Top Texas Financial Services Startups (262)

Flourish provides innovative access to financial products that help advisors secure their clients’ financial futures. We work with over 1,100 wealth management firms that collectively represent more than $2.6 trillion in assets under management across two products: Flourish Cash and Flourish Lending. Headquartered in New York City, we are an independent subsidiary of MassMutual Life Insurance Company (MassMutual). Please visit flourish.com for...

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...

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...

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...

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.

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...

Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best...

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...

Easy Street Capital is a relationship-based investment real estate lender with loan programs for every borrower. Regardless of experience or credit we are able to finance your next investment property. Whether you are buying a property to fix up, building new construction, or generating cash flow from rental units Easy Street Capital has the solution. As a fully discretionary lender...

MAKE FINANCE & ACCOUNTING YOUR BUSINES GROWTH ENGINE 8020 is finance & accounting consulting to expertly solve critical enterprise finance challenges. Let us help you focus on the critical 20% of your efforts that drives 80% of your financial results. Our team of 100+ highly experienced financial operators become a part of your team to help elevate your operation & overachieve your...

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...

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...

Kleberg Bank is an independent community bank serving Kingsville, Corpus Christi, South Texas and beyond, dedicated to supporting the future growth of the region.

We acquire overlooked store and catalogue based retailers and transform them into high performance, "digital first” brands through our proven omni-channel technology platform, operating expertise and scale. Founded by Justin Yoshimura and backed by world class investors.

Journey Business Solutions provides payment processing solutions and business support services to small businesses nationwide, acting as a one-stop shop to help them grow and succeed.

LendingHouse, nmls #2141418 Equal Housing Lender Your favorite lender with the latest technology, fastest turn times and largest variety of loan products to satisfy any borrowers need, LendingHouse offers you a world of potential. We invest in our employees to help them develop and achieve their professional goals. We ​​​encourage our people to dive in, roll up their sleeves and take on...

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...

American Operator is reviving the American Dream by transitioning great small businesses to the next generation of local ownership. We acquire each business alongside a talented operator and allow our ownership to be incrementally bought back until the business is majority-owned by that operator.

ARETÉ · [ä-re-tā'] : n - The aggregate of qualities, as valor and virtue, making up good character. Areté Capital Partners is a boutique special situation advisory firm which provides independent fiduciary and stewardship services to companies experiencing significant growth pains, complex organizational change or existential crisis. With our steadfast orientation to leadership, execution and value creation, we seek out opportunities which...

Founded in 1950, LGT is one of the largest certified public accounting firms headquartered in the Southwest with offices both in Dallas and Houston. Dedicated to serving the middle market and led by a team of 21 multi-disciplinary partners, LGT represents approximately 5,800 clients from individuals to not-for-profit organizations to publicly- and privately-held companies in a variety of industries. LGT...