Top Dallas, TX Financial Services Companies (204)

As the foundation for secure markets, OCC is a customer-driven organization that delivers world-class Risk Management, Clearing, and Settlement Services for a sophisticated mix of financial products that includes standard options, stock loans, and futures contracts.

Formally known as Freedom Financial Network, Achieve launched in 2022 as the leading digital personal finance company helping everyday people get on, and stay on, the path to a better financial future. Achieve delivers personalized financial solutions for real people through intelligent technology and an empathetic human touch. From the single parent trying to buy a home to the overworked...

Capco, a Wipro company, is a global management and technology consultancy specializing in driving transformation in the energy and financial services industries. Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting...

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management....

Flourish provides innovative access to financial products that help advisors secure their clients’ financial futures. We work with over 1,100 wealth management firms that collectively represent more than $2.6 trillion in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independent subsidiary of MassMutual Life Insurance Company (MassMutual). Please visit flourish.com for...

As the world’s largest asset manager, BlackRock partners with investors around the globe to help them (and those on whose behalf they invest) plan for life’s most important goals – like retirement, home ownership and their children’s education. Our clients range from governments, foundations and other large institutions to those investing on behalf of individuals, including firefighters, nurses, teachers and...

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. For...

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.

With nearly 4 million customers, we are a proud leader in the home loan servicing industry. But are we content? No way. Every day we challenge convention and reimagine the home loan experience for the better. It’s what makes us who we are. We’re Challengers of Convention Challenging the status quo is in our DNA. We’re ditching the old ways and reimagining...

Built on a foundation of trust, integrity and promise, we proudly serve over 71,000 outstanding organizations and more than 17 million individuals. ¹ We take great pride in helping people with saving, investing and advice, while providing them with the tools and resources they need to help reach their financial goals. We’re continuing to grow — and innovate — every...

G-Research is a leading quantitative research and technology firm, with offices in London and Dallas. We hire the brightest minds in the world to tackle some of the biggest questions in finance. We pair this expertise with machine learning, big data, and some of the most advanced technology available to predict movements in financial markets. We take pride in our dynamic, flexible...

First United Bank is a progressive and innovative community banking organization. By virtue of its growth from a single unit bank into a multi-community banking enterprise, First United is categorized as a "Super Community Bank."​ As one of the largest banking organizations in the Southwest, First United focuses on retail and community banking, targeting consumers and small-to-mid-sized businesses within its...

Fund Administration Services specializing in Special Purpose Vehicles (SPVs), Private Equity, and Venture Capital Funds. Providing an end to end integrated platform from starting up to shutting down a fundraising; including investor onboarding & management, regulatory & compliance, financial & tax filings, and distributions.

Legacy Mutual Mortgage is a full-service mortgage lender and financial services company offering a diverse portfolio of home loan and refinance options, including conventional, FHA, VA, construction, cash-out refinance, jumbo, and Non-QM products.

At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives. Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, we take the time to understand your needs. We explain...

CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles – from technical accounting advisor to M&A support to Controller or CFO – and...

Oportun is an A.I.-powered digital banking platform that seeks to make financial health effortless for anyone. Driven by a mission to provide inclusive and affordable financial services, Oportun helps its nearly 1.5 million hardworking members meet their daily borrowing, savings, banking, and investing needs. Since inception, Oportun has provided more than $12 billion in responsible and affordable credit, saved its...

LendingHouse, nmls #2141418 Equal Housing Lender Your favorite lender with the latest technology, fastest turn times and largest variety of loan products to satisfy any borrowers need, LendingHouse offers you a world of potential. We invest in our employees to help them develop and achieve their professional goals. We ​​​encourage our people to dive in, roll up their sleeves and take on...

A State Savings Bank headquartered in Dallas, Texas, TBK Bank is a subsidiary of Triumph Financial. (Nasdaq: TFIN). We offer commercial and consumer banking products focused on meeting client needs in Iowa, Illinois, Colorado, Kansas, and Texas. We also offer deposit products through our Dallas branch. Our lending capabilities include commercial real estate, mortgage warehouse lending and other general business lending....

Bank ABC (Arab Banking Corporation B.S.C.) is licensed as a conventional wholesale bank by the Central Bank of Bahrain. At Bank ABC, we are a team committed to your success. With a rich and respected legacy spanning over 40 years, Bank ABC is an award-winning international bank headquartered in the Kingdom of Bahrain, supporting individuals, businesses, multi-national corporates, and sovereigns across five...