Top Houston, TX Financial Services Startups (43)

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 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...

Founded in 2003, England & Company is an independent investment bank that provides strategic advice on mergers and acquisitions, recapitalizations and restructurings, and capital markets transactions to owners, executives, and boards of directors of domestic and international companies. The firm's clients include leading companies in the Energy & Sustainability, Healthcare, Industrial & Infrastructure, and Technology markets. For further information, please...

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...

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...

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...

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...

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...

IMG Financial Group, Inc. is a comprehensive and independent financial services firm headquartered in Houston, TX. IMG was founded in 1981 with the vision to serve the long-term risk and wealth management interests of clients. Over thirty years later, our vision continues to be realized with a team of over 50 advisors and staff solely focused on providing clients with...

Smith, Graham & Co. Investment Advisors, L.P. ("Smith Graham"​) is an SEC-registered investment advisory firm. Since 1990, we have proudly provided institutional clients with asset management services. Smith Graham specializes in managing fixed income and equity assets. We define success by delivering consistent value-added performance to our clients. Smith Graham manages approximately $6 billion in assets for a broadly diversified, institutional...

We were founded upon the belief that personal attention is paramount to success – ours and our clients’. When you entrust us as your investment advisor, you’ll receive personalized service, clear communication, and our unwavering commitment to achieve your financial goals.

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...

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...

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...

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...

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...

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,...

Noble Mortgage & Investments, LLC is a direct private lender of capital for both residential and commercial properties in the major Texas markets. Noble is owned and operated by Darel Daik who has been in the "hard money"​ lending industry for over 18 years and is also an active investor in both single-family and multi-properties. We make all lending decisions...

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...

We believe principles are the foundation of prosperity. We are Bridgeway. We practice relational investing, an approach that bridges the gap between investment results and returns for humanity by taking an innovative approach to asset management. Bridgeway does not approve of or endorse any third-party communications on this site. Relational investing bridges the gap between investment results and returns for humanity...