Top Houston, TX Financial Services Companies (155)

Grow along with our rapidly expanding organization and help us build and serve up customized, unique technological and client service solutions! We’re pushing the boundaries of what a debt consolidation company can offer. But our mission to uplift isn’t limited to our clients — we know our people deserve to be elevated to their highest potential through growth opportunities, a...

University Federal Credit Union (UFCU) was chartered in 1936, and it has grown into a strong, healthy, and growing financial cooperative, serving more than 250 universities, associations, and employers in Central Texas, Harris County, and Galveston County. We’re guided by the credit union motto of “Not for profit, not for charity, but for service,” and you’ll see it reflected every...

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.

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...

Traditional firms rely on interviews, retroactive documentation, and billable hours. Onshore applies AI at the point of substantiation, providing documentation tied directly to source data and pairing it with expert review. The result is defensible, audit-ready work delivered in weeks, not quarters. We help companies claim R&D Tax Credits, 179D Deductions, and Cost Segregation with proof, not process. 500+ companies have trusted Onshore...

HighRadius leverages AI to help enterprise businesses across different industries automate financial processes like accounts receivable, treasury, and accounting, allowing them to operate more efficiently. By using our Autonomous Finance Platform, companies can reduce manual work, speed up payment collection, and improve overall finance operations, allowing our customers to focus on growth rather than being bogged down by paperwork and...

DolFinTech was formed through a strategic merger of DolEx Dollar Express Inc. and Barri Money Services, LLC in December 2022. We have created a premier consumer financial services company, with aggressive plans to expand our acquisition channels and geographic footprint. Our company and brands share a legacy of developing deep community ties, along with core values centered on customer service, accountability, and...

Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery. We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want...

We’re a leading professional services firm that specializes in real estate and investment management. JLL shapes the future of real estate for a better world by using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people and our communities. We want the most ambitious clients to work with us,...

Making a positive difference in the lives of others – that is what we do here every day. Life can be challenging, but it is easier when we are surrounded by people who care and support us. At PrimeWay Federal Credit Union, we have been helping enable members’ dreams since 1937. Whether that dream is buying a new home, being...

We are Onity. We get it done. Onity Group Inc. (NYST: ONIT) is a leading financial services company. Through our primary operating subsidiary, PHH Mortgage Corporation, and our Liberty Reverse Mortgage brand, we provide mortgage servicing and origination solutions to homeowners, clients, investors and others. We are headquartered in West Palm Beach, Florida, with offices and operations in the United...

Petra Funds Group is a leading global provider of fund administration, middle and back-office support, regulatory compliance, and ESG services for private equity, venture funds, and private debt funds. Founded by private equity executives in 2021, Petra administers structures and funds that have in excess of +$500 billion in assets. We deliver tailored services to our valued client base from offices...

Engelhart is a global commodities trading company built for today's markets and the transitions shaping tomorrow. We trade across the full commodities complex, from energy and renewables to agriculture, metals, freight, and carbon. Our role is to connect markets, manage risk, and uncover value where others see volatility. What sets us apart is how we bring it together: • Deep market expertise across...

Fengate is a leading investment firm specializing in real assets, with a focus on infrastructure, private equity and real estate. With offices in Ontario and Texas and team members across North America, Fengate leverages 50 years of entrepreneurial experience to deliver excellent investment results on behalf of its clients. The firm has been recognized as one of 'Canada’s Best Managed...

Origin is the first comprehensive money management platform for the modern workforce. We’re an integrated solution that helps your entire company manage compensation, benefits, and personal finances in a single place—side by side with financial professionals. Our team is led by repeat founders and is backed by leading VC firms like Founders Fund, Felicis and General Catalyst. We’re growing quickly and...

Weaver has built a nationwide presence on an unwavering commitment to client success, acting with integrity and always striving to transcend expectations. From start-ups to multi-national Fortune 500 companies, we deliver solutions for our clients that drive growth and transformation. Weaver’s clients include commercial, government and not-for-profit organizations across a wide range of industries. The firm is particularly well-known in...

Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted...

Capstone is a global strategy firm helping corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. With offices in Washington, DC, Houston, London, Brussels, and Sydney, our work explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. We work with a diverse group of corporate and...

Founded in 1955, TDECU formed when a group of Dow employees pitched in $5 each to loan a friend $35 to buy a refrigerator. That initial mission of people helping people continues today. Over the last 65 years, we have grown to meet the needs of the communities we serve and share TDECU's passion for service and great value in...

We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you. With our upcoming digital banking and mortgage-lending platforms, we're confident you'll feel right at home with the new Cornerstone Capital Bank. Cornerstone Capital Bank, SSB, Member FDIC, NMLS ID# 2258 (www.nmlsconsumeraccess.org) 1177 West Loop South, Suite 700, Houston, TX 77027 The Roscoe State...