New Financial Services Businesses in San Francisco, CA

Airwallex is a global fintech company providing a financial platform for businesses to manage payments, foreign exchange, and expenses. The US entity, Airwallex CommerceLink (US) LLC, operates from San Francisco, CA.

Madrone LLC, doing business as Madrone & Co., LLC, offers financial and tax planning, retirement planning, and investment advisory services. Based in San Rafael, CA, the small advisory firm provides personalized financial guidance via a professional website and local contact.

Intellectus is a financial services firm located at 1050 Battery Street in San Francisco, CA, offering wealth management, investment advisory, and fiduciary services. The website describes a client lifecycle approach and provides a client login portal, indicating an active operating business. The site also lists multiple phone numbers and an email address, consistent with a professional services firm.

Collective Hub, Inc. operates as Collective, a fintech company based at 548 Market Street, San Francisco, CA, that provides financial solutions for self-employed business owners, including company formation, tax, accounting, and bookkeeping services.

SB Advisory LLC is a registered investment advisory firm with $404.8 million in assets under management and 35 advisors, as listed on TrueAdvisor. The firm likely operates from San Francisco, California, matching the LLC's principal address. It provides strategic financial advisory services.

Munera Inc. is a financial reporting company based in San Francisco, CA, as shown by its filing address at 2269 Chestnut Street. The business provides access to SEC filings such as 10-K and 10-Q reports, indicating it is a publicly traded or SEC-reporting entity.

Jacobsen Advisory LLC appears to be a financial advisory firm based in San Francisco, California. The founder, Richard Jacobsen, is listed as a financial advisor operating from 600 Montgomery St in San Francisco. The firm likely provides investment management and financial planning services, consistent with the industry standard for such advisory entities.

Revision Wealth Group LLC is a wealth management firm based in San Francisco, California. Its website, Revision Wealth Management, indicates a focus on retirement planning and helping clients achieve a confident retirement. The company likely provides financial advisory and wealth management services.

Vista Partners provides CFO services, fundraising, bookkeeping, accounting, and financial analysis, as indicated by their website. Based in San Francisco, CA, they enable growth through clarity and insights for businesses.

Airwallex Capital (US) LLC is the US entity of Airwallex, a global fintech platform providing cross-border payment, expense management, and financial automation services. The company operates from San Francisco, California, as indicated by its principal address at 188 Spear Street and its website listing a nearby office at 1390 Market Street. The website offers services including business accounts, international transfers, corporate cards, and FX with competitive rates.

Athena AI Holdings Inc. is a holding company based in San Francisco, CA, operating at the same address as Athena Money, a mortgage refinancing service. Athena Money helps homeowners save on mortgages through lower interest rates and fees, with a quick online application process. The LLC serves as the parent entity for this financial service.

Digital Wallet US LLC operates as Digital Wallet US, offering mobile remittance services under the brand Smiles Mobile Remittance. The company provides high exchange rates and secure 24/7 global money transfers, based at 315 Montgomery Street in San Francisco, California. The website and filing records confirm the same location and business focus.

BFF Prime, LLC operates the website bestfriend.finance, which offers empathetic financial services aimed at reducing loneliness in finance. The site describes a mission to make people feel connected through finance. The address in San Francisco aligns with a tech-forward financial advisory.