Company lists · Data refreshed October 2026
Top 25 Financial services platforms based in San Francisco, United States
RevenueBase identified 67 company matches for financial services platforms associated with San Francisco, United States as of October 2026 and tracks 2,341 professional contacts across them, including 685 with verified work emails. Across the United States, New York is the largest hub for this category (200 companies); San Francisco follows with 67.
This list covers company matches for financial services platforms associated with San Francisco, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 1, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest financial services platforms based in San Francisco, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 700 contacts → | ||||
Exact match “Blend Labs Inc,(NYSE: BLND) is the leading origination platform for digital banking solutions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 2 | 145 contacts → | ||||
Exact match “Monarch is the most comprehensive platform for managing your personal finances.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 3 | 134 contacts → | ||||
Exact match “Parafin’s infrastructure powers financial services for marketplaces, vertical SaaS, payment platforms, and more.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 4 | 87 contacts → | ||||
Exact match “100% Bank, 100% Tech: Where safety meets innovation Jiko is an innovative banking platform that delivers financial safety, speed, and simplicity to its clients by owning and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 5 | 65 contacts → | ||||
Exact match “Backed by Y Combinator, NEA, Stanford University, Menlo Ventures, and the founders of Tinder and Plaid, Slash is the banking platform of choice for over of America's most…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 63 contacts → | ||||
Exact match “Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 7 | 60 contacts → | ||||
Exact match “Treasury Prime is an embedded banking software platform that connects companies to the largest network of banks and product partners so that you can launch new financial products…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 8 | 43 contacts → | ||||
Exact match “Prelim helps automate deposit, treasury services, and lending onboarding for U.S.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 9 | 43 contacts → | ||||
Exact match “With our award-winning, AI-powered tools under the hood, lenders, credit unions, and employers have empowered >3 million people to get homebuyer-ready, pay down debt, and save for…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 10 | 40 contacts → | ||||
Exact match “The new-age back-office of fintech & retail, to increase the speed of innovation and improve the health of the financial services ecosystem.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 11 | 32 contacts → | ||||
Exact match “Inclined is building a technology platform focused on driving better long-term outcomes for whole life insurance policy holders.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 29 contacts → | ||||
Exact match “The Launchpad for Financial Innovation We are the only regulated embedded finance platform provider that enables companies across the globe to launch feature complete deposit…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 13 | 27 contacts → | ||||
Exact match “SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 25 contacts → | ||||
Exact match “We believe everyone deserves access to better and smarter ways to manage their money.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 18 contacts → | ||||
Exact match “Founded in 2020, Mesh aims to build an open, connected, and secure financial ecosystem.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 18 contacts → | ||||
Exact match “Woodcore is a modern infrastructure that enables organizations to build financial products and services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 17 | 15 contacts → | ||||
Exact match “Redefining Banking - Capstack Technologies is the first integrated operating system for banks enabling cooperation across banks and other financial services institutions in order…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 18 | 14 contacts → | ||||
Exact match “Perpetuals.com Group (NASDAQ: PDC) delivers next-generation, AI-powered prediction and financial markets infrastructure by combining deep regulatory expertise with advanced…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 19 | 14 contacts → | ||||
Exact match “Today’s companies are multi-entity, usage-based, global, or on-chain, but finance is still stuck in static systems built for a simpler time.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “An infrastructure platform for global credit markets.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Rehive is a ready-to-deploy fintech platform pre-integrated with Bridge offering branded web, iOS, and Android apps with stablecoin wallets, fiat rails, built-in compliance, and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “Access to financial services is a basic human right.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “VeraScore is an innovative technology company specializing in data-driven financial health solutions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Cheqly is revolutionizing the way startups and small to medium-sized enterprises (SMEs) manage their finances.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “Carneros Bay is your partner in the creation, development and launch of new financial services technologies and companies.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial services platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 67 financial services platforms based in San Francisco, United States
See the full list, filter by size, metro and specialty, and access 685 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Financial services platforms based in San Francisco, United States at a glance
As of Oct 1, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 67 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with San Francisco, United States whose business descriptions match “financial services platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 685 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on October 1, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Financial services platforms by metro in the United States
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial services platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services platforms are there based in San Francisco, United States?
RevenueBase identified 67 company matches for financial services platforms associated with San Francisco, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
BLEND tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most financial services platforms?
New York leads the United States with 200 company records, followed by San Francisco (67) and Miami (35).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 685 professional contacts with verified work emails tracked across these 67 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 67 financial services platforms based in San Francisco, United States. Start with a free account, no credit card.
Download this list →Related lists
Financial services platforms by geography
- Financial services platforms based in Buenos Aires, Argentina
- Financial services platforms based in Melbourne, Australia
- Financial services platforms based in Sydney, Australia
- Financial services platforms based in Sao Paulo, Brazil
- Financial services platforms based in Toronto, Canada
- Financial services platforms based in Limassol, Cyprus
- Financial services platforms based in Tallinn, Estonia
- Financial services platforms based in Paris, France
- Financial services platforms based in Berlin, Germany
- Financial services platforms based in Hong Kong, Hong Kong
- Financial services platforms based in Ahmedabad, India
- Financial services platforms based in Bangalore, India
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services platforms based in Buenos Aires, Argentina
- Financial services platforms based in Melbourne, Australia
- Financial services platforms based in Sydney, Australia
- Financial services platforms based in Sao Paulo, Brazil
- Financial services platforms based in Toronto, Canada
- Financial services platforms based in Limassol, Cyprus
Company intelligence · public preview
Top 25 financial services platforms based in San Francisco, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 67 matching company records for financial services platforms based in San Francisco, United States, with 2,341 tracked contacts and 685 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial services platforms based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  BLENDblend.comHQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 700 contacts → |
“Blend Labs Inc,(NYSE: BLND) is the leading origination platform for digital banking solutions.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Monarchmonarch.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 145 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Parafinparafin.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 134 contacts → |
“Parafin’s infrastructure powers financial services for marketplaces, vertical SaaS, payment platforms, and more.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  JIKOjiko.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 87 contacts → |
“100% Bank, 100% Tech: Where safety meets innovation Jiko is an innovative banking platform that delivers financial safety, speed, and simplicity to its clients by owning and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  SLASHslash.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 65 contacts → |
“Backed by Y Combinator, NEA, Stanford University, Menlo Ventures, and the founders of Tinder and Plaid, Slash is the banking platform of choice for over of America's most…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Quantumstreet AIquantumstreetai.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 63 contacts → |
“Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Treasury Primetreasuryprime.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 60 contacts → |
“Treasury Prime is an embedded banking software platform that connects companies to the largest network of banks and product partners so that you can launch new financial products…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Prelimprelim.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 43 contacts → |
“Prelim helps automate deposit, treasury services, and lending onboarding for U.S.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Earnup, INCearnup.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 43 contacts → |
“With our award-winning, AI-powered tools under the hood, lenders, credit unions, and employers have empowered >3 million people to get homebuyer-ready, pay down debt, and save for…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Optimus Fintechoptimus.techHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 40 contacts → |
“The new-age back-office of fintech & retail, to increase the speed of innovation and improve the health of the financial services ecosystem.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Inclinedinclined.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 32 contacts → |
“Inclined is building a technology platform focused on driving better long-term outcomes for whole life insurance policy holders.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Synapsesynapsefi.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 29 contacts → |
“The Launchpad for Financial Innovation We are the only regulated embedded finance platform provider that enables companies across the globe to launch feature complete deposit…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sigfigsigfig.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 27 contacts → |
“SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  FRECfrec.comHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 25 contacts → |
“We believe everyone deserves access to better and smarter ways to manage their money.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | MESHmeshconnect.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Founded in 2020, Mesh aims to build an open, connected, and secure financial ecosystem.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Woodcore INC Cloud Banking OSwoodcore.coHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Woodcore is a modern infrastructure that enables organizations to build financial products and services.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Capstack Technologiescapstack.aiHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“Redefining Banking - Capstack Technologies is the first integrated operating system for banks enabling cooperation across banks and other financial services institutions in order…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Perpetuals Groupgroup.perpetuals.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 14 contacts → |
“Perpetuals.com Group (NASDAQ: PDC) delivers next-generation, AI-powered prediction and financial markets infrastructure by combining deep regulatory expertise with advanced…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Integralintegraltreasury.comHQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 14 contacts → |
“Today’s companies are multi-entity, usage-based, global, or on-chain, but finance is still stuck in static systems built for a simpler time.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Pact Labspactlabs.xyzHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“An infrastructure platform for global credit markets.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Rehiverehive.comHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 6 contacts → |
“Rehive is a ready-to-deploy fintech platform pre-integrated with Bridge offering branded web, iOS, and Android apps with stablecoin wallets, fiat rails, built-in compliance, and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  VESTOvesto.ioHQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 6 contacts → |
“Access to financial services is a basic human right.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Verascoremyverascore.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“VeraScore is an innovative technology company specializing in data-driven financial health solutions.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Cheqlycheqly.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Cheqly is revolutionizing the way startups and small to medium-sized enterprises (SMEs) manage their finances.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Carneros BAYcarnerosbay.comHQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Carneros Bay is your partner in the creation, development and launch of new financial services technologies and companies.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 67 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial services platforms: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
67 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 67 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial services platforms by metro in the United States
Questions about this company list
What does Exact match mean for financial services platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services platforms did RevenueBase find based in San Francisco, United States?
The saved snapshot records 67 matching company records, 2,341 tracked contacts and 685 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial services platforms by geography
- Financial services platforms based in Buenos Aires, Argentina
- Financial services platforms based in Melbourne, Australia
- Financial services platforms based in Sydney, Australia
- Financial services platforms based in Sao Paulo, Brazil
- Financial services platforms based in Toronto, Canada
- Financial services platforms based in Limassol, Cyprus
- Financial services platforms based in Tallinn, Estonia
- Financial services platforms based in Paris, France
- Financial services platforms based in Berlin, Germany
- Financial services platforms based in Hong Kong, Hong Kong
- Financial services platforms based in Ahmedabad, India
- Financial services platforms based in Bangalore, India
Cite this list
RevenueBase Data Team. Top 25 financial services platforms based in San Francisco, United States. Snapshot: October 1, 2026. https://revenuebase.ai/companies/financial-services-platforms/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services platforms based in Buenos Aires, Argentina
- Financial services platforms based in Melbourne, Australia
- Financial services platforms based in Sydney, Australia
- Financial services platforms based in Sao Paulo, Brazil
- Financial services platforms based in Toronto, Canada
- Financial services platforms based in Limassol, Cyprus
Company intelligence · public preview
Top 25 financial services platforms based in San Francisco, United States
RevenueBase records 67 matching company records for financial services platforms based in San Francisco, United States, with 2,341 tracked contacts and 685 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial services platforms based in San Francisco, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | BLENDblend.com HQ: San Francisco, CA, United StatesReported employees: 1,001-5,000 | San Francisco, CA, United States | 1,001-5,000 | Exact match | 700 contacts → |
“Blend Labs Inc,(NYSE: BLND) is the leading origination platform for digital banking solutions.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Monarchmonarch.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 145 contacts → |
“Monarch is the most comprehensive platform for managing your personal finances.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Parafinparafin.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 134 contacts → |
“Parafin’s infrastructure powers financial services for marketplaces, vertical SaaS, payment platforms, and more.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | JIKOjiko.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 87 contacts → |
“100% Bank, 100% Tech: Where safety meets innovation Jiko is an innovative banking platform that delivers financial safety, speed, and simplicity to its clients by owning and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | SLASHslash.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 65 contacts → |
“Backed by Y Combinator, NEA, Stanford University, Menlo Ventures, and the founders of Tinder and Plaid, Slash is the banking platform of choice for over of America's most…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Quantumstreet AIquantumstreetai.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 63 contacts → |
“Backed by IBM, QuantumStreet AI is a global leader in AI driven investment strategies with over $7 billion in client assets.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Treasury Primetreasuryprime.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 60 contacts → |
“Treasury Prime is an embedded banking software platform that connects companies to the largest network of banks and product partners so that you can launch new financial products…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Prelimprelim.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 43 contacts → |
“Prelim helps automate deposit, treasury services, and lending onboarding for U.S.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Earnup, INCearnup.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 43 contacts → |
“With our award-winning, AI-powered tools under the hood, lenders, credit unions, and employers have empowered >3 million people to get homebuyer-ready, pay down debt, and save for…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Optimus Fintechoptimus.tech HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 40 contacts → |
“The new-age back-office of fintech & retail, to increase the speed of innovation and improve the health of the financial services ecosystem.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Inclinedinclined.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 32 contacts → |
“Inclined is building a technology platform focused on driving better long-term outcomes for whole life insurance policy holders.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Synapsesynapsefi.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 29 contacts → |
“The Launchpad for Financial Innovation We are the only regulated embedded finance platform provider that enables companies across the globe to launch feature complete deposit…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sigfigsigfig.com HQ: San Francisco, CA, United StatesReported employees: 201-500 | San Francisco, CA, United States | 201-500 | Exact match | 27 contacts → |
“SigFig innovates best-in-class financial technology focused on putting the customer at the center of the financial services experience.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | FRECfrec.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 25 contacts → |
“We believe everyone deserves access to better and smarter ways to manage their money.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | MESHmeshconnect.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Founded in 2020, Mesh aims to build an open, connected, and secure financial ecosystem.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Woodcore INC Cloud Banking OSwoodcore.co HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 18 contacts → |
“Woodcore is a modern infrastructure that enables organizations to build financial products and services.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Capstack Technologiescapstack.ai HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 15 contacts → |
“Redefining Banking - Capstack Technologies is the first integrated operating system for banks enabling cooperation across banks and other financial services institutions in order…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Perpetuals Groupgroup.perpetuals.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 14 contacts → |
“Perpetuals.com Group (NASDAQ: PDC) delivers next-generation, AI-powered prediction and financial markets infrastructure by combining deep regulatory expertise with advanced…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Integralintegraltreasury.com HQ: San Francisco, United StatesReported employees: 11-50 | San Francisco, United States | 11-50 | Exact match | 14 contacts → |
“Today’s companies are multi-entity, usage-based, global, or on-chain, but finance is still stuck in static systems built for a simpler time.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Pact Labspactlabs.xyz HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 7 contacts → |
“An infrastructure platform for global credit markets.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Rehiverehive.com HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 6 contacts → |
“Rehive is a ready-to-deploy fintech platform pre-integrated with Bridge offering branded web, iOS, and Android apps with stablecoin wallets, fiat rails, built-in compliance, and…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | VESTOvesto.io HQ: San Francisco, CA, United StatesReported employees: 11-50 | San Francisco, CA, United States | 11-50 | Exact match | 6 contacts → |
“Access to financial services is a basic human right.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Verascoremyverascore.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 5 contacts → |
“VeraScore is an innovative technology company specializing in data-driven financial health solutions.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Cheqlycheqly.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Cheqly is revolutionizing the way startups and small to medium-sized enterprises (SMEs) manage their finances.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Carneros BAYcarnerosbay.com HQ: San Francisco, CA, United StatesReported employees: 1-10 | San Francisco, CA, United States | 1-10 | Exact match | 4 contacts → |
“Carneros Bay is your partner in the creation, development and launch of new financial services technologies and companies.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 67 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial services platforms: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
67 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 67 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial services platforms by metro in the United States
Questions about this company list
What does Exact match mean for financial services platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services platforms did RevenueBase find based in San Francisco, United States?
The saved snapshot records 67 matching company records, 2,341 tracked contacts and 685 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial services platforms by geography
- Financial services platforms based in Buenos Aires, Argentina
- Financial services platforms based in Melbourne, Australia
- Financial services platforms based in Sydney, Australia
- Financial services platforms based in Sao Paulo, Brazil
- Financial services platforms based in Toronto, Canada
- Financial services platforms based in Limassol, Cyprus
- Financial services platforms based in Tallinn, Estonia
- Financial services platforms based in Paris, France
- Financial services platforms based in Berlin, Germany
- Financial services platforms based in Hong Kong, Hong Kong
- Financial services platforms based in Ahmedabad, India
- Financial services platforms based in Bangalore, India
Cite this list
RevenueBase Data Team. Top 25 financial services platforms based in San Francisco, United States. Snapshot: October 1, 2026. https://revenuebase.ai/companies/financial-services-platforms/united-states/san-francisco.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services platforms based in Buenos Aires, Argentina
- Financial services platforms based in Melbourne, Australia
- Financial services platforms based in Sydney, Australia
- Financial services platforms based in Sao Paulo, Brazil
- Financial services platforms based in Toronto, Canada
- Financial services platforms based in Limassol, Cyprus