Top San Diego, CA Fintech Companies (45)
CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world. With more than 8,000 employees, CSC operates in more than 140 jurisdictions, delivering solutions that help businesses thrive. We pride ourselves on our client-focused approach, market-leading expertise, and unmatched global reach.
Clear Street is a financial technology firm on a mission to modernize the brokerage ecosystem. Founded in 2018, we have developed a completely cloud-native brokerage and clearing system designed for today’s complex global markets. Our proprietary technology platform reimagines legacy workflows, adding significant efficiency to the market, while transparently minimizing risk and cost for clients. We proudly serve an ever-growing roster of active traders, emerging managers and large institutions. Our goal is to build an all-in-one platform capable of processing every asset class, in every country, and in any currency. By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.
.jpeg)
.png)
Acrisure Innovation is part of a fast-paced, AI-driven fintech company and builds cutting-edge solutions to disrupt the insurance and financial services industry. We are a team of high-caliber engineers, technologists, marketers, and successful startup founders, with a diverse background across industries and technologies. Our mission is to help the world share its risk more intelligently to power a more vibrant economy. We're pushing the boundaries of understanding risk and systematically converting data into predictions, insights, and choices. We're removing the constraints associated with scale, scope, and learning that have existed in the insurance industry for centuries. We put our advanced technology and hundreds of billions of data points to work to elevate every aspect of our business, ensuring everyone–from our clients to our team members–has what they need to succeed.
Since 2005, AffiniPay has been transforming the lives of professionals everywhere. What started as a single payment product for trade organizations has transformed into four of the highest-rated financial tools serving more than eight professional services industries. And our progress shows no signs of stopping. The secret to our growth and success is our team. We support each and every team member by continuing to invest in their goals, our culture, and a diverse workplace. Because when you’re happy, focused, and fulfilled with your work — it feels like you’re doing what you’re meant to do.
Coupa makes margins multiply through its community-generated AI and industry leading total spend management platform for businesses large and small. Coupa AI is informed by trillions of dollars of direct and indirect spend data across a global network of 10M+ buyers and suppliers. We empower you with the ability to predict, prescribe, and automate smarter, more profitable business decisions to improve operating margins. Coupa is the margin multiplier company.
Ryan is a tax services firm providing tax advisory and consulting services on a multi-jurisdictional basis. Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes. With global headquarters in Dallas, Texas, the Firm provides an integrated suite of federal, state, local, and international tax services on a multijurisdictional basis, including tax recovery, consulting, advocacy, compliance, and technology services. Ryan is a seven-time recipient of the International Service Excellence Award from the Customer Service Institute of America (CSIA) for its commitment to world-class client service. Empowered by the dynamic myRyan work environment, which is widely recognized as the most innovative in the tax services industry, Ryan’s multidisciplinary team of more than 2,500 professionals and associates serves over 14,000 clients in more than 50 countries, including many of the world’s most prominent Global 5000 companies.
Axos is a technology-driven financial services company providing a diverse and ever-growing range of innovative products and services for personal, business and institutional clients nationwide. Powered by exceptional team members, a clearly defined set of values and a culture that is both meritocratic and self-governing, we are transforming banking as we know it. Our mission is summed up in two words: Banking Evolved. Banking Evolved means providing products and services that are technologically superior to our competitors and that offer our customers an unbeatable value proposition. Banking Evolved means continuously innovating and excelling in the following areas: • The incubation, creation and deployment of new businesses and tools that best serve our customers; • The evolution, optimization, delivery, distribution and marketing of our products; • The harnessing of data and technology to manage our business most effectively and efficiently; and • The development and engagement of our team members. To be part of the Axos team is to live our values as your own, to work with a strong sense of individual purpose and to embody a commitment to the shared success of our business. As a meritocracy, we believe that success is earned. We reward individuals on the basis of their achievements. As a self-governing organization, we derive strength from the internal resourcefulness of each individual. We emphasize independence, goal-setting and personal accountability.
Hamilton Lane is an alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. The firm has been dedicated to private markets investing for more than two decades and currently has more than 470 employees operating in 18 offices throughout the U.S., Europe, Asia and the Middle East. With $92+ billion in assets under management and $665+ billion in assets under supervision*, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. The firm has been named a Best Place to Work in Money Management by Pensions & Investments for eight consecutive years.
National Funding serves the small business community. Since 1999, we have provided more than $3 billion in funding to over 50,000 customers to support their working capital and equipment financing needs. We are one of the country's largest private providers of small business loans, having funded more than $3 billion to help small businesses grow. Our personal approach helps strengthen small business owners and we pride ourselves on being a resource they can trust. We are believers in small business owners.
Trulioo has been recognized as a “CNBC Disruptor 50 Company”, named by BC Tech Association as “Emerging Company of the Year” and “Technology Pioneer” by the World Economic Forum. Trulioo offers the most robust and comprehensive global identity verification solution in the market. Through one single portal/API, Trulioo can assist you with all your AML/KYC identity verification requirements by providing secure access to over 5 billion identities worldwide. The Trulioo mission of trust, privacy and inclusion is about recreating the trust of a village, but on a global scale. We are on a mission to make sure no one is left behind and everyone participates fully in the modern digital economy. We are hiring! Check out our open positions here: https://www.trulioo.com/apply
Goal is an employee-owned finance company committed to delivering strategic solutions through data analytics and technology. We’re a partner for life, not just a vendor, and our clients trust us to thoughtfully guide their investment decisions, service their loan portfolios, and always act with integrity. Our experienced leadership team has worked collaboratively for over a decade; managing over $26B of consumer assets, originating $11B+ in consumer assets, and investing $200M in loan portfolios.
Founded in 1985, Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS, which is majority owned by Deutsche Bourse Group, along with Genstar Capital and ISS management, is a leading provider of corporate governance and responsible investment solutions, market intelligence, fund services, and events and editorial content for institutional investors and corporations, globally. ISS’ 2,200 employees operate worldwide across 29 global locations in 15 countries. It’s approximately 3,100 clients include many of the world’s leading institutional investors who rely on ISS’ objective and impartial offerings, as well as public companies focused on ESG and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS’ expertise to help them make informed investment decisions.
We work on the forefront of innovation and technology to take products from an idea all the way to the end consumer.
We’re on a mission: to change the way people pay, for the better. It’s an exciting vision. As a global fintech company, we embrace innovative thinking to support our customers with flexible, interest-free payment plans. We’re a vibrant team of Podcasters, Ultra-Marathoners, Dancers, Gin-Distillers, Students, Martial-Artists and more – if you’re interested in contributing to our mission, we’d love to hear from you.
SettlementOne in a nationa leader providing tri-merge credit reporting, fraud detection, mortgage valuation solutions, and mortgage marketing solutions.
Semantic AI is leveraging cutting-edge computational performance to connect, add value to, and present data and information in ways that augment how human analysts rapidly build understanding and form better decisions. With our deep background in knowledge transfer, Semantic AI has always focused on making humans, not machines, smarter. Powered by a context engine, our technology helps your organization make sense of the most vital resource — data. We help users see and analyze data in context through a human usable data model. We call this Augmented Intelligence—human intelligence augmented by machine learning, analytics, visualization, and, yes, artificial intelligence capabilities. It is our goal to augment the speed, confidence, and capacity of your teams, to help you avoid risk and create new opportunities. No matter what industry you’re in, Semantic AI’s technology can redefine the way you visualize, interact with, analyze, and understand data. Our customers in government, institutions, and commercial enterprises recognize the benefits of our next-generation embedded analytics platform―the Cortex Enterprise Intelligence Platform. Cortex EIP™ provides a powerful platform that your entire team can use to augment their intelligence, creating extraordinary results and unlocking the value concealed in your data.
Trust & Will is simplifying estate planning and settlement with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we’ve helped hundreds of thousands of Trust & Will members leave their legacy with an affordable way to create an estate plan or settle the estate of a loved one. Our platform uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC2. Trust & Will is the official estate planning benefit provider for AARP members, along with several leading financial institutions, who all believe in our mission of helping every family leave their legacy. To learn more, visit trustandwill.com.
Whether you are saving for, nearing, or in retirement, GuidedChoice offers a range of retirement planning solutions to help you achieve your goals.
We are different (or at least we like to think we are). Border is a group of talented designers, software architects and web developers. We focus on constructing modern web applications. The right way. We bring decades of startup thinking and big business understanding to help define, build, launch and market great software. The model: it's quite simple, actually. * We add a principal to your team to help clarify and solve the problem * We establish a pattern of success, quality and innovation * We grow our team in sync with your needs expanding beyond the initial focus Whether you're looking for strategy, design or technical architecture, we can help build your product, train your team and evolve your tech. A sprinkling of special sauce We are a distributed company based on the West Coast of the US and Baja Mexico. We believe strongly that the autonomy and flexibility to work anywhere is the future of work and, frankly, is the only way to work. Our principals and devs take pride in our ability to work remotely, but stay in close communication with our clients as if we're sitting next door. We aren't the team that promises to deliver you a product after a spec is thrown over the ocean. If that's what you're looking for, we aren't going to compete for that business. Our beliefs are simple: define what we're going to do in a clear and concise manner, do it in the time we say it will take, and do it with quality and care for our craft.
Established in 1949, our firm is unique for its pervasive passion and nimble delivery of over 75 years of experience. We are consistently ranked as a top ten accounting firm in the San Francisco Bay Area and a top 50 accounting firm in the nation and were recently noted as the largest accounting firm headquartered in Silicon Valley. With offices in Palo Alto, San Francisco, San Diego, San Jose and St. Helena, California, and our independent membership in Baker Tilly International, we are a leading source for local and global, accounting and consulting services. Our team offers an integrated array of specialized services for individuals and businesses. Known for the exceptional caliber of our people, and as the trusted advisor to high net-worth individuals and families, start-up entrepreneurs, and some of the most innovative organizations in Silicon Valley and across the nation, Frank, Rimerman + Co. has been helping its clients realize their goals for three successive generations of insightful expertise and unparalleled quality of service. Frank, Rimerman Advisors LLC is a subsidiary of Frank, Rimerman + Co. LLP. Frank, Rimerman Information Security LLC is an affiliate of Frank, Rimerman + Co. LLP. We at Frank, Rimerman +Co. LLP are dedicated to privacy and data security, not only for existing clients and employees, but for everyone. Please know that no one from our firm will contact you from any domain other than frankrimerman.com. Anyone NOT contacting you from our frankrimerman.com domain is not affiliated with our firm and is to be considered fraudulent. Please report any instance of fraud to LinkedIn security.
Work Your Passion. Live Your Purpose.
