Top Houston, TX Financial Services Startups (40)

Nations Reliable Lending, LLC (NRL) is a national residential mortgage company headquartered in Houston, Texas. We specialize in the origination of residential mortgage loans across the United States. These residential mortgage loans include conforming conventional loans, jumbo conventional loans, loans guaranteed by the Veterans Administration, insured by the Federal Housing Administration, and backed by the Rural Housing Department of the...

LevelField is uniting traditional financial services with digital assets to create an entirely new banking platform. Our conservative – yet innovative – leadership team are established financial services professionals. “Safe. Simple. Secure.” represent the guiding principles as we continue to grow our “best in class” customer service experience.

FinOptimal leverages proprietary finance automation software to provide accounting services that save you time, scale without increasing costs, and give you access to real-time data. We are also offering our software as a standalone product to select clients. Interested in trying it? Inquire on our website, or send us a message!

Our mission is to drive long-term, sustainable growth that benefits all stakeholders – customers, employees, communities and shareholders. Jones began as a family business with a simple mission: to help communities, provide jobs and enhance lives. Today, Jones is a provider of private capital to a diverse group of middle-market businesses that share our common core values and our vision for...

Since our inception in 2001, we have dedicated ourselves to finding the best opportunities to invest our personal capital while also providing our relationships with the ability to co-invest alongside us. Individually we are small, but collectively we are the equivalent of a large institutional investor with superior access and buying power. We Invest Our Own Capital – We always invest...

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...

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.

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...

Blazek & Vetterling is a Houston-based, audit and tax firm specializing in tax-exempt organizations, government entities, and employee benefit plans. While our roots are firmly planted in Houston, we provide services for a wide variety of more than 500 audit and tax clients throughout Texas and the nation. Blazek & Vetterling was created to bring together a unique team of experts who...

iownit.us is a rapidly growing US-based financial services company pioneering a new niche in the investment business area. We are building the next-generation capital markets platform to provide our clients with an efficient, secure and simplified tool for private securities investing, which automates and streamlines routine processes and frees all market participants to focus on what matters the most to...

M&K CPAS, PLLC, is a full service CPA firm serving the audit, financial reporting, and tax needs of growing micro and small-cap companies. M&K CPAS, PLLC is proud to be one of the fastest growing public accountant firms in the nation specializing in public company audits. Throughout the years, our firm has helped businesses of all sizes with their financial compliance...

Wealth Management The Financial Advisory Group, Inc. works closely with clients to protect and manage wealth, while helping them achieve their financial goals. We believe your success begins with our people, whose breadth, depth, and experience is our greatest strength. As a collective group of talented professional advisors, we pride ourselves on being highly-skilled, versatile, and agile. The Financial Advisory Group, Inc.’s...

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.

As a nationally chartered trust company, Legacy Trust is a boutique firm that has been serving ultra-high net worth families and foundations since 1984. Utilizing the three core pillars of asset diversification, effective estate planning, and education, our team of experienced trust, family office, and investment professionals creates custom strategies to align with your family’s financial and non-financial needs. Our...

Established in 1997, ZT Corporate is a private equity firm with an investment portfolio in healthcare services and automotive dealerships. ZT Corporate’s investment team collaborates with its operators to support the day-to-day operations of the firm’s portfolio investments. This close collaboration drives value creation by developing stronger operator-investor relationships, cross-functional expertise and a deeper understanding of the target industries. Since...

The Loren D. Stark Company (LDSCO), as a Retirement Plan Consulting and Administration firm, has developed a close relationship with the business community in Houston and across Texas, Louisiana and Oklahoma. From the beginning our objective has been to provide our clients with a Plan design that meets the needs of the business owner(s), as well as the employees. LDSCO believes...

Industrial Tax Consulting (ITC) is a premier leader in providing proactive property tax consulting services on a nationwide basis to clients concerned about their bottom line. Our offices focus on capitalizing on rapidly-changing market conditions and constant technological advancements to minimize property tax exposure by pursuing tax reduction opportunities and securing tax incentives. We represent diversified industries, including energy, chemicals,...

We are a full service financial advisory firm located in Houston, Texas. We approach every client situation with education and specialize in strategies to reduce the impact of taxes on their financial plans. Let’s build a strong, and efficient financial future - together.

Our passion is to empower business owners to leverage their vast amount of business data to increase their ability to acquire capital and expedite their business growth. Our data scientists and engineers are on the forefront of the most innovative techniques leveraging data science, AI, automation, data visualization, and blockchain to better understand how to both give business owners more creative...

We are residential mortgage experts that specialize in enhancing portfolio performance and profitability for asset owners and agencies in the housing finance industry. For all inquiries, please contact: [email protected].