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Top Dallas, TX Financial Services Companies (126)

Big Data • Cloud • Fintech • Information Technology • Financial Services
3 Offices
1,033 Employees

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.


Fintech • Legal Tech • Software • Financial Services • Cybersecurity • Data Privacy
40 Offices
8,000 Employees

CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world. With more than 8,000 employees, CSC operates in more than 140 jurisdictions, delivering solutions that help businesses thrive. We pride ourselves on our client-focused approach, market-leading expertise, and unmatched global reach.

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Machine Learning • Payments • Security • Software • Financial Services
6 Offices
56,000 Employees

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work.


Fintech • Marketing Tech • Professional Services • Financial Services
3 Offices
2,300 Employees

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 employee drowning in debt, we provide innovative solutions, budgeting tools, and education to help them move from surviving to thriving. We put our members first by coaching them through their financial health journey to understand what’s working for them and what’s not. Our tailored approach is designed to meet everyone where they are in life because they’re more than just a credit score. Our people make the biggest difference. With more than 2,300 teammates between California, Arizona, and Texas, everyone collaborates together to make an impact towards our mission; to empower everyday people to move forward on a path to a better financial future. We’re committed to fostering an environment where everyone can belong, while giving their true authentic selves a place to shine. Whether you’re in sales, member support, engineering, product design, IT or any of our other exciting roles, you’ll join a team passionate about serving our members and embracing our core values every day: Care (For everyone) Get Better (Every day) Act With Integrity (Every time) Collaborate (With everyone)


Fintech • Software • Financial Services
7 Offices
850 Employees

Apex is a market-leading, technologically independent software company that provides safe, frictionless digital execution, clearing, and storage for the global universe of investable assets. What drives us is creating independence that produces ownership of the data that is used to build community, increase financial literacy, and eliminate barriers to economic opportunities for the next generation of digital wealth creation. To do this, our team members live above just doing a job and are those who are building careers. We don’t merely complete tasks at Apex; we have a purpose to be realized. Our colleagues champion why we do what we do. We each strive to change the world and widen our impact with the breadth and depth of our client base and end investors.


Fintech • Insurance • Financial Services
3 Offices
93 Employees

Flourish provides innovative access to financial products that help advisors secure their clients’ financial futures. We work with over 900 wealth management firms that collectively represent more than $1.6 trillion in assets under management across two products: Flourish Annuities and Flourish Cash — with additional exciting products in the works. Headquartered in New York City, we are an independent subsidiary of MassMutual Life Insurance Company (MassMutual). Please visit flourish.com for more information. The Flourish business is owned by MassMutual. Flourish Financial LLC and Flourish Digital Assets LLC are indirect, wholly-owned subsidiaries of MassMutual. Flourish Cash is offered through Flourish Financial LLC. Flourish Annuities is offered through Flourish Technologies LLC and Flourish Insurance Agency LLC.


Fintech • Machine Learning • Payments • Software • Financial Services
14 Offices
55,000 Employees

At Capital One, we think and work like a tech company, using our digital fluency to transform everything about the customer experience. We’re bending data to our will, and turning a stodgy industry on its head. That’s reflected in our ranking as the number one business technology innovator in the U.S. in the 2016 InformationWeek Elite 100.


Information Technology • Software • Financial Services • Big Data Analytics
19 Offices
4,000 Employees

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.


Financial Services
19 Offices
289,097 Employees

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.


Fintech • Real Estate • Financial Services
Dallas, Texas, USA
5,001 Employees

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 what homeownership should look like in the era of smart phones, Mars missions, and avocado toast. We’re Champions for Our Customers Giving homeowners the best experience possible is the reason we come to work. We believe in honesty, simplicity, and always having our customer’s back. We’re Cheerleaders for Our Team Transforming an industry takes a world-class team. Ours is over 9,000 Coopers strong. Creating a place where they love to work isn’t just an HR goal — it’s part of Mr. Cooper's mission. We’re here to keep the dream of homeownership alive. That means throwing out the old ways and revolutionizing the way people sell, buy and own their homes using the latest technology and good old fashioned customer service. At Mr. Cooper Mortgage we see a world where homeownership is less worrisome and more rewarding, where having a mortgage is no longer a burden but an opportunity, where homeowners feel 100% in control of their finances and future. Is Mr. Cooper Mortgage your kind of place? If so, we can't wait to hear from you.


Fintech • Financial Services
24 Offices
14,000 Employees

Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.


Automotive • Fintech • Financial Services
Irving, Texas, USA
1,085 Employees

At Exeter, we are committed to helping consumers find the right financing for their next vehicle purchase. We work with thousands of franchised and independent auto dealers nationwide to make vehicle ownership possible for everyone. We have helped more than one million consumers purchase the cars and trucks they want by providing the financing solutions they need. Our mission is to create superior value for our stakeholders by providing financial solutions through building exceptional customer, dealer and partner relationships while exhibiting a Culture of Excellence. Our vision is to be a premier auto finance company and lender of choice known for its People, Performance and Service.


Fintech • Financial Services
11 Offices
233,000 Employees

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.


Fintech • Software • Financial Services
Dallas, Texas, USA
394 Employees

TaxAct helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry.


Fintech • Payments • Financial Services
3 Offices
1,471 Employees

HedgeServ is a leading global fund administrator with more than $450 billion in assets under administration across all investment vehicles including Hedge Funds, Private Equity Funds, UCITS, Hybrid Credit Managers, Funds of Funds and Managed Account Platforms. We optimize our clients’ experience using unique proprietary technology coupled with robotic process automation, intuitive digital programs powered by machine learning, and enhanced by an extensive proprietary transaction data set. HedgeServ’s entrepreneurial and innovative spirit cultivates a productive and agile environment enabling its team to anticipate clients’ needs and consistently deliver solutions in real time. Led by the most experienced team of industry experts, HedgeServ with 1,500+ professionals around the globe expertly provides customizable solutions for their clients’ risk, portfolio management, middle office, investor relations, accounting, regulatory, compliance, and tax services. Since its inception in 2008, HedgeServ has received numerous accolades, including Top Overall Administrator and #1 rankings for Fund Accounting, Reporting & Reporting Technology, Client Service, Investor Services, Alternative Fund Expertise, and Regulatory Expertise. HedgeServ is a progressive company with continuously evolving ways of working to ensure a future-focused mindset. Our employees benefit from a robust career development framework and clear learning paths which outline career trajectory, training and progression plans. HedgeServ supports employees through a variety of offerings, including remote and hybrid working arrangements, and a comprehensive benefits package. HedgeServ was recognized as a Next Gen employer by RippleMatch on its list of 100 top workplaces for Generation Z for 2022. HedgeServ operates 13 offices in the United States, Grand Cayman, Ireland, Poland, Bulgaria, Luxembourg, Philippines and Australia. To find out more information about HedgeServ, please visit www.hedgeserv.com


Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
8 Offices
208,000 Employees

We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.


Fintech • Financial Services
3 Offices
205 Employees

Farther is the first to offer both the guidance of an experienced advisor and an elegant, easy-to-use platform – for a truly comprehensive approach to managing significant wealth. "We are building the future of our industry by marrying cutting-edge technology with human expertise and judgment, so they bring out the best in each other: dramatically improving the wealth management experience for both advisors and clients." - Farther Co-Founders, Brad Genser & Taylor Matthews


Fintech • Financial Services
8 Offices
1,720 Employees

As a global leader in acquiring and collecting nonperforming loans, PRA Group returns capital to banks and other creditors to help expand financial services for consumers. With thousands of employees worldwide, PRA Group companies collaborate with customers to help them resolve their debt and provide a broad range of additional revenue and recovery services to business clients. Our employees around the world play a key role in shaping our identity. By doing things the right way for the right reasons, treating others with fairness and respect, and valuing diversity and inclusion, our employees will sustain us into the future. Our company culture is the foundation for everything we do. Since our founding, we have been focused on making a difference. We make it a priority to strengthen the communities where we work and live. Our employees support the mission in both time and money. To enhance that generosity, we match their contributions and we honor their civic spirit with paid time off to participate in Volunteer Days.


Fintech • Payments • Financial Services
2 Offices
539 Employees

Welcome to AmeriHome Mortgage Company, LLC. AmeriHome Mortgage was established in 2013. By 2017 we earned the distinction of being a top 10 mortgage lender. AmeriHome is a privately held, multi-channel, mortgage investor, direct-to-consumer lender, and servicer, licensed in 48 states, and headquartered in Westlake Village, California. We currently employ over 500 people in our Westlake Village, Dallas and Irvine facilities where we purchase and originate over 12,000 loans per month. Our focus on our employee and customer experience begins with taking time to listen to their needs and effectively delivering to those needs. We are constantly challenging ourselves to improve our service experience and product offering. We will always deliver a transparent lending process and a competitive price which creates consistent results for both consumers and our business partners. Our commitment to fair and responsible lending practices, risk management and regulatory compliance makes AmeriHome an excellent choice in a complex and challenging mortgage environment. AmeriHome provides diverse opportunities for driven, top-talent individuals who are eager to join our teams in Southern California and Texas. To learn more about AmeriHome and available job opportunities, please visit our website. We look forward to hearing from you! AmeriHome Mortgage Company, LLC, NMLS ID 135776 (www.nmlsconsumeraccess.org). Equal Housing Lender. For Licensing and Legal Information, please visit https://loans.amerihome.com/licensing-and-legal


Financial Services
Addison, Texas, USA
81 Employees

Merit Advisors provides our partners in the energy industry with the best financial solutions and vision to uncover overlooked savings. The team at Merit is built on decades of experience and insight throughout the entire energy value chain. Our strategic approach combined with our expertise, proprietary technology and data makes Merit Advisors the best at extracting trapped value and improving cash flow for our partners. When you partner with Merit Advisors, you get experienced energy professionals who are focused on delivering results so you can stay focused on your business. Initially founded in 1998 as an appraisal and property tax consulting firm based in Gainesville, TX, Merit is constantly evolving to better serve its clients. This client-focused nature is demonstrated by various service lines and offices in geographically strategic locations (Dallas and Houston, TX and Oklahoma City and Tulsa, OK). Our 350+ clients range from publicly traded corporations to individual small business owners and are serviced by a team that combines engineers, appraisal and valuation experts and seasoned tax and consulting professionals that bring together the perfect balance of high quality and diverse solutions of a larger firm while not foregoing the “high level touch” customer service of a boutique firm.


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