Top San Antonio, TX Financial Services Startups (16)
SWIVEL Transactions, LLC, is a financial technology and services company providing specialized, integrated transaction enablement solutions that remove friction for account holders, borrowers, and departments across financial institutions, as well as collections agencies and offices, while also mitigating risks associated with payments processing in the digital environment and moving funds in digital domains. More than 800 financial institutions use SWIVEL's...
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...
The true performance of your business shouldn’t be a mystery. TGG is a leading provider of outsourced accounting and business advisory services for small to mid-size businesses across industries. Our mission is to improve business owners’ lives through excellent financial management. As a fully scalable accounting and finance team, we work as a natural extension our client’s business, tailoring our...
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...
RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth...
a360inc is a leading technology and outsourcing solutions to the industry's top law firms, title agencies, mortgage companies, and investors. a360’s mission is to radically change the way businesses in process-laden industries manage their operations to reduce risk and optimize financial performance. Compliance-focused solutions span lender and legal technology, claims handling, title data and notary services including RON.
Growing businesses often reach a point where they need professional financial advice but cannot justify the cost of hiring a full-time accounting staff or high-level Controller or CFO. By outsourcing these services, you receive the experience and expertise of financial professionals without the in-house cost—salary, benefits, and bonuses—of full-time staff. As your company evolves, so will your internal accounting structure. Our...
1 in 2 people are short less than $50 before payday. This leads to stress, no savings, and the possibility for overdraft fees and payday loans. FloatMe offers a mobile app to help millennials cover cash gaps and improve their finances. Our product is accessed via a mobile app available on both iOS and Android. Our mission is to help people...
At The Gonzales Group, you and the success of your business are a top priority. We’re here to serve you and all your tax, accounting, and small business needs. We strive daily to offer our clients the very best of ourselves as evident by our timely and accurate reporting, expert technical knowledge, and sound business advice based on over 30...
The North American Development Bank (NADB) is a binational financial institution capitalized and governed equally by the United States and Mexico for the purpose of financing environmental infrastructure necessary for a clean and healthy environment for residents along the border. On November 10, 2017, the merger of NADB and the Border Environment Cooperation Commission (BECC) was completed by amendments to the...
ADKF, PC is a public accounting firm based in San Antonio, Texas, with a branch offices in Boerne and New Braunfels, Texas, serving clients throughout South Texas, and the surrounding areas. We are a full-service accounting firm that employs a broad range of accounting, tax and consulting services and superior assistance to help our clients meet their goals and objectives....
Sendero Wealth Management is a private wealth management firm comprised of independent thought leaders. We offer unbiased advice and personalized investment strategies to help protect, preserve, and grow your wealth responsibly. Our goal is to propel your legacy forward for future generations.
Marshall Reddick Real Estate is a full-service residential real estate firm founded in 1979. They provide a comprehensive suite of services including residential brokerage, property management, private money lending, and investment fund management. Their mission is to bridge the gap for clients seeking financial independence through education, mentorship, and a technology-driven system for buying, selling, and managing real estate and...
Ovation Financial Services, a company specializing in property tax loans, is headquartered in San Antonio, Texas with a second location in Dallas-Fort Worth area. Ovation is the premier provider of property tax loans in Texas with well over 120 years of combined industry experience. Residential, Small Business, and Commercial property owners choose Ovation because of its willingness to customize solutions...
a·lign (verb): to give support to, to come together in agreement or alliance or to place or arrange things into correct or appropriate relative positions Aligned Mortgage was founded in 2017 with the goal of bringing alignment to our industry when it comes to serving veterans. We’re passionate about ensuring that everyone who has defended our country has the chance to...
Propel Financial Services specializes in helping property owners pay their property taxes. Propel understands that unexpected circumstances can make it difficult to afford a large lump sum property tax bill. Our relief plans are payable in low monthly payments and can save property owners thousands of dollars in penalties and fees. More importantly, we help property owners across the county...
