Top Fintech Companies in Dallas, TX (197)

Strong Revenue Growth: Revenue increased year over year in 2025 and accelerated further in early 2026, with adjusted operating income also rising. This points to broad-based top-line momentum beyond a single period.

Strong Market Position & Advantage: The company is characterized as the world’s largest asset manager with record-high assets under management and leading ETF scale. This scale advantage underpins continued client inflows and platform reach.

Diversified Revenue Streams: Growth is coming from multiple engines, including iShares ETFs, active strategies, private markets, and technology services such as Aladdin, alongside newer digital-asset offerings. This breadth reduces reliance on any single product line.

Profitability: Financial results indicate rising earnings, with full-year net income higher year over year and additional gains in subsequent quarters. EPS and returns improved as lending and fee-based businesses strengthened after regulatory constraints eased.

Market Expansion: The lifting of the Federal Reserve’s asset cap enabled renewed balance-sheet growth, reflected in higher loans, deposits, and total assets. Growth is described as broadening across cards, auto lending, commercial banking, investment banking, and wealth management.

Cost & Operational Efficiency: Operations are being streamlined through headcount reductions and branch optimization, supporting better efficiency and operating leverage. These actions have coincided with increased dividends and share repurchases.

Strong Revenue Growth: Financial statements indicate total revenue rose from $499.7M in 2024 to $737.5M in 2025, with clearing‑fee revenue increasing materially over the same period. Operating data into 2026 shows elevated activity levels, consistent with continued top‑line momentum.

Profitability: Net income increased from $70.2M in 2024 to $190.7M in 2025, and operating income shifted from losses in prior years to a positive result. This reflects improved earnings alongside higher clearing volumes.

Resilient & Sustainable Growth: Contracts cleared reached record levels in 2025 and continued to expand into 2026, while the securities‑lending program also grew in value and transactions. Multi‑year trends from 2020 to 2025 show options activity more than doubling, indicating durable expansion.

Investor Backing & Capital Strength: Capital access is evident in repeated personal-loan and HELOC securitizations, with cumulative issuance reported above $7.5B and the addition of a debt‑settlement‑fee securitization channel. These moves indicate diversified funding sources supporting larger origination volumes.

Market Expansion: Distribution is broadening through the launch of Achieve Pro for third‑party HELOC origination, alongside HELOC availability expanding to 31 states covering nearly 80% of the U.S. population. These steps point to wider geographic reach and channel diversification.

Resilient & Sustainable Growth: Operational scale shows multi-year momentum, with total loan originations rising from above $12B (Oct 2024) to above $14B (Aug 2026) and HELOC securitizations growing from above $920M to above $1.7B over a similar period. Reported customer milestones (1M+ to 2M+ served) further underscore sustained platform expansion.

Market Expansion: Physical footprint has been expanding with new Neighborhood Financial Centers in 2025 and additional openings announced for 2026–2027. A proposed combination with SAFE Credit Union would extend reach into California, pending required approvals and member vote.

Investor Backing & Capital Strength: Cooperative equity increased over the latest period, and the 2025 net‑worth ratio was reported well above well‑capitalized thresholds. This strong capital position supports continued investment and resilience.

Resilient & Sustainable Growth: After a flat patch in 2025, mid‑2026 results indicate renewed balance‑sheet growth across assets, loans, and member shares. Membership also continued to rise in 2024 and 2025, reinforcing durable franchise momentum.

Strong Revenue Growth: Revenue is described as having tripled in 2024 and increased roughly tenfold over two years, with ARR growth reported and profitability said to be approaching. Independent coverage echoes the same trajectory, reinforcing a picture of rapid top-line acceleration.

Investor Backing & Capital Strength: Capital position is reinforced by a $120 million Series D in May 2025 co-led by Goldman Sachs Alternatives and Smith Point Capital, alongside an additional credit facility and cumulative equity funding exceeding $300 million. The company indicates proceeds are being used to expand the platform across life and annuities.

Product Line Growth: Product scope is broadening from term-life technology into a fuller life-and-annuity platform, with new launches (e.g., indexed universal life) and numerous feature enhancements. Customer case studies describe meaningful sales lifts on Bestow-powered products, signaling traction across multiple lines.

Strong Revenue Growth: Revenue is scaling at strong double-digit rates, reaching $702M in FY2026 and continuing to rise in subsequent quarters, with full‑year FY2027 guidance lifted into the low‑$900M range. Multiple updates indicate momentum in both reported results and outlook.

Healthy Cash Flow: Operating cash flow turned positive in FY2026 and free cash flow was also positive, alongside progress in non‑GAAP profitability in later quarters. These milestones suggest improving financial efficiency as scale increases.

Diversified Customer Base: The company reports 12,500+ active customers and continued wins with large enterprises across technology, manufacturing, and healthcare. This breadth points to demand resilience across multiple industries.

Market Expansion: Customer reach is broadening via growth from 900+ RIAs and $6B+ AUC in December 2024 to more than 1,100–1,300+ RIAs and $8B+ AUC by 2025–2026. Enterprise relationships with Carson Group and Mariner further extend distribution across large advisory networks.

Product Line Growth: The scope has moved beyond cash and annuities with the 2025 acquisition of Sora Finance and the March 2026 launch of Flourish Lending. This expansion adds lending/mortgage capabilities to the advisor platform.

Investor Backing & Capital Strength: In September 2026, Aquiline Capital Partners agreed to acquire a controlling stake while MassMutual retains a significant minority position. The deal is presented as growth investment to accelerate expansion, signaling reinforced capital support.

Product Line Growth: Product scope has widened beyond core clearing/custody, with launches such as Apex Ascend (real-time, cloud-native infrastructure), Apex Alts, and new capabilities like AI tools, prediction markets, and direct indexing, plus acquisitions including FinTron and AdvisorArch. These additions indicate a broader platform designed to serve more wealth-tech workflows and asset types.

Strategic Partnerships: Recent announcements highlight collaborations with major platforms and institutions, including Cash App Investing selecting Apex as a strategic clearing platform, Gemini choosing Apex for U.S. stock-trading custody/clearing, and integrations/alliances with Plaid, Google Cloud, and State Street. These relationships point to expanding distribution and external validation of the offering.

Strong Market Position & Advantage: Operating scale is substantial, with company-reported figures of hundreds of billions in assets under custody, tens of millions of accounts, and hundreds of millions of annual trades, alongside support for 200+ platforms. High-profile platform selections reinforce a durable position in digital investing infrastructure.

Strong Revenue Growth: Company disclosures indicate Capco delivered year-over-year and sequential growth through FY2025, with momentum continuing into early FY2026 alongside increased bookings and a healthy pipeline. Feedback suggests this growth was supported by strong deal activity and order intake.

Market Expansion: Operations span North America, Europe, Asia-Pacific, the Middle East, and South America, and the firm is adding new practices and locations such as a Calgary energy practice. Commentary describes a broad-based rebound across multiple geographies and sectors.

Investor Backing & Capital Strength: As a Wipro company, Capco benefits from sustained parent-company support and is described as a primary growth engine within Wipro’s consulting portfolio. Corporate materials note Capco remains a distinct strategic unit, signaling continued investment and stability.

Strong Revenue Growth: Recent results show year-over-year increases in total revenue and fee income, with momentum continuing into early 2026. Company disclosures also highlight multi-year progress through 2025, including stronger lending activity and higher overall revenue.

Diversified Revenue Streams: Expansion of investment banking, sales and trading, treasury, wealth, and private credit has broadened the mix beyond traditional lending. Disclosures cite record or near-record investment-banking revenue and high multi-product client penetration among commercial clients.

Investor Backing & Capital Strength: Capital ratios are described as solid, and the firm introduced a recurring common dividend while continuing share repurchases. These actions, alongside reported capital levels above internal targets, signal balance-sheet resilience supporting growth.

Strong Market Position & Advantage: Workday is repeatedly positioned in the leadership tier for enterprise cloud HCM and service-centric cloud ERP, alongside signals of top-tier share in SaaS ERP. Workday also shows large-scale adoption with a broad customer footprint and sustained enterprise presence.

Strong Revenue Growth: Workday reports continued double-digit total and subscription revenue growth across FY2026, with quarterly results also reflecting low-to-mid teens expansion. Forward guidance continues to point to ongoing subscription growth off a multi‑billion‑dollar base.

Healthy Cash Flow: Operating cash flow and free cash flow are described as rising meaningfully in FY2026, indicating strong conversion of subscription growth into cash generation. Backlog growth is also cited as supporting forward visibility into future revenue.

Strong Market Position & Advantage: Independent rankings place the company near the top among large regional banks, and it shows distinctive leadership in specialty lines such as association/HOA banking and business escrow. Management and franchise accolades reinforce competitive standing within its asset class.

Strong Revenue Growth: Net revenue and pre-provision earnings expanded year over year, with margin improving alongside rising deposits, assets, and loans through late 2025 into early 2026. This points to solid underlying earnings power as the balance sheet scales.

Resilient & Sustainable Growth: Post-2023 stabilization has transitioned into renewed growth in deposits and assets, with core earnings capacity remaining intact despite episodic portfolio clean-ups. Momentum across 2025–2026 supports a durable expansion path.

Strong Revenue Growth: The firm posted exceptional multi‑year revenue growth, ranking #1 in financial services and #8 overall on the 2025 Inc. 5000. Deloitte’s 2025 Technology Fast 500 likewise cited roughly 12,000% revenue expansion from 2021 to 2024.

Investor Backing & Capital Strength: Capital access is robust, including an oversubscribed $31M Series B (2023) and a $72M Series C in Oct 2024 co‑led by CapitalG and Viewpoint Ventures. The Series C lifted the post‑money valuation to about $542M and brought total funding above $118M.

Innovation-Driven Growth: A proprietary, advisor‑forward platform and Intelligent Wealth Platform underpin differentiation, enabling advisors to spend more time with clients and scale practices. Industry recognition such as WealthTech of the Year (2024) and coverage of its tech‑first model align with rapid expansion.

Strong Market Position & Advantage: Public rankings and industry lists place the company among the largest U.S. mortgage lenders and near the top in servicing satisfaction, underscoring durable competitive standing. A strong purchase‑market orientation and national footprint with many branches reinforce advantages in core channels.

Strong Revenue Growth: Reported originations and revenue increased materially from 2023 into 2024 and continued to rise year over year into 2025, highlighting accelerating top‑line momentum. Management described 2024 as its strongest growth year since the IPO, aligning with these trends.

Market Expansion: Acquisitions and recruiting added branches, originators, and geographic reach across most states, expanding capacity and market access. The servicing portfolio also grew, supporting a larger recurring‑revenue base.