Top Dallas, TX Financial Services Startups (53)

Flourish provides innovative access to financial products that help advisors secure their clients’ financial futures. We work with over 900 wealth management firms that collectively represent more than $1.6 trillion in assets under management across two products: Flourish Annuities and Flourish Cash — with additional exciting products in the works. Headquartered in New York City, we are an independent subsidiary...

IPwe is the world’s first global innovation platform leveraging the power of artificial intelligence and blockchain technology. Through the IPwe Platform, large enterprises, SMEs, owners, those looking to enhance their innovation profiles and those with a legal, technical or financial focus benefit from IPwe’s mission to empower innovation in emerging technologies. IPwe is committed to improving ROI whether measured by...

Drive Casa is a family-oriented used car dealership offering in-house financing for all credit types on a large selection of quality vehicles. Our entire team at Drive Casa is focused on one goal: driving you happy. Each of our high-quality pre-owned vehicles goes through a multi-point inspection and have a vehicle history report. Additionally, to keep you happy and on...

Founded in 2009, Town Square Mortgage has built a strong reputation as a preferred mortgage lender by serving the needs of homebuyers, real estate professionals, and builders. Town Square Mortgage is an all-inclusive mortgage lender dedicated to finding you a home loan that meets your specific needs. Having the loan process in-house, Town Square Mortgage has the resources to provide...

Logan Growth Advisors (LGA) is a Mergers and Acquisitions advisor based out of Dallas with folks all around the world. We provide M&A services to lower middle market businesses. We customize every deal to the specific challenges and opportunities of each company and situation. We have a broad perspective gained from our experience as business executives, private equity investors, management...

BLX GROUP – Serving Public Finance, Non-Profit, Higher Education and Health Care Clients Since 1989 BLX Group lives by its commitment to optimal results. We have the capabilities and experience to provide the financial and technical services required to efficiently and effectively manage debt offerings from conception to final redemption. Our expertise is wide-ranging and includes arbitrage rebate, continuing disclosure, post-issuance...

LP Analyst is the source for independent advisory and analysis solutions for the private equity investment community. The firm supports limited partners, general partners, and advisors with data-driven, actionable analyses to support decision making and enhance returns. LP Analyst’s founders have worked together for more than 10 years, advised on more than $50B in assets, and leverage backgrounds in investment banking, consulting,...

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.

We began Smart Business Concepts in 2014 after working for various big-name consulting firms and not feeling like we'd made enough of an impact. So we left our cushy jobs to help the true change agents: startups & small to mid-sized businesses needing practical business advisory supported by strategic, accurate and technology-forward accounting. We’ll take impeccable care of your books,...

Stronghold Investment Management is an investment manager, focused on energy and natural resources, fortified by an experienced operating and technical team. Stronghold pursues opportunistic investments, partnering with companies and entrepreneurs seeking capital as well as other investment managers. We identify investments with attractive risk-reward profiles and manage them through their life cycle.

Nada is democratizing the $23 trillion home equity market by reimagining the complicated transactional ownership model, fractionalizing homeowner equity and allowing anyone to invest in real estate for as little as $250. Its platform is the first to offer banking, investing, and financial services built for real estate. Consumers can fund their Nada Visa debit card with home equity, invest...

Syndicately provides a comprehensive platform designed for the creation and management of Special Purpose Vehicles (SPVs), facilitating a simpler investment process for investors and fund managers in private opportunities. From solo entrepreneurs navigating risk and funding for new ventures, to seasoned investment professionals across Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital sectors looking to leverage the power...

Junonia specializes in providing tailored back office solutions to managers of hedge funds, private equity funds, and hybrid funds. Drawing on a variety of industry expertise, we realize that each client is unique in their needs and preferences. Both emerging managers and those with long track records can leverage and benefit from outsourced solutions. Trust is paramount in any relationship and...

Welcome to The Beneficient Company Group, L.P., Ben for short. Ben provides unique products and services that offer valued liquidity and trusted solutions, including the financing and purchasing of alternative assets and comprehensive administration services for owners of alternative assets. Our products can also support tax and estate planning objectives, facilitate a diversification of assets or simply provide administrative management...

Tablespoon is a unique blend of accountants, financial consultants, and former restaurant operators who eat, sleep, and breathe the restaurant business. With decades of experience in the industry, we understand what it takes to grow your business – whether you’re a multi-unit independent restaurant company or a franchise. We provide top shelf technology solutions and real-time financial reporting tools so you...

True North is a solutions-oriented wealth and investment management firm that is fiduciarily driven to serve families, entrepreneurs, and business owners with one mission: Fulfilling Lives. Putting people first is at the core of what we do. True North was founded in 2000 by Scott Wood and Mark Gehlbach who sought to build a wealth management firm that was radically...

Smith Group Asset Management is a business of Cantor Fitzgerald Investment Advisors. Based in Dallas, Texas we are dedicated to providing high quality investment management service to a limited number of institutional and high net worth clients. The firm's team of experienced investment professionals, all of whom possesses advanced degrees and/or hold the Chartered Financial Analyst designation, implements a repetitive,...

Here at Five States, we cherish the connections we build with our investors and believe in being prudent guardians of the assets our investors place with us. Founded in 1985, Five States is a private equity investment firm focused on cash flow-generating opportunities in energy. We aim to build portfolios of high-quality assets that will produce long-term income for our...

At RTR, we pride ourselves on our unique corporate culture. We offer a cubicle-free work environment that promotes employee communication and teamwork. Our executive management works an arms-length away from our employees, instead of hidden away in an office, encouraging conversation between managers and their employees and improving company morale. Our leaders live out the values of our company every...

Sycamore Tree Capital Partners, L.P. is a value-oriented, durable-alpha investment firm specializing in alternative credit. Founded by industry veterans Mark Okada, Trey Parker and Jack Yang, the firm has deep experience across economic and market cycles. Headquartered in Dallas, TX with an office in New York City, the firm’s investment expertise includes bank loans, high yield bonds, structured credit and...