> Enrich.chat gives AI agents verified work emails and mobiles. To use it from an agent, read https://enrich.chat/agents.md . This is the Markdown version of https://enrich.chat/companies-in/san-jose-ca/financial-services/ # Financial Services Companies in San Jose, CA The bigger financial services companies headquartered in San Jose, CA, with what they do, their sizes and how to reach their people. By Enrich.chat Editorial. Updated October 22, 2026. **Short answer:** Among the financial services companies counted in San Jose, CA, the biggest by headcount range include Zil Money, Meriwest Credit Union and Gems Pocket. They are mostly very small: 74% have 50 or fewer employees. ## Which financial services companies are in San Jose? Among the companies whose public profile lists Financial Services as their industry and San Jose, CA as their headquarters, the biggest by headcount range include Zil Money, Meriwest Credit Union, Gems Pocket, Ancrypto.Io and Financial Management Association Of Sjsu. Names link to a company profile where we have one. | Company | Employees | | --- | --- | | Zil Money | 201 to 500 | | Meriwest Credit Union | 201 to 500 | | Gems Pocket | 201 to 500 | | Ancrypto.Io | 201 to 500 | | Financial Management Association Of Sjsu | 201 to 500 | | Onlinecheckwriter.Com - Powered By Zil Money | 51 to 200 | | Accion Opportunity Fund | 51 to 200 | | Lumber | 51 to 200 | | Loan Factory | 51 to 200 | | Overflow | 51 to 200 | | Arightco | 51 to 200 | | Elite Minds Beyond Limits | 51 to 200 | | Instamortgage | 51 to 200 | | Payone | 51 to 200 | | Financial Rescue | 51 to 200 | | Acfn - The Atm Service Provider | 51 to 200 | | Ailtra | 51 to 200 | | Thrive Wealth Solutions San Jose, Ca | 51 to 200 | | Compt | 51 to 200 | | Fo2 Financial Oxygen | 51 to 200 | | Trust Managment Services | 51 to 200 | | Lily Fortune Club | 51 to 200 | | World Quantum Resistant Ledger | 51 to 200 | | Aion | 11 to 50 | | Tradetron | 11 to 50 | The table shows the 25 biggest by headcount range, with ties broken by audience size. The charts and percentages below cover every company counted for this page, not just these 25, and companies with fewer than 11 employees are not counted. Headquarters is the location on each company's public profile. ## What do financial services companies in San Jose do? Financial Services is a broad label. The most common NAICS codes among them are 523940 (12%), 541511 (12%) and 541618 (12%). **Figure: What financial services companies in San Jose do.** Bars for the share of counted financial services companies with each code: 523940 12%, 541511 12%, 541618 12%, 522130 6%, 522291 6%, 522320 6%, 523910 6%. *Share of counted financial services companies in San Jose by their NAICS code.* [NAICS 523940](https://enrich.chat/naics/523940/)[NAICS 541511](https://enrich.chat/naics/541511/)[NAICS 522130](https://enrich.chat/naics/522130/)[NAICS 522291](https://enrich.chat/naics/522291/)[NAICS 522320](https://enrich.chat/naics/522320/)[NAICS 523910](https://enrich.chat/naics/523910/) ## How big are they? 74% of the financial services companies counted in San Jose have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. **Figure: Size of financial services companies in San Jose.** Seven columns for the share of counted financial services companies in San Jose in each employee range: 11 to 50 74%, 51 to 200 20%, 201 to 500 6%, 501 to 1,000 0%, 1,001 to 5,000 0%, 5,001 to 10,000 0%, 10,001+ 0%. *Share of counted financial services companies in San Jose in each employee range.* ## How old are they? Most were founded in the 2010s (38%), then the 2000s (22%). **Figure: When financial services companies in San Jose were founded.** Eight columns for the share of counted financial services companies in San Jose founded in each era: Before 1960 0%, 1960s 1%, 1970s 4%, 1980s 6%, 1990s 8%, 2000s 22%, 2010s 38%, 2020s 21%. *Share of counted financial services companies in San Jose by the era they were founded in, for the ones that list a founding year.* ## How do you reach the people at financial services companies in San Jose? The people to talk to are usually finance, operations and technology leaders. Build the list in three prompts to your AI agent. ### 1. Count them (free) Counting who matches never uses credits. ```text Use www.enrich.chat to count the financial services companies in San Jose, CA ``` ### 2. Find the people (5 credits per person) Name the roles you sell to. Each person returned is 5 credits, and name, title and company are included. ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in San Jose, CA, with their titles ``` ### 3. Get their work emails (10 credits each) An email is 10 credits only when one is found. Every email comes with a status: verified, catch-all or unknown. ```text Use www.enrich.chat to find the work emails for these people and tell me which ones are verified ``` ## More to explore Other industries in San Jose: [Software Companies](https://enrich.chat/companies-in/san-jose-ca/software-development/)[Construction Companies](https://enrich.chat/companies-in/san-jose-ca/construction/)[IT Services Companies](https://enrich.chat/companies-in/san-jose-ca/it-services-and-it-consulting/)[Technology and Internet Companies](https://enrich.chat/companies-in/san-jose-ca/technology-information-and-internet/)[Real Estate Companies](https://enrich.chat/companies-in/san-jose-ca/real-estate/)[Advertising Agencies](https://enrich.chat/companies-in/san-jose-ca/advertising-services/)[Semiconductor Companies](https://enrich.chat/companies-in/san-jose-ca/semiconductor-manufacturing/)[Electrical and Electronics Manufacturers](https://enrich.chat/companies-in/san-jose-ca/appliances-electrical-and-electronics-manufacturing/)[Nonprofit Organizations](https://enrich.chat/companies-in/san-jose-ca/non-profit-organizations/)[Hospitals and Health Care Organizations](https://enrich.chat/companies-in/san-jose-ca/hospitals-and-health-care/)[Facilities Services Companies](https://enrich.chat/companies-in/san-jose-ca/facilities-services/)[Staffing and Recruiting Firms](https://enrich.chat/companies-in/san-jose-ca/staffing-and-recruiting/)[Telecommunications Companies](https://enrich.chat/companies-in/san-jose-ca/telecommunications/)[Consulting Firms](https://enrich.chat/companies-in/san-jose-ca/business-consulting-and-services/)[Medical Device Companies](https://enrich.chat/companies-in/san-jose-ca/medical-equipment-manufacturing/)[Cybersecurity Companies](https://enrich.chat/companies-in/san-jose-ca/computer-and-network-security/)[All of San Jose](https://enrich.chat/companies-in/san-jose-ca/) Financial Services Companies in other cities: [New York, NY](https://enrich.chat/companies-in/new-york-ny/financial-services/)[Miami, FL](https://enrich.chat/companies-in/miami-fl/financial-services/)[Chicago, IL](https://enrich.chat/companies-in/chicago-il/financial-services/)[San Francisco, CA](https://enrich.chat/companies-in/san-francisco-ca/financial-services/)[Los Angeles, CA](https://enrich.chat/companies-in/los-angeles-ca/financial-services/)[Houston, TX](https://enrich.chat/companies-in/houston-tx/financial-services/)[Atlanta, GA](https://enrich.chat/companies-in/atlanta-ga/financial-services/)[Dallas, TX](https://enrich.chat/companies-in/dallas-tx/financial-services/)[Austin, TX](https://enrich.chat/companies-in/austin-tx/financial-services/)[San Diego, CA](https://enrich.chat/companies-in/san-diego-ca/financial-services/) ## Frequently asked questions ### Which are the biggest financial services companies in San Jose? Among those counted, they include Zil Money, Meriwest Credit Union, Gems Pocket, Ancrypto.Io and Financial Management Association Of Sjsu, ranked by headcount range. ### How big are financial services companies in San Jose? 74% of those counted have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. ### Which companies count as financial services? Companies whose public profile lists Financial Services as their industry and whose headquarters are in San Jose, CA. ## Try this prompt Find the people at financial services companies in San Jose ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in San Jose, CA, with titles and verified work emails ``` ## Related - [Companies using a technology](https://enrich.chat/companies-using/) - [Software Companies in San Jose](https://enrich.chat/companies-in/san-jose-ca/software-development/) - [Construction Companies in San Jose](https://enrich.chat/companies-in/san-jose-ca/construction/) - [IT Services Companies in San Jose](https://enrich.chat/companies-in/san-jose-ca/it-services-and-it-consulting/) - [Technology and Internet Companies in San Jose](https://enrich.chat/companies-in/san-jose-ca/technology-information-and-internet/) - [Financial Services Companies in New York](https://enrich.chat/companies-in/new-york-ny/financial-services/) - [Financial Services Companies in Miami](https://enrich.chat/companies-in/miami-fl/financial-services/) - [Financial Services Companies in Chicago](https://enrich.chat/companies-in/chicago-il/financial-services/) - [Financial Services Companies in San Francisco](https://enrich.chat/companies-in/san-francisco-ca/financial-services/) - [Tech stack lookup](https://enrich.chat/tools/tech-stack-lookup/)