Insights

Broad Service Offerings SFBay Financial provides a comprehensive suite of financial services including bookkeeping, payroll, CFO services, and financial planning, indicating opportunities to upsell integrated financial solutions tailored for startups and small to medium-sized businesses seeking a one-stop financial partner.

Startup Focus With a strategic focus on mentoring and supporting new entrepreneurs and early-stage companies in the Bay Area, there is potential to develop targeted products or consulting packages that cater specifically to the unique needs of burgeoning startups.

Tech-Enabled Solutions Utilizing modern technologies like React, Google Tag Manager, and custom financial systems positions SFBay Financial to adopt or promote innovative, tech-driven financial services, opening avenues for digital transformation offerings or automation enhancements for clients.

Financial Range & Growth Generating between one to ten million dollars in revenue with a small team of fewer than fifty employees suggests a scalable operation with high growth potential, making it attractive for strategic partnerships or expansion into larger market segments.

Market Position & Competition Operating in a competitive financial services landscape alongside major players like Charles Schwab and Fidelity indicates a need for differentiated, personalized services, offering opportunities to emphasize customized client experience and niche expertise to attract small business clients.

SFBay Financial, Inc. Tech Stack

SFBay Financial, Inc. uses 8 technology products and services including UserWay, Webpack, Module Federation, and more. Explore SFBay Financial, Inc. 's tech stack below.

UserWay

Accessibility

Webpack

Development

Module Federation

Development

React

Javascript Frameworks

Lodash

Javascript Libraries

Envoy

Load Balancers

Priority Hints

Performance

Google Tag Manager

Tag Management

SFBay Financial, Inc. Email Formats	Example	Percentage
First@sfbayfinancial.com	John@sfbayfinancial.com	100%

SFBay Financial, Inc. Email Formats

Example

Percentage

First@sfbayfinancial.com

John@sfbayfinancial.com

100%

Frequently Asked Questions

Where is SFBay Financial, Inc. 's headquarters located?

SFBay Financial, Inc. 's main headquarters is located at 44 Montgomery Street Suite 1308 San Francisco, California 94104 United States. The company has employees across 1 continents, including North America.

What is SFBay Financial, Inc. 's phone number?

You can contact SFBay Financial, Inc. 's main corporate office by phone at

+1-510-545-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SFBay Financial, Inc. 's official website and social media links?

SFBay Financial, Inc. 's official website is sfbayfinancial.com and has social profiles on LinkedIn.

What is SFBay Financial, Inc. 's NAICS code?

SFBay Financial, Inc. 's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does SFBay Financial, Inc. have currently?

As of February 2026, SFBay Financial, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include Accounting Specialist: K. C.Accountant: K. P.Accounting Associate: Y. A.. Explore SFBay Financial, Inc. 's employee directory with LeadIQ.

What industry does SFBay Financial, Inc. belong to?

SFBay Financial, Inc. operates in the Accounting industry.

What technology does SFBay Financial, Inc. use?

SFBay Financial, Inc. 's tech stack includes UserWayWebpackModule FederationReactLodashEnvoyPriority HintsGoogle Tag Manager.

What is SFBay Financial, Inc. 's email format?

SFBay Financial, Inc. 's email format typically follows the pattern of First@sfbayfinancial.com. Find more SFBay Financial, Inc. email formats with LeadIQ.

When was SFBay Financial, Inc. founded?

SFBay Financial, Inc. was founded in 2005.

SFBay Financial, Inc.

Q: How many employees does SFBay Financial, Inc. have currently?

SFBay Financial, Inc. has approximately 11 employees.

Q: What technology does SFBay Financial, Inc. use?

SFBay Financial, Inc. 's tech stack includes HSTS, Wix eCommerce, WordPress, PHP, Priority Hints.

Q: What is SFBay Financial, Inc. 's NAICS code?

SFBay Financial, Inc. 's NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingCalifornia, United States11-50 Employees

Since 2005, SFBay Financial has been providing financial services to businesses in San Francisco and the Greater Bay Area. 

In that time, we have performed everything from basic bookkeeping services for sole enterprises and mom and pop shops to controller level activities for multimillion dollar corporations and VC-backed Tech startups, and everything in-between. 

Currently, we are involved mainly in business development and helping young entrepreneurs start their own companies and follow their dreams. With our vast background in marketing, finance, and general business principles - we take pride in coaching and mentoring many new startup companies in the Bay Area.

It is our goal at SFBay Financial to ensure that your financial needs are taken care of with minimal effort on your part.

Through our offering of personalized strategic business development and a network of preferred partnerships with other financial institutions, we have grown into a full-service firm that can assist with any and all business needs. 

We offer scaled solutions and customized service to all our clients including: 

Bookkeeping, Bookkeeping Services, Payroll, Accounting, Financial Services, Controller Services, Billpay, Quickbooks, Financial Controls, Custom Financial Systems, CFO Services, Business Plans, Burnrate analysis, Breakeven Forecasts, Budgets, Cash Flow Plans, Business Development, & Monthly Financial Reporting, and more.

Insights

Similar companies to SFBay Financial, Inc.

T. Rowe Price

Charles Schwab

Northwestern Mutual

Ameriprise Financial

Fidelity Investments

Vanguard

Fisher Investments

LPL Financial

Merrill Lynch

Morgan Stanley

Edward Jones