Top Dallas, TX Financial Services Startups (85)
Flourish provides innovative access to financial products that help advisors secure their clients’ financial futures. We work with over 1,100 wealth management firms that collectively represent more than $2.6 trillion in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independent subsidiary of MassMutual Life Insurance Company (MassMutual). Please visit flourish.com for...
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The Texas Stock Exchange (TXSE) aims to revitalize competition for issuers, establish the premier venue for listings, and create a world-class trading platform for all market participants. TXSE Group Inc is the parent company of the Texas Stock Exchange LLC. TXSE is headquartered in Dallas and plans to serve U.S.-based and international issuers, investors, and market participants. TXSE will offer both...
Southwest Airlines Federal Credit Union (SWACU) is a full-service financial institution providing banking and member-focused financial services. Founded in 1975 to serve Southwest Airlines employees, it now serves nearly 60,000 members nationwide through four branches, an e-branch, and a call center. Its offerings include membership services, loans, home-equity financing, and Visa credit cards, with a mission centered on financial knowledge,...
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...
Trepp, founded in 1979, is the leading provider of data, insights, and technology solutions to the structured finance, commercial real estate, and banking markets. Trepp provides primary and secondary market participants with the solutions and analytics they need to increase operational efficiencies, information transparency, and investment performance. From its offices in New York, Dallas, and London, Trepp serves its clients...
NexPoint is an alternative investment platform comprised of a group of investment advisers and sponsors, a broker-dealer, and a suite of related investment vehicles. NexPoint’s platform provides differentiated access to alternatives through a range of investment solutions, including public and private real estate investment trusts, tax-advantaged real estate vehicles, other private real estate offerings, closed-end funds, interval funds, and a...
Multiview Financials is a comprehensive financial & accounting software suite designed for enterprises of any size - available on-premise or cloud. We deliver a true partnership experience; powerful, data-centric financial enterprise resource planning software combined with a compassionate team who will guide you on your climb towards operational excellence. Stop chasing numbers. Start using them.® Our story has always been one of using...
Portage Point is an elite boutique business advisory, interim management, investment banking and financial services firm that partners with companies and their stakeholders during periods of growth, complexity, transition and underperformance. We are an operationally oriented team encompassing a broad range of expertise built to maximize value and align stakeholder interests while guiding businesses through the most urgent and complex...
Centri Business Consulting is dedicated to providing the highest quality finance and accounting consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their strategic accounting and reporting demands. From complex technical accounting transactions to periodic financial reporting, our professionals can offer any organization specialized expertise and...
State Bank of Texas is a family-owned community bank founded in 1987, recognized as the largest Indian-American-owned bank in the U.S. It is a leading hospitality lender with a significant lending portfolio across the nation.
NCD is dedicated to improving lives by driving better health, providing an exceptional experience, and Spreading the Smile. As the costs of medical, dental and vision insurance continue to increase across the country, our mission is to provide comprehensive dental, vision, and accident care that’s accessible, quick to obtain, and simple to use. Whether you’re uninsured or under-insured, NCD has...
MAKE FINANCE & ACCOUNTING YOUR BUSINES GROWTH ENGINE 8020 is finance & accounting consulting to expertly solve critical enterprise finance challenges. Let us help you focus on the critical 20% of your efforts that drives 80% of your financial results. Our team of 100+ highly experienced financial operators become a part of your team to help elevate your operation & overachieve your...
MQMR is a financial services firm that bridges the gap between risk and compliance for mortgage lenders. They provide a suite of services including mortgage compliance consulting, internal audit risk assessments, vendor management, warehouse due diligence, and servicing quality control. By conducting thousands of operational reviews annually, they help mortgage companies, subservicers, and document custodians navigate complex regulatory landscapes, mitigate...
We believe everyone should have equitable access to meaningful credit access at affordable rates. Leveraging proprietary ML/AI powered customer onboarding, Yendo offers prime credit products by unlocking $4T in asset equity. Yendo has saved its customers over $150M in interest and fees compared to previous options through its suite of credit card offerings.
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...
Founded in 1950, LGT is one of the largest certified public accounting firms headquartered in the Southwest with offices both in Dallas and Houston. Dedicated to serving the middle market and led by a team of 21 multi-disciplinary partners, LGT represents approximately 5,800 clients from individuals to not-for-profit organizations to publicly- and privately-held companies in a variety of industries. LGT...
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...
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...
At Matter, families are our number-one priority. We lead the way on a purpose-driven path that supports each family’s unique goals and values through our exceptional investment management, wealth planning and coordination, and culture and legacy services. By guiding families through strategies that foster trust and communication, support inheritance and succession planning, and encourage intentional decision-making, Matter helps them thrive along with...
