Top Fintech Companies in Dallas, TX (198)
Backflip is a venture-backed FinTech company that empowers anyone to improve their life and their neighborhood through real estate investing. To do that, we need people who are inspired to reimagine and rebuild an outdated and unbalanced system; to support and celebrate America’s local entrepreneurs. Check out the Backflip app here to experience first hand how we're making a difference...
WaFd Bank is a national bank, but we’ve tried to act more like a reliable next door neighbor. Ever since we got our start back in 1917, we’ve been helping to build healthy, thriving communities. And, as active members of our communities, we’re truly invested in clients like you—delivering simple, straightforward banking solutions to help you make the most of...
WaFd Bank's Top Stability & Growth Strengths
Profitability: Earnings reports show year-over-year growth in net income and EPS with sequential momentum, alongside an improving net interest margin.
Cost & Operational Efficiency: Management reported a better efficiency ratio in fiscal 2025 versus 2024, reflecting ongoing cost discipline.
Future-Ready Strategy: The bank exited single‑family mortgage origination and pivoted toward commercial and small‑business lending, with recent originations predominantly commercial.
Avantax® offers a tax-advantaged approach for comprehensive financial planning. Avantax technology, tax and wealth management insights are used by a network of approximately 3,600 independent Avantax Financial Professionals (as of June 30, 2021), to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Avantax is part of the wealth management segment of Blucora, Inc....
Avantax Wealth Management's Top Stability & Growth Strengths
Strategic Partnerships: Feedback suggests being part of Cetera’s larger platform provides enhanced technology, custody breadth, and capital, with industry coverage citing the combined Cetera‑Avantax group among the fastest growers. The 2023 acquisition created a distinct Avantax community within Cetera, which has continued to support recruiting and M&A activity.
Market Expansion: Feedback suggests Avantax has expanded through multiple acquisitions since 2024 and steady advisor recruiting, adding well over $1B in client assets and broadening its Avantax Planning Partners footprint. Press items cite deals like Integrated Tax & Wealth Strategies ($760M) and Sweeney Kovar/WealthCare Financial (~$180M each) alongside ongoing team joins.
Strong Market Position & Advantage: Feedback suggests Avantax is a recognized leader within the tax‑focused/CPA‑aligned wealth segment, operating one of the largest platforms in that niche while leveraging Cetera’s scale. Sources note thousands of financial professionals and tens of billions in client assets centered on tax‑intelligent planning.
Elm Park Capital is an alternative asset management firm focused on investing in middle market credit and opportunistic purchase of private credit assets.
Specter Capital was founded in 1984 and has specialized in private equity investments. We have no outside limited partners and approach all investments with a long-term perspective. We are active investors in Consumer Products, Pharmaceuticals Manufacturing and Oil and Gas Projects. Our structure allows us to respond to special situations without the mandate constraints or fundraising concerns.
Valesco Industries is focused on building small and lower middle market companies by providing both equity and debt to ensure success.
Capstead Mortgage Corporation (Capstead) operates as a self-managed real estate investment trust (REIT).
REIX develops innovative cloud-based data and analytics solutions for the commercial real estate industry.
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TechGropse is the world’s leading digital solution provider, with its headquarters in Atlanta, we also have branches in Chicago, Houston, Dallas, Los Angeles, San Francisco, New York City. Our dream is to provide all the possible and latest solutions to small businesses and enterprises. As a leading leader in the field, we have redefined digital possibilities for nearly a decade...
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Founded in 1996, Cottonwood Financial is one of the largest privately held retail consumer finance companies in the United States. With our customer-centric focus, we offer an innovative mix of financial products and services through our FinTech (online/digital) lending portal, Cashstore.com, as well as through our 230+ brick-and-mortar retail locations in multiple states, under our Cash Store brand. Key Company Facts •...
Trive is a private equity firm managing ~$2 billion in aggregated capital commitments, providing flexible equity and debt capital to middle-market companies
Accumatch's cutting edge platform simplifies real estate tax services, helping lenders expand to new markets while staying in compliance and minimizing risk.
Leading-edge solutions aligned to the needs of financial professionals and their clients. M Financial is committed to the success of professional advisors served by our Member Firms. We offer industry-leading expertise, exclusive products, and flexible support services that, in concert, enable these professionals to deliver the highest quality experience to their clients. With more than 145 Member Firms in 36 states and...
M Financial Group's Top Stability & Growth Strengths
Strong Market Position & Advantage: Positioning as a leader in HNW/UHNW life‑insurance distribution, backed by exclusive products, a long‑running PPLI platform, and a 140+ member‑firm network, points to durable advantage. Captive reinsurance and co‑developed offerings with blue‑chip carriers further differentiate the platform in its niche.
Strong Revenue Growth: Record first‑year premiums and higher distribution revenues in 2024, alongside momentum in wealth and corporate solutions, indicate solid top‑line expansion. Reported increases in proprietary life and PPLI sales reinforce ongoing growth into the recent period.
Strategic Partnerships: Decades‑long collaborations with carriers such as Pacific Life, John Hancock, and Nationwide producing M‑exclusive products demonstrate partnership depth that supports growth. Additional alliances and product launches are cited as extending reach and reinforcing competitiveness.
Wingate Partners was founded in 1987 to purchase controlling equity investments in manufacturing, distribution and service businesses, typically with revenues between $50 million and $250 million. Our philosophy is to create value by supporting management in their efforts to improve the operations of its portfolio companies. The Principals of Wingate have had substantial senior-level operating experience and extensive careers in...
Legacy Mutual Mortgage is a full-service mortgage lender and financial services company offering a diverse portfolio of home loan and refinance options, including conventional, FHA, VA, construction, cash-out refinance, jumbo, and Non-QM products.
For four decades, Bennett Thrasher LLP has provided clients with strategic business guidance and solutions. Our unwavering dedication to our core values, client service and collaboration has catapulted us into the ranks of the largest and fastest-growing certified public accounting and consulting firms. With a global reach and strong local ties, we provide businesses and high-net worth individuals with professional...
GDS Link is a global leader in credit risk management, providing technology solutions, analytical and consulting services. Our tailored, customer-centric risk management and process automation platforms are designed for the modern lender in their pursuit to capitalize on the entire credit lifecycle. GDS Link’s advanced software platforms specialize in the access and aggregation of diverse data sources and swift implementation of...
Energent is a multi-billion dollar infrastructure and asset manager.
