Top Houston, TX Financial Services Companies (63)
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Our ambition at Citadel is to be the most successful investment firm of all time. 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 technology and management consultancy specializing in driving digital transformation in the financial services industry. With a growing client portfolio comprising of over 100 global organizations, Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to deliver end-to-end data-driven solutions and 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 Innovation Labs and award-winning Be Yourself At Work culture and diverse talent. Our approach is tailor-made to fit with each client’s problem with an emphasis on building long-term strategic partnerships that foster collaboration and trust. We have the people, the vision, and the passion. Capco is committed to providing clients with practical solutions. We offer a globally integrated service with offices in leading financial centers across the Americas, Europe and Asia Pacific.
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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. Future Edge 50: 2020, 2019 & 2018
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.
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.
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.
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.
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, and the most ambitious people to work for us. Join us. #AchieveAmbitions
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.
Industrial Tax Consulting (ITC) is a premier leader in providing proactive property tax consulting services on a nationwide basis to clients concerned about their bottom line. Our offices focus on capitalizing on rapidly-changing market conditions and constant technological advancements to minimize property tax exposure by pursuing tax reduction opportunities and securing tax incentives. We represent diversified industries, including energy, chemicals, utilities, building products, and manufacturing. Our offices located in major Texas cities are supported by strategic partnerships with recognized industry leaders, providing our clients the competitive advantage required to flourish in today’s ever-changing environment.
Wealth Management The Financial Advisory Group, Inc. works closely with clients to protect and manage wealth, while helping them achieve their financial goals. We believe your success begins with our people, whose breadth, depth, and experience is our greatest strength. As a collective group of talented professional advisors, we pride ourselves on being highly-skilled, versatile, and agile. The Financial Advisory Group, Inc.’s “boutique” size gives us the ability to deliver individualized wealth maximization strategies. We find areas of opportunity, chart new directions, and efficiently make necessary changes. As wealth managers, we monitor and integrate the ever-changing and complex world of investments, financial instruments, estate, gift and income tax rules, risk management, insurance, qualified retirement plans and IRAs with our clients’ short-and long-range financial goals. Financial & Tax Planning The Financial Advisory Group, Inc. offers financial planning services delivered through written goal-oriented plans, covering a wide variety of topics, including budgeting, cash flow, income, expenses, retirement savings, college funding, taxes, will and estate planning, investments, qualified pension plans and IRAs, assessment of risk, and various types of insurance. Investment Management The Financial Advisory Group, Inc. is a fee-only, Registered Investment Advisor regulated by the U.S. Securities and Exchange Commission. We do not take physical possession of your investment securities. Client accounts are established through independent third- party custodial relationships subject to discretionary, limited trading authority. We manage the process, act on your individualized investment policy statement, and measure performance through quarterly reports.
Nations Reliable Lending, LLC (NRL) is a national residential mortgage company headquartered in Houston, Texas. We specialize in the origination of residential mortgage loans across the United States. These residential mortgage loans include conforming conventional loans, jumbo conventional loans, loans guaranteed by the Veterans Administration, insured by the Federal Housing Administration, and backed by the Rural Housing Department of the USDA. In each of our branches around the country, our team of mortgage professionals consists of some of the best talent in the industry. We’re so committed to reliability in your mortgage process that we put it in our name. NMLS ID #181407. Corporate headquarters: 1220 Augusta Drive, Suite 600, Houston, TX 77057. For all other licenses, visit http://www.nmlsconsumeraccess.org. NRL is an Equal Housing Opportunity.
alliantgroup, LP is the leading international tax specialty services provider, working with CPA firms and their clients to ensure companies receive the full benefit of federal and state tax incentives to create jobs and spurring innovation. No other firm has alliantgroup's combination of talent, resources, and experience to substantiate business claims. We hear time and again from our clients how much they value our industry knowledge, attention to detail, and consideration for their time. Our people and culture set us apart as a firm, and our staff includes professionals from a diverse array of fields, including architecture, engineering, software development, chemistry, and accounting. alliantgroup also maintains an active Strategic Advisory Board of former law and policymakers, bringing a deep bench of expertise from Washington insiders on the forefront of tax legislation. In addition, our firm works closely with industry and CPA organizations to educate and spread the word of the many credits and deductions available to small to medium-sized businesses.
We're a mortgage lender that's earned a reputation for integrity, reliability, and simplicity, by placing principles and people before profit, keeping the loan process simple, and finishing the job on time. Whether you're looking for a lender you can rely on or an employer you can trust, we hope that you will choose to follow, join, and support the best Network in mortgage. Network Funding, LP (NMLS# 2297) is an Equal Housing Opportunity Lender and an Equal Opportunity Employer. See where we're licensed: nflp.com/licenses *See more information on the 10-Day Closing Program: https://nflp.com/10-day-closing-program
First Service Credit Union is proud to say that we’re “For You, Not Profit.” We put our commitment to customers front and center. As a not-for-profit financial cooperative, First Service was started with a distinct purpose: to serve our members and help them reach their financial goals without having to worry about paying investors or shareholders. To fulfill our mission statement, we strive to pass our profits back to our members, so they can take advantage of better products and more convenient services. We’re passionate about giving customers the financial tools they need to enrich their lives and achieve their goals. We’re also committed to supporting our communities outside of their financial needs, sponsoring and volunteering at local events and charitable causes. First Service currently serves a diverse field of members, including: • People who live, work, worship, or attend school in Harris County, Waller County, Conroe ISD, and Magnolia ISD • Family members of one of our existing members • Employees of any of our Select Employee Groups, including KBR, Halliburton, CenterPoint Energy, Baker Hughes, NRG, and Kinder Morgan
Davis Holdings L.P. is a privately held company with areas of expertise in Real Estate, Oil and Gas Exploration and Development and different aspects of venture capital. Davis Holdings L.P. originates, develops, manages, and leases its properties in house and usually maintains ownership for an extended period of time. In addition, Davis Holdings L.P. creates value through the acquisition of existing properties through redevelopment, evaluation of tenants, and adjusting the asset base to maximize return. Summary of Real Estate Expertise: 75 years of combined real estate experience Clear understanding of fiduciary relationship between General Partner and Limited Partners Excellent reputation in Houston for honesty and integrity in all dealings No real estate turned back to lenders in history of the firm " Excellent track record on past projects " In house management and leasing expertise Relationship oriented corporate strategy designed to build lasting, long term relationships Experienced staff of professionals Family owned and operated; hands on management Sophisticated approach to real estate acquisition that embraces conservative return acquisition with special sensitivity down side risk Ability to react quickly to opportunity
Barri began as a family-owned business founded in 1984. For many years, its stores were located in the city of Houston only serving a small segment of the Hispanic community in the state of Texas. Today, Barri has grown an expanded to over 40 states, and it offers a full array of financial services such as money transfer, check cashing, bill payment, mobile reloads, and many more. Our Purpose Barri’s purpose is to provide financial services of superior quality, convenience and value directed at the US Hispanic population to advance financially. Our Values • Integrity: We conduct ourselves with the highest degree of honesty and integrity in all of our dealings. • Family: We treat ourselves, our customers and our business partners as one big family. • Respect: We respect all individuals regardless of ethnicity, nationality, gender, educational level, etc. • Service: We pride ourselves in providing the absolute best customer service in the financial services industry. • Advancement: We welcome and promote the financial advancement of our employees and customers.
MSP IOT is an IT service provider and technology partner for small and medium-sized businesses (SMBs). MSP IOT is much more than a tech shop for your PC problems. We bring decades of experience to the table, with a focus on enhancing business processes through the right business technology, IT strategy, and tech support services.
Established in 1997, ZT Corporate is a private equity firm with an investment portfolio in healthcare services and automotive dealerships. ZT Corporate’s investment team collaborates with its operators to support the day-to-day operations of the firm’s portfolio investments. This close collaboration drives value creation by developing stronger operator-investor relationships, cross-functional expertise and a deeper understanding of the target industries. Since its founding, ZT Corporate has successfully completed more than 60+ investments, including platform companies and follow-on opportunities with multiple liquidity events created in last 3 years. ZT Corporate’s healthcare business portfolio operates as 'Altus Community Health System’, a Texas-based community healthcare system of hospitals, surgical centers, emergency rooms and other acute-care services. ZT Motors was founded in 2015 and has become one of the fastest-growing verticals within ZT Corporate's portfolio. ZT Motors operates automotive dealerships in Florida and Georgia for BMW, Chevrolet, Mazda, Mercedes-Benz, and Toyota.
As a nationally chartered trust company, Legacy Trust is a boutique firm that has been serving ultra-high net worth families and foundations since 1984. Utilizing the three core pillars of asset diversification, effective estate planning, and education, our team of experienced trust, family office, and investment professionals creates custom strategies to align with your family’s financial and non-financial needs. Our commitment to family wealth preservation, backed by our deep experience, has earned us the privilege of serving more than 130 client relationships, equating to more than $4 billion of assets under administration. Integrity and strength of leadership, along with an innovative approach to wealth management, are hallmarks of Legacy Trust. With offices in Texas and Delaware, we welcome the opportunity to become your trusted partner in the creation and management of your family’s financial legacy.
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