Top Dallas, TX Financial Services Companies (95)

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.0 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.

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...

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.

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...

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...

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.

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...

We are excited to announce the formation of Advantage Merchant Systems, LLC. Advantage Merchant Systems is introducing a revolutionary concept across the U.S. that will change the way merchants and businesses use credit card processing forever! The official launch will take place in January of 2019. Watch for more announcements on major social media and LinkedIn. AMS also has openings for "Field...

GM Financial is the captive finance company and the wholly owned subsidiary of General Motors and is headquartered in Fort Worth, Texas. The company is a global provider of auto finance solutions, with operations in North America, Latin America and China. Through our long-standing relationships with auto dealers, we offer attractive retail loan and lease programs to meet the needs...

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....

Building Industry Partners (“BIP”) is the leading private equity investment firm focused on the U.S. building industry. Founded by Matt Ogden in 2008, BIP is headquartered in Boston, with operating partners and advisors across the U.S. Our purpose is to build exceptional and enduring businesses, generate world class investment returns, and contribute to elevating the building industry and its...

MSP IOT is an IT service provider and technology partner for small and medium-sized businesses (SMBs). MSP IOT is much more than a tech shop for your PC problems. We bring decades of experience to the table, with a focus on enhancing business processes through the right business technology, IT strategy, and tech support services.

Founded in 2009, Town Square Mortgage has built a strong reputation as a preferred mortgage lender by serving the needs of homebuyers, real estate professionals, and builders. Town Square Mortgage is an all-inclusive mortgage lender dedicated to finding you a home loan that meets your specific needs. Having the loan process in-house, Town Square Mortgage has the resources to provide...

Nada is democratizing the $23 trillion home equity market by reimagining the complicated transactional ownership model, fractionalizing homeowner equity and allowing anyone to invest in real estate for as little as $250. Its platform is the first to offer banking, investing, and financial services built for real estate. Consumers can fund their Nada Visa debit card with home equity, invest...

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...

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...

We believe everyone should have equitable access to meaningful credit access at affordable rates. Leveraging proprietary ML/AI powered customer onboarding, Yendo offers prime credit products by unlocking $4T in asset equity. Yendo has saved its customers over $150M in interest and fees compared to previous options through its suite of credit card offerings.

ICP Group is an independent multi-family office investment firm that has been partnering with top-tier managers for 15+ years to invest in the private equity lower middle market and value-add opportunistic real estate.