Top Dallas, TX Financial Services Startups (56)

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...

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...

The L&H advantage to integrated planning allows us to provide comprehensive financial services, to address your unique needs. Our full suite of services allows you to focus on what’s most important in your life. We offer an integrated team of experienced, credentialed tax professionals. We take into account all aspects of your finances, applying expert knowledge of tax laws to ensure...

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...

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.

Skyview Group, Inc. ("Skyview") is a professional services firm that supports clients in the investment management, banking and capital markets, real estate, and insurance industries. Skyview offers a suite of integrated services across finance and accounting, operations, tax advisory, legal support, regulatory compliance, information technology, human resources and recruiting, investor services, communications, and other back- and middle-office functions.

Founded in 1982, Prospera Financial is a company that is focused on service, and based on a strong set of Core Values. By operating with honesty, integrity and an unwavering commitment to the investor, we’re here to support the success of financial professionals — which can lead to success for those they serve. Member FINRA, SIPC

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...

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...

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...

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...

Invoke Tax Partners delivers state and local tax solutions to corporations across the nation. Committed to tried-and-true methodologies and equipped with modern technology, our tax experts create a meaningful partnership to invoke impactful results your firm deserves. Independently owned and operated, Invoke is focused on forming relationships built on trust and a deep understanding of your business. We have the experience...

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.

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...

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...

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,...

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...

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...

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...

Accelerate Venture Holdings is a relationship-based firm focused on engaged people, creative products, proprietary distribution channels, and revenue scalable companies. We invest in organizations that are innovative, emerging, trend centric, and have leading competitive positions in defendable markets. We are passionate about the automotive and solar industries and we love to help local businesses. Our love of enterprise continues to...