FundedIQ

Recently Funded Financial Services Startups in San Francisco

Updated Aug 2026

FundedIQ holds 347 funded Financial Services startups in San Francisco and keeps their funding rounds, amounts, investors, industries, locations and company details up to date. This page provides an overview of the Financial Services startup funding landscape in San Francisco, along with the 100 most recently funded Financial Services startups in San Francisco.

Financial Services startups in San Francisco closed 122 funding rounds over the last 24 months, 55 of them in the last 12 months, and raised $7.0B in disclosed capital. The median disclosed round is $17M, with the middle half of rounds falling between $7.0M and $54M.

Seed stage capital dominates this group. Frequent appearances from Sequoia and Andreessen Horowitz indicate a preference for high risk and aggressive scale. This concentration of top tier venture firms means these companies possess significant backing and high expectations for growth. Approaching these firms involves dealing with a professionalized board and a fast pace of execution.

Financial Services funded startup statistics in San Francisco

Funded Financial Services startups in San Francisco
347
tracked in the database
Funding rounds, last 12 months
55
122 over 24 months
Disclosed capital raised, 24 months
$7.0B
107 of 122 rounds disclosed an amount
Median round size
$17M
middle half $7.0M to $54M

Most recent funding round on record: Aug 2026.

100 most recently funded Financial Services startups in San Francisco

100 of 347

Ordered by the date of the latest funding round. Each row gives the company, its location and industry, what it does, the stage and date of that round, and the disclosed amount.

S
San Francisco, United States · Financial Services
Standard Metrics is a financial platform for startups and investors.
Series B ·
$21M
N
San Francisco, United States · Financial Services
Our purpose is to accelerate the games industry’s shift from a platform oligopoly to a competitive…
Series A ·
$13M
F
San Francisco, United States · Financial Services
Flutterwave provides a payment service for global merchants and payment service providers. It provides…
Series Unknown ·
Undisclosed
P
San Francisco, United States · Financial Services
Provenance is the AI System of Record for Finance Teams.
Pre-Seed ·
$220k
S
San Francisco, United States · Financial Services
Starwood Property Trust (STWD) is the nation’s largest commercial mortgage REIT (market cap $4.72 billion as…
Series Unknown ·
$500M
S
San Francisco, United States · Financial Services
Stoa is building market infrastructure for AI hardware, starting with Stoa Markets, a platform for…
Pre-Seed ·
$500k
C
San Francisco, United States · Financial Services
Caplight is a platform that enables institutional investors to buy and sell derivatives of private equity.…
Series A ·
$16M
P
San Francisco, United States · Financial Services
Parafin is a FinTech startup that provides a full-stack embedded financial infrastructure that works with…
Series Unknown ·
Undisclosed
U
San Francisco, United States · Financial Services
Uno Wallet develops a mobile wallet that connects multiple credit cards and routes payments according to…
Pre-Seed ·
$500k
S
San Francisco, United States · Financial Services
https://www.ycombinator.com/companies/syntheticfi https://en.wikipedia.org/wiki/SyntheticFi
Seed ·
$13M
F
San Francisco, United States · Financial Services
Forage is a third-party payment processor (TPP) and a pin provider that authenticates and processes EBT…
Series B ·
$40M
T
San Francisco, United States · Financial Services
TRTX is a commercial real estate finance company that focuses primarily on directly originating, acquiring…
Series Unknown ·
$500M
A
San Francisco, United States · Financial Services
Astrada is a software company that provides financial infrastructure, payments, and automation services.
Seed ·
$3.8M
T
San Francisco, United States · Financial Services
Truss is the fastest and easiest way to move money for construction companies, including general contractors,…
Series Unknown ·
$3.0M
L
San Francisco, United States · Financial Services
Loop creates a platform for logistics payments that takes in data and simplifies the process of capturing…
Series C ·
$95M
S
San Francisco, United States · Financial Services
Slash provides a financial technology platform that enables businesses to manage banking, payments, and…
Series C ·
$100M
M
San Francisco, United States · Financial Services
MerQube is a cloud native indexing platform designed for designing, calculating, and disseminating financial…
Series C ·
$30M
B
San Francisco, United States · Financial Services
BizCap, Business Capital (BIZCAP®), is a time-tested commercial finance and advisory firm that structures and…
Series Unknown ·
$12M
A
San Francisco, United States · Financial Services
Anzen specializes in offering management liability insurance services that assist businesses in recognizing…
Series Unknown ·
$50k
S
San Francisco, United States · Financial Services
Skillsvest offers student funding through income based repayment programs without collateral.
Pre-Seed ·
$580k
D
San Francisco, United States · Financial Services
Doss offers an adaptive resource platform that combines key business functions like inventory management,…
Series B ·
$55M
S
San Francisco, United States · Financial Services
Shepherd is an Insurtech that offers tech-enabled insurance for commercial construction.
Series B ·
$42M
L
San Francisco, United States · Financial Services
Latent creates language models in the medical field with the intention of lowering expenses related to…
Series A ·
$80M
C
San Francisco, United States · Financial Services
Candex is a fintech company that helps large organizations streamline their purchasing processes. They enable…
Series C ·
$7.0M
3
San Francisco, United States · Financial Services
3Spoke is a financial firm that provides investment strategies to enhance business growth for organizations.
Series Unknown ·
$45M
B
San Francisco, United States · Financial Services
BluePath Finance is an investment firm that primarily funds infrastructure projects. It finances sustainable…
Series Unknown ·
Undisclosed
I
San Francisco, United States · Financial Services
InScope is shaping the future of accounting, financial reporting, and audits.
Series A ·
$15M
D
San Francisco, United States · Financial Services
Every digital encounter will be weakened by identity simulation, mass automation, and machine learning.…
Series Unknown ·
$7.0M
K
San Francisco, United States · Financial Services
Kiavi offers various financing options for individuals who invest in residential real estate, such as…
Series Unknown ·
$350M
D
San Francisco, United States · Financial Services
Cloud cost management doesn’t have to be bewildering. We provide financial planning and analysis for…
Series Unknown ·
$7.8M
T
San Francisco, United States · Financial Services
Turnstile is a comprehensive platform that automates all aspects of revenue generation, making it easier to…
Series A ·
$29M
M
San Francisco, United States · Financial Services
Monnai offers a worldwide system that offers over 500+ pieces of information to financial institutions,…
Series Unknown ·
$12M
T
San Francisco, United States · Financial Services
Terreno Realty Corporation, listed on the NYSE under the ticker symbol TRNO, purchases, owns, and manages…
Series Unknown ·
$200M
H
San Francisco, United States · Financial Services
HyperFi is building an intelligence layer that sits between intent and execution. AI for IT It quietly…
Seed ·
$10M
N
San Francisco, United States · Financial Services
Modern fleet insurance that rewards safety
Series D ·
$100M
A
San Francisco, United States · Financial Services
startup health insurance
Series B ·
$134M
K
San Francisco, United States · Financial Services
Karus enables institutions to offer competitive funding on retail auto purchases and refinancings. Through…
Series Unknown ·
$8.0M
N
San Francisco, United States · Financial Services
Nasdaq Private Market (NPM) provides a secondary market trading venue and tech platform for private…
Series Unknown ·
$23M
S
Sivo
San Francisco, United States · Financial Services
Sivo offers debt management as a service. They provide debt funding that is designed for fintechs, neobanks,…
Series Unknown ·
Undisclosed
B
San Francisco, United States · Financial Services
Brico is a fintech software company that simplifies the process of acquiring and managing financial service…
Series A ·
$14M
U
San Francisco, United States · Financial Services
UnifyApps streamlines processes and seamlessly integrates different applications, eliminating the need for…
Series B ·
$50M
S
San Francisco, United States · Financial Services
Stand simulates real-world risk using physics and AI.
Series B ·
$35M
C
San Francisco, United States · Financial Services
Campfire provides accounting software for startups and midsize businesses. It automates tedious procedures…
Series B ·
$65M
A
San Francisco, United States · Financial Services
Atomic offers a technology platform that allows businesses to provide financial services, including…
Venture - Series Unknown ·
Undisclosed
U
San Francisco, United States · Financial Services
Upgrade is a neobank that offers credit to mainstream consumers through cards and personal loans, together…
Series G ·
$165M
J
San Francisco, United States · Financial Services
Jiko is a new type of bank built on US Treasury bills to unlock unprecedented yield, safety, and scale…
Venture - Series Unknown ·
Undisclosed
M
San Francisco, United States · Financial Services
Mesta, a fintech company revolutionizing international payment networks by combining traditional currency and…
Seed ·
$5.5M
W
San Francisco, United States · Financial Services
Series C ·
$92M
C
San Francisco, United States · Financial Services
We are the leading platform for consumer brands to launch credit card products. Our technology powers credit…
Series C ·
$60M
N
San Francisco, United States · Financial Services
Numeral aims to simplify the process of managing sales tax for e-commerce business owners.
Series B ·
$35M
L
San Francisco, United States · Financial Services
Tax & Accounting for Solopreneurs
Series Unknown ·
$3.0M
C
San Francisco, United States · Financial Services
Cache is a specialized company that offers brokerage and financial services for handling large stock…
Series A ·
$13M
B
San Francisco, United States · Financial Services
BlindPay allows businesses to set up virtual U.S. bank accounts with local account information, easily send…
Seed ·
$3.3M
C
San Francisco, United States · Financial Services
Car IQ's innovative payment system eliminates the need for credit cards by connecting vehicles directly to…
Series Unknown ·
$8.0M
A
San Francisco, United States · Financial Services
AirGarage streamlines parking operations by replacing outdated equipment, software, and manual processes with…
Series B ·
$23M
W
Wurthy
San Francisco, United States · Financial Services
Wurthy is dedicated to creating financial software that helps businesses grow and improve customer purchasing…
Seed ·
Undisclosed
S
San Francisco, United States · Financial Services
SuperDial uses conversational AI to automate outbound phone calls for healthcare organizations, such as RCM…
Series A ·
$12M
I
San Francisco, United States · Financial Services
Inclined is a financial technology company that helps policyholders enhance the value of their life insurance…
Series Unknown ·
$7.9M
C
San Francisco, United States · Financial Services
Collective functions as a digital platform intended for individuals working independently. With the aid of…
Series Unknown ·
$71M
C
Collective Liquidity
San Francisco, United States · Financial Services
Collective is launching the first wealth technology platform for the private market. The growth in number and…
Series Unknown ·
Undisclosed
L
San Francisco, United States · Financial Services
Limited provides a worldwide self-custodial experience that enables customers from around the world to engage…
Seed ·
$7.0M
I
Instead
San Francisco, United States · Financial Services
At Instead, we are transforming the tax sector with our AI-powered software that is designed to simplify and…
Series Unknown ·
Undisclosed
S
San Francisco, United States · Financial Services
Supported by Y Combinator, NEA, Stanford University, Menlo Ventures, and the creators of Tinder and Plaid,…
Series B ·
$41M
S
Seel
San Francisco, United States · Financial Services
Seel is the top e-commerce insurance provider in the United States, with over 2,000 merchants relying on…
Series B ·
Undisclosed
A
San Francisco, United States · Financial Services
Securely send and sign AI-powered agreements with collaborative workflows, automated reporting, dynamic…
Seed ·
$7.2M
G
San Francisco, United States · Financial Services
GreenFi is a banking and financial services platform that prioritizes sustainability and eco-friendly…
Seed ·
$17M
S
San Francisco, United States · Financial Services
Salsa is creating a payroll API for integration into software platforms, tailored to meet the demands of…
Series A ·
$20M
A
San Francisco, United States · Financial Services
Abound is an extraordinary application that breaks through geographical limitations, enabling seamless…
Seed ·
$14M
I
Infinite
San Francisco, United States · Financial Services
Seed ·
Undisclosed
S
San Francisco, United States · Financial Services
Synctera is a company that offers a Banking as a Service (BaaS) program that provides various banking…
Series A ·
$15M
Q
San Francisco, United States · Financial Services
Quanta offers software companies immediate financial insight and empowerment. Quanta aims for a future where…
Seed ·
$4.7M
V
San Francisco, United States · Financial Services
Vouch offers insurance options for fast-growing companies using a technology-driven platform. Through its MGA…
Series D ·
Undisclosed
C
San Francisco, United States · Financial Services
Candid Health is a platform that has been created to streamline the revenue cycle management process for…
Series C ·
$53M
C
San Francisco, United States · Financial Services
Coala Pay is developing a comprehensive solution for aid organizations to authenticate and distribute aid…
Seed ·
$3.5M
B
San Francisco, United States · Financial Services
Bicycle Health is an online clinic specializing in addiction medicine, specifically focused on treating…
Series Unknown ·
$17M
H
San Francisco, United States · Financial Services
Highnote is a company that specializes in embedded finance and is creating a virtual payment platform for…
Series B ·
$90M
M
San Francisco, United States · Financial Services
MoneyHash provides access to payment and fintech services across the Middle East & Africa with one simple…
Seed ·
$5.2M
R
San Francisco, United States · Financial Services
Rainbow provides insurance coverage specifically designed for small businesses, starting with restaurants.
Series A ·
$8.0M
H
Homestead Capital
San Francisco, United States · Financial Services
Homestead Capital is a private investment firm that specializes in investing in operational farmland in…
Series Unknown ·
Undisclosed
B
San Francisco, United States · Financial Services
Bureau is a no-code identity and risk orchestration platform that tackles friction and fraud. It assists…
Series B ·
$30M
A
San Francisco, United States · Financial Services
Atlas is a designer of spending products for explorers.
Series B ·
$27M
O
San Francisco, United States · Financial Services
Offcall is tackling for physician burnout by providing salary and work transparency, along with financial…
Seed ·
$2.0M
M
San Francisco, United States · Financial Services
MakersHub is an Accounts Payable solution designed for businesses that care about their bill data. MakersHub…
Seed ·
$7.0M
S
San Francisco, United States · Financial Services
StretchDollar is a health insurance firm that specializes in providing health benefits to small businesses.…
Seed ·
$6.0M
V
San Francisco, United States · Financial Services
Vooma is a back-office automation platform that enables automated order entry for brokers and carriers.
Series A ·
$13M
T
San Francisco, United States · Financial Services
TakeProfit is a community-driven trading platform for the new generation of investors which combines…
Series Unknown ·
$6.7M
F
San Francisco, United States · Financial Services
Friendly is a robotic cognition company with workflow automation solutions tailored for Insurance and…
Seed ·
$1.3M
F
San Francisco, United States · Financial Services
Fondo is the accounting platform for high growth companies. We make tax credits, taxes, and bookkeeping easy…
Seed ·
$7.0M
F
San Francisco, United States · Financial Services
Finix is a payment processor that makes it easy for software platforms, marketplaces, and individual…
Series C ·
$75M
U
San Francisco, United States · Financial Services
Uprise is building the future of financial advisory and tax planning for small business owners. We partner…
Seed ·
$3.3M
Z
San Francisco, United States · Financial Services
Zip is the world’s leading intake and procurement orchestration platform. Providing a single platform for any…
Series D ·
$190M
I
San Francisco, United States · Financial Services
IncumbentFI’s core mission is to streamline collaboration between financial institutions and fintechs. We…
Series Unknown ·
$5.6M
A
San Francisco, United States · Financial Services
Arqu is a financial services company that specializes in insurance services.
Series A ·
$10M
A
San Francisco, United States · Financial Services
AtoB, a tech company located in San Francisco, California, is developing payment systems for the transport…
Series C ·
$130M
F
San Francisco, United States · Financial Services
Flex offers financial services and solutions for managing HSA/FSA payments through analysis, integration, and…
Seed ·
$3.2M
B
San Francisco, United States · Financial Services
Blue Forest Conservation provides sustainable investment options as a financial organization.
Series Unknown ·
$25M
A
San Francisco, United States · Financial Services
Approveit utilizes artificial intelligence to streamline vendor management and bill approval processes for…
Seed ·
$1.0M
R
San Francisco, United States · Financial Services
Revenew is dedicated to giving platforms the tools and information necessary to thrive in the digital…
Seed ·
$4.6M
P
San Francisco, United States · Financial Services
PayZen is a healthcare fintech startup founded in San Francisco in 2019, with a mission to address the issue…
Series Unknown ·
$200M
D
San Francisco, United States · Financial Services
Everyone has the opportunity to create and invest in their own stock index with the guidance and management…
Seed ·
Undisclosed

247 more funded startups

347 startups · 100 visible Unlock with FundedIQ

This page shows the 100 most recent rounds (back to Aug 2024). The full 347-company history for this listing opens on a FundedIQ plan.

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Funding stages of funded Financial Services startups in San Francisco

How the last 24 months of funding rounds for funded Financial Services startups in San Francisco break down by stage.

Stage
Rounds, last 24 months

A further 44 rounds in this period were announced without a stage label and are not ranked above.

About the FundedIQ Financial Services startup funding data in San Francisco

FundedIQ tracks announced startup funding rounds and organises them by company, funding date, stage, amount, industry, location and investor. The dataset is refreshed weekly, and new rounds are normalised and de-duplicated before they are published, so the same round reported twice on different dates is recorded once.

Figures on this page cover the 347 funded Financial Services startups in San Francisco currently tracked. Round counts, capital totals and the median round are computed over a trailing 24 months. Rounds whose amount was not disclosed (15 of 122 in that period) are counted as rounds but excluded from capital totals and from the median. The most recent round on record for funded Financial Services startups in San Francisco is dated Aug 2026.

The table above shows the 100 most recently funded companies. Full funding histories, investor lists and founder contacts across the whole dataset open on a FundedIQ plan.

Frequently asked questions

How many funded Financial Services startups are there in San Francisco?

FundedIQ tracks 347 funded Financial Services startups in San Francisco. This page lists the 100 most recently funded of them, ordered by the date of their latest round, and the full set is available on a FundedIQ plan.

How much funding have Financial Services startups in San Francisco raised?

Financial Services startups in San Francisco tracked by FundedIQ have raised $7.0B in disclosed capital across 122 funding rounds over the last 24 months, including 55 rounds in the last 12 months. 107 of those 122 rounds disclosed an amount; undisclosed rounds are excluded from the capital total.

What is a typical funding round size for Financial Services startups in San Francisco?

The median disclosed round over the last 24 months is $17M, and the middle half of rounds fall between $7.0M and $54M. Round sizes vary widely by stage, so the seed and later-stage bands sit well either side of that figure.

What is the most common funding stage for Financial Services startups in San Francisco?

Seed is the most common labelled stage, with 22 rounds in the last 24 months, ahead of Series A (17) and Series B (16). A further 44 rounds were announced without a stage label and are not counted here.

How often is the Financial Services startup funding data in San Francisco updated?

The dataset is refreshed weekly. New rounds are normalised and de-duplicated before they are published, and the most recent round currently on record for funded Financial Services startups in San Francisco is dated Aug 2026. Counts and totals on this page are recomputed on every refresh.

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