Top Houston, TX Financial Services Companies (66)
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Discover is one of the most recognized brands in U.S. financial services. We’re a direct banking and payment services company built on a legacy of innovation and customer service. We support, challenge and inspire employees to continually develop their skills, advance their career and help grow our business. Future Edge 50: 2020, 2019 & 2018
Capco, a Wipro company, is a global technology and management consultancy specializing in driving digital transformation in the financial services industry. With a growing client portfolio comprising of over 100 global organizations, Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to deliver end-to-end data-driven solutions and fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting-edge ingenuity is brought to life through its Innovation Labs and award-winning Be Yourself At Work culture and diverse talent. Our approach is tailor-made to fit with each client’s problem with an emphasis on building long-term strategic partnerships that foster collaboration and trust. We have the people, the vision, and the passion. Capco is committed to providing clients with practical solutions. We offer a globally integrated service with offices in leading financial centers across the Americas, Europe and Asia Pacific.
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Our ambition at Citadel is to be the most successful investment firm of all time. Together, we've turn ambition into action. For more than three decades, Citadel has captured undiscovered market opportunities in markets around the world by empowering extraordinary people to pursue their best and boldest ideas. We strive to identify the highest and best uses of capital to generate superior long-term returns for the world’s preeminent public and private institutions.
Barri began as a family-owned business founded in 1984. For many years, its stores were located in the city of Houston only serving a small segment of the Hispanic community in the state of Texas. Today, Barri has grown an expanded to over 40 states, and it offers a full array of financial services such as money transfer, check cashing, bill payment, mobile reloads, and many more. Our Purpose Barri’s purpose is to provide financial services of superior quality, convenience and value directed at the US Hispanic population to advance financially. Our Values • Integrity: We conduct ourselves with the highest degree of honesty and integrity in all of our dealings. • Family: We treat ourselves, our customers and our business partners as one big family. • Respect: We respect all individuals regardless of ethnicity, nationality, gender, educational level, etc. • Service: We pride ourselves in providing the absolute best customer service in the financial services industry. • Advancement: We welcome and promote the financial advancement of our employees and customers.
Above Lending, Inc. is a next-generation consumer lender. We provide our clients with simple and transparent products aimed to help them achieve their financial aspirations and take control of their debt. With competitive rates and personalized support from our loan specialists, our mission is to simplify the lending process and help borrowers attain financial well-being. We are passionate about making credit more affordable and accessible, and we're committed to helping our clients accomplish their goals.
Calvetti Ferguson is an accounting and advisory firm headquartered in Houston, Texas, consistently recognized by Forbes, Accounting Today, and Texas business journals as a leading firm nationwide. The quality of our services and collaborative work environment go hand in hand as we add value to our clients through our growth-oriented culture. We’re a team that leans on one another to create lasting success for our clients and, in the process, build each other up. Whether you're looking for the next step in your career or a new advisor, Calvetti Ferguson can help.
Nav was founded with one goal in mind: to reduce the death rate of small businesses. We are changing the way business owners secure lending with our innovative technology and customer-centric approach, providing a simple and intelligent financing experience. Nav has a distributed work force, and we are passionate about empowering our teams by giving them the freedom to shape our future, as well as their own. If you are a high-energy innovator, and have the zest to solve big challenges, join us!
At Corebridge Financial, we believe action is everything. That’s why every day we proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. Because action is the bridge from planning to outcomes. Corebridge Financial is a new company, but not a new business. Formerly AIG Life & Retirement, we are one of the largest and most established providers of retirement solutions and insurance products in the United States. We deliver industry-leading products, platforms and services that move people toward a more secure tomorrow. Our balanced portfolio across the Corebridge enterprise—Individual Retirement, Retirement Services, Life Insurance and Institutional Markets—enables us to manage risk, maximize growth opportunities, and drive positive outcomes for those we serve. We believe no one achieves a financially secure future by accident—great things happen when people take action. Products and services offered through wholly owned affiliates of Corebridge Financial.
Squarepoint Capital is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients. We are a data and technology driven firm who specialize in developing automated trading systems that execute across global financial markets.
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Founded in 1988, Cornerstone Home Lending, Inc. is a full-service mortgage lender. Thirty years later, we're still committed to the core values we started with: lending with a servant's heart, closing mortgages on time, treating our borrowers like people and not just a number, and making buying a house feel easy. Cornerstone Home Lending, Inc. NMLS ID #2258 (www.nmlsconsumeraccess.org) | https://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/2258 1177 West Loop South, STE 700 Houston, TX 77027 713-621-4663 Company AZ BK # 0908763 CAFLL 603E685 / CARMLA 4130843 Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act DE Licensed Lender License # 011593 Exp 12/31/2022 Licensed by the Delaware State Bank Commissioner to engage in business in this state WA CL-2258 Equal Housing Opportunity
The Loren D. Stark Company (LDSCO), as a Retirement Plan Consulting and Administration firm, has developed a close relationship with the business community in Houston and across Texas, Louisiana and Oklahoma. From the beginning our objective has been to provide our clients with a Plan design that meets the needs of the business owner(s), as well as the employees. LDSCO believes that the selection of an Employee Benefits Consulting Firm will have a significant impact on the shape and perception of your Employee Benefit Program. Hiring the right Third Party Administrative (TPA) firm will make that impact positive and add value to an employer’s Retirement Plan. In making a recommendation to a prospective client, LDSCO prepares custom illustrations identifying the different results obtainable by the employer. These recommendations may include Safe Harbor provisions, New Comparability, Integrated allocation features, as well as Defined Benefit plan designs. The LDSCO Staff of Attorneys and Consultants are specialists in Pension, Profit Sharing, Cash Balance, Employee Stock Ownership and 401(k) Plan Administration. These services include in part plan design and document preparation, compliance testing and reporting, annual plan participant ERISA compliance statements, participant loan and distribution documentation, and the plan’s signature ready Form 5500. LDSCO has an ongoing commitment to the development and integration of state-of-the-art technology and services to provide our clients with the most comprehensive Retirement Plan available.
We are residential mortgage experts that specialize in enhancing portfolio performance and profitability for asset owners and agencies in the housing finance industry. For all inquiries, please contact: [email protected].
TPS Thayer, LLC is a full-service CPA firm based in Sugar Land, TX, with over 50 employees including 13 CPAS. Audits of public and private businesses, tax planning and compliance, valuations, consulting, financial reporting, litigation support, real estate appraisals, consulting on accounting, record keeping and Quickbooks training are a sample of the services we provide.
We were founded upon the belief that personal attention is paramount to success – ours and our clients’. When you entrust us as your investment advisor, you’ll receive personalized service, clear communication, and our unwavering commitment to achieve your financial goals.
Smith, Graham & Co. Investment Advisors, L.P. ("Smith Graham") is an SEC-registered investment advisory firm. Since 1990, we have proudly provided institutional clients with asset management services. Smith Graham specializes in managing fixed income and equity assets. We define success by delivering consistent value-added performance to our clients. Smith Graham manages approximately $6 billion in assets for a broadly diversified, institutional client base including public funds, corporations, endowments, and Taft-Hartley plans.
VerityPay is a Business-to-Consumer (B2C) fintech software solution created by its parent company Verity Advisors in 2020. VerityPay has the capability to transform a variety of B2C transactions, including government, insurance, healthcare, telecommunications, and dormant account payments, through a simple, safe, money-saving and time-saving solution.
Founded in 1955, TDECU formed when a group of Dow employees pitched in $5 each to loan a friend $35 to buy a refrigerator. That initial mission of people helping people continues today. Over the last 65 years, we have grown to meet the needs of the communities we serve and share TDECU's passion for service and great value in our products. Our first merger took us west to the Victoria area, where we made many new friends and Members. We have since become an integral part of the community. In the East Market, where we began, we opened our field of membership to serve all Brazoria County residents. Today, TDECU has 38 service locations, including 34 Member Centers. The original $35 loan has turned into over $4.7 billion in assets today that continue to improve our more than 372,000 Members' lives by helping them get what they need to achieve their financial needs and dreams.
The Piper Sandler energy & power team is committed to the global energy industry and delivers exceptional client services in M&A advisory, capital markets execution, institutional sales and investment research. Our private equity professionals have more than 50 years of combined experience, spanning both energy investment and commercial banking. Our clients have access to the most strategic opportunities by leveraging the collective knowledge of our team of professionals on the forefront of the industry's trends, drivers and developments. Our team serves an international client base ranging from institutional investors, public and private companies and private equity firms in the following subsectors: Renewables & Clean Energy, Energy & Power Infrastructure, Energy Technology, Oilfield Services & Equipment, Midstream & Downstream and Upstream. We empower clients to understand the energy sector in a new light through our unique perspective built on extensive market coverage and industry knowledge.
IMG Financial Group, Inc. is a comprehensive and independent financial services firm headquartered in Houston, TX. IMG was founded in 1981 with the vision to serve the long-term risk and wealth management interests of clients. Over thirty years later, our vision continues to be realized with a team of over 50 advisors and staff solely focused on providing clients with financial security and lasting value. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. IMG Financial Group, Inc. is independently owned and operated. Certain individuals associated with IMG Financial Group, Inc are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with IMG Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
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