Financial Software Companies in San Francisco

A working list of the 102 companies in this collection. Refreshed continuously from public sources, ATS feeds, and funding databases.


Companies
102
With funding
83
Top city
San Francisco
Tracked capital
$69.9B

The Financial Software Companies in San Francisco collection tracks 102 companies, roughly 83 of them venture-funded, with San Francisco the most common headquarters. Together they account for $69.9B in tracked capital.


SECTION I · FINANCIAL SOFTWARE COMPANIES IN SAN FRANCISCO ROSTER

Companies in Financial Software Companies in San Francisco

Page 1 of 2

Displaying 102 companies

Figure logo
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, and communicate total rewards to their candidates and employees. Figure streamlines complicated manual compensation processes into simple, secure, and collaborative workflows. Figure's mission is to bring equity and transparency to compensation for companies, employees, and candidates.
San FranciscoCA10 - 502020$7,500,000
Monte Carlo logo
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, enabling clients to settle for unreliable data by stop wasting time on data fire-drills. Their mission is to accelerate the world’s adoption of data by reducing data downtime. Monte Carlo was founded by Barr Moses and Lior Gavish in 2019 and is based in San Francisco, CA, USA.
San FranciscoCA200 - 1,0002019$236,000,000
SAP.iO logo
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 investments in SAP solutions.
Delray BeachFL1 - 102017
SpotOn logo
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.
San FranciscoCAundefined - undefined2017$918,000,000
Tellus logo
AT TELLUS, OUR VISION IS TO RADICALLY IMPROVE ELDERCARE WITH CUTTING-EDGE TECHNOLOGY.
San FranciscoCA20 - 502017730000000 JPY
CyberCube logo
CyberCube delivers data-driven cyber analytics built specifically for the insurance industry.
San FranciscoCA50 - 2002017$285,000,000
SINAI Technologies logo
SINAI develops enterprise software for automating the regulatory burden of managing carbon taxes and climate risk.
San FranciscoCA50 - 1002017$35,950,000
FRDM logo
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 network. Our customers are primarily Fortune 500 companies, but also include SMBs, investment funds, governments, NGOs, and academic institutions. We help companies comply with regulations and build brand loyalty with their customers. Our product is also embedded into procurement products of large ERP companies like SAP. We are building the world we want by helping our customers BUY BETTER.
San FranciscoCA5 - 202016
Skupos logo
Skupos is the market leader in data analytics for the convenience retail industry. Our data powers business decisions for c-stores, distributors, and brands.
San FranciscoCA50 - 1002016$64,365,000
Convex logo
Easy-to-use software and powerful data to help commercial contractors win the service game.
San FranciscoCA20 - 502016$113,150,000
Windfall Data logo
Windfall Data is on a mission to determine the net worth of everyone on the planet. The company serves nonprofit and for-profit organizations by providing actionable consumer financial data. More than 500 organizations use Windfall Data to identify and engage their most promising constituents. Windfall Data is based in San Francisco and backed by Bullpen Capital, Bonfire Ventures, Industry Ventures, TenOneTen Ventures. ValueStream Ventures, and Auren Hoffman.
San FranciscoCA20 - 1002016$95,000,000
Beam logo
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, meaningful reduction in false positives, better catch rates, and increased efficiency. Beam’s tools help our bank, credit union, and fintech customers make the financial system safer and maximize the value and utility of critical compliance resources. Beam’s end-to-end compliance solution brings new data sources and advanced machine learning models to cut false positives and enhance transaction monitoring. Our unique transparent-box approach demystifies machine learning, exposes all data sources, and is built for regulator understanding and approval. Beam is supported by an experienced group of officers, directors, advisors, and investors.
San FranciscoCA10 - 502016$9,000,000
Yalochat logo
Yalochat, Inc. operates as an artificial intelligence driven customer relationship management software company. The Company develops a customer service chatbot and artificial intelligence platform for social media and other markets. Yalochat serves customers worldwide.
San FranciscoCA1 - 5002015$93,000,000
Impact Labs Inc logo
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.
San FranciscoCA5 - 202015
BaseVenture logo
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 ​ improve investor satisfaction, automate their operations, and make smarter investment decisions.
BerkeleyCA5 - 202015
StreamLoan Inc logo
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.
San FranciscoCA5 - 202015$2,125,000
Prodigy logo
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.
AustinTX1 - 102015
Fulfil.IO Inc logo
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.
San FranciscoCA10 - 502015
GetAccept Inc logo
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 archive solutions. GetAccept serves customers worldwide.
San FranciscoCA50 - 2002015$28,720,000
BankSight Systems, Inc logo
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 scope of complex customer and household relationships and delivers timely, personalized AI-driven recommendations to grow them. BankSight helps banks and credit unions transform their customer experience by identifying relationship gaps and time-sensitive events, recommending “Next Best Conversations” to serve each customer better, and managing the resulting leads and referrals. Instead of piecing customer insights together across multiple tools and manually tracking relationship-building activity, bankers can now focus on growing customer relationships. This dramatically increases cross-sell and referral ratios, boosts customer satisfaction, and drives user adoption significantly higher than industry averages. BankSight runs on the Microsoft Power Platform, including Microsoft Azure and PowerBI. Based on a banking-specific data model and an open integration architecture including pre-built connectors to common core, LOS, and other financial systems, BankSight can be deployed in 1/3 the time and at a fraction of the cost of traditional cross-industry CRM. As service grows more personalized and value-oriented across industries, banking customers expect the same tailored engagement and relevant advice they receive from Amazon, Netflix, and LinkedIn. Deliver it with BankSight. Learn more: www.banksight.com
San FranciscoCA10 - 502015$4,700,000
Jirav logo
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, interconnected model that is unique to your business. Spreadsheet errors are eradicated, monthly reports occur in real-time, and connected data enables teams to collaborate on multiple scenarios - bookings, billing, revenue recognition, cash flow, and workforce/expense planning - to get the answers they need, fast.
San FranciscoCA10 - 1002015$32,300,000
Agent IQ logo
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.
San FranciscoCA10 - 502015$18,500,000
Ease logo
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 hires, stay compliant, and offer employees one destination for benefits and HR. Started in 2012 in San Francisco by employee benefits veteran, David Reid, and web and engineering architect, Courtney Guertin, Ease works with insurance brokers and small businesses to create seamless HR and benefits processes on a single, easy-to-use platform, and has offices in New York, Omaha, and Las Vegas. For more information, head to Products • Benefits & Insurance • Onboarding & Offboarding • Rate Quoting ... • Paperless Enrollment • Document Library • Benefit Statements • Time-off Tracking • Offer Letters • Payroll Integration • Direct carrier submission
MilwaukeeWI2 - 102015$500,000
Clearbit logo
Enrich sign-ups, identify prospects and gain customer insights — all with data from Clearbit.
San FranciscoCA50 - 2002014$17,000,000
Vint logo
Vint helps fitness providers grow their business through creating a strong community amongst its members directly in their management software. We believe the biggest problem in the fitness industry is member churn, and the huge barrier people have to get started. Many people are intimidated by the thought of joining a fitness class or studio. Vint is a management software that does more than handle your schedule, bookings, payment and CRM. We work with Artificial Intelligence bot communication, photos, social triggers, direct messaging and more to make sure your clients feel safe, entertained and part of something more than just a workout.
San FranciscoCA10 - 502014$1,800,000
Loyyal logo
Loyyal Corporation provides software solutions. The Company develops loyalty and rewards platform for fragmented industry. Loyyal serves customers in the State of California.
San FranciscoCA5 - 202014$5,000,000
Teleport logo
Compare cities on quality of life, cost of living, salaries and more. Explore where to move based on your personal preferences.
Palo AltoCA10 - 502014$2,500,000
CoInspect logo
CoInspect App is an all-in-one solution that offers food safety compliance, brand standard audits, supply chain audits easily. Request a FREE Demo.
WindsorCO20 - 502014
Meadow logo
Compliant Point of Sale for Cannabis Dispensaries. Retail and delivery software designed to cut costs, save time, increase revenue, and boost retention.
San FranciscoCA5 - 202014$2,100,000
Ironclad logo
Contract management software that works the way you do. Create, automate, and track your contracts—all from one intuitive, powerful platform.
San FranciscoCA10 - 1,0002014$334,000,000
Pipefy logo
Pipefy, Inc. designs and develops software solutions. The Company offers enterprise software products. Pipefy serves customers in the United States.
San FranciscoCA500 - 1,0002014$138,737,500
Sales Hacker logo
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.
San FranciscoCA10 - 502014$500,000
Swiftly logo
Swiftly works with transit agencies and cities around the world to improve service quality, efficiency, and reliability
San FranciscoCA100 - 5002014$27,250,000
Databricks logo
Databricks provides a Unified Analytics Platform that accelerates innovation by unifying data science, engineering and business.
San FranciscoCA2,025 - 20,0002013$29,494,544,880
Payable logo
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 California.
San FranciscoCA2 - 102013$2,220,000
Lanetix logo
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, and digital process automation (DPA) platform for the companies. It was founded in 2013 and headquartered in San Francisco, California.
San FranciscoCA10 - 502013$19,810,428
Pivotal logo
Leading companies build and run their most important applications on Pivotal. Learn how our platform, tools, and methodology help you deliver exceptional user experiences.
San FranciscoCA2,000 - 5,0002013
Bento for Business logo
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.
San FranciscoCA20 - 502013$24,500,000
GoodApril logo
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 confidence that you're paying the least amount of taxes possible. GoodApril is a funded, TechStars-backed startup company (http://techstars.com). We are also are a part the SoFi Entrepreneur Program (https://sofi.com/entrepreneur-program.php)
San FranciscoCA2 - 102013$236,000
Badger Maps logo
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 visiting http://www.badgermapping.com or calling 1-415-592-5909.
San FranciscoCA20 - 1002012$462,494
Swiftype logo
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.
San FranciscoCA20 - 502012$22,200,000
Keychain Logistics logo
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 enabled network of virtual carriers (trucks on the go in our network). We understand where trucks in our network are at any given moment, their capacity, and if they would be an ideal match for a company shipping.
San FranciscoCA2 - 102012$2,520,000
Tallie logo
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 Emburse’s tailored, highly-configurable solutions. Emburse enables organizations to make faster, smarter decisions, empower business travelers to recapture lost nights and weekends spent doing tedious expense management, and help make users’ lives -- and their businesses -- better. For more information about Emburse, please visit emburse.com. Tallie is a leading SaaS expense report software innovator and enabler of the complete cloud-based accounting ecosystem. In close collaboration with users, CPA practitioners, and industry-leading accounting, technology, and financial partners, it has developed expense report software for comprehensive data capture, intelligent transaction categorization, robust approval controls, and seamless software integration. For more information about Tallie’s solutions, please visit tallie.com.
San FranciscoCA5 - 202012
Lever logo
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.
San FranciscoCA10 - 5002012$122,800,000
Meetyl logo
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 interests.
San FranciscoCA10 - 502012$800,000
Strategic Planner logo
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 content. Companies therefore try to raise funding, build products and go-to-market with incomplete or inaccurate business and product plans; increasing their risk of failure. Our mission is to provide companies a simple platform of tools that will help them to create better strategic, business and product plans. Strategic Planner was acquired by Meltwater on April 24, 2014.
San FranciscoCA5 - 102012
Gusto logo
It’s time to tame the chaos of payroll, benefits, and HR.
San FranciscoCA2,000 - 5,0002011$746,100,032
ImpactSpace logo
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 returns.
San FranciscoCA5 - 102011
Lightbend logo
Modernize your enterprise at startup speed
San FranciscoCA50 - 2002011
PandaDoc logo
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.
San FranciscoCA200 - 1,0002011$51,055,000
Planwise logo
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.
San FranciscoCA5 - 102011$1,610,000
Streak CRM logo
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 your inbox.
San FranciscoCA20 - 502011$1,900,000
Helpshift logo
Deliver a superior customer service experience at a lower cost with Helpshift’s AI-powered messaging platform.
San FranciscoCA50 - 2002011$53,530,000
Stitch Labs logo
Inventory management for high-growth brands.
San FranciscoCA50 - 1002011$23,000,000
ENDLESS logo
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 additional office in Rio de Janeiro, Brazil.
San FranciscoCA10 - 202011$47,980,000
Taptera Inc logo
Taptera Inc. develops enterprise application software. The Company creates mobile-optimized employee directories across various mobile mediums. Taptera conducts business in the United States.
San FranciscoCA10 - 502011$4,000,000
DoubleDutch Inc logo
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.
San FranciscoCA10 - 1002011$78,699,000
15Five logo
15Five software elevates the performance and engagement of employees by continuously asking questions and starting the right conversations.
San FranciscoCA200 - 5002011$94,100,000
Quid logo
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.
San FranciscoCA125 - 5002010$108,160,000
Metamarkets logo
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.
San FranciscoCA10 - 502010$57,750,000
Heirloom Computing logo
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-native applications. Heirloom automatically transforms mainframe applications so they execute on any Cloud while preserving critical business logic, user-interfaces, data integrity, and systems security. Replatforming with Heirloom PaaS is 3X faster than re-engineering, cutting operational costs by more than 90%, with a typical ROI well inside 12 months. Heirloom applications execute on any industry-standard Java Application Server, removing any dependency on proprietary containers, and therefore eliminating vendor lock-in. With state-of-the-art Eclipse plugins, application development can continue in the original language (e.g. COBOL, PL/I, JCL) or Java, or any mix. This unprecedented flexibility means you can move fast with a blended model that makes the best use of the technical resources. Replatforming with Heirloom delivers agile cloud-native applications that can be deployed on-premise or to any cloud. Applications can dynamically scale-out & scale-back, with high-availability, and cost-effective utilization of resources. Seamlessly integrate & extend Heirloom PaaS applications with powerful open-source application frameworks to quickly add new functions, refactor code, and construct microservices.
San FranciscoCA10 - 502010$3,000,000
HireAthena logo
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, non-profits, and small medium businesses. Hundreds of companies have chosen HireAthena to run their business. HireAthena has a social mission to bring one million moms back to work. Six years ago, founder Kristen Goldstein realized that using technology we could empower work-from-home moms to rejoin the professional world. Today HireAthena is proud to have moms across the U.S. working remotely and powering the best tech startups and non-profits. To learn more, visit HireAthena.com.
San FranciscoCA5 - 202010$8,650,000
Stripe logo
The new standard in online payments
San FranciscoCA5,000 - 20,0002010
Decisyon Inc logo
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 benefits by discovering the key factors affecting business issues.
StamfordCT20 - 502010$45,145,000
True North logo
TrueNorth is one of the largest and most successful fintech software development companies in the world having built three fintech unicorns from scratch--Lending Club, Upgrade and Dianrong. The company specializes in building digital solutions, including 45 original enterprises, 100 digital transformations and 40 product revamps. TrueNorth’s unique Team Captain client-focused process enables our most senior engineers to navigate and apply the latest technologies to develop cutting-edge digital solutions for banks, credit unions, payment companies, lending firms, wealth management firms, and insurance companies. More recently, TrueNorth has expanded its expertise into additional mission critical industries including healthcare and education. CEO Alex Gonikman, a veteran software architect, leads a staff of more than 50 employees at the company’s headquarters in San Francisco and offices in Buenos Aires and Tandil, Argentina.
New YorkNY100 - 2002009
Hearsay Systems logo
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 online. Hearsay Social serves customers worldwide.
San FranciscoCA100 - 5002009$51,000,000
Radius logo
Get total clarity to reach and convert your best B2B prospects.
San FranciscoCA10 - 5002009$107,550,000
Square logo
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 sellers accept chip cards and NFC payments, and our Cash app lets people pay each other back instantly.
OaklandCA11,3722009$4,801,166,848
Slack logo
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.
San FranciscoCA2,000 - 5,0002009$1,511,100,000
WaterSmart Software logo
WaterSmart Software, Inc. provides application software. The Company develops a software platform for statistical and quantitative analysis of water usage, and efficiency, as well as offers offers customized programs for water conservation recommendation by behavioral psychology, big data analytics, and cloud computing.
San FranciscoCA10 - 502009$16,350,000
FinancialForce logo
Combine your front and back office on one platform with the top cloud ERP software apps built on Salesforce.
San FranciscoCA200 - 5002009$193,940,000
Tradeshift logo
Reimagine procurement and payables. Get your supply chain connected to the future with digital marketplaces, payments, and apps.
San FranciscoCA300 - 1,0002009$1,131,000,064
retailGreen logo
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 allows the receipt information to be transferred from retailer to consumer's cloud storage; using absolutely no paper! KPI's are… · More retail benefits. Enhanced added services, Loyalty points, gift cards, coupons are capabilities of our platform.
MantecaCA50 - 2002009
Prezi logo
Now creating, giving, and tracking beautiful interactive presentations is as easy as 1,2,3.
San FranciscoCA10 - 5002009$72,760,000
Mykonos Software logo
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 to mid-sized businesses (SMBs) worldwide in 1999. With ten years of experience developing AJAX Web services used by millions of customers, BlueTie is an expert at building secure and scalable Web applications. This knowledge led to the focus on Web application security and to the creation of the innovative Mykonos Web security product and the formation of Mykonos Software.
San FranciscoCA10 - 502009$4,000,000
Figure Eight logo
We Make AI Work in the Real World
San FranciscoCA200 - 1,0002008$58,000,000
RentJuice Corp logo
RentJuice Corporation provides enterprise software solutions. The Company offers online rental relationship management software for real estate professionals to organize, share, and market inventory.
San FranciscoCA10 - 502008$6,923,782
Avenue Code logo
Avenue Code is the leading software consulting agency focused on delivering end-to-end development solutions for digital transformation across every vertical
San FranciscoCA200 - 1,0002008
Expensify logo
From receipt scanning to reimbursement, Expensify automates every step of the expense reporting process.
San FranciscoCA1152008$138,200,000
BinWise Inc logo
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 beverage distributors.
San FranciscoCA10 - 502007
Webgility Inc logo
Webgility, Inc. designs and develops software. The Company offers e-commerce accounting automation software for small- and medium-sized businesses. Webgility is headquartered in San Francisco, California.
ScottsdaleAZ100 - 2002007$8,900,000
Upsight logo
Customers leverage our consolidated toolset to learn about their users, make informed decisions and take immediate action to positively impact KPIs, increase LTV and add value to their businesses.
San FranciscoCA50 - 1002007$30,293,333
GoodData logo
GoodData goes beyond traditional business intelligence and analytics delivering insights at the moment of action to drive better business outcomes.
San FranciscoCA200 - 5002007$167,700,000
MuleSoft logo
MuleSoft provides the most widely used integration platform (Mule ESB & CloudHub) for connecting SaaS & enterprise applications in the cloud and on-premise.
San FranciscoCA1,000 - 5,0002006$259,000,000
Climate Corporation logo
Digital agriculture's leading farm software platform
San FranciscoCA500 - 1,0002006$108,800,000
JotForm logo
If you need online forms for generating leads, distributing surveys, collecting payments and more, JotForm is for you
San FranciscoCA500 - 1,0002006
Netbooks logo
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 change that. NetBooks allows small business owners to manage all aspects of a business from a single system, at a very affordable price.
San FranciscoCA1 - 102005$16,168,396
DevonWay logo
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 States.
San FranciscoCA200 - 5002005$172,342,000
WorkingPoint logo
Workingpoint Inc. develops online business management solutions. The Company provides accounting, invoicing, expense management, financial reporting, tax reporting, contact management, inventory management, and online company profile software tools. Workingpoint conducts business in the United States.
San FranciscoCA10 - 502005$188,000
SeeControl logo
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.
San FranciscoCA10 - 502004$2,617,500
Docusign logo
No obligations! See for yourself why people prefer going paperless with DocuSign.
San FranciscoCA6,8382003$1,303,599,999
Aria Systems logo
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 communications and technology sectors worldwide.
San FranciscoCA100 - 5002003$271,050,500
Siterra logo
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, inventory and cash flow management, reporting, lease administration and tracking, and integration services. Siterra also delivers secure access, notification, audit trailing, and document tracking services. In addition, the company offers business consulting, customer support, and training services. It caters to oil and gas, real estate, retail, and renewable energy sectors. The company’s clientele include Sprint, AT&T, MetroPCS, KPMG, and ExxonMobil. Siterra Corporation was founded in 2001 and is based in San Francisco, California.
San FranciscoCA2 - 502001$11,947,000
Switchfly logo
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.
San FranciscoCA100 - 2002001$33,799,900
Visage Mobile logo
Visage Mobile, Inc. designs and develops application software. The Company offers software for policy management, spend control, inventory tracking, configurable reporting, end-user allocation, and expense management. Visage Mobile conducts its business in the United States.
San FranciscoCA10 - 502001$103,327,504
Encover logo
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.
Mountain ViewCA50 - 2002000$32,102,320
Salesforce logo
the world’s #1 CRM platform
San FranciscoCA76,4531999$25,065,375,124
Mindjet logo
Mindjet GmbH develops technological solutions. The Company offers collaboration software application to visualize information, ideas, and unstructured data. Mindjet serves customers worldwide.
San FranciscoCA100 - 5001998$30,000,000
Planisware logo
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.
San FranciscoCA500 - 1,0001996
BKE logo
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
San FranciscoCA10 - 2001984$5,800,000

SECTION II · THE BRIEF

The rest of the brief

Brief #84688Updated 24 SEP 2026FINANCIAL SOFTWARE COMPANIES IN SAN FRANCISCOCOLLECTION BRIEF
Employbl Company Profile

Inside Financial Software Companies in San Francisco

What we publish for members: hiring momentum, comp bands, and investor activity behind the 102 companies above.

Companies
102
With funding
83
Top city
San Francisco
Tracked capital
$69.9B
Section II · Full ProfileFree with an account
  • 01Hiring momentum across Financial Software Companies in San Francisco (last 90 days)Locked
  • 02Recently-funded companies hiring nowLocked
  • 03Open roles across the collection (live ATS feed)Locked
  • 04Comp bands by stage and headcountLocked
  • 05Investor activity in the last 12 monthsLocked

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