Tech Company CollectionsFinancial Software Companies in San Francisco
List of Financial Software Companies in San Francisco
| Company Name | Description | Year Founded | Total Amount Raised |
|---|---|---|---|
15Five software elevates the performance and engagement of employees by continuously asking questions and starting the right conversations. | 2011 | $94,100,000 | |
Advent Software is a software company that makes software designed to automate portfolio accounting for investment management firms. These range from family offices and investment advisers to large institutional investors and hedge funds. | 1983 | Unknown | |
Agent IQ Inc. develops application software. The Company offers customer communication and workflow management platform, as well as provides enterprise software. Agent IQ serves clients in the State of California. | 2015 | $18,500,000 | |
Algentis LLC provides enterprise software solutions. The Company offers payroll, benefits, insurance and human resource software solutions. Algentis serves customers in the United States. | 2006 | Unknown | |
Aria Systems, Inc. offers enterprise software and support services. The Company platform features on-demand billing, marketing tools, and customer lifecycle management solutions. Aria Systems provides their software as a service to customers primarily in c | 2003 | $271,050,496 | |
Avenue Code is the leading software consulting agency focused on delivering end-to-end development solutions for digital transformation across every vertical | 2008 | Unknown | |
Badger Maps is a San Francisco based software company that enables field sales teams to manage their territory by combining Google Maps, data from their CRM, route optimization, schedule planning, and lead generation. Learn more about Badger Maps by visiti | 2012 | $462,494 | |
BankSight is The First Intelligent Banking Customer Engagement Application 100% purpose-built for banks and credit unions. It consolidates and analyzes the data financial institutions already have to help bankers and wealth managers understand the full sco | 2015 | $4,700,000 | |
BaseVenture is an award-winning software company that develops innovative solutions in the areas of financial reporting, data visualization, and process management. BaseVenture works closely with fund managers, asset allocators, and fund administrators to | 2015 | Unknown | |
Beam is a venture-backed regulatory technology (“regtech”) software company based in the San Francisco Bay Area. Our proprietary transaction monitoring technologies incorporate advanced machine learning and new data sources. The result? Immediate, meaningf | 2016 | $9,000,000 | |
Bento for Business designs and develops software solutions. The Company provides a financial services platform that helps small businesses to manage and control expenses. Bento serves customers in the United States. | 2013 | $24,500,000 | |
BinWise, Inc. provides enterprise software solutions for beverage distribution. The Company's platform offers purchasing, inventory management, point of sales, and beverage list functionalities. BinWise serves restaurants, hotels, and other food and bevera | 2007 | Unknown | |
BKE is not rebuilding accounting software, but rather is focused on building a technology platform that solves for scale-- including new client on-boarding, process automation, workflow management, and provider-client communication.… · More | Unknown | ||
Enrich sign-ups, identify prospects and gain customer insights — all with data from Clearbit. | 2014 | $17,000,000 | |
Digital agriculture's leading farm software platform | 2006 | $108,800,000 | |
CoInspect App is an all-in-one solution that offers food safety compliance, brand standard audits, supply chain audits easily. Request a FREE Demo. | 2014 | Unknown | |
Easy-to-use software and powerful data to help commercial contractors win the service game. | 2016 | $29,600,000 | |
CyberCube delivers data-driven cyber analytics built specifically for the insurance industry. | 2017 | $105,000,000 | |
Databricks provides a Unified Analytics Platform that accelerates innovation by unifying data science, engineering and business. | 2013 | $3,496,999,936 | |
Decisyon, Inc. provides enterprise software products. The Company offers applications that integrates and analyzes disparate sources of information dynamically across the enterprise which allows its customers to drive significant financial and operational | 2010 | $45,145,000 | |
DevonWay, Inc. provides enterprise software solutions. The Company supplies software solutions for continuous improvement, enterprise asset management, and asset optimization for utilities and process industries. DevonWay serves customers in the United Sta | 2005 | $172,342,000 | |
No obligations! See for yourself why people prefer going paperless with DocuSign. | 2003 | $536,200,000 | |
DoubleDutch, Inc. develops and publishes mobile applications. The Company provides mobile, cloud-based, and geosocial applications for events, sales teams, and enterprise workgroups. DoubleDutch serves customers worldwide. | 2011 | $78,699,000 | |
About Online benefits and HR software trusted by 70,000+ SMBs. Additional Information Ease (formerly EaseCentral) is benefits and HR software for SMBs powered by insurance brokers. Ease makes it simple to set up and manage benefits, onboarding ne ... w hir | 2015 | $500,000 | |
Encover, Inc. provides enterprise software products. The Company offers solutions such as strategic, business, and support services, as well as metrics and rapid strategic value assessment. Encover operates in the United States. | 2000 | $32,102,320 | |
Endless Mobile, Inc. is an American information technology company that develops the Linux-based operating system Endless OS and reference platform hardware for it. The company was founded in 2011 and is based in San Francisco, California, U.S. with an add | 2011 | Unknown | |
From receipt scanning to reimbursement, Expensify automates every step of the expense reporting process. | 2008 | $138,200,000 | |
Figure is a compensation platform that helps companies figure out how to pay their employees by making data driven decisions. It helps companies centralize their data, set their pay structure, benchmark themselves against similar companies in real time, an | 2020 | $7,500,000 | |
We Make AI Work in the Real World | 2008 | $58,000,000 | |
Combine your front and back office on one platform with the top cloud ERP software apps built on Salesforce. | 2009 | $193,940,000 | |
Forecross Corporation provides software and associated services to large organizations for the automated conversion of existing business software applications to new computing environments. The Company also provides similar software and services to large | 1982 | Unknown | |
We are FRDM (pronounced free•dom), an enterprise-grade Software as a Service that’s transforming how businesses manage and mitigate risk (like child labor) in their supply chains. We help our customers protect their values throughout their entire supplier | 2016 | Unknown | |
Fulfil.IO Inc. designs and develops enterprise software. The Company offers stock management, purchasing, accounting, payment integration, and enterprise resource planning solutions. Fulfil.IO conducts its business in the United States. | 2015 | Unknown | |
GetAccept Inc operates as a software development company. The Company develops an online sales tool to track, market, and eSign sales proposals, as well as offers digital signatures, video introduction, document analytics, negotiation, integrations, and ar | 2015 | $28,720,000 | |
GoodApril is automating tax planning for consumers.
We leverage financial data aggregation (a la Mint.com) to build a real-time tax forecast and identify tax savings opportunities as they arise. We eliminate April tax surprises and give you the confid | 2013 | $118,000 | |
GoodData goes beyond traditional business intelligence and analytics delivering insights at the moment of action to drive better business outcomes. | 2007 | $167,700,000 | |
Growlabs.com Inc. develops application software. The Company offers sales engagement tools for business to business companies. Growlabs.com helps sales team to identify, engage, and convert leads. Growlabs.com serves customers worldwide. | 2016 | $2,200,000 | |
It’s time to tame the chaos of payroll, benefits, and HR. | 2011 | $746,100,032 | |
Hearsay Social, Inc. provides software-as-a-service digital marketing platform. The Company offers software platform for property and casualty, life, and wealth management that allows agents and advisors to hear and respond to the updates of customers onli | 2009 | $51,000,000 | |
Heirloom is the only proven cloud-native mainframe re-platforming solution in the market. It illustrates why leading financial services companies and government agencies are embracing Heirloom PaaS to re-platform their mainframe workloads as agile cloud-na | 2010 | $3,000,000 | |
Deliver a superior customer service experience at a lower cost with Helpshift’s AI-powered messaging platform. | 2011 | $53,530,000 | |
HireAthena is an on-demand labor marketplace focused on accounting, payroll and HR. The company is bringing together the best work-from-home talent with industry-leading workflow software. Today the company delivers accounting and HR services to startups, | 2010 | $8,650,000 | |
Impact Labs Inc. provides software solutions. The Company offers portfolio generation, re-investment, and re-balancing solutions to optimize individual tax profile. Impact Labs operates in the United States. | 2015 | Unknown | |
ImpactSpace is the open data and resources platform powering the global impact market. ImpactSpace is a project of Impact IQ, Inc., which provides original reporting and analysis for investors and entrepreneurs pursuing social, environmental and financial | 2011 | Unknown | |
Contract management software that works the way you do. Create, automate, and track your contracts—all from one intuitive, powerful platform. | 2014 | $334,000,000 | |
Jirav delivers smarter financials and faster insights, helping you understand where your business has been and predict where you’re going. The system joins your cloud-based Accounting, HR, CRM and billing data to automatically surface a sophisticated, inte | 2015 | $32,300,000 | |
If you need online forms for generating leads, distributing surveys, collecting payments and more, JotForm is for you | 2006 | Unknown | |
Katori, Inc. is a B2B cloud-based platform that creates value between retailers and suppliers by coordinating the on-demand customization supply chain. Using Katori's Integrated Shopping Cart, shoppers can customize and personalize products to their specif | 2014 | Unknown | |
Keychain Logistics is a software marketplace that directly connects companies shipping products with independent semi-truck owner-operators. Our platform effectively cuts out the traditional third-party logistics brokerage process by virtue of a software e | 2012 | $2,520,000 | |
Lanetix is an information technology company that specializes in the fields of CRM and logistics. It features CRM software exclusively for the global logistics and transportation industry. The company provides cloud-based collaboration, customer lifecycle, | 2013 | $12,592,712 | |
Lever streamlines the hiring process and simplifies the Applicant Tracking System, so that recruiters and hiring managers can focus on what truly matters: their candidates. | 2012 | $122,800,000 | |
Modernize your enterprise at startup speed | 2011 | Unknown | |
Engage retail consumers at every point in the buyer's journey. | 2001 | $201,650,016 | |
Loyyal Corporation provides software solutions. The Company develops loyalty and rewards platform for fragmented industry. Loyyal serves customers in the State of California. | 2014 | $5,000,000 | |
Compliant Point of Sale for Cannabis Dispensaries. Retail and delivery software designed to cut costs, save time, increase revenue, and boost retention. | 2014 | $2,100,000 | |
Meetyl Inc. provides software solutions. The Company specializes in corporate access services, and is the only live, active network that uses a proprietary algorithm to connect institutional investors and companies based on overlapping, user-defined intere | 2012 | $800,000 | |
Metamarkets Group Inc. develops data management solutions. The Company provides real-time reporting, modeling, predictive analytics, and price optimization software platforms. Metamarkets Group provides its products and services in the United States. | 2010 | $57,750,000 | |
Mindjet GmbH develops technological solutions. The Company offers collaboration software application to visualize information, ideas, and unstructured data. Mindjet serves customers worldwide. | 1998 | $30,000,000 | |
Monte Carlo is a software company that helps organizations increase trust in data by eliminating and preventing data downtime. The company's platform resolves data problems, leading to stronger data teams and insights that deliver true business value, enab | 2019 | $236,000,000 | |
MuleSoft provides the most widely used integration platform (Mule ESB & CloudHub) for connecting SaaS & enterprise applications in the cloud and on-premise. | 2006 | $259,000,000 | |
Mykonos Software is a private company founded in 2009 by serial entrepreneur David Koretz, President and CEO of Mykonos. Mr. Koretz also founded BlueTie, Inc., the leading provider of Software as a Service (SaaS) email and collaboration services for small | 2009 | $4,000,000 | |
NetBooks is a company with a mission. Our goal is to revolutionize how small businesses are managed. Until now, only big companies had access to the advanced software necessary to manage all aspects of a business from a single system. NetBooks is here to c | 2005 | $16,168,396 | |
PandaDoc, Inc. develops digital transactions management software solutions. The Company helps organizations close more deals with automated proposals, contracts, quotes, and other business documents. PandaDoc serves customers in the United States. | 2011 | $51,055,000 | |
Tiempo Labs, Inc., doing business as Payble, operates as a software development company. The Company develops software and web development solutions that helps in on-boarding and tracking payments for businesses. Payble serves customers in the State of Cal | 2013 | $2,220,000 | |
Pipefy, Inc. designs and develops software solutions. The Company offers enterprise software products. Pipefy serves customers in the United States. | 2014 | $122,737,504 | |
Leading companies build and run their most important applications on Pivotal. Learn how our platform, tools, and methodology help you deliver exceptional user experiences. | 2013 | $1,704,000,000 | |
Planisware offers software. The Company focuses on project portfolio management software solutions designed to support product development, engineering, and IT business processes. Planisware serves customers worldwide. | 1996 | Unknown | |
Planwise produces financial planning software. The Company develops and produces Internet based software for personal finance budgeting and decision making, with a focus on real estate. Planwise serves customers through the Internet. | 2011 | $1,610,000 | |
Now creating, giving, and tracking beautiful interactive presentations is as easy as 1,2,3. | 2009 | $72,760,000 | |
Prodigy Software, Inc. operates as a software development company. The Company designs and develops software solutions that helps to research a vehicle sales online. Prodigy Software serves customers in the United States. | 2015 | Unknown | |
Quid puts the world’s information at your fingertips. It draws connections between big ideas, giving your brain more power than you ever dreamed possible. | 2010 | $108,160,000 | |
Get total clarity to reach and convert your best B2B prospects. | 2009 | $107,550,000 | |
Rapleaf Inc. develops internet software applications. The Company provides personalization software that allows companies to understand and target their consumers online. Rapleaf conducts business internationally. | 2006 | $17,000,000 | |
ReadyForZero designs and develops online software. The Company produces online software that helps calculate and reduce credit card debt. | 2010 | $4,777,000 | |
RentJuice Corporation provides enterprise software solutions. The Company offers online rental relationship management software for real estate professionals to organize, share, and market inventory. | 2008 | $6,923,782 | |
Our product has been built upon a patent-pending comprehensive paperless receipt management platform for retailers, consumers, agents, vendors, hospitality agencies, and governments. Scanning the consumer's personalized bar code on their smartphone/device | 2009 | Unknown | |
the world’s #1 CRM platform | 1999 | $65,375,124 | |
Sales Hacker, Inc. provides commercial services. The Company offers educational and actionable contents through webinars, conferences, online courses, sales training, and digital partnerships. Sales Hacker operates in the United States. | 2014 | $500,000 | |
SAP.iO Fund makes strategic investments in startups who drive customer value from digitization. They are investing in startups who can leverage SAP’s data, APIs and technologies. It also enables SAP customers to realize the new, highly incremental value to | 2017 | Unknown | |
SeeControl, Inc. provides enterprise software. The Company offers software platform services for connection, analysis, control, and managing remote products, things, and assets. SeeControl operates in the United States. | 2004 | $2,617,500 | |
SINAI develops enterprise software for automating the regulatory burden of managing carbon taxes and climate risk. | 2017 | $35,950,000 | |
Siterra Corporation develops and markets Web based software solutions to the asset management sector. The company offers operating sites, projects, assets, real estate properties, and document management solutions. Additionally, it provides asset analysis, | 2001 | $11,947,000 | |
Skupos is the market leader in data analytics for the convenience retail industry. Our data powers business decisions for c-stores, distributors, and brands. | 2016 | $64,365,000 | |
When your team needs to kick off a project, hire a new employee, deploy some code, review a sales contract, finalize next year's budget, measure an A/B test, plan your next office opening, and more, Slack has you covered. | 2009 | $1,391,099,904 | |
SpotOn Transact, LLC operates as a payments and software company. The Company offers a platform that provides payment processing solutions. SpotOn Transact serves clients in the State of California. | 2017 | $928,000,000 | |
We believe everyone should be able to participate and thrive in the economy. So we’re building tools that make commerce easier and more accessible to all. We started with a little white credit card reader but haven’t stopped there. Our new reader helps our | 2009 | $751,166,784 | |
Inventory management for high-growth brands. | 2011 | $23,000,000 | |
Startup to mid-sized companies often struggle in creating compelling and credible information in key areas of their business, strategic or product plans. While there are many templates and tips and tricks out there, there are no tools to help build the con | 2012 | Unknown | |
Streak is the only CRM built entirely within your Gmail to help you get things done. Whether you want to close more deals, manage partnerships, or track support issues, Streak helps you focus on what matters most to your business - without ever leaving yo | 2011 | $1,900,000 | |
StreamLoan, Inc. provides software solutions. The Company offers digital mortgage loan software that enables lenders to increase revenue and close more loans. StreamLoan serves customers in the State of California. | 2015 | $2,125,000 | |
The new standard in online payments | 2010 | Unknown | |
Swiftly works with transit agencies and cities around the world to improve service quality, efficiency, and reliability | 2014 | $27,250,000 | |
Swiftype, Inc. designs and develops applications. The Company offers software for the site and mobile search and real-time analytics. Swiftype serves customers in the United States. | 2012 | $22,200,000 | |
Switchfly, Inc. operates as a B2B enterprise software company. The Company offers loyalty redemption, hotel and travel booking, payment processing, and other related services. Switchfly serves customers in the United States. | 2001 | $33,799,900 | |
Tallie is part of Emburse, a global leader in expense management and AP automation solutions, which is trusted by more than 4.5 million users in more than 120 countries. Over 14,000 customers, from start-ups to global enterprises organizations, rely on Emb | 2012 | Unknown | |
Tally is a credit card consolidation app that helps you pay off debt faster, save money, manage your cards all in one and schedule payments. Download Now. | 2015 | $172,000,000 | |
Taptera Inc. develops enterprise application software. The Company creates mobile-optimized employee directories across various mobile mediums. Taptera conducts business in the United States. | 2011 | $4,000,000 | |
Compare cities on quality of life, cost of living, salaries and more. Explore where to move based on your personal preferences. | 2014 | $2,500,000 | |
AT TELLUS, OUR VISION IS TO RADICALLY IMPROVE ELDERCARE WITH CUTTING-EDGE TECHNOLOGY. | 2017 | $730,000,000 | |
Reimagine procurement and payables. Get your supply chain connected to the future with digital marketplaces, payments, and apps. | 2009 | $1,061,000,000 |
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