The San Francisco Bay Area is well-known for being a hotbed of technological innovation, and that extends to the financial sector as well. These are 5 financial technology companies in the San Francisco Bay Area that are holding conferences and events. As an even planner or attendee, get to know these important companies and their impact on the SF Bay Area.
SoFi: Social Finance, Inc. is a digital personal finance company headquartered in San Francisco. SoFi offers student loan refinancing, mortgages, and personal loans. In addition to its primary products, SoFi also provides an automated investing service and host a variety of events throughout the year aimed at helping its members “achieve financial independence.” Are you planning an even for SoFi? Contact us to learn how we can help!
Wealthfront: Wealthfront is an automated investment service headquartered in Redwood City. It offers tax-advantaged accounts like IRAs and 401(k)s, as well as estate planning services. Wealthfront also has a partnership with Tesla that allows Tesla owners to use their car as collateral for a loan from Wealthfront. Are you planning an even for Wealthfront? Contact us to learn how we can help!
Betterment: Betterment is an online financial advisor headquartered in New York City with offices in Denver and Chicago. In addition to offering retirement accounts like IRAs and 401(k)s, Betterment also provides taxable investment accounts and philanthropic giving accounts. Are you planning an even for Betterment? Contact us to learn how we can help!
Acorns: Acorns is an investing app that allows users to automatically invest their spare change by rounding up their credit or debit card purchases to the nearest dollar and investing the difference into a portfolio of exchange-traded funds (ETFs). Acorns is headquartered in Irvine, California with offices in New York City, Portland, and Dallas. Are you planning an even for Acorns? Contact us to learn how we can help!
Coinbase: Coinbase is a digital asset exchange company headquartered in San Francisco. Coinbase allows users to buy and sell cryptocurrencies like Bitcoin, Ethereum, and Litecoin. Coinbase also offers custody services for institutional investors and merchant services for businesses that want to accept cryptocurrencies as payment. Are you planning an even for Coinbase? Contact us to learn how we can help!
The San Francisco Bay Area is home to some of the world’s most innovative financial technology companies. These are just a few that are breaking barriers and changing the way consumers a businesses interact with financial technology.