Top Houston, TX Financial Services Startups (57)

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...

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.

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...

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...

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...

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...

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...

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.

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...

At Talipay, we’re on a mission to help subcontractor-powered businesses streamline their back-office and access the capital they need to grow. Our platform works with your existing work data to automate invoicing, access financing, and process payments to subs. Our network of experienced financing partners offer same-day funds on approved receivable invoices! Whether you’re a staffing company, logistics business, or in another...

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...

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,...

Siepe is a public cloud managed services and data analytics provider designed specifically to address the technology needs of asset managers. We were built from the ground-up by experienced industry practitioners, using modular technology and flexible, well-formed data solutions. So whether you use our services as stand-alone or quickly integrate them with third parties, you can trust us to seamlessly...

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.

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...

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...

DolFinTech was formed through a strategic merger of DolEx Dollar Express Inc. and Barri Money Services, LLC in December 2022. We have created a premier consumer financial services company, with aggressive plans to expand our acquisition channels and geographic footprint. Our company and brands share a legacy of developing deep community ties, along with core values centered on customer service, accountability, and...

Established in 1993, LTD Financial Services, L.P. is a nationally recognized provider of ARM and BPO services. LTD’s solutions consistently deliver quality customer experiences and superior financial results for our clients through leading technology, omni-channel communications, and data driven decisions in a fully compliant, customer-centric culture. Our approach places our clients first in every aspect of our relationship including Customer...

ABGi USA is the United States headquarters of ABGi Group, a worldwide firm dedicated to innovation. ABGi is the leading ethical service provider for the R&D Credit, 179D, Cost Segregation, and many international incentives. At ABGi Group our goal is to help clients accelerate innovation and business expansion around the world by legally minimizing their tax liabilities. We specialize in...