List of financial services firms in San Francisco

Wells Fargowellsfargo.com

A diversified financial services company offering banking, investment, mortgage products, and more through numerous locations and digital platforms Serving customers globally

Union Bank

The company provides financial services and has recently rebranded as US Bank Follow them for updates and information

SoFisofi.com

Values-driven company providing modern financial products & services to help members borrow, save, spend, invest, and protect their money for financial independence

Delta Dental Ins.www1.deltadentalins.com

This company provides dental benefits and coverage to millions of enrollees, focusing on accessible, high-quality care through a network of affiliated companies.

Affirmaffirm.com

A technology-driven financial company offering transparent products to improve consumer lives, with a remote-first culture and offices in major cities

TPGtpg.com

Global alternative asset management firm focused on private equity, impact, credit, real estate, and market solutions through collaborative and innovative investment strategies.

LendingClublendingclub.com

Online platform providing unsecured personal installment loans to high-credit, high-income members, saving them money on credit costs.

First Republicchase.com

An institution providing personalized financial solutions with a commitment to extraordinary client service, now backed by JPMorgan Chase's strength and stability

Esurance

Joining Allstate, this company will no longer be active on LinkedIn Follow Allstate for news and updates

Berkshire Hathaway Homestate Companies - Workers Compensation Divisionbhhc.com

A national insurance group with 50+ years of experience, focused on financial strength, integrity, and personalized service across the United States

Juniper Squarejunipersquare.com

Unified platform connecting software, data, and fund administration services to streamline private markets fund operations and enhance investor experience.

Sixth Streetsixthstreet.com

A global investment firm managing $75 billion in assets, Sixth Street offers flexible capital solutions and collaborates across platforms for company growth

Standish Management, LLCstandishmanagement.com

Specialized fund administration services for private equity funds, offering consulting and technology solutions to accelerate fund launches and scale operations efficiently

Wells Fargo Private Wealthwellsfargo.com

A leading provider of wealth management services, offering tailored solutions to help clients achieve financial goals through investment and asset management

BTIGbtig.com

Global financial services firm providing investment banking institutional trading research and brokerage solutions for corporate clients across multi-asset classes worldwide through expert execution.

Human Interesthumaninterest.com

Affordable, zero-transaction fee 401(k) provider for small and medium businesses, offering easy saving options and technology solutions for retirement savings

Newfrontnewfront.com

modern insurance brokerage with industry-leading expertise, transformative technology and client-centric, scalable solutions, helping clients mitigate risk, elevate employee experience, and forge profitable growth.

GCAhl.com

A global investment bank providing M&A, capital markets, and private funds advisory services to growth companies worldwide in various sectors

Anchorage Digitalanchorage.com

A crypto platform enabling institutional participation in digital assets through custody, staking, trading, and more, with a focus on security and regulatory compliance

ICONIQiconiq.com

Global investment firm partnering with entrepreneurs, managing clients' portfolios, creating opportunities, and working towards a better future across sectors and society

Varo Bankvaromoney.com

digital, mission-driven bank, FDIC insured. It provides mobile-first access to premium banking services, including quicker money access, high-yield savings, and automatic saving tools.

GLCglcllc.com

The company offers investment banking advisory services through GLC and investment management through GLC Investment Advisors Visit their websites for more information

HC Global Fund Services, LLChcglobalfs.com

A global firm offering tailored fund services, tax and consulting services to fund managers, specializing in alternative investments across various industries

Branch Internationalbranch.co

A socially conscious fintech company using data science to provide affordable financial services to the mobile generation in emerging markets

Farallon Capital Managementfaralloncapital.com

Global asset management firm founded in 1986, based in San Francisco with offices worldwide Emphasizes capital preservation and achieves risk-adjusted returns through fundamental analysis

Callancallan.com

Employee-owned investment consulting firm offering customized solutions, research, data, and education to institutional investors, advising on over $3 trillion in assets Offices in multiple locations

Stockbridgestockbridge.com

A real estate investment management firm with experienced professionals managing equity investments for US and foreign institutional investors across the risk spectrum

BBAMbbam.com

Global leader in aircraft leasing and asset management, providing tailored fleet financing solutions to airlines worldwide with in-house capabilities for all aviation needs

Beemtrybeem.com

Provides a unified managed account for everyday Americans, integrating diverse assets like stocks, crypto, and gig income into one spendable balance, optimized by AI.

Low Income Investment Fundliifund.org

This company mobilizes capital and partners to promote opportunity, equity, and well-being for people and communities through various affordable development projects

HFS

HFS- Hedge Fund Services offers back office, infrastructure, outsourced trading, and support for over 200 hedge funds and asset managers They provide cost-effective, quality services to managers

Bitwise Asset Managementbitwiseinvestments.com

A leading crypto asset manager based in San Francisco, offering crypto index funds, products, education, and research to financial advisors and professionals

Parallel Advisors, LLCparalleladvisors.com

Independent wealth management advisors providing active financial planning, portfolio construction, and asset allocation to help clients achieve financial goals through innovative and comprehensive solutions

Robertson Stephensrscapital.com

Wealth management firm offering comprehensive investment strategies and innovative wealth solutions through a fiduciary standard, partnership philosophy, and intelligent digital platform

Parksideparkside.app

Facilitating easy access to US stocks for a global audience

Matthews Asiaglobal.matthewsasia.com

An independent investment specialist managing Asia- and emerging market-focused solutions for institutions, advisors, and individual investors globally with a long-term fundamental approach

White Oak Global Advisorswhiteoaksf.com

A leading alternative debt manager specializing in providing financing solutions to small and middle market enterprises through various lending products globally

Zero Financial, Inc. (Acquired by Avant, LLC)avant.com

This company, a part of Avant, aims to empower Americans in their financial journey by providing banking services through Evolve Bank & Trust

North Point Mergers and Acquisitionsnptma.com

Independent investment bank specializing in mergers and acquisitions advisory and raising institutional capital to support client growth objectives.

Hall Capital Partners LLChallcapital.com

An independent investment advisor managing global portfolios for families, endowments, and foundations with over $40 billion in assets under management

Legalistlegalist.com

Institutional alternative asset management firm utilizing data-driven technology to invest in credit assets at scale, generating risk-adjusted returns for clients

Osterweis Capital Managementosterweis.com

An independent investment management firm providing services to high net worth individuals, foundations, and endowments through separately managed accounts and mutual funds

Galvanize Climate Solutionsgalvanizeclimate.com

A climate-focused global investment firm funding and supporting climate solutions across various asset classes to drive impactful and long-term results

Cota Capitalcotacapital.com

A technology investment firm partnering with exceptional teams to build and grow timeless companies, enabling opportunities for the future

Scratchscratch.fi

Loan servicing company reimagining borrower experience with personalized guidance, innovative solutions, and PPP loan forgiveness support for various asset classes

Tribunaltribunalcapital.com

An investment management company specializing in public equities, cryptocurrencies trading, and providing flexible capital solutions for small businesses and crypto-natives

EPIQ Capital Groupepiqcg.com

A leading multi-family office and investment firm simplifying the financial lives of successful professionals through bespoke solutions and personalized care

Ironwood Capital Managementironwoodpartners.com

Alternative investment manager based in San Francisco, specializing in constructing multi-manager hedge fund portfolios for high net worth individuals and institutional investors

WBN - Worldwide Broker Networkwbnglobal.com

Largest independent broker network providing synchronized global insurance and employee benefits services through top-tier members in over 100 countries.

Northgate Capitalnorthgate.com

Venture capital and private equity firm managing $5bn, partnering with innovative companies for global growth and supporting disruptive innovations with strategic partners

Union Square Advisors LLCusadvisors.com

Strategic mergers and acquisitions advice, private capital financing, and capital markets advisory for technology companies and investors.

Citibank N.A. (California)citi.com

The company offers financial services, such as investments, loans, and financial planning, to individuals and businesses

PartnerRe (Health Division)partnerre.com

Global reinsurer providing innovative risk management solutions to accident and health markets worldwide, with expertise in various life and non-life risks

Progress Investment Management Companyprogressinvestment.com

A pioneer and leading manager of diverse and emerging managers, offering customized multi-manager investment strategies in public market equity, fixed income, and hedge funds

CRCMcrcmvc.com

A technology investment firm focusing on Consumer Tech, Enterprise IT, Healthcare/Biotech, Financial Technologies, and Frontier Technologies in Silicon Valley and China

Passport Capital, LLCpassportcapital.com

A San Francisco based investment firm founded in 2000, specializing in global investment strategies

MOC Insurance Servicessymphonyrisk.com

An established independent insurance brokerage offering high-quality consultative services for various industries and specializing in risk management and claims services

Sonen Capital LLCsonencapital.com

Impact investment management firm dedicated to mobilizing capital to address global challenges through financially competitive solutions with meaningful impact

Finvestgetfinvest.com

An investment platform that simplifies investing in fixed income assets like US Treasuries and Bonds, helping everyone grow their wealth securely

Osborne Partners Capital Management, LLCosbornepartners.com

An 85-year-old firm offering investment management and financial planning services for families and institutions with in-house portfolio management and dedicated wealth counselors

GrowthPoint Technology Partnersgrowthpoint.com

Global investment bank specializing in mergers, acquisitions, and capital advisory for mid-market technology companies, maximizing valuations and strategic growth.

ERA Partners LLCerapartners.com

Infrastructure asset manager specializing in North American lower middle market, transforming family-controlled businesses into institutional-grade enterprises through value-add strategies Built 16 platforms

Vaquero Capitalvaquerocap.com

An investment banking and advisory firm focusing on capital raising, M&A for high-growth businesses in internet, digital media, SaaS, and consumer services/technologies

Seven Post Investment Office LPsevenpost.com

Providing customized wealth management services for clients with significant assets, focusing on risk management, long-term investment results, and comprehensive financial planning

WHV Investments, Inc.sheltoncap.com

WHV Investments is a multi-boutique asset manager offering diverse equity investment strategies to deliver superior returns for institutional and individual clients worldwide

Wells Fargo Securities, LLC, Research Division

A California-based investment banking firm providing research and advisory services, located in San Francisco and operating under Wells Fargo Securities, LLC

WestEnd Capital Managementwcmsf.com

Independent asset management firm in San Francisco Bay Area with 20+ years track record delivering results for clients, driven by earnings

Leading Edge Investment Advisors, LLCleia.net

A San Francisco based firm with over $3 billion in assets under management, specializing in multi-manager portfolios for institutional investors

INDABA CAPITAL MANAGEMENT LLCindabacapital.com

Investment management firm located in San Francisco, CA, specializing in managing assets for clients in the United States

Crescent Cove Advisors LPcrescentcove.com

A multi-asset investment firm focused on technology investments, supporting entrepreneurs and founders with global insights to build businesses and accelerate value creation

Alpha Impact 8 Venturesalphaimpact8.com

The company uses technology to create social mobility, invests in impactful companies, and offers opportunities for investors to create positive change

Mission Creek Capital Partners Inc.missioncreekcap.com

Independent investment advisor providing specialized investment strategies for institutions, family offices, and private clients, with a focus on asset allocation, wealth management, and private equity distribution

SKBA Capital Management, LLCskba.com

An independent investment management firm specializing in managing equity, fixed income, and balanced portfolios for institutions and private clients for over 30 years

Caerus Investment Advisors, LLCcaerusadvisor.com

Global multi-family office providing holistic wealth management solutions to high net worth individuals, family offices, foundations, and endowments, registered with the SEC

Great Gable Investments, LLCgreatgable.com

Financial services firm based in San Francisco, specializing in alternative asset management and wealth management for private clients, family offices, and institutional investors

Lonestar Capital Managementyoursinsoccer.org

A financial management company specializing in investment strategies and portfolio management for clients seeking high returns and expert guidance

Kimpton AIl3cap.com

A digital asset investment manager founded by former Goldman Sachs employees, leveraging algorithms and data analysis to capitalize on opportunities in digital assets

Orbis Asset Managementorbis-am.com

Asset management firm specializing in innovative alternative investment strategies, building long-term client relationships through exceptional results and seasoned expertise in property markets

Trinity Alps Capitaltrinityalpscapital.com

Global investment manager focused on protecting and growing clients' capital through private investment and public equity strategies with a research-driven approach

GCA Advisors, LLCgcasavvian.com

An independent investment bank offering mergers & acquisitions, capital markets, and strategic advisory services to growth companies worldwide, building long-term client relationships

Brooklands Capital Strategiesbrooklandscapital.com

Global capital raising and strategic advisory partner for alternative asset managers and companies, with expertise in fund-raising and launching new investing businesses globally

Stilwell Investments, LLC

Specializing in investment management, the company aids clients in making informed decisions to grow and protect their financial portfolios

SEEDCHANGE

Introducing a new asset class to global investors through thorough diligence, analysis, proprietary algorithms, and a patented investment platform Invest in innovative technology companies

Arcadia Capital Grouparcadiacapitalgroup.com

An investment management company utilizing advanced proprietary algorithms for superior risk-adjusted returns in volatile markets, combining systematic and discretionary strategies

Dadata Capitaldadatacapital.com

Investment management firm based in San Francisco, managing investments in both public and private markets globally, with a focus on early-stage technology and life sciences startups

Lumen Global Investments LLClumenr4a.com

Global investment organization founded by experienced managers with expertise in all asset classes Utilizing original research, data, and technology for modern money management

Space Whale Capitalspacewhale.capital

A digital asset investment management firm specializing in managing investments in the digital asset space