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List of Financial Software Companies in San Francisco

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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, an
San FranciscoCA5 - 202020$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, enab
San FranciscoCA200 - 5002019$236,000,000
CyberCube logo
CyberCube delivers data-driven cyber analytics built specifically for the insurance industry.
San FranciscoCA100 - 5002017$90,000,000
Tellus logo
AT TELLUS, OUR VISION IS TO RADICALLY IMPROVE ELDERCARE WITH CUTTING-EDGE TECHNOLOGY.
San FranciscoCA20 - 5020176907776 JPY
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
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 FranciscoCA2,000 - 5,0002017$898,000,000
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
Delray BeachFL10 - 502017
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
San FranciscoCA5 - 202016
Growlabs logo
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.
San FranciscoCA10 - 502016$2,200,000
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, meaningf
San FranciscoCA10 - 502016$9,000,000
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 e
San FranciscoCA50 - 1002016$30,000,000
Convex logo
Easy-to-use software and powerful data to help commercial contractors win the service game.
San FranciscoCA10 - 1002016$29,600,000
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.
DenverCO100 - 5002016$64,365,000
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 FranciscoCA10 - 502015
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.
White PlainsNY50 - 1002015
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 hir
MilwaukeeWI5 - 202015$500,000
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 ar
San FranciscoCA100 - 5002015$28,720,000
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, inte
SeattleWA50 - 1002015$28,300,000
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 custome
San FranciscoCA1 - 1002015
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
BerkeleyCA5 - 202015
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 FranciscoCA20 - 1002015
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 sco
San FranciscoCA10 - 502015$4,700,000
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 FranciscoCA20 - 502015$18,500,000
Tally logo
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.
San FranciscoCA2 - 102015
Ironclad logo
Contract management software that works the way you do. Create, automate, and track your contracts—all from one intuitive, powerful platform.
San FranciscoCA200 - 1,0002014$334,000,000
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
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
KATORI, INC logo
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
San FranciscoCA10 - 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 FranciscoCA10 - 1002014$2,100,000
Swiftly logo
Swiftly works with transit agencies and cities around the world to improve service quality, efficiency, and reliability
San FranciscoCA50 - 2002014$27,000,000
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 g
San FranciscoCA10 - 502014$1,800,000
Clearbit logo
Enrich sign-ups, identify prospects and gain customer insights — all with data from Clearbit.
San FranciscoCA100 - 5002014$17,000,000
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.
San FranciscoCA10 - 202014
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 - 102014$5,000,000
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$122,737,504
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 confid
San FranciscoCA500 - 1,0002013$118,000
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 Cal
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,
San FranciscoCA10 - 502013$12,592,712
Databricks logo
Databricks provides a Unified Analytics Platform that accelerates innovation by unifying data science, engineering and business.
San FranciscoCA4,000 - 20,0002013$4,181,559,040
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 FranciscoCA100 - 5002013
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 - 1002013$24,500,000
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 intere
San FranciscoCA10 - 502012
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 con
San FranciscoCA1 - 102012
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 e
San FranciscoCA2 - 102012$2,520,000
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 visiti
San FranciscoCA20 - 1002012$462,494
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 FranciscoCA200 - 5002012$122,800,000
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
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 Emb
San FranciscoCA10 - 502012
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$3,000,000
Helpshift logo
Deliver a superior customer service experience at a lower cost with Helpshift’s AI-powered messaging platform.
San FranciscoCA100 - 5002011$53,530,000
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 yo
San FranciscoCA20 - 502011$1,900,000
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
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
San FranciscoCA5 - 102011
Stitch Labs logo
Inventory management for high-growth brands.
San FranciscoCA50 - 1002011$23,000,000
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 FranciscoCA10 - 502011$575,000
Lightbend logo
Modernize your enterprise at startup speed
San FranciscoCA50 - 1002011
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 add
San FranciscoCA1 - 1002011
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 FranciscoCA50 - 1002011$78,699,000
Gusto logo
It’s time to tame the chaos of payroll, benefits, and HR.
San FranciscoCA2,000 - 5,0002011$746,100,032
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 FranciscoCA500 - 1,0002011$51,055,000
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,
San FranciscoCA10 - 202010$8,650,000
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
San FranciscoCA50 - 1002010$37,000,000
Stripe logo
The new standard in online payments
San FranciscoCA5,000 - 10,0002010
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 FranciscoCA100 - 5002010$104,000,000
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$52,750,000
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-na
San FranciscoCA20 - 1002010
ReadyForZero logo
ReadyForZero designs and develops online software. The Company produces online software that helps calculate and reduce credit card debt.
San FranciscoCA10 - 502010$4,777,000
FinancialForce logo
Combine your front and back office on one platform with the top cloud ERP software apps built on Salesforce.
San FranciscoCA500 - 2,0002009
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
San FranciscoCA12,4282009$740,499,968
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
Radius logo
Get total clarity to reach and convert your best B2B prospects.
San FranciscoCA100 - 5002009$107,550,000
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$1,391,099,904
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
MantecaCA100 - 5002009
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 b
San FranciscoCA5 - 202009$13,350,000
Prezi logo
Now creating, giving, and tracking beautiful interactive presentations is as easy as 1,2,3.
San FranciscoCA200 - 5002009$72,760,000
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 4
New YorkNY100 - 5002009$4,000,000
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
San FranciscoCA10 - 502009$4,000,000
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 onli
San FranciscoCA200 - 5002009$51,000,000
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 FranciscoCA500 - 1,0002008
Figure Eight logo
We Make AI Work in the Real World
San FranciscoCA200 - 1,0002008$58,000,000
Expensify logo
From receipt scanning to reimbursement, Expensify automates every step of the expense reporting process.
San FranciscoCA138 - 5002008$138,200,000
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
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 bevera
San FranciscoCA10 - 502007
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 FranciscoCA1 - 1002007
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 - 5002007$8,900,000
Algentis logo
Algentis LLC provides enterprise software solutions. The Company offers payroll, benefits, insurance and human resource software solutions. Algentis serves customers in the United States.
San FranciscoCA200 - 5002006
Climate Corporation logo
Digital agriculture's leading farm software platform
San FranciscoCA10 - 1,0002006
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 FranciscoCA1,188 - 5,0002006$259,000,000
Rapleaf logo
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.
San FranciscoCA10 - 502006$2,000,000
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 c
San FranciscoCA10 - 502005$6,900,000
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 Sta
San FranciscoCA200 - 1,0002005$162,500,000
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. Workin
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.
Redwood CityCA10 - 502004$2,000,000
Docusign logo
No obligations! See for yourself why people prefer going paperless with DocuSign.
San FranciscoCA7,3362003$536,200,000
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 c
San FranciscoCA100 - 5002003$271,050,496
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.
DenverCO100 - 5002001$33,799,900
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,
San FranciscoCA10 - 502001$11,947,000
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