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Top Houston, TX Financial Services Companies (73)

Cloud • Fintech • Machine Learning • Analytics • Financial Services
5 Offices
18,000 Employees

Discover is one of the most recognized brands in U.S. financial services. We’re a direct banking and payment services company built on a legacy of innovation and customer service. We support, challenge and inspire employees to continually develop their skills, advance their career and help grow our business.


Financial Services
19 Offices
289,097 Employees

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 in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.


Information Technology • Software • Financial Services • Big Data Analytics
19 Offices
4,000 Employees

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.


Fintech • Professional Services • Consulting • Energy • Financial Services • Cybersecurity • Generative AI
24 Offices
6,000 Employees

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 edge ingenuity is brought to life through its award-winning Be Yourself At Work culture and diverse talent. TRUSTED ADVISORS - Our collaborative and entrepreneurial approach position us as trusted long-term partners to our clients. DEEP EXPERTISE - Clients look to us for clear guidance, proven expertise, and the support they need to set their companies up for success. DISRUPTIVE SOLUTIONS- We do not provide off -the-shelf answers to clients’ challenges. Instead, we work in close collaboration to understand the issues, and craft disruptive, bespoke solutions. ACCOUNTABILITY AND OWNERSHIP - We recognize every client has distinct needs and expectations, and we take ownership and accountability for the solutions we design, build, and deliver.


Fintech • Financial Services
10 Offices
1,825 Employees

A diversified trading firm that utilizes our own capital and trades at our own risk. We bring sophisticated technology and exceptional people together to solve complex problems in markets around the world and across many asset classes. We are motivated to compete at the highest level and commit to operate with respect, curiosity and an open mind.


Financial Services
3 Offices
168 Employees

Nav was founded with one goal in mind: to reduce the death rate of small businesses. We are changing the way business owners secure lending with our innovative technology and customer-centric approach, providing a simple and intelligent financing experience. Nav has a distributed work force, and we are passionate about empowering our teams by giving them the freedom to shape our future, as well as their own. If you are a high-energy innovator, and have the zest to solve big challenges, join us!


Fintech • Payments • Financial Services
Houston, Texas, USA
180 Employees

Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully. At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan. The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions. When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches


Financial Services
5 Offices
1,267 Employees

Squarepoint Capital is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients. We are a data and technology driven firm who specialize in developing automated trading systems that execute across global financial markets.


Fintech • Software • Financial Services
Houston, Texas, USA
98 Employees

APM Help is a team of AppFolio & Propertyware experts providing On Demand Consulting, Daily Bank Reconciliations, & Full-time Bookkeeping. Whether it's Bank Reconciliations, Financial Diagnostics, Training, Migrating, Passing an Audit, or General Questions - We are here to help.


Financial Services
Houston, Texas, USA
155 Employees

Calvetti Ferguson is an accounting and advisory firm headquartered in Houston, Texas, consistently recognized by Forbes, Accounting Today, and Texas business journals as a leading firm nationwide. The quality of our services and collaborative work environment go hand in hand as we add value to our clients through our growth-oriented culture. We’re a team that leans on one another to create lasting success for our clients and, in the process, build each other up. Whether you're looking for the next step in your career or a new advisor, Calvetti Ferguson can help.


Financial Services
Houston, Texas, USA
2,198 Employees

At Corebridge Financial, we believe action is everything. That’s why every day we proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. Because action is the bridge from planning to outcomes.​ Corebridge Financial is a new company, but not a new business. Formerly AIG Life & Retirement, we are one of the largest and most established providers of retirement solutions and insurance products in the United States.​ We deliver industry-leading products, platforms and services that move people toward a more secure tomorrow. Our balanced portfolio across the Corebridge enterprise—Individual Retirement, Retirement Services, Life Insurance and Institutional Markets—enables us to manage risk, maximize growth opportunities, and drive positive outcomes for those we serve. ​ We believe no one achieves a financially secure future by accident—great things happen when people take action.​ Products and services offered through wholly owned affiliates of Corebridge Financial.


Fintech • Financial Services
3 Offices
125 Employees

​​Above Lending, Inc. is a next-generation consumer lender. We provide our clients with simple and transparent products aimed to help them achieve their financial aspirations and take control of their debt. With competitive rates and personalized support from our loan specialists, our mission is to simplify the lending process and help borrowers attain financial well-being. We are passionate about making credit more affordable and accessible, and we're committed to helping our clients accomplish their goals.


Financial Services
Houston, Texas, USA
38 Employees

We believe principles are the foundation of prosperity. We are Bridgeway. We practice relational investing, an approach that bridges the gap between investment results and returns for humanity by taking an innovative approach to asset management. Bridgeway does not approve of or endorse any third-party communications on this site. Relational investing bridges the gap between investment results and returns for humanity by taking a innovative approach to asset management. It is a statistical, evidence-based investment approach motivated by a passion for servant leadership and global impact which we accomplish by donating 50% of our firm profits to organizations making a positive impact for humanity. Relational investing focuses on generating enduring results that meet client investment objectives while fostering transformative change in the world. Our clients and our partners are investors who value evidence, relationships, and commitment to principles. Collectively, we are curious and purposeful servant leaders. For decades, our clients and partners have chosen us because: • We value independent thought and relationships. • We embrace a long-range mindset. • Our profits directly benefit humanity. We are not at the end. We’re at the beginning. We are creating a new world of prosperity. Join us.


Financial Services
Houston, Texas, USA
44 Employees

Our mission is to drive long-term, sustainable growth that benefits all stakeholders – customers, employees, communities and shareholders. Jones began as a family business with a simple mission: to help communities, provide jobs and enhance lives. Today, Jones is a provider of private capital to a diverse group of middle-market businesses that share our common core values and our vision for long-term, sustainable growth.


Financial Services
Houston, Texas, USA
13 Employees

We were founded upon the belief that personal attention is paramount to success – ours and our clients’. When you entrust us as your investment advisor, you’ll receive personalized service, clear communication, and our unwavering commitment to achieve your financial goals.


Blockchain • Fintech • Information Technology • Software • Financial Services
Fully Remote, USA
46 Employees

iownit.us is a rapidly growing US-based financial services company pioneering a new niche in the investment business area. We are building the next-generation capital markets platform to provide our clients with an efficient, secure and simplified tool for private securities investing, which automates and streamlines routine processes and frees all market participants to focus on what matters the most to them. So underpinning the business is an enterprise-private permissioned blockchain platform that creates a unique opportunity to create a new capital raising and trading infrastructure that provides a trusted, secure source of information at a materially lower cost to use, while being compliant with very strict US regulatory requirements. Our mission is ambitious and we want to leverage technology to digitize private securities and radically improve the functioning of the private markets.


Financial Services
Houston, Texas, USA
14 Employees

Priority Investor Loans, LLC (PIL) is a Hard Money Lender providing short-term, private lender loans and investor rehab loans to Houston-area real estate investors. With over 25 years of combined experience investing, rehabbing and reselling real estate, Priority Investor Loans was created by partners Geoff Giering and Dimitri Ang in 2008 to provide investors with a quick, hassle free alternative to traditional bank financing. In most cases, our clients are residential real estate investors who buy, fix, and sell homes. We also serve clients seeking to refinance their homes after rehabbing in order to rent the property and build up equity. Priority Investor Loans specializes in: - High Loan to Value Ratio We offer up to 70% Loan to Value (LTV) of the After Repair Value (ARV) on an investment property. For example, if your ARV is $125,000, we would loan 70% or $87,500. - Quick Turnaround In Houston's competitive real estate market, it is critical that you have the ability to buy quickly. Priority Investor Loans can process your application quickly and receive preliminary loan approval within 72 hours. Once we receive the title commitment including survey, inspection, appraisal, estimated rehab cost, and flood determination, we can close within 3 business days in most cases. - Easy Processing Most importantly, we cut through the red tape and paperwork associated with traditional bank financing. In order to begin the approval process, we require a completed 1003 application, 3 months of bank statements and a qualified credit report. From there, we handle the rest! For more information visit out website at www.priorityinvestorloans.com or contact Dimitri Ang directly at 281-844-8508 or [email protected]


Financial Services
Houston, Texas, USA
257 Employees

At Wellby, Powered by JSC FCU  we exist to help each member reach their dreams and achieve financial well-being through smarter banking options and personalized experiences. We were founded nearly 60 years ago with the mission of supporting those who put the first person on the moon. As we’ve grown over the years, our purpose of helping members reach their dreams is still the heart of who we are. We have a passion for excellence and set ambitious goals to land among the stars. Our member’s financial well-being is at the center of all that we do. As we set out to serve a new generation of dreamers, our mission is to empower them with the tools and services they need to succeed while living their life uninterrupted. We know that to achieve greater equity and inclusion for our members, communities, and our team, our diversity is our strength, which is why we embrace different perspectives and experiences. Our shared purpose is to remove the fear of dreaming - so our members can live life uninterrupted. We win when our members win, and their experience can be no greater than our team-member experience. We work with integrity and a conviction to do the right thing, creating stronger communities where we work, live, and play. Together we thrive.


Financial Services
Houston, Texas, USA
411 Employees

Alltran is more than just a new name. It’s a whole new way of doing business. We have united industry leading organizations with over 100 years of combined experience across the Revenue Cycle and Accounts Receivable Management spectrum. We now offer our clients, patients and consumers more know-how and support than ever before. At Alltran, we transform lives by helping individuals and families resolve their financial issues. We transform bottom lines by helping companies collect for their services. It’s our goal to become a transformational force in our very industry, too. Alltran is headquartered in Houston, Texas with Centers of Excellence in Arizona, Minnesota, Maryland, Oklahoma, & Kentucky. We serve clients throughout the United States. Formerly United Recovery Systems, ProSource Billing, J.C. Christensen & Associates, CareCall, and Financial Health Strategies.


Financial Services
Houston, Texas, USA
40 Employees

We are a full service financial advisory firm located in Houston, Texas. We approach every client situation with education and specialize in strategies to reduce the impact of taxes on their financial plans. Let’s build a strong, and efficient financial future - together.