Top Dallas, TX Financial Services Companies (94)
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 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....
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.
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.
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...
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...
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...
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...
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...
Revantage North America is a professional corporate services company that embraces ambition and innovation to serve Blackstone’s Real Estate portfolio companies. Blackstone is one of the largest real estate private equity investment managers in the world, with a real estate portfolio that includes logistics, rental housing, office, hospitality and retail properties in the North America, Europe and Asia Pacific.
Farther is the intelligent wealth management firm that's redefining the industry by combining proprietary technology with expert financial advisor guidance. We're building a generational financial institution that empowers advisors to focus on what matters most - their clients and growing their business - while our all-in-one platform handles the back-office complexity. Our comprehensive wealth management platform offers clients a unified view...
Populus Financial Group™ provides financial services through its family of brands including ACE Cash Express®, ACE Elite™ Visa® Prepaid Debit Card, ACE Flare™ Account by MetaBank®, and PORTE. Populus Financial Group delivers a broad range of financial products and services including short-term consumer loans, card services, check cashing, money transfers, bill payments and money orders. Visit PopulusFinancial.com for more information.
FHLB Dallas is a member-owned cooperative that supports housing and economic development in the communities served by our member financial institutions in Arkansas, Louisiana, Mississippi, New Mexico, and Texas. Our credit products and other financial services help members deliver financial products to fund housing, small business, rural development, and agriculture. Specialized community investment and affordable housing loan and grant programs...
NMLS #: 32416 Nations Lending is a private company, headquartered in suburban Cleveland, Ohio. Founded in 2003 by two mortgage industry professionals who knew they could treat customers and their employees better. Our mission is to treat every customer like a person, not a number. We’re not a bank – we don’t manage people’s money. We do mortgages. We invest in our...
We enable financial institutions to outsmart, not outspend, the Megabanks by providing the nation’s most successful cloud-based digital banking platform. The Alkami Platform humanizes digital banking so banks and credit unions can confidently grow, adapt quickly, and build a thriving digital community.
The pro-America financial services company that empowers you to put your money where your values are. GloriFi™ banking products are now live! ?? Checking & Savings ?? Financial-lifestyle app ?? One-of-a-kind loyalty program ?? Credit Cards, Mortgages, Insurance coming soon GloriFi™ is a financial technology company, not a bank. Banking services provided by TransPecos Banks, SSB, Member FDIC.
CellPoint Digital is on a mission to make payments a strategic advantage for businesses in the air, travel, and hospitality sectors. We are orchestrating the future of payments with our Leading Payment Orchestration Platform. Our cutting-edge platform helps our clients turn payments from a cost into a profit booster. Beyond helping our clients to optimise the payment experience, our innovative...
As a member-owned, not-for-profit financial cooperative, we are guided by the credit union philosophy of “people helping people.” Putting people over profit guides our everyday business decisions. Unlike many financial institutions, we aren’t privately owned. As a cooperative, we are owned by our members. This drives us to do right by the member, and right by each other as coworkers....
Founded in 1930, HighGround Advisors is a nonprofit investment management and trust services company with $2.5 billion in assets. Our purpose is to advance the life-transforming work of our nonprofit client partners, and those who support them, by protecting, strengthening and growing the assets they entrust to us. Our areas of expertise include: endowment and investment management, real estate and...
We are a forward-thinking financial advisory firm that provides individualized guidance and an elevated standard of care to a select group of aviation professionals, high net-worth families, and businesses, both locally and around the country. Our mission is to be the trusted financial steward for each of our clients. We accomplish this by drawing on decades of experience, embodying passion...
Mortgage Connect delivers a customized, superior consumer experience to support your brand integrity, assure regulatory and compliance standards, and reduce processing costs. From our flexible operation structure to our interactive reporting and communication tools, your client dedicated teams tailor the entire process around your specifications, ensuring your borrower's first experience with you leads to a rewarding life-time relationship. We take...