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101 Top San Francisco Financial Services Companies and Startups of 2021

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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

Top San Francisco Financial Services Startups

Data sourced from Crunchbase and SemRush.

Plaid

Plaid

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

SoFi

SoFi

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

SoFi

Flutterwave

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

SoFi

Ripple

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

SoFi

Kraken

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

SoFi

Ethos

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

SoFi

Brex

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

SoFi

Airbase

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

SoFi

Figure

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Figure is a financial services company leveraging blockchain technology.

SoFi

Bitwise

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

SoFi

CircleUp

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

SoFi

Synctera

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

SoFi

Chipper Cash

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

SoFi

HoneyBook

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

SoFi

Forge

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

SoFi

Uphold

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

SoFi

500 Startups

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

SoFi

Visa

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

SoFi

Mission Lane

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

SoFi

Remote

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

SoFi

Secfi

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

SoFi

dYdX

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

SoFi

SignalFire

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

SoFi

Lending Club

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

SoFi

Expensify

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

SoFi

Aura Financial

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

SoFi

Fundbox

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

SoFi

Collective

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

SoFi

Stellar Development Foundation

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

SoFi

Okcoin

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

SoFi

Pilot

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

SoFi

Wefunder

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

SoFi

Sentieo

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

SoFi

Upgrade

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

SoFi

The Beans

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

SoFi

Blair

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

SoFi

Prosper Marketplace

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

SoFi

Varo Money

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

SoFi

Wyre

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

SoFi

LoanSnap

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

SoFi

Taulia

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

SoFi

LendingHome

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

SoFi

Plastiq

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

SoFi

Human Interest

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

SoFi

Veem

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

CoinList

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

SoFi

Origin

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Origin is a platform that provides insurance and financial services.

SoFi

Zeta

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

SoFi

Digit

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

SoFi

Found

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Financial Services for Self Employed

SoFi

Set Labs

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

SoFi

Branch International

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

SoFi

Treasury Prime

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

SoFi

EquBot

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

SoFi

Nova Credit

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

SoFi

Gusto

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

SoFi

Celo

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

SoFi

Chime

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

SoFi

Amino

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

SoFi

Boast.AI

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

SoFi

Recurly

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

SoFi

Tally

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

SoFi

Point Card

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Point is bringing rewards and benefits to the debit card.

SoFi

SigFig

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

SoFi

Earnest

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

SoFi

Hashflow

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

SoFi

Finix Payments

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

SoFi

Eco

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

SoFi

Level

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

SoFi

CommonStock

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

SoFi

AlphaFlow

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

SoFi

Grain

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Transform your debit card into a credit card

SoFi

Generate Capital

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

SoFi

PayJoy

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

SoFi

Credible

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

SoFi

Synapse

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

SoFi

Roostify

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

SoFi

Keeper Tax

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Discover the tax write-offs you’ve been missing

SoFi

Hearsay Systems

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Hearsay offers the complete client engagement solution for financial services.

SoFi

Socotra

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

SoFi

Oxygen

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

SoFi

Owl Ventures

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

SoFi

Brightside

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

SoFi

Informed.IQ

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

SoFi

SmartBiz Loans

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

SoFi

EarnUp

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EarnUp is an intelligent loan payment automation.

SoFi

LendUp

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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

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

SoFi

Dividend Finance

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

SoFi

Alt

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

SoFi

Backer

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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

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

SoFi

Numerai

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

SoFi

Caplight

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

SoFi

Digits

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

SoFi

Lively

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

SoFi

Xpansiv

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Xpansiv is the global market for ESG-inclusive commodities.

SoFi

Pulley

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

SoFi

SeedFi

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

SoFi

River Financial

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

SoFi

Oyster

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

Written by Mark Smith

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