Top Dallas, TX Financial Services Companies (106)

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...

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 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....

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...

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...

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...

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.

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 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...

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...

GuideStone is a diverse financial services organization that services more than 200,000 clients nationwide in the faith-based marketplace. We offer retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community. GuideStone sponsors the nation’s largest Christian-screened registered mutual fund family and is located in Dallas, Texas. Do...

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.

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.

Junonia specializes in providing tailored back office solutions to managers of hedge funds, private equity funds, and hybrid funds. Drawing on a variety of industry expertise, we realize that each client is unique in their needs and preferences. Both emerging managers and those with long track records can leverage and benefit from outsourced solutions. Trust is paramount in any relationship and...

FINRA is dedicated to investor protection and market integrity. Our team of highly trained professionals are passionate about protecting investors and ensuring financial markets remain fair by writing and enforcing the critical rules and regulations that govern more than 3,700 firms and 630,000 brokers across the country. Our ultimate goal is to foster robust, but fair and orderly, markets in...

The Texas Stock Exchange (TXSE) aims to revitalize competition for issuers, establish the premier venue for listings, and create a world-class trading platform for all market participants. TXSE Group Inc is the parent company of the Texas Stock Exchange LLC. TXSE is headquartered in Dallas and plans to serve U.S.-based and international issuers, investors, and market participants. TXSE will offer both...

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...

Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities needed to help them scale their business and make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. Data-driven, collaborative and focused on commercial real estate, Trimont brings a distinctive mix...

At Ternus, we're redefining real estate investment lending. Our innovative approach focuses on empowering investors through tailored financial solutions and aligning with our customers' needs. Committed to prioritizing Main Street over Wall Street, we offer a partnership that extends beyond traditional lending, ensuring mutual success and financial freedom.

We’re a leading professional services firm that specializes in real estate and investment management. JLL shapes the future of real estate for a better world by using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people and our communities. We want the most ambitious clients to work with us,...