Top Dallas, TX Financial Services Companies (96)

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.

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...

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...

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...

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...

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...

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...

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...

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...

Our friendly culture supports your career success. We’re an NMP Top Employer-awarded company dedicated to making it faster, better, and easier to get a home loan. Loan Officers, Processors, Closers, Loan Officer Assistants Experience the Planet Home Lending difference: • In-house marketing team creates custom collateral for you. • Make-sense products and the pricing to win deals. • Dedicated underwriters, processors, and closers keep your loans flowing...

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...

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.

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 Make Manufactured Home Buying Easy: Obtaining a home loan through Zippy is a fully digital and seamless experience. Every home-buyer is assigned a dedicated Zippy Guide, a licensed mortgage loan originator, whose sole focus is manufactured home lending. Your Zippy Guide removes all the complexity of getting a loan so that you can become a new homeowner Zippy Fast!...

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...

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...

We create and sustain financial clarity in your small business so that you can more effectively focus in on and accomplish your mission.