Top Houston, TX Financial Services Companies (71)
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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.
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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.
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.
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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.
The Loren D. Stark Company (LDSCO), as a Retirement Plan Consulting and Administration firm, has developed a close relationship with the business community in Houston and across Texas, Louisiana and Oklahoma. From the beginning our objective has been to provide our clients with a Plan design that meets the needs of the business owner(s), as well as the employees. LDSCO believes that the selection of an Employee Benefits Consulting Firm will have a significant impact on the shape and perception of your Employee Benefit Program. Hiring the right Third Party Administrative (TPA) firm will make that impact positive and add value to an employer’s Retirement Plan. In making a recommendation to a prospective client, LDSCO prepares custom illustrations identifying the different results obtainable by the employer. These recommendations may include Safe Harbor provisions, New Comparability, Integrated allocation features, as well as Defined Benefit plan designs. The LDSCO Staff of Attorneys and Consultants are specialists in Pension, Profit Sharing, Cash Balance, Employee Stock Ownership and 401(k) Plan Administration. These services include in part plan design and document preparation, compliance testing and reporting, annual plan participant ERISA compliance statements, participant loan and distribution documentation, and the plan’s signature ready Form 5500. LDSCO has an ongoing commitment to the development and integration of state-of-the-art technology and services to provide our clients with the most comprehensive Retirement Plan available.
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.
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.
Marcum LLP is a national accounting and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals. Since 1951, clients have chosen Marcum for our insightful guidance in helping them forge pathways to success, whatever challenges they’re facing. Marcum offers a complete spectrum of tax, assurance and advisory services. Marcum’s industry-focused practices offer deep insight and specialized services to privately held and publicly registered companies, and nonprofit and social sector organizations. The Firm also provides a full complement of technology, wealth management, and executive search and staffing services. Headquartered in New York City, Marcum has offices in major business markets across the U.S. and select international locations. #AskMarcum CLIENT-DRIVEN Understanding our clients’ businesses, helping them identify their needs and meet their challenges, and uncovering opportunities that propel them towards success is Marcum’s mission. Our own success is based on our commitment to building meaningful, trusted relationships with our clients, creating positive service experiences, and delivering unexpected value wherever and whenever we can, while maintaining our professional independence and objectivity. Marcum is committed to providing the most thorough, insightful, and expeditious service, according to the highest ethical standards. COMMITMENT TO EXCELLENCE From the way we service clients to the training and development of our professionals, Marcum is committed to excellence in every aspect of our operation. Our focus on client success compels us to look beyond the numbers to see the opportunities, challenges, and solutions in every engagement. Innovation, proactivity, teamwork, and open communication are the hallmarks of our approach.
Sidetrade is a fast-growing international SaaS company with a solid 21-year track record. It is listed on Euronext Growth. Sidetrade simplifies the way businesses accelerate order-to-cash. Its next-generation AI self-learning technology, called Aimie, helps businesses unlock customer value. Fuelled by an unrivalled database consisting of millions of worldwide B2B customer payment experiences, Aimie automatically provides customer predictive analytics. She delivers actionable insights that enable teams to make data-driven decisions they can trust. Aimie also provides automation to get better results than purely manual or ERP-driven solutions. Sidetrade’s unique approach to AI unlocks the ability of any organization to leverage intelligent automation and sophisticated machine learning algorithms that maximise business value: • gain control and visibility of the order-to-cash process • secure and grow sales by reducing churn, and increasing upsell and cross-sell • accelerate cash generation by driving collection productivity and sales collaboration. Aimie is a valued teammate, who deals with repetitive, time-consuming tasks, so that her human co-workers can concentrate on their core business: increasing customer value and revenue. Aimie is a real game-changer in collaborative intelligence- a system whereby individuals and machines contribute to problem solving in complementary ways. Artificial intelligence in support of natural intelligence empowers teams to work faster, and smarter. From large multinationals to mid-size enterprises worldwide, thousands of companies already use Sidetrade's SaaS technology to embed a cash culture and optimize complex order-to-cash operations. Customers include: TechData, Nespresso, Expedia, Manpower, Inmarsat, Hearst Magazines, Cordant Group, PageGroup, Chubb, XPO Logistics, Veolia, Vinci....
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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]
Smith, Graham & Co. Investment Advisors, L.P. ("Smith Graham") is an SEC-registered investment advisory firm. Since 1990, we have proudly provided institutional clients with asset management services. Smith Graham specializes in managing fixed income and equity assets. We define success by delivering consistent value-added performance to our clients. Smith Graham manages approximately $6 billion in assets for a broadly diversified, institutional client base including public funds, corporations, endowments, and Taft-Hartley plans.
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.
Balyasny Asset Management (BAM) is a diversified global investment firm founded in 2001 by Dmitry Balyasny, Scott Schroeder, and Taylor O'Malley. With over $20 billion in assets under management, BAM employs more than 1,900 people across 20 offices in the U.S. and Canada, Europe, the Middle East, and Asia. The firm’s 165 investment teams span six strategies, including Equities Long/Short, Equities Arbitrage, Macro, Commodities, Systematic, and Growth Equity. Balyasny’s mission is to deliver to its investors absolute, uncorrelated returns in all market environments.
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
As a leading corporate and investment bank, TD Securities offers a wide range of integrated capital markets products and services. Our corporate, government, and institutional clients choose us for our innovation, execution, and experience. With more than 4,900 professionals operating out of 16 offices around the world, we help our clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. We are growth-oriented, people-focused, and community-minded. As an integrated team, we work to deliver value for our clients every day.
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.
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
Nimble AppGenie is a market-leading mobile app, web, and software development company, offering innovative services throughout the world. Established back in 2017, we have grown from a small team to a market-leading brand in multiple niches including fintech app development, eWallet app development, healthcare app development, and much more. Throughout the years, we have worked on over 350 projects. Nimble AppGenie has earned a certificate for ISO 9001:2015 Quality Assurance. In addition to this, we are an AWS Partner, a part of Intel IoT Solutions Alliance, an Acquia partner, as well as a member of NASSCOM, making us stand out from the rest. Our Expertise and Solutions: Fintech app development eWallet app development Banking Mobile App Development Music app development Food delivery app development Fitness app development Video Streaming app development Salon App Development Education App Development
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!
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