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Top Plano, TX Financial Services Companies (20)

Fintech • Machine Learning • Payments • Software • Financial Services
14 Offices
55,000 Employees

At Capital One, we think and work like a tech company, using our digital fluency to transform everything about the customer experience. We’re bending data to our will, and turning a stodgy industry on its head. That’s reflected in our ranking as the number one business technology innovator in the U.S. in the 2016 InformationWeek Elite 100.

Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
8 Offices
208,000 Employees

We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.

Financial Services
Plano, Texas, USA
13 Employees

Securities Transfer Corporation is a full service stock transfer agent and fund administrator providing industry leading service at an affordable cost.

Financial Services
Plano, Texas, USA
200 Employees

Optimal Blue operates the mortgage industry’s digital marketplace which connects lenders, investors and providers with comprehensive secondary marketing solutions, market leading capabilities and value-added services that deliver results. At the center of our marketplace is a common repository of searchable and actionable loan programs and loan-level price data that is leveraged in real time by more than +160,000 users, +1,600 clients, and +160 investors. Our robust loan analytics, lock desk workflow, and pipeline risk management functionalities enable lenders to instantly determine and act on the “true best execution” for all quoting, locking, and delivery channels. Additionally, our extensive library of Application Programming Interfaces (APIs) enable automated data exchange between the digital marketplace and the systems used by lenders for lead generation, marketing, and loan origination. Relied upon to enhance profitability, create new efficiencies, and increase competitiveness, our solution touches 1 of 4 mortgages nationwide, manages $45 billion of rate locks each month, and processes 20,000 investor rate sheets each day.

Financial Services
Plano, Texas, USA
177 Employees

Most families are living with too much debt, are under-protected, are not saving nearly enough. Why? They don't have a strategy and they don't know what to do about it. Our value to our clients is providing the knowledge, support, guidance, and confidence to establish a predictable and successful financial future for their families and businesses. ​ Our value to our team is providing the tools, environment, mentorship, and examples of success to allow them to flourish without limits. ​ We have five pillars - Faith, Family, Finances, Fitness, and Fun. We believe these are the key to being truly successful in business and living a fulfilling life.

Fintech • Financial Services
Plano, Texas, USA

TrustFund is a fintech platform helping people achieve financial wellness and avoid payday/title predatory loans.

Financial Services
Plano, Texas, USA
30 Employees

Centra Funding, LLC is committed to offering a fast and simple finance solution that allows small businesses to more easily acquire equipment. With over 40 years of industry experience, Centra finances businesses in almost every industry sector and our direct-lending capabilities allow us to provide innovative and flexible options for your equipment financing needs. Centra is a true funding company that uses its own funds for every transaction. Enabled by our technology, due diligence process, and strong equity and credit facilities, approval of credit and equipment financing can be done in the same day, getting you or your customers the financing you need, when you need it.

Automotive • Financial Services
Richardson, Texas, USA
46 Employees

"Cars and Credit Master" is a pre-owned car dealership group that offers financing on "newer cars" and "luxury vehicles" to consumers who otherwise could not obtain financing due to bad or no credit history. At "Cars and Credit Master," we all come to work every day because we want to solve the biggest problem in affordable auto financing. We are obsessively passionate about it, and our mission is to help people with less than good credit to meet their transportation needs by offering late model vehicles from compact to luxury class by providing best-in-class financing. Our customers say it best, Google reviews rave about us but nothing matches the experience of being part of our team. We are dedicated to bringing diversity of thought and talent. To learn more about our goals in becoming a regional and national player and grow with us, reach out to one of our teammates!

Fintech • Payments • Productivity • Professional Services • Financial Services
6 Offices
5,500 Employees

We’ve been helping clients reach their financial goals for over 40 years by providing a tailored approach to investment management. We’re a different kind of investment firm than most in our industry and work for a bigger purpose: bettering the investment universe.

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Financial Services
Plano, Texas, USA
744 Employees

Alkami Technology, Inc. is a leading cloud-based digital banking solutions provider for financial institutions in the United States that enables clients to grow confidently, adapt quickly and build thriving digital communities. Alkami helps clients transform through retail banking and business banking, digital account opening, loan origination, and multi-payment fraud prevention solutions.

Fintech • Professional Services • Real Estate • Financial Services
20 Offices
3,900 Employees

At Pennymac, we pair diverse teams of industry-leading mortgage professionals with smart, passionate Engineers to drive both innovation and success. Staying current and enhancing today’s modern technologies allows us to provide world-class solutions for our customers and associates and to empower best-in-class customer experiences in the financial services industry. No time to apply right now? No worries! Send us your resume at [email protected] with the position you're interested in. Our tech recruiter will reach out to you.

Financial Services
Plano, Texas, USA
281 Employees

The CMI Group is a 100% employee-owned solutions provider to clients nationwide. Through its subsidiaries, CMI delivers innovative revenue cycle, accounts receivable, and contact center solutions resulting in enhanced operational efficiency and increased revenue for its clients. We believe there is power in relationships and success occurs when individuals collaborate on a common objective. CMI is dedicated to building the trust and bonds that deliver positive results for both our clients and their consumers. As a 100% employee-owned company, we are highly motivated to build productive relationships that deliver optimum results for our clients. Each employee takes personal responsibility for resolving the consumer, compliance and profitability issues our clients face. We are dedicated owners determined to exceed the expectations of our customers. At The CMI Group, Relationships Matter. Founded in 1985 and serving a multitude of industries, CMI has headquarters in Plano, Texas, three centers of excellence, two located in Texas – Coppell and Dallas – as well as one in Rochester, MN.

Financial Services
Plano, Texas, USA
66 Employees

MyTaxFiler, based out of Plano, provides a solution in business and individual tax planning and filing. MTF began operations in 2008 and now has spread across two continents with a team of highly skilled and efficient CPAs working 24x7. MTF is now operating in major cities in the US & India and has grown to provides services for business formations, bookkeeping and payroll management along with tax filing and planning and much more.

Fintech • Insurance • Payments • Financial Services
Plano, Texas, USA
201 Employees

VPay® delivers better claim payment experiences. As a part of Optum, VPay offers the insurance industry’s only total payment solution and is backed by the strength of Optum Financial. The company equips insurers with configurable, next-generation digital solutions that streamline every aspect of the payment process. Workers’ compensation, auto and property insurers, health plans, dental plans and third-party administrators trust VPay to design solutions that reduce costs, drive higher ePayment adoption, boost efficiency and improve retention by increasing payee satisfaction.

Financial Services
Plano, Texas, USA
32 Employees

Aptys Solutions is a provider of cloud-based enterprise payments software, faster payments and mobile convergence solutions dedicated to driving faster payments, streamlining operations and creating revenue for financial institutions and their customers.

Fintech • Payments • Financial Services
Plano, Texas, USA
119 Employees

We are a veteran owned and operated, federally chartered bank with a focus on educating its customers about the mortgage process and providing opportunity for home ownership. As a bank, we control the entire lending process. We originate the loan, process it, underwrite it, create the closing documents and write the check for your closing. NMLS# 411500 The Federal Savings Bank is an Equal Housing Opportunity lender and member FDIC

Fintech • Financial Services
11 Offices
241 Employees

We are a $2 billion credit union owned and operated in the Dallas-Fort Worth metro area. We are a not-for-profit institution that is owned by you, the member. Because we are owned by you, there are no stockholders, which enables Texans Credit Union to take the money it earns and use it to offer better rates and lower fees. Texans'​ mission is not only to improve the economic well-being of its members, but to improve the well-being of the communities it serves. Here at Texans, we believe you deserve the best, and we welcome you to come find out what makes Texans Credit Union more than a bank. Want to know more? Visit our About Us page at www.texanscu.org. Texans is committed to providing an environment where employees are valued, treated with respect and dignity, have the opportunity for learning and developing their careers, and are compensated fairly for their contribution to the company. Our goal from day one is to make you feel welcome, valued and challenged so your time at Texans is productive and fulfilling. Careers: We are always on the lookout for people who love a challenge and have a passion for helping others! If you are actively seeking employment, please search our current open positions, submit your application, and upload your resume online. If you're a potential fit, we'll be in touch soon.

Financial Services
Plano, Texas, USA
237 Employees

Founded in 1988, the Beal Bank family of companies is headquartered in Dallas, Texas, and comprises one of the largest private financial institutions in the U.S. Our two partner banks, Beal Bank and Beal Bank USA, provide financial strength and stability, competitive rates and outstanding customer service. Our core service is offering competitive rates on a variety of savings products. Beal Bank and Beal Bank USA are members of the FDIC and all deposits are insured up to at least $250,000 per depositor. Equal Housing Lender. ---Careers--- If you are interested in a career at Beal Bank or one of its affiliates, please visit http://www.bealbank.com/Employment for a list of available positions. If you see a position in which you are interested, email your resume to [email protected] and refer to the specific position(s) available. Please do not contact us by telephone. ---Lending Affiliates--- • CSG Investments, Inc. http://www.csginvestments.com A global buy-and-hold institution. We provide flexible and creative capital solutions for all types of commercial and industrial customers. Email: [email protected] • Loan Acquisition Corporation http://loanacquisitioncorp.com/ An aggressive, competitive buyer of individual loans and loan portfolios and has earned a reputation as one of the largest buyers in the secondary market (excluding prime residential loans). Email: [email protected] • CLG Hedge Fund, LLC http://www.clghedgefund.com/ A custom lender that focuses on commercial real estate lending and has gained a reputation for offering an innovative approach that is thorough yet streamlined on loans from $10 million to $700+ million. Email: [email protected]

Software • Financial Services
Richardson, Texas, USA
675 Employees

Founded in 1980, ARGO is a leader in mission-critical and analytical software. Financial services solutions include payment transaction processing, sales, service, and relationship management, and retail and commercial lending. Fraud solutions detect and prevent fraud across multiple channels at the point of presentment with proactive positive pay functionality, BSA/AML monitoring, and transaction/image analysis. Healthcare solutions address patient matching with biometric verification; duplicate record detection and prevention; care coordination, referrals, and risk mitigation; and patient financing/provider cash flow.

Financial Services
Richardson, Texas, USA
48 Employees

Backed by more than 20 years of experience, the DebtBlue team is committed to helping individuals and families get back on their feet financially. By reducing the principle portion of your credit card debt, department store bills or medical bills, DebtBlue clients can get out of debt more quickly and regain the financial stability that may be lost to the unexpected loss of a job, sickness, or divorce. The DebtBlue team is comprised of finance specialists who “speak the language” of debt settlement. We have deep connections throughout the creditor landscape, and we fight hard to maximize debt savings with every interaction we make on your behalf. This is your livelihood, your peace of mind, your good night’s sleep that’s at stake. And we get that. Our team is here to perform for you, negotiating the deepest reductions and terms for your best-case debt settlement. We serve with integrity, and our clients are the center of our debt settlement universe. Partner with a team that’s “been there, done that” when it comes to debt management. Our team of finance specialists works hard from our Dallas/Fort Worth headquarters and across the nation.