Top Texas Financial Services Startups (223)

Flourish provides innovative access to financial products that help advisors secure their clients’ financial futures. We work with over 900 wealth management firms that collectively represent more than $1.6 trillion in assets under management across two products: Flourish Annuities and Flourish Cash — with additional exciting products in the works. Headquartered in New York City, we are an independent subsidiary...

Closinglock is the trusted platform for securing and streamlining real estate transactions. Working with title and escrow companies, we protects what truly matters: their clients, their funds, and their hard-earned reputation. Closinglock brings the real estate payments workflow into one secure space to prevent fraud and digitize the process, allowing buyers to pay their earnest money deposit and down payments...

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...

Founded in 2016, Unchained is a top 10 bitcoin platform in the US by assets that has helped thousands of individuals and businesses truly own their wealth by holding bitcoin keys. Unchained's collaborative custody model allows clients to access financial services while continuing to have the benefits of self-custody, the ultimate consumer protection in these uncertain times.

Invoice Home is a billing and invoicing service for small businesses and freelancers seeking to grow their business or start a new one! We offer simplistic services and tools with over 100 customizable templates, where you can add your business logo and signature. We offer a desktop version for behind your screens while at home or in your office but...

Our approach is rigorous and pragmatic, driven by technological expertise and analytics informed by real-world experience. We value employees who love to learn and have the tenacity, curiosity and willpower to contribute to our continuing success. We are a small but passionate team, dedicated to enhancing and refining our tried and true methods as we commit to our ongoing growth and...

Securitize is a global fintech, Top 50 blockchain company, with a mission to provide investors with access to invest in and trade alternative assets, and for companies to raise capital and offer shareholder's liquidity. Securitize has pioneered a fully digital, regulatory compliant, end-to-end platform for issuing, managing and trading digital asset securities (also known as security tokens), with over 200...

Build a business that prospers. Our goal is to help you grow your business through our expertise in bookkeeping, tax and CFO services.

First Connect Insurance Services is a cutting-edge insurtech platform that empowers independent insurance agents to grow and thrive in a competitive market. With access to over 100 carriers and MGAs across personal, commercial, life, and specialty insurance lines, we simplify the process of connecting agents with the products their clients need. Our platform streamlines operations through innovative technology, automating processes...

Turning market data into decisive action

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...

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...

Infrastructure for the future of asset-based lending. Our platform unlocks speed, efficiency and accuracy for borrowers and lenders. Over $18 billion transactions are processed annually on Setpoint across ABS and ABL markets.

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...

At Maxwell Locke & Ritter, we’ve built our business to address your key milestones—and every moment in between. Our experienced team handles the tax, audit, advisory, and wealth management services you need to achieve your goals. Along the way, we provide the strategic vision and thoughtful advice necessary to navigate today’s ever-changing marketplace. In 1997, we established ML&R Wealth Management, creating...

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.

We Make Manufactured Home Buying Easy: Obtaining a home loan through Zippy is a fully digital and seamless experience. Every home-buyer is assigned a dedicated Zippy Guide, a licensed mortgage loan originator, whose sole focus is manufactured home lending. Your Zippy Guide removes all the complexity of getting a loan so that you can become a new homeowner Zippy Fast!...

‍Established in 1998, we're a fully regulated proprietary trading firm that thrives as a liquidity provider (market maker) on Europe's most prominent option exchanges. With our base in Amsterdam and our office in Austin, TX, we're on a mission to leverage our expertise and scale our success by implementing proven trading strategies in the world's largest financial market, the USA....

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...