Revolutionizing Money Management: Discover the Top 15 Financial Startups in San Francisco

Innovative Financial Services Startups in San Francisco: Driving Change and Growth in the Industry

San Francisco is known for its vibrant startup scene, and the financial services sector is no exception. From banking to cryptocurrency, there are many innovative companies in the area that are changing the way we think about money. Here are 15 exciting financial services startups in San Francisco that you should know about.

  1. Snowball Wealth: Tackle Debt and Build Generational Wealth

Snowball Wealth is a mobile app designed to help users tackle debt and build generational wealth. Founded by Pamela Martinez, Pearl Chan, and Tanya Menendez, the app offers a personalized financial plan that takes into account the user’s income, expenses, and debt. Snowball Wealth also provides tips and resources to help users achieve their financial goals.

  1. One: Making Banking Better

One is a provider of banking services intended to make banking experience better. Founded by Bill Harris and Brian Hamilton, the company offers a range of banking services, including a mobile app that lets users manage their accounts on the go. One also offers a debit card with cashback rewards and a savings account with a competitive interest rate.

  1. Found: Business Banking for the Self-Employed

Found is a fintech company that provides business banking services for self-employed people. Founded by Connor Dunn and Lauren Myrick, Found offers a business checking account, a debit card, and a savings account. The company also provides tools and resources to help self-employed people manage their finances more effectively.

  1. Binance.US: A Cryptocurrency Exchange Platform

Binance.US is a cryptocurrency exchange that provides a platform for trading various cryptocurrencies. Founded by Changpeng Zhao and Marko Henrico, Binance.US offers a range of trading options, including spot trading, margin trading, and futures trading. The company also provides a mobile app that lets users trade cryptocurrencies on the go.

  1. Iron Fish: A Privacy-Focused Cryptocurrency
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Iron Fish is a novel cryptocurrency focused on privacy and accessibility. Founded by Elena Nadolinski, Iron Fish uses cutting-edge cryptography to ensure the privacy and security of its users’ transactions. The company also offers a mobile wallet app that lets users manage their Iron Fish holdings.

  1. Nearside: Financial and Software Services for SMBs

Nearside provides financial and software services for SMBs. Founded by Thomson Nguyen, the company offers a range of services, including accounting, tax preparation, and payroll processing. Nearside also provides software solutions that help SMBs manage their finances more effectively.

  1. Bright Money Group: Financial Solutions for Motor Finance

Bright Money Group provides financial solutions within the field of motor finance and financial technology. Founded by Alexander Seyfert, Amit Bendale, and Avi Patchava, the company offers a range of services, including auto loans, lease buyouts, and refinancing. Bright Money Group also provides tools and resources to help users manage their auto loans more effectively.

  1. Doorvest: A Modern, Frictionless Way to Own Income-Generating Homes

Doorvest is a modern, frictionless way to own income-generating homes entirely online. Founded by Andrew Luong and Justin Kasad, Doorvest allows users to invest in turnkey rental properties with as little as $20,000. The company also provides property management services, making it easy for users to manage their investments.

  1. Keeper: Taxes Made Magical

Keeper is an app that makes taxes magical. Founded by David Kang and Paul Koullick, the app automates the tax preparation process, making it easy for users to file their taxes accurately and on time. Keeper also provides tax planning tools and resources to help users minimize their tax liabilities.

  1. Paceline: A Health and Wellness Platform with Financial Benefits
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Paceline is a health and wellness platform that rewards physical activity with financial benefits. Founded by Joel Lieginger, Paceline allows users to earn cashback rewards for meeting their fitness goals. The company also partners with health insurers to provide additional rewards for healthy behaviors.

  1. Polly: A Revolutionary Capital Markets Ecosystem

Polly is a revolutionary, end-to-end capital markets ecosystem that lenders trust to optimize performance and maximize profitability. Founded by Adam Carmel, Polly provides a range of solutions for lenders, including loan origination, risk management, and portfolio management. The company also offers analytics and reporting tools to help lenders make data-driven decisions.

  1. Canopy: The Most Configurable Loan Management and Servicing Platform

Canopy Servicing is the most configurable loan management and servicing platform. Founded by Matt Bivons and Will Hanson, Canopy allows lenders to automate their loan servicing processes, reducing costs and increasing efficiency. The company also provides compliance tools and reporting capabilities to help lenders stay on top of regulatory requirements.

  1. Torpago: Corporate Cards Equipped with Spend Management Software

Torpago is a financial technology company that provides corporate cards equipped with spend management software. Founded by Brent Jackson, Torpago allows companies to easily manage their employee expenses, reducing paperwork and increasing transparency. The company also provides real-time analytics and reporting capabilities to help companies make better financial decisions.

  1. Allocations: Building a Private Equity & Venture Capital Economy that is Open to All

Allocations is building a private equity & venture capital economy that is open to all. Founded by Kendra Kinnison and Kingsley Advani, Allocations allows individual investors to invest in venture capital and private equity funds alongside institutional investors. The company also provides a range of tools and resources to help investors make informed investment decisions.

  1. Heard Technologies: Financial Back Office for Therapists
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Heard Technologies operates as a financial back office for therapists. Founded by Andrew Riesen and Victoria Li, Heard Technologies provides accounting, bookkeeping, and tax preparation services for therapists, allowing them to focus on their clients instead of their finances. The company also provides business coaching and consulting services to help therapists grow their practices.


These 15 financial services startups in San Francisco are changing the way we think about money. From banking to cryptocurrency to lending, these companies are using technology to make financial services more accessible, efficient, and transparent. As the financial services sector continues to evolve, these startups will be at the forefront of innovation, driving growth and creating new opportunities for users and investors alike.

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