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...

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...

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...

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...

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...

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...

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...

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.

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...

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.

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...

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,...

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...

At Reimer McGuinness Hess, we are a Houston CPA firm offering tax, accounting, and audit services. We support small and mid-market businesses, their owners, as well as individual tax clients. We have years of hands-on experience in tax compliance, tax strategy, and tax planning; accounting and bookkeeping; financial planning; CFO services; and more. Our firm and our staff enjoy working...

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

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...

First Service Credit Union is proud to say that we’re “For You, Not Profit.” We put our commitment to customers front and center. As a not-for-profit financial cooperative, First Service was started with a distinct purpose: to serve our members and help them reach their financial goals without having to worry about paying investors or shareholders. To fulfill our mission statement,...

Entoro Capital, LLC (Entoro) is a technology-enabled investment bank and advisory group that elevates traditional banking services with the efficiency of modern technology. We leverage our OfferBoard® marketplace technology to connect Investors and Investment opportunities. The versatility and flexibility of the platform streamline the capital formation process and delivers secure and qualified investment opportunities to potential Investors worldwide. The Entoro...

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...