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Finance Groups San Francisco

Finance networking and learning meetups near you

Hedge West SF December 2026 Meetup

Hedge West SF December 2026 Meetup

Wed, Dec 9, 2:00 AM
From Hedge West SF - Quant, Data, and AI
4.6

**The next quarterly HedgeWestSF meetup in San Francisco is on December 8, 2026 from 6pm to 9pm. Join us at The House of AI at 40 Boardman Place in San Francisco's West SOMA Neighborhood** **near 7th and Bryant Streets. Parking available at 71 Boardman Place.** Presentations: **Vladimir Ofitserov** (REVO Capital - revocm.com) - *Scaling Quant Research with AI* **Vinesh Jha** (ExtractAlpha - ExtractAlpha.com) - *Advances in Alternate Data Alpha. New research, emerging signals, and what systematic investors should be watching next* (Rescheduled from the last meetup) **Greg Kapoustin** (validityBase - [vbase.com](https://vbase.com/?utm_source=luma)) - *Why Backtests Aren’t Trusted: Common Mistakes and Their Solutions* CALL FOR SPONSORS - Help keep HedgeWestSF going by becoming a sponsor - https://hedgewestsf.org/sponsorship CALL FOR PRESENTATIONS - Want to present at a future HedgeWestSF? Email hedgewestsf@novumcove.com **HedgeWestSF is sponsored by Novum Cove Capital Management and ExtractAlpha.** Food and refreshments will be served. As always, professionals, students, and anyone with an interest in trading, quant, data, and AI in finance are welcome! Looking forward to seeing you there!

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12 attendees
Startup World Cup Grand Finale

Startup World Cup Grand Finale

Wed, Nov 4, 5:00 PM
From Startup World Cup

Registration: [https://swcgf26.eventbrite.com] Startup World Cup Grand Finale: [www.startupworldcup.io/grand-finale](http://www.startupworldcup.io/grand-finale) **Join us for the Startup World Cup Grand Finale!** Hosted by Pegasus Tech Ventures, Startup World Cup is a global startup pitch competition that brings together ambitious entrepreneurs, venture capitalists, corporate leaders, and technology innovators. Watch outstanding startups compete on a global stage for a $1 million investment prize, connect with investors and industry leaders, and discover groundbreaking ideas shaping the future of technology. The event offers opportunities to network with founders, explore emerging technologies, attend insightful speaker panels, and build meaningful business connections within the global startup ecosystem. Whether you're a founder looking to grow your business, an investor seeking the next big opportunity, or a technology enthusiast passionate about innovation, Startup World Cup is where connections turn into possibilities. **Event Details:** * **Semi Finals (Day 1):** November 4\, 2026 \| 9AM \- 6PM * **Semi Finals (Day 2):** November 5\, 2026 \| 9AM \- 12PM * **Corporate Innovation Seminar:** November 5\, 2026 \| 2PM \- 5:30PM * **Grand Finale:** November 6\, 2026 \| 9AM \- 6PM * **Networking Party:** November 6\, 2026 \| 6PM \- 8:30PM * **Location:** Hilton San Francisco Union Square

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4 attendees
Book Club - Taking Stock

Book Club - Taking Stock

Thu, Oct 29, 12:30 AM
From Cafe Finance
5.0

We will read Taking Stock by Jordan Grumet, MD. He is a hospice doctor. What is his advice on Financial Independence, Building Wealth, and Living a Regret-Free Life **About the book** Written by a hospice doctor with a unique front-row seat to the regrets of his dying patients, this book will remind you to take stock of life now, before it is too late. The goal of financial independence is to have the economic fuel to live a full life and avoid regret. Taking Stock is your guide to taking control of your finances and investing in yourself. Inside you'll find: The three basic archetypes of building wealth, and how to choose which is right for you Time-hacking techniques to modify your perception of time passing and fill your moments with meaning Tips to invest in education, family, and your own physical and mental health And much more! Don't wait until the last moment to live life to the fullest. I will update chapters to read at each event in the **Comment** area down below. Make sure to check it out. **How to find us** I will be at 2nd floor. Take the escalator up. I will be at your right with a green sign "Cafe Finance" when you stand at the entrance. **Agenda** 5:30 \~ 6:00 pm Sharing and Networking ( You can buy or bring food to eat while we are discussing the book) 6:00 \~ 7:30 pm Book Discussion 7:30 \~ 8:00 pm Conclusion & Final thought

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1 attendee
Financial Planning Day: Financial Workshops and More

Financial Planning Day: Financial Workshops and More

Sat, Oct 24, 5:00 PM
From NorCal World Schoolers. Be a student of life & living !!
4.6

A full day of expert advice on managing your finances and planning for the future. Get free, objective, no-strings-attached one-on-one counseling from CERTIFIED FINANCIAL PLANNER**®** professionals and attend financial workshops throughout the day. All financial workshops will take place in the Koret Auditorium. Select workshops will also be livestreamed on Zoom. **This is a hybrid event. Registration is required for Zoom attendance. In-person attendance does not require registration; seats available first come, first served.** Topics this year include investing, income tax updates, property tax and intergenerational transfers, resources to strengthen your financial skills and an empowering approach to budgeting. Register for individual workshops using the calendar links below. Secure your spot with a CERTIFIED FINANCIAL PLANNER® using the blue "Register" button or [by clicking here!](https://www.eventbrite.com/e/annual-bay-area-financial-planning-day-tickets-1987709133526) Registration for one-on-one counseling closes at midnight on Thursday, October 22. Walk-ins are welcome, but we cannot guarantee that you will receive a slot. **One-on-one counseling is available in person at the Latino/Hispanic Meeting Room, Main Library.** Workshop Schedule: \| **Diving Into Investments** 10:15–11:45 a.m. [Register to join via Zoom](https://sfpl-org.zoom.us/webinar/register/WN_O07HUlOKS7OqPhXekU_BIQ) Learn about asset allocation, the behavioral habits that make or break returns, stocks vs. bonds, and where alternatives like REITs, commodities, and crypto fit — if at all — in a well-built plan. Whether you're building your first portfolio or fine-tuning a lifetime of investments, hear three Certified Financial Planners have a candid conversation on what actually works. | Panelists: **Jenny Coffey Smith, MSAPF, CFP®, Cynthia Flannigan, CFP®, Deirdre Hegarty, CFP® and Tim Connolly, CFP ® (Moderator)** | | ------------------------------------------------------------------------------------------------------------------------------ | | **Property Tax Basics and Intergenerational Transfers** | 11:55 a.m.–12:35 p.m. In person only Explore property tax topics, changes in State law, and how the Office of the Assessor-Recorder serves you, whether you're a homeowner or not. Presenter: **San Francisco Assessor-Recorder Joaquín Torres** \| \| **Tax Update** 12:45–2:15 p.m. [Register to join via Zoom](https://sfpl-org.zoom.us/webinar/register/WN_bVtbx5RQS4Wr6U6fUrG4gw) Tax laws keep changing and being refined. Learn about the latest trends and topics in taxes. Presenter: **Larry Pon, CPA/PFS, CFP®, EA, USTCP, AEP** \| \| **Economic Justice Programming from the SF Treasurer’s Office** 2:25–3:05 p.m. In person only The Economic Justice Center is an initiative of the SF Treasurer’s Office dedicated to advancing economic justice and financial inclusion for all San Franciscans. Learn about the Office’s free programming, including Kindergarten to College, SF Financial Counseling, StopScamsSF, and the Fine and Fee Discounts. Presenter: **Mandy Ngu, Community Engagement Specialist** \| \| **The Misunderstood B-word: Budgeting** 3:15–4:45 p.m. [Register to join via Zoom](https://sfpl-org.zoom.us/webinar/register/WN_5xThGXpLQpaI6x9GaENRAA) Budgeting has a reputation problem. People hear that b-word and think "no more fun!" But we’re going to flip that script and make “cents” of it all. Learn the foundations for building a budget, tips on organizing your money, and see how this often misunderstood b-word can actually empower you to fund what truly matters (including those fun things!). Presenter: **Serene Lau** \|

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15 attendees
Bay Area Real Estate Investors Meetup

Bay Area Real Estate Investors Meetup

Thu, Nov 5, 1:30 AM
From Bay Area Real Estate Investors
4.9

[Bay Area Real Estate Investors](https://bayarearealestateinvestors.com/) (BARI) is the community for real estate investors, developers, operators, and industry professionals based in the Bay Area—built to connect people and opportunities for those actively building in real estate. Join us for BARI Networking Night, which is a **casual networking event hosted** **every first Wednesday of the month.** These events are designed to bring together ambitious people across the real estate industry in a relaxed and welcoming environment focused on real conversations and meaningful connections. Whether you're actively doing deals, building your team, looking for capital partners, growing your network, or just getting started in real estate, this is a great opportunity to connect with others in the community. [Learn more about our events & be the first to hear about future events.](https://bayarearealestateinvestors.com/) **Event Schedule** * 5:30 PM: Networking & arrivals * 6:15 PM: Welcome & introductions * 6:30 to 8:00 PM: Open networking, conversations, eat/drink (self-pay) **Location Details** We have a private event space at the brewery called **“The Garage.”** When you’re facing Lovely’s (the burger shack), walk to the right and you’ll find us in the covered outdoor area. Food and drinks are available (self-pay). **Together with Conventus Lending** Conventus Lending provides business purpose loans for the purchase, renovation, and rental of single and multifamily real estate. Members of this group **receive $1,000 off** your processing fee for your first deal! **[CLICK HERE](https://kenjicapital.com/privatemoney)** to learn more. **Founded by Tyler Jahnke of [Kenji Capital](KenjiCapital.com)** BARI was founded by Tyler Jahnke, a real estate investor and operator focused on multifamily acquisitions and community-building through Kenji Capital.

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40 attendees
Bootstrappers Breakfast for San Francisco Startups

Bootstrappers Breakfast for San Francisco Startups

Fri, Nov 13, 5:00 PM
From Bootstrappers Breakfast for San Francisco Startups
4.8

Come Meet Entrepreneurs Who Eat Problems For Breakfast At a Bootstrappers Breakfast® we have serious conversations about growing a business based on internal cash flow and organic profit: this is for founders who are actively bootstrapping a startup. The other attendees will all be in startups. It will be a chance to compare notes on operational, development, and business issues with peers. NOTE: We start with round-the-table introductions, so be on-time so you don't miss that! For more information about the group - visit bootstrappersbreakfast.com (http://www.bootstrappersbreakfast.com/)

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10 attendees
430kMonthly events
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4.5App store rating
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200kGroups
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Frequently asked questions

Meetup connects users with local groups and events based on shared interests, such as joining finance communities in San Francisco.

Use Meetup's search function to discover finance groups in San Francisco, tailored to your career interests and professional networking goals.

Generally, you’ll need to RSVP for events, which often involves joining the group first. Some events might allow non-members, depending on the organizer.

The frequency of finance events in San Francisco varies. Some groups meet weekly, while others organize events monthly or quarterly.

Joining Meetup and searching for groups or events is free, though some events may have fees to attend, depending on the host's requirements.

Events range from networking meetups and panel discussions to workshops and social gatherings, all designed to enhance your finance knowledge and connections.

Finance events are usually organized by individuals or groups passionate about finance topics, rather than by Meetup itself.

Absolutely, you can join as many finance groups as you’re interested in to broaden your connections and expertise within the finance community.

Once you find an event, click on it to see details. From there, you can RSVP to indicate you plan on attending, making it easier to manage your schedule.

While there are many in-person networking opportunities in San Francisco, some groups might also offer virtual or hybrid events for flexibility.

While Meetup offers excellent opportunities to meet people, your success depends on your participation and engagement at events.

Yes, if you have a passion for finance, you can start your own group on Meetup and create a forum for others in San Francisco to join and learn.

Yes, you can find various investment clubs on Meetup that cater to different experience levels and interests within finance.

Cancellations may occur depending on the organizer, so it's always wise to check for updates before attending an event.

Although many finance topics are covered, availability depends on existing groups in the area, and not every niche may have an active group in San Francisco.