Top Dallas, TX Financial Services Startups (57)
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...
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3W inc is a leading financial services consulting firm specializing in field examinations and other due diligence special procedures for national, regional and local asset-based lenders and commercial bankers.
We turn your visions into reality. HALL Structured Finance, a member of HALL Group's family of companies, is an entrepreneurial, value-add, direct private lender in the real estate industry. We provide capital for ground-up construction, adaptive reuse and major asset repositioning for commercial real estate projects throughout the U.S. Our lending program is designed to provide real estate owners, operators...
The pro-America financial services company that empowers you to put your money where your values are. GloriFi™ banking products are now live! ?? Checking & Savings ?? Financial-lifestyle app ?? One-of-a-kind loyalty program ?? Credit Cards, Mortgages, Insurance coming soon GloriFi™ is a financial technology company, not a bank. Banking services provided by TransPecos Banks, SSB, Member FDIC.
Strategic Wealth Planning works with business owners and individuals to help them focus their financial plan in two main areas: Tax Planning & Business Value maximization. We guide our clients in fulfilling their financial and personal goals through business consulting, portfolio management and financial planning. Our financial plans include the areas of estate, retirement, philanthropy, education and tax.
ICP Group is an independent multi-family office investment firm that has been partnering with top-tier managers for 15+ years to invest in the private equity lower middle market and value-add opportunistic real estate.
We create and sustain financial clarity in your small business so that you can more effectively focus in on and accomplish your mission.
At Spectrum Financial Group, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives. Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, we take the time to understand your needs. We explain...
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...
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...
We Make Manufactured Home Buying Easy: Obtaining a home loan through Zippy is a fully digital and seamless experience. Every home-buyer is assigned a dedicated Zippy Guide, a licensed mortgage loan originator, whose sole focus is manufactured home lending. Your Zippy Guide removes all the complexity of getting a loan so that you can become a new homeowner Zippy Fast!...
Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals. Our focus is on delivering objective and proactive advice, so you can achieve the life you dream.
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...
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...
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,...
Icosian Capital was founded by two burgeoning entrepreneurs, Dillon Friedman and Tommy Shelton, and backed by a team of seasoned operators and investors. Our goal is to acquire and operate a single $6 - $50 million business. We view small business ownership as our highest calling. As proud sons and fathers, we understand and can relate to the importance of...
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,...
CellPoint Digital is on a mission to make payments a strategic advantage for businesses in the air, travel, and hospitality sectors. We are orchestrating the future of payments with our Leading Payment Orchestration Platform. Our cutting-edge platform helps our clients turn payments from a cost into a profit booster. Beyond helping our clients to optimise the payment experience, our innovative...
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...
