Tech Company CollectionsFinancial Software Companies in San Francisco
List of Financial Software Companies in San Francisco
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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 Francisco | CA | 5 - 20 | 2020 | $7,500,000 |
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 | San Francisco | CA | 200 - 500 | 2019 | $236,000,000 |
CyberCube delivers data-driven cyber analytics built specifically for the insurance industry. | San Francisco | CA | 100 - 500 | 2017 | $90,000,000 |
AT TELLUS, OUR VISION IS TO RADICALLY IMPROVE ELDERCARE WITH CUTTING-EDGE TECHNOLOGY. | San Francisco | CA | 20 - 50 | 2017 | 6907776 JPY |
SINAI develops enterprise software for automating the regulatory burden of managing carbon taxes and climate risk. | San Francisco | CA | 50 - 100 | 2017 | $35,950,000 |
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 Francisco | CA | 2,000 - 5,000 | 2017 | $898,000,000 |
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 | Delray Beach | FL | 10 - 50 | 2017 | |
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 Francisco | CA | 5 - 20 | 2016 | |
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 Francisco | CA | 10 - 50 | 2016 | $2,200,000 |
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 Francisco | CA | 10 - 50 | 2016 | $9,000,000 |
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 Francisco | CA | 50 - 100 | 2016 | $30,000,000 |
Easy-to-use software and powerful data to help commercial contractors win the service game. | San Francisco | CA | 10 - 100 | 2016 | $29,600,000 |
Skupos is the market leader in data analytics for the convenience retail industry. Our data powers business decisions for c-stores, distributors, and brands. | Denver | CO | 100 - 500 | 2016 | $64,365,000 |
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. | San Francisco | CA | 10 - 50 | 2015 | |
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 Francisco | CA | 5 - 20 | 2015 | $2,125,000 |
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. | White Plains | NY | 50 - 100 | 2015 | |
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 | Milwaukee | WI | 5 - 20 | 2015 | $500,000 |
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 Francisco | CA | 100 - 500 | 2015 | $28,720,000 |
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 | Seattle | WA | 50 - 100 | 2015 | $28,300,000 |
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 Francisco | CA | 1 - 100 | 2015 | |
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 | Berkeley | CA | 5 - 20 | 2015 | |
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 Francisco | CA | 20 - 100 | 2015 | |
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 Francisco | CA | 10 - 50 | 2015 | $4,700,000 |
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 Francisco | CA | 20 - 50 | 2015 | $18,500,000 |
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 Francisco | CA | 2 - 10 | 2015 | |
Contract management software that works the way you do. Create, automate, and track your contracts—all from one intuitive, powerful platform. | San Francisco | CA | 200 - 1,000 | 2014 | $334,000,000 |
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 Francisco | CA | 10 - 50 | 2014 | $500,000 |
Compare cities on quality of life, cost of living, salaries and more. Explore where to move based on your personal preferences. | Palo Alto | CA | 10 - 50 | 2014 | $2,500,000 |
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 Francisco | CA | 10 - 50 | 2014 | |
Compliant Point of Sale for Cannabis Dispensaries. Retail and delivery software designed to cut costs, save time, increase revenue, and boost retention. | San Francisco | CA | 10 - 100 | 2014 | $2,100,000 |
Swiftly works with transit agencies and cities around the world to improve service quality, efficiency, and reliability | San Francisco | CA | 50 - 200 | 2014 | $27,000,000 |
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 Francisco | CA | 10 - 50 | 2014 | $1,800,000 |
Enrich sign-ups, identify prospects and gain customer insights — all with data from Clearbit. | San Francisco | CA | 100 - 500 | 2014 | $17,000,000 |
CoInspect App is an all-in-one solution that offers food safety compliance, brand standard audits, supply chain audits easily. Request a FREE Demo. | San Francisco | CA | 10 - 20 | 2014 | |
Loyyal Corporation provides software solutions. The Company develops loyalty and rewards platform for fragmented industry. Loyyal serves customers in the State of California. | San Francisco | CA | 5 - 10 | 2014 | $5,000,000 |
Pipefy, Inc. designs and develops software solutions. The Company offers enterprise software products. Pipefy serves customers in the United States. | San Francisco | CA | 500 - 1,000 | 2014 | $122,737,504 |
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 Francisco | CA | 500 - 1,000 | 2013 | $118,000 |
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 | San Francisco | CA | 2 - 10 | 2013 | $2,220,000 |
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, | San Francisco | CA | 10 - 50 | 2013 | $12,592,712 |
Databricks provides a Unified Analytics Platform that accelerates innovation by unifying data science, engineering and business. | San Francisco | CA | 4,000 - 20,000 | 2013 | $4,181,559,040 |
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 Francisco | CA | 100 - 500 | 2013 | |
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 Francisco | CA | 20 - 100 | 2013 | $24,500,000 |
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 | San Francisco | CA | 10 - 50 | 2012 | |
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 Francisco | CA | 1 - 10 | 2012 | |
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 Francisco | CA | 2 - 10 | 2012 | $2,520,000 |
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 Francisco | CA | 20 - 100 | 2012 | $462,494 |
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 Francisco | CA | 200 - 500 | 2012 | $122,800,000 |
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. | San Francisco | CA | 20 - 50 | 2012 | $22,200,000 |
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 Francisco | CA | 10 - 50 | 2012 | |
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 Francisco | CA | 10 - 50 | 2011 | $3,000,000 |
Deliver a superior customer service experience at a lower cost with Helpshift’s AI-powered messaging platform. | San Francisco | CA | 100 - 500 | 2011 | $53,530,000 |
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 Francisco | CA | 20 - 50 | 2011 | $1,900,000 |
15Five software elevates the performance and engagement of employees by continuously asking questions and starting the right conversations. | San Francisco | CA | 200 - 500 | 2011 | $94,100,000 |
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 Francisco | CA | 5 - 10 | 2011 | |
Inventory management for high-growth brands. | San Francisco | CA | 50 - 100 | 2011 | $23,000,000 |
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 Francisco | CA | 10 - 50 | 2011 | $575,000 |
Modernize your enterprise at startup speed | San Francisco | CA | 50 - 100 | 2011 | |
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 Francisco | CA | 1 - 100 | 2011 | |
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 Francisco | CA | 50 - 100 | 2011 | $78,699,000 |
It’s time to tame the chaos of payroll, benefits, and HR. | San Francisco | CA | 2,000 - 5,000 | 2011 | $746,100,032 |
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 Francisco | CA | 500 - 1,000 | 2011 | $51,055,000 |
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, | San Francisco | CA | 10 - 20 | 2010 | $8,650,000 |
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 Francisco | CA | 50 - 100 | 2010 | $37,000,000 |
The new standard in online payments | San Francisco | CA | 5,000 - 10,000 | 2010 | |
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 Francisco | CA | 100 - 500 | 2010 | $104,000,000 |
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. | San Francisco | CA | 10 - 50 | 2010 | $52,750,000 |
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 | San Francisco | CA | 20 - 100 | 2010 | |
ReadyForZero designs and develops online software. The Company produces online software that helps calculate and reduce credit card debt. | San Francisco | CA | 10 - 50 | 2010 | $4,777,000 |
Combine your front and back office on one platform with the top cloud ERP software apps built on Salesforce. | San Francisco | CA | 500 - 2,000 | 2009 | |
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 Francisco | CA | 12,428 | 2009 | $740,499,968 |
Reimagine procurement and payables. Get your supply chain connected to the future with digital marketplaces, payments, and apps. | San Francisco | CA | 300 - 1,000 | 2009 | $1,131,000,064 |
Get total clarity to reach and convert your best B2B prospects. | San Francisco | CA | 100 - 500 | 2009 | $107,550,000 |
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. | San Francisco | CA | 2,000 - 5,000 | 2009 | $1,391,099,904 |
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 | Manteca | CA | 100 - 500 | 2009 | |
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 Francisco | CA | 5 - 20 | 2009 | $13,350,000 |
Now creating, giving, and tracking beautiful interactive presentations is as easy as 1,2,3. | San Francisco | CA | 200 - 500 | 2009 | $72,760,000 |
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 York | NY | 100 - 500 | 2009 | $4,000,000 |
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 | San Francisco | CA | 10 - 50 | 2009 | $4,000,000 |
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 Francisco | CA | 200 - 500 | 2009 | $51,000,000 |
RentJuice Corporation provides enterprise software solutions. The Company offers online rental relationship management software for real estate professionals to organize, share, and market inventory. | San Francisco | CA | 10 - 50 | 2008 | $6,923,782 |
Avenue Code is the leading software consulting agency focused on delivering end-to-end development solutions for digital transformation across every vertical | San Francisco | CA | 500 - 1,000 | 2008 | |
We Make AI Work in the Real World | San Francisco | CA | 200 - 1,000 | 2008 | $58,000,000 |
From receipt scanning to reimbursement, Expensify automates every step of the expense reporting process. | San Francisco | CA | 138 - 500 | 2008 | $138,200,000 |
GoodData goes beyond traditional business intelligence and analytics delivering insights at the moment of action to drive better business outcomes. | San Francisco | CA | 200 - 500 | 2007 | $167,700,000 |
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 | San Francisco | CA | 10 - 50 | 2007 | |
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 Francisco | CA | 1 - 100 | 2007 | |
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. | Scottsdale | AZ | 100 - 500 | 2007 | $8,900,000 |
Algentis LLC provides enterprise software solutions. The Company offers payroll, benefits, insurance and human resource software solutions. Algentis serves customers in the United States. | San Francisco | CA | 200 - 500 | 2006 | |
Digital agriculture's leading farm software platform | San Francisco | CA | 10 - 1,000 | 2006 | |
MuleSoft provides the most widely used integration platform (Mule ESB & CloudHub) for connecting SaaS & enterprise applications in the cloud and on-premise. | San Francisco | CA | 1,188 - 5,000 | 2006 | $259,000,000 |
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. | San Francisco | CA | 10 - 50 | 2006 | $2,000,000 |
If you need online forms for generating leads, distributing surveys, collecting payments and more, JotForm is for you | San Francisco | CA | 500 - 1,000 | 2006 | |
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 Francisco | CA | 10 - 50 | 2005 | $6,900,000 |
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 | San Francisco | CA | 200 - 1,000 | 2005 | $162,500,000 |
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 Francisco | CA | 10 - 50 | 2005 | $188,000 |
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 City | CA | 10 - 50 | 2004 | $2,000,000 |
No obligations! See for yourself why people prefer going paperless with DocuSign. | San Francisco | CA | 7,336 | 2003 | $536,200,000 |
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 Francisco | CA | 100 - 500 | 2003 | $271,050,496 |
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. | Denver | CO | 100 - 500 | 2001 | $33,799,900 |
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 Francisco | CA | 10 - 50 | 2001 | $11,947,000 |
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