized for its transparent and user-friendly pricing structure, which avoids compound interest, setting it apart from traditional credit cards and personal loans. By streamlining the application process and offering rapid approvals, Lendtable ensures that its customers can quickly and easily access the financial support they need to secure their financial futures. For more detailed insights into Lendtable's services and how they are revolutionizing retirement planning, visit their official website.

Credit Cards, Financial Services, FinTech, Personal Finance, Wealth Management
Founded in 3/1/20
San Francisco, California, United States
For Profit

8. Income&

Income& is a pioneering FinTech company based in San Francisco, California, that has made a significant impact in the Finance, Financial Services, FinTech, Lending, Real Estate, and Real Estate Investment industries. The company stands out with its unique selling points, including its innovative approach to income-generating real estate investment and lending solutions. Income&'s key services are designed to provide individuals with accessible, high-quality investment opportunities, thereby democratizing access to real estate investment. By leveraging technology and expertise, Income& streamlines the investment process, making it more efficient and transparent. This approach not only sets Income& apart from traditional financial institutions but also addresses the need for more inclusive and accessible investment platforms. The company's presence in San Francisco positions it at the heart of the FinTech ecosystem, allowing it to capitalize on the latest technological advancements and industry trends. Notably, Income& has achieved significant milestones in innovation, particularly in developing user-centric financial products. The company serves its customers by providing them with tailored investment solutions that cater to their financial goals and risk profiles. By focusing on customer satisfaction and continuous product improvement, Income& has built a loyal client base and established itself as a trusted player in the financial services sector. For more insights into how companies like Income& are transforming the financial landscape, visit Optimizely's guide on unique selling points.

Finance, Financial Services, FinTech, Lending, Real Estate, Real Estate Investment
Founded in 2014-09-09
San Francisco, California, United States
For Profit

9. CoinBeyond

CoinBeyond is a pioneering company in the realm of digital payments, specializing in providing a frictionless, digital-native payment platform tailored for Point-of-Sale (POS), mobile, and online transactions. This innovative solution enables merchants to seamlessly integrate Bitcoin and other cryptocurrencies into their existing payment systems, thereby bridging the gap between traditional and digital currencies. CoinBeyond's unique selling proposition lies in its ability to offer a secure, user-friendly interface that facilitates immediate fund transfers directly to digital wallets, circumventing the need for intermediaries and reducing transaction fees. Headquartered in San Francisco, California, CoinBeyond has made significant strides in the Bitcoin, E-Commerce, Enterprise Software, FinTech, Mobile Payments, Payments, Point of Sale, Retail Technology, and Transaction Processing industries. The company's presence in San Francisco, a hub for technological innovation, underscores its commitment to leveraging cutting-edge technology to revolutionize payment processes. Notably, CoinBeyond has been recognized for its contributions to integrating Bitcoin into existing vendor payment networks, making it easier for businesses to accept cryptocurrency payments. By focusing on mobile Bitcoin payments and offering solutions like the PayByCoin module, CoinBeyond empowers small businesses to accept Bitcoin payments with ease, aligning with the broader vision of redefining currency, trade, and commerce. Through its services, CoinBeyond serves its customers by providing a seamless, secure, and efficient payment experience, thus playing a pivotal role in the adoption and mainstreaming of cryptocurrency payments in various sectors.

Bitcoin, E-Commerce, Enterprise Software, FinTech, Mobile Payments, Payments, Point of Sale, Retail Technology, Transaction Processing
Founded in 2014-01-05
San Francisco, California, United States
For Profit

10. Kash

KASH, an acronym for Knowledge, Attitudes, Skills, and Habits, is a formula developed by LIMRA, a life insurance trade group, to guide professionals in the financial services industry toward success. Although not a company itself, KASH represents a strategic framework for individuals and businesses to enhance their performance and competitiveness. Its key service lies in providing a structured approach to self-development, emphasizing the importance of not just acquiring knowledge and skills but also cultivating the right attitudes and habits to effectively utilize them. In the context of the Financial Services, FinTech, Mobile Payments, and Payments industries, KASH's principles can be applied to help professionals and businesses differentiate themselves and achieve their goals. While not specific to San Francisco, California, or any other location, its universal applicability makes it significant across various regions. Notable achievements include its enduring relevance and effectiveness, as it has been empowering generations of agents and professionals. By focusing on understanding customer needs and developing tailored strategies, individuals and businesses following the KASH formula can serve their clients more effectively, providing value through enhanced knowledge, positive attitudes, refined skills, and consistent habits. For more detailed insights into professional development strategies, resources like NAPA Benefits offer comprehensive guides on applying the KASH formula for sales success.

Financial Services, FinTech, Mobile Payments, Payments
Founded in 2012-01-01
San Francisco, California, United States
For Profit

These 10 Fintech companies in San Francisco are at the forefront of innovation and growth. Their impact on the industry is profound, and they continue to drive progress and success.