Top Dallas, TX Financial Services Companies (98)

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.

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...

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...

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.

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...

With a corporate purpose of ‘In Pursuit of Better,’ Revantage delivers value-added services and world-class talent for Blackstone Real Estate portfolio companies, spanning diverse asset classes, including residential, logistics, office, hospitality and retail sectors. Headquartered in Chicago, the company’s footprint extends across North America, Europe and Asia Pacific. Rooted in a commitment to collaboration and inclusivity, Revantage goes beyond traditional...

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...

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...

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...

Logan Growth Advisors (LGA) is a Mergers and Acquisitions advisor based out of Dallas with folks all around the world. We provide M&A services to lower middle market businesses. We customize every deal to the specific challenges and opportunities of each company and situation. We have a broad perspective gained from our experience as business executives, private equity investors, management...

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.

True North is a solutions-oriented wealth and investment management firm that is fiduciarily driven to serve families, entrepreneurs, and business owners with one mission: Fulfilling Lives. Putting people first is at the core of what we do. True North was founded in 2000 by Scott Wood and Mark Gehlbach who sought to build a wealth management firm that was radically...

The next generation of Financial Services and Education.

Each day is an opportunity to imagine and plan for tomorrow. To think ahead, anticipate, and peer around corners. To see what’s unfolding in our world. At Moss Adams, we believe in the power of possible. In the face of accelerating change—where so much seems unplanned, unmanaged, and uncertain—we’re inspired by the extraordinary potential companies and individuals possess to discover...

Founded in 1950, LGT is one of the largest certified public accounting firms headquartered in the Southwest with offices both in Dallas and Houston. Dedicated to serving the middle market and led by a team of 21 multi-disciplinary partners, LGT represents approximately 5,800 clients from individuals to not-for-profit organizations to publicly- and privately-held companies in a variety of industries. LGT...

The L&H advantage to integrated planning allows us to provide comprehensive financial services, to address your unique needs. Our full suite of services allows you to focus on what’s most important in your life. We offer an integrated team of experienced, credentialed tax professionals. We take into account all aspects of your finances, applying expert knowledge of tax laws to ensure...

IPwe is the world’s first global innovation platform leveraging the power of artificial intelligence and blockchain technology. Through the IPwe Platform, large enterprises, SMEs, owners, those looking to enhance their innovation profiles and those with a legal, technical or financial focus benefit from IPwe’s mission to empower innovation in emerging technologies. IPwe is committed to improving ROI whether measured by...

TF Holdings, Inc. provides credit and financial wellness tools to consumers, and licenses loan origination, risk underwriting and loan management software to lenders. Since 2001, the company’s businesses have served consumers and lenders with a portfolio of innovative products, including Jora Credit, Echo Credit, iQ Decision Engine, and the Cortex loan management platform.