Top Houston, TX Financial Services Startups (66)

Traditional firms rely on interviews, retroactive documentation, and billable hours. Onshore applies AI at the point of substantiation, providing documentation tied directly to source data and pairing it with expert review. The result is defensible, audit-ready work delivered in weeks, not quarters. We help companies claim R&D Tax Credits, 179D Deductions, and Cost Segregation with proof, not process. 500+ companies have trusted Onshore...

Capstone is a global strategy firm helping corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. With offices in Washington, DC, Houston, London, Brussels, and Sydney, our work explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. We work with a diverse group of corporate and...

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...

Grant Thornton Gibraltar is a leading professional services firm established in 1995. It serves private individuals and public companies listed on international stock exchanges, with experienced teams supporting local and international clients. Its offerings include audit and assurance, business services, payroll, advisory, tax, accounting, and financial services. The firm also helps organizations grow and develop by addressing their accountancy and...

Willis Johnson Wealth is a fee-only fiduciary wealth management and financial planning firm serving corporate executives and professionals, including employees of major energy companies. It helps clients manage compensation and benefits, reduce taxes, plan for retirement, and invest strategically. The firm also provides in-house CPA and tax-preparation services, operating without product sales or commissions and emphasizing client-first advice through personalized...

Universal Processing was founded in 2003 with a mission to provide clients with open and honest communications, minimal rates and fees, efficient and simple credit card processing, and the highest quality of customer support. We treat our clients as our partners, and work to ensure that they receive the same technologies and business opportunities as larger companies. We fight for,...

Making a positive difference in the lives of others – that is what we do here every day. Life can be challenging, but it is easier when we are surrounded by people who care and support us. At PrimeWay Federal Credit Union, we have been helping enable members’ dreams since 1937. Whether that dream is buying a new home, being...

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...

APM Help is a team of AppFolio & Propertyware experts providing On Demand Consulting, Daily Bank Reconciliations, & Full-time Bookkeeping. Whether it's Bank Reconciliations, Financial Diagnostics, Training, Migrating, Passing an Audit, or General Questions - We are here to help.

Skybound Wealth Management is an international independent financial advisory and wealth management group serving internationally connected individuals and families. It provides tailored financial advice and bespoke plans covering investments, pensions, property, inheritance planning, international moves, and long-term financial security. The company combines global reach, local insight, and specialist teams in wealth planning, compliance, and operations across the UK, USA, Switzerland,...

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Mackie Wolf Zientz & Mann, P.C. is committed to providing comprehensive legal services to the mortgage banking and financial services industries through quality, timely, efficient and ethical practices. The attorneys, managers and staff at Mackie Wolf Zientz & Mann, P.C. have many years of experience representing mortgage originators, mortgage servicers and mortgage investors in all areas of mortgage banking throughout...

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,...

Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully. At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your...

We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you. With our upcoming digital banking and mortgage-lending platforms, we're confident you'll feel right at home with the new Cornerstone Capital Bank. Cornerstone Capital Bank, SSB, Member FDIC, NMLS ID# 2258 (www.nmlsconsumeraccess.org) 1177 West Loop South, Suite 700, Houston, TX 77027 The Roscoe State...

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...

Weinstein Spira is a CPA and advisory firm offering comprehensive tax and audit services. They also specialize in business management, wealth transfer, and planning needs.

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...

Douglas-Guardian Services Corporation provides timely, thorough, and accurate inventory verification services, helping to minimize risk with customized, high-value solutions designed for today's demanding marketplace.

Nimble AppGenie – Trusted Fintech Software Development Partner Nimble AppGenie is a fintech and AI software development company founded in 2017, specializing in building secure, scalable financial technology solutions for banks, financial institutions, and fintech startups. The company has delivered 350+ software solutions globally, including fintech-specific solutions, and operates from four global offices: Houston (USA), London (UK), Toronto (Canada), and Dubai (UAE). What Nimble AppGenie does: Nimble AppGenie develops digital banking platforms, payment gateways, lending and loan management software, wealth and investment management tools, insuretech solutions, and AI-powered fintech applications such as fraud detection and automated risk scoring systems. Core Fintech Services: 1. Digital Banking & Neobank Solutions 2. Payment Gateway & Payment Processing Development 3. Lending & Loan Management Software 4. Wealth & Investment Management Platforms 5. Insurtech Software Development 6. Blockchain & Crypto-Fintech Solutions 7. RegTech & Compliance Software 8. AI-Powered Fraud Detection & Risk Scoring 9. Personal Finance & Budgeting Apps 10. Trading & Brokerage Platforms 11. Financial Data Analytics & Reporting Tools 12. API Integration (Banking, Payment, KYC/AML) Who Nimble AppGenie serves: Nimble AppGenie works with fintech startups, digital banks, payment companies, lending platforms, and financial enterprises that need custom software development, AI integration, and regulatory-compliant fintech architecture. Key facts about Nimble AppGenie: Industry focus: Fintech and AI software development Founded: 2017 Projects delivered: 350+ total, 150+ fintech-specific Offices: Houston, London, Toronto, Dubai Core services: Digital banking, payments, lending software, wealth management platforms, insurtech, AI/ML integration Differentiator: Fintech-first specialization combined with AI engineering expertise