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These are the Top Personal Finance Companies in San Francisco (2021)

This article showcases our top picks for the best San Francisco based Personal Finance companies. These startups and companies are taking a variety of approaches to innovating the Personal Finance industry, but are all exceptional companies well worth a follow.

We tried to pick companies across the size spectrum from cutting edge startups to established brands.

We selected these startups and companies for exceptional performance in one of these categories:

  • Innovation
    • Innovative ideas
    • Innovative route to market
    • Innovative product
  • Growth
    • Exceptional growth
    • Exceptional growth strategy
  • Management
  • Societal impact

Top San Francisco Personal Finance Companies

Data sourced from Crunchbase and SemRush.

Lendtable

Lendtable

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Lendtable is a financial services company that specializes in providing income-constrained individuals with wealth-building cash advances. The company also specializes in the fields of fintech, tech, investing, and wealth and it gives people cash advances to build their wealth.

It was founded in 2020 and headquartered in San Francisco, California.. .

Cushion

Cushion

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At Cushion, our goal is to democratize access to financial help, not just financial advice – enabling consumers to waste less money, save more, and live financially healthier lives. We believe that the future of consumer finance is all about intelligently doing work on behalf of the end user – requiring very little input from, or interaction with, the consumer.

Our first offering is a bot that negotiates with banks, on behalf of our customers, to get their bank fees and credit card interest charges waived – a $200 Billion annual problem in the U.S.. .

Noah

Noah

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Noah is a fintech company enabling homeowners to tap into the value of their homes without incurring new monthly payments or interest.

Lending Club

Lending Club

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Lending Club is an online financial community that brings together creditworthy borrowers and savvy investors so that both can benefit financially. They replace the high cost and complexity of bank lending with a faster, smarter way to borrow and invest.

Founded in 2007, the company is headquartered in San Francisco, California, United States.. .

Credit Karma

Credit Karma

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Credit Karma is a personal finance company that’s focused on helping everyone make financial progress. Whether they’re interested in getting a better deal on a loan, looking for ways to save, or simply monitoring their credit, Credit Karma offers a range of tools and personalized recommendations designed to help them make the most of their money.

With more than 100 million members, Credit Karma helps people gain insight into their finances and credit information – and ultimately, improve their financial standing. Credit Karma was established in 2007 and is based in San Francisco, California..

Credit.com

Credit.com

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Credit.com’s mission is to make credit simple and actionable. We provide free expert advice and transparency to your credit information, so you can make smarter financial decisions that are right for you.

By helping you to take an active role in your credit, much like you do with your checking or savings account, our free interactive tools and unbiased product comparisons put control on your side.. .

Twine

Twine

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Twine is the first saving and investing app built for two. Twine empowers people to save more, save better, and save together.

Available now for iOS.. .

Prosper Marketplace

Prosper Marketplace

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Prosper is an online lending platform that connects people who want to borrow money with individuals and institutions. Its platform provides lists of loan requests with low, fixed-rate loans and no hidden fees or prepayment penalties, enabling clients to easily gain access to affordable personal loans and investors to earn solid returns via a data-driven underwriting model.

The company was founded in 2005 and is headquartered in San Francisco, California.. .

Bright Money

Bright Money

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The new age Digital Bank powered by Artificial Intelligence to help middle class Americans

Gusto

Gusto

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Gusto develops web-based payroll solution for small- and medium-sized businesses. It operates an online platform that provides payroll, benefits, human resources, and integration services for employers and employees in the United States.

Gusto offers health benefits and workers’ compensation benefits that include medical insurance, commuter benefits, and 401(k) contributions as well as workers’ compensation insurance plans, time tracking, and integration services, and access to employees for processing payroll from web-enabled devices such as smartphones and tablets. It also provides access to employees and contractors to browse their previous pay stubs, review their payroll forms, verify their personal details, and statistics about their pay, tax payments and federal forms filing services, and security and support services.

Gusto serves startups, coffee shops, doctors, creative agencies, lawyers, and boutiques. Edward Kim, Joshua Reeves, and Tomer London founded ZenPayRoll in 2011 that became Gusto, with its headquarters in San Francisco in California with an additional office in Denver in Colorado..

NerdWallet

NerdWallet

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NerdWallet provides clarity for all of life’s financial decisions thru their finance website and app. NerdWallet provides consumers with personalized, unbiased advice so they can make smart money moves.

From finding the best credit card to buying a house to investing their next dollar, and more, NerdWallet is there to help consumers make financial decisions with confidence. Consumers have free access to our expert content, tools, and tailored advice that help them stay on top of their finances, and save them time and money, giving them the freedom to do more.

Headquartered in San Francisco, they have more than 300 passionate “Nerds” and $100 million in capital from IVP, RRE Ventures, iGlobe Partners, and Silicon Valley Bank. They’ve also been named one of SF Business Times’s “Best Places to Work” and offer world-class benefits, competitive compensation packages, flexible vacations, and great perks such as catered meals, and enrichment stipend, and dedicated time for volunteering..

Truebill

Truebill

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Truebill enables users to manage their personal finances and improve their financial health. It is a platform that allows users to find, track, and manage their subscription services and recurring bills.

To use Truebill, users must simply connect their bank account or credit card statement and instantly see everything they’re paying for on a recurring basis. Any unwanted subscriptions can be canceled with just a few clicks.

Truebill is backed by YCombinator, Social Capital, Sherpa Capital, and Transmedia Capital. The company was founded in 2015 and is based in San Francisco, California..

SoFi

SoFi

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SoFi is a finance company that offers a range of lending and wealth management services. The company primarily caters to early-stage professionals and offers variable and fixed rate parent, personal, and MBA loans, mortgage refinancing, and more.

They create modern financial products and services that help people borrow, save, spend, invest, and protect their money better so that they can achieve financial independence and realize their ambitions from owning a home to saving for retirement, paying off their student loans, and more. It was founded in 2016 and is headquartered in San Francisco, California..

Esurance

Esurance

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Esurance provides personal auto insurance direct to consumers online and through select agents, including sister company, Answer Financial. Esurance is dedicated to constantly improving the way people shop for, buy, and manage their auto insurance.

By combining the best of technology with industry expertise, Esurance is able to offer hassle-free coverage with 24/7 customer service and claims handling at competitive prices.. .

Keeper Tax

Keeper Tax

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Keeper Tax automatically monitors purchases for tax deductible expenses.

Federal Reserve Bank

Federal Reserve Bank

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Federal Reserve Bank is a regional bank of the central banking system in the United States. There are twelve branches in total, one for each of the Federal Reserve Districts.

These are: Federal Reserve Bank of Atlanta, Federal Reserve Bank of Boston, Federal Reserve Bank of Chicago, Federal Reserve Bank of Atlanta, Federal Reserve Bank of Boston, Federal Reserve Bank of Chicago, Federal Reserve Bank of Cleveland, Federal Reserve Bank of Dallas, Federal Reserve Bank of Kansas City, Federal Reserve Bank of Minneapolis, Federal Reserve Bank of New York, Federal Reserve Bank of Philadelphia, Federal Reserve Bank of Richmond, Federal Reserve Bank of San Francisco, and Federal Reserve Bank of St. Louis.

The duties of the Federal Reserve System includes providing the government with a ready source of loans; serve as a safe depository for federal monies; act as a mechanism for meeting payments on the national debt and government salaries; and oversee banking and financial systems. The headquarters of the whole Federal Reserve System is located in Washington, D.C..

Empower

Empower

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Founded by former Sequoia Capital partner and entrepreneur Warren Hogarth, Empower is building a personal financial assistant and digital bank for millennials. Today​,​ the interests of consumers and banks is fundamentally misaligned: banks earn the most when people pay maximum fees, earn little to no interest, and are locked into the highest interest rate​s​​​.

Empower has built an AI powered financial assistant that works 24/7 to help consumers improve their financial lives and is launching a new kind of bank for tech savvy young professionals that are hustling to get ahead.. .

EarnUp

EarnUp

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EarnUp is a consumer-first fintech platform that intelligently automates loan payments for the more than 200 million Americans with debt. They help you put a few dollars aside for your loans when you can afford it – then they make your loan payments for you, allocating funds in the way that gets you out of debt faster.

They are dedicated to giving control back to everyone who is frustrated managing their finances. .

Apto Payments

Apto Payments

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Apto Payments is a card issuance platform that helps companies issue new kinds of cards in new ways.

Affirm

Affirm

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Affirm is a financial technology services company that offers installment loans to consumers at the point of sale. The company was founded with a goal to create honest financial products and services that empower consumers and improve lives.

It aims to revolutionize the banking industry to be more accountable and accessible to consumers. Today, Affirm provides millions of shoppers an alternative to traditional credit cards at the point of sale, giving them the flexibility to buy now and make simple monthly payments for their purchases.

Unlike payment options that have compounding interest and unexpected costs, Affirm shows customers upfront exactly what they’ll pay each month — with no hidden fees and no surprises. Affirm partners with over 2,000 merchants to give shoppers the option to pay with Affirm at checkout including well-known brands across retail including home furnishings, travel, personal fitness, electronics, apparel and beauty, and more.

Loans are made in partnership with Afirm’s originating bank partner Cross River Bank, a New Jersey State Chartered Commercial Bank, Member FDIC. Jeffrey Kaditz, Max Levchin, and Nathan Gettings established the San Francisco, California-based company in 2012..

AskSebby

AskSebby

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AskSebby is your smart, deal-seeking, finance savvy friend that does the homework for you.

FutureAdvisor

FutureAdvisor

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FutureAdvisor was founded in 2010 on the premise that investing for your future does not have to be difficult or expensive. Members of the founding finance team have been actively investing and worked in finance for years, and so have always been the ones friends asked for advice.

They eventually realized that most of their friends were asking the same questions (how should I allocate my money?), making some of the same mistakes (buying high-fee funds), and that the best way for us to help everyone was implement the wisdom of index investing in software. History has shown that most professional mutual fund managers cannot match the long-term performance of index funds, much less beat them.

In addition, many funds charge high fees and generate massive turnover, such that the average fund under performs the S&P 500 Index by 3% per year. Yet less than 1/5th of investors’ portfolios are in index funds because many don’t know where to start or how to manage it over time: they’re here to help.

If you agree luminaries such as Jack Bogle, founder of Vanguard, or David Swensen, head of the Yale Endowment, that low-cost index investing is the key, then FutureAdvisor is for you.. .

Pinch

Pinch

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Pinch makes it easy to build its clients’ credit history just by paying their rent. For no extra money, Pinch helps you beef up your credit score without going into debt.

Not too long ago, paying rent didn’t have much to do with your credit score. Of course, not paying rent could always (and still can) damage your credit score.

But what happens when you pay your rent on time? Legally speaking, absolutely nothing. Nada.

The good news? Credit bureaus and credit scoring companies are realizing that those who can pay rent on time month after month are likely to also handle credit responsibly, and things are changing in America. Studies have shown that after reporting rent, 100% of tenants who were previously unscorable had a credit score.

And almost 3/4 of those studied experienced a credit score increase.. .

mmpersonalloans.com

mmpersonalloans.com

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mmpersonalloans offers personal, payday, home, auto, and bad credit loans to individuals.

Coinbase

Coinbase

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Coinbase is an online platform that allows merchants, consumers, and traders to transact with digital currency. It allows its users to create their own bitcoin wallets and start buying or selling bitcoins by connecting with their bank accounts.

In addition, it provides a series of merchant payment processing systems and tools that support many highly-trafficked websites on the internet. Coinbase was launched in 2012 with a mission to create an open financial system for the world.

It is operated from San Francisco, California.. .

Kraken

Kraken

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Our mission is to accelerate the adoption of cryptocurrency so that you and the rest of the world can achieve financial freedom and inclusion. Founded in 2011 and with over 4 million clients, Kraken is one of the world’s largest, most successful bitcoin exchanges and we’re growing faster than ever.

Our range of successful products are playing an important role in the mainstream adoption of crypto assets. Kraken is a marketplace for digital assets where buyers, sellers, traders and speculators come together to exchange cryptocurrencies like Bitcoin, Ethereum, Litecoin and Ripple against national currencies like USD, EUR, CAD and JPY.

Clients trading larger sizes benefit from our principal Over-the-Counter (OTC) desk and white glove service. Advanced traders and technical analysis wizards can take advantage of our professional charting tools.

Software engineers, botters and hobbyist automators have available both REST and Websocket APIs with which trades can be made and market information obtained. Kraken provides 24/7 live chat support for any questions you have about getting started..

Icon Savings Plan

Icon Savings Plan

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Icon. Retirement savings built for the 21st century.

It’s the first portable, universally accessible, workplace savings plan. Built for the modern workforce, our proprietary technology delivers simple, fast, radically less expensive alternative to 401k plans..

Recoup

Recoup

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Recoup is a mobile application platform that analyzes data points on banking, wealth management, capital markets, lending, and insurance. It specializes in personal finance, financial technology, artificial intelligence and consumer banking.

The company was founded in 2018 and headquartered in San Francisco, California.. .

TomoCredit

TomoCredit

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TomoCredit is building the next generation credit card designed for Millennials with no credit history or credit score by analyzing alternative data sources through its proprietary algorithm. founding team is made up of immigrant founders who all felt the challenge of getting a credit card as foreign nationals.

The team is comprised of alum from Coinbase, The Kenetic Hedge Fund and Google and have attended schools including MIT and UC Berkeley.. .

UnitedFinances.com

UnitedFinances.com

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Our team comprises dedicated experts working together to bring you the best and most reliable financial services on the Internet. Since 2008, our financial and marketing experts backed by our technical department have been working hard to make the loan-taking process as easy and stress-free as possible.

Every day, we go through the offers of carefully selected lenders to maintain high standards of service. Those who are up to our standards become incorporated into our database of trustworthy lenders.

Once an application is made, we check the terms and rates of every lender and present you only with the best offers. Our Priorities Our goal is to bring you the best loan experience possible – we value your time and your privacy.

Our terms are transparent and easy to comprehend, but if you need any clarifying we are always there to help. We always respect your privacy – we use SSL and McAffee to guarantee that your information is safe with us at all times.

Our Commitment Our aim is to build the biggest marketplace for personal loan products. Once you tell us what you are looking for, we can select the best deal for you and minimize all the hard work you normally have to do.

We want to give you the tools and education so that you can start making smarter financial decisions and improve your current financial situation in an instant.. .

Centsibly

Centsibly

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Centsibly is a personal finance app that gives you unmatched flexibility and control over how you track your money. You decide what’s important and we give you the tools and resources you need to plan for your future.

The app makes it easy to recognize spending patterns, set data-driven goals, develop and grow healthy financial habits, and make smart decisions on the go.. .

Juvo

Juvo

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Juvo was founded with an overarching vision: to establish financial identities for the billions of people worldwide who are creditworthy, yet financially excluded. In partnership with mobile network operators, Juvo’s proprietary Identity Scoring technology uses data science, machine learning and game mechanics to create an identity-based relationship with anonymous prepaid users, opening up access to otherwise unattainable mobile financial services.

Juvo is a privately held company backed by global business leaders and luminaries in the world of tech, mobile and finance. Its executive team comprises accomplished industry leaders across the data science, consumer internet, financial services and mobile telecom fields..

She's Well

She’s Well

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She’s Well brings a Netflix-like subscription model to fertility, to help women, men, and couples to have children when they’re ready. The company works with its network of top-tier fertility centers to provide financing plans for fertility testing, IVF, egg freezing and sperm freezing.

With an on-demand concierge care approach, She’s Well provides support and guidance, to make the fertility journey less confusing and isolating. 1 in 6 couples has trouble conceiving and we’re waiting longer to try.

Women increasingly delay childbirth – one in three women in the U.S. has her first child after 30 and one in ten after 35.

Male sperm count has decreased over 50 percent in the last decade. Despite all the solutions available on the market, infertility services remain available to only 1%.

Health plans usually don’t cover infertility treatments. The typical costs range from 12,000 to 20,000 dollars for IVF, plus another few thousand for the genetic testing involved to ensure the fetus is chromosomally normal.

To help, She’s well started out offering subscription plans and concierge guidance to make fertility care more affordable and accessible to the 99%. We need to usher a world where decisions about family and career aren’t ruled by biological clocks and where the best options, science, and care are available to everyone who wants to start a family..

Clara Lending

Clara Lending

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We started Clara to help individuals and families finance their lives in a more efficient, transparent, and empowered way. We started with one of life’s most important financial decisions — a home.

We are building technology to reduce the time and cost it takes to originate a mortgage and creating a more personalized, clear experience for our customers.. .

Atomic

Atomic

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Atomic is a personalized investment management service API that lets companies offer their end-users a disciplined way to invest with them.

SimplyCredit

SimplyCredit

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SimplyCredit operates an online platform intended to create lending products that are fair and transparent for consumers. Its mission is to transform consumer lending as it is known today.

They are driven to bring sanity back to lending, stand behind their underwriting, and make sure consumers are getting the value and service they deserve. Using advanced technologies, SimplyCredit is creating credit and lending innovations in line with these values, all delivered through seamless customer experience..

The Beans

The Beans

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We simplify the path to financial success for 120M American Earners.

Sweep

Sweep

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Save intelligently, spend confidently.

aboutLife

aboutLife

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All your financial questions answered. Using big data & a community of financial advisors, aboutLife provides expert answers to all your financial questions.

aboutLife’s services include Budgeting, Social Security optimization, Cost of Living and Relocation, Saving for College, building an Emergency Fund, Estate Planning, Insurance, 401ks, and more. For more information, visit https://aboutlife.com.

TurboTax

TurboTax

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TurboTax builds software that helps get taxes done right and makes it easy to get the biggest tax refund. TurboTax helps taxpayers keep more of their hard-earned money with the biggest refund possible.

TurboTax is available for both federal and state income tax returns. The software is designed to guide users through their tax returns step-by-step.

The TurboTax software provides taxpayers additional support for their self-prepared returns by offering Audit Defense from TaxResources, Inc. TurboTax is part of Intuit Inc., a leading provider of business and financial management solutions for small and mid-sized businesses; financial institutions, including banks and credit unions; consumers and accounting professionals..

Lawnmower

Lawnmower

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Lawnmower offers an application that enables its users to obtain market information and investment tools for blockchain assets. It also provides tools that enable its customers to buy, sell, and invest on assets.

Its customers are able to track and compare their portfolios’ performance. Lawnmower is based in San Francisco, California and was founded in January 2015..

Guide Financial

Guide Financial

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Software that enables financial advisors and institutions to help clients build assets and manage their full financial lives

GoodApril

GoodApril

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GoodApril is a software startup that offers a range of tax planning and management solutions. The company’s product portfolio includes Tax Checkup, an application that allows people to upload their tax returns to get professional feedback on what credits and deductions they are qualified for.

GoodApril was founded by Benny Joseph and Mitchell Fox in 2012 and is based in San Francisco, California. The company was acquired by Intuit..

Littlefund

Littlefund

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Littlefund is a smart gifting and savings app for parents to build their child’s financial journey with ease.

Claimdog

Claimdog

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At Claimdog, we’re dedicated to the mission of helping people get their hard-earned money back. We’ve developed the simplest, most user-friendly way to search for your money and we’re excited to serve you.

The Claimdog team brings years of experience in advanced data structures and algorithms, user interface design, data security and privacy, and consumer finance. Our team comes from top engineering and product backgrounds at companies like Pinterest and Google..

Coinance

Coinance

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Coinance is a cryptocurrency management app with detailed cryptocurrency charts, API integrations of exchanges, a crypto news tracker and a crypto price alert function. Though it’s beautiful and simple UI design, it makes over over hundred of coins easy to trade.

Coinance is available for iOS and Android.. .

Dobot

Dobot

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Dobot (“The Robot for Your Dough”) is the NextGen Mobile Personal Financial Advisor. Dobot’s mission is to empower financial health and turn dreams into reality by delivering a life-driven platform that puts our users’ goals at the center of everything we do.

Rather than sell financial products, we offer tools, encouragement and actionable strategies that help millions of people build their financial foundations while also achieving goals they never thought possible. We connect the core components of financial health – saving, spending, borrowing and investing – to provide a holistic solution that is deeply aligned with our users’ daily lives and life-goals.

Our initial service is a mobile app that provides automated, goals-based saving functionality. When a user downloads the app and connects a bank account,Dobot’s proprietary algorithm analyzes transaction level data and calculates a personal savings capacity.

The app then automatically transfers money from the user’s bank account to their Dobot account on a regular basis, where the user can allocate savings to the things that matter most. Along the way, Dobot offers emotional support and advice both in app and via text messages.

Dobot was founded by Brad Pope, Brian Davis and John Longley, three financial industry veterans with combined experience of more than 70 years. Driven by a belief that everyone has the right to financial health, Dobot is set to change the way people manage their money..

Zavvo

Zavvo

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Zavvo is your credit card’s new best friend. Detect fraud sooner, never lose a receipt, know how much is spent, and always get paid back.

Every time you use your card, Zavvo’s got your back. Check out the app on the App Store and Google Play..

SilverWiz

SilverWiz

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SilverWiz is a company which develops finance app for iPhone

321Lend, Inc.

321Lend, Inc.

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321Lend, Inc. was formed in early 2014 in San Francisco, CA by three experienced professionals in finance, technology and management consulting.

All founders are graduates of UC Berkeley and have worked at hedge funds, start-ups, technology and consulting firms. The goal of 321Lend is to build an online financial community that connects creditworthy borrowers with savvy investors in order to facilitate better lending rates and lower loan default rates by continuously innovating its web application and business strategies.

The Company has made significant progress with building its platform and laying the foundation to launch its business. The Company is currently near completion and with funding, will be able to operate as a peer to peer lending platform.

Though the Peer-to-Peer lending industry is one of the fastest growing industry in the US estimated to be about $5B with CAGR of 100%+, it still covers only 1% of total credit card market of $669B. Since 321Lend is founded in March 2014, the company achieved the following: – Completed the front end of its website to attract potential borrowers and lenders – Near completion of its back end platform to automate transactions – Built its proprietary interest rating model – Prepared compliance documents such as FCRA, FDCA, TILA, ECOA, and others – Secured relationship with banking partner to originate loans – Final discussion with credit rating agency Front end of website is launched at (http://www.321lend.com) and it is receiving numerous inquires from both lenders and borrowers..

Plenty Finance

Plenty Finance

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Anxiety-free budgeting for freelancers

Student Loans Guy

Student Loans Guy

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Student Loans Guy helps people save money on student loans by recommending a personalized loan repayment plan.

Heroic Finance

Heroic Finance

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Heroic Finance offers zero interest alternatives to short term personal loans.

Logic0x LLC

Logic0x LLC

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Logic0x is a venture capital and financial technology company building products to make the financial sector more transparent and accessible. The company is focused on leveraging blockchain technologies in the financial sector, developing trading platforms, investment products and machine learning products.

The firm seeks to invest in all sectors with a focus on financials and financial services, Internet, mobile, technology, cryptocurrency and blockchain technologies. https://logic0x.com.

expensr

expensr

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expensr is a free, online, personal finance application. Currently in beta, expensr has a very clean and simple design with some great features which many users will find appealing.

One nice security feature allows users to upload bank statements manually. Unlike some other financial management applications that require bank usernames / passwords, users can upload .ofx files — these files only contain the bank account number.

Importantly, expensr does not store the .ofx file after parsing it, only the transactions in it. Another interesting part of expensr is the social networking aspect.

Since expensr is a social network, users can compare their spending against others. This means users are able to see aggregated data of a particular tag and anonymously compare spending against others.

E.g. you can compare rent with other young professionals in San Francisco.

Or how much people are spending on groceries in Boston? Competitors: [Mint](http://www.crunchbase.com/organization/Mint), [Yodlee](http://www.yodlee.com/), [Buxfer](http://www.crunchbase.com/organization/buxfer), and [Wesabe](http://www.crunchbase.com/organization/Wesabe).. .

wellfy LLC

wellfy LLC

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It’s time to take control of your financial well-being!

CalcMoolator

CalcMoolator

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CalcMoolator offers over 50 financial calculators that are easy to understand. CalcMoolator’s financial calculators are accessible on the Web, iPhone, iPad, and Android devices.

CalcMoolator also provides usage analytics and statistics about calculators and offers an overview of personal financial trends.. .

L Squared Wealth Management

L Squared Wealth Management

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L Squared Wealth Management is a financial planning and Investment management company.

FairFinance

FairFinance

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Elite wealth generation services and financial security for everyone. Coming soon.

Sign up now for early access. In stealth mode..

You may write to us at: Daily Finance Media/Fupping Ltd, First Floor, 61-63 Rochester Pl, London NW1 9JU.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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