Top Texas Financial Services Startups (205)

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...

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...

We believe everyone should have equitable access to meaningful credit access at affordable rates. Leveraging proprietary ML/AI powered customer onboarding, Yendo offers prime credit products by unlocking $4T in asset equity. Yendo has saved its customers over $150M in interest and fees compared to previous options through its suite of credit card offerings.

Junonia specializes in providing tailored back office solutions to managers of hedge funds, private equity funds, and hybrid funds. Drawing on a variety of industry expertise, we realize that each client is unique in their needs and preferences. Both emerging managers and those with long track records can leverage and benefit from outsourced solutions. Trust is paramount in any relationship and...

Billd is a simple payment and finance solution for the construction industry. Suppliers get paid how they want, when they want, while providing their customers the flexible payment terms they need to grow their business. The Billd products were built by construction professionals who understand the unique obstacles contractors face when purchasing materials.

Nada is democratizing the $23 trillion home equity market by reimagining the complicated transactional ownership model, fractionalizing homeowner equity and allowing anyone to invest in real estate for as little as $250. Its platform is the first to offer banking, investing, and financial services built for real estate. Consumers can fund their Nada Visa debit card with home equity, invest...

At Reimer McGuinness Hess, we are a Houston CPA firm offering tax, accounting, and audit services. We support small and mid-market businesses, their owners, as well as individual tax clients. We have years of hands-on experience in tax compliance, tax strategy, and tax planning; accounting and bookkeeping; financial planning; CFO services; and more. Our firm and our staff enjoy working...

Each client that chooses to work with us is unique in their financial goals. However, they all share one common thread: Wealth. Riches. Abundance. Resources. At Opes One, we help people grow wealth, preserve wealth, then turn the wealth into income to distribute and enjoy over a lifetime. Opes is Latin for wealth, riches, abundance and resources. We offer life-changing...

Hapax is unprecedented AI for the financial services industry. Leveraging an exclusive partnership with CBANC, it utilizes 13 years of proprietary data, consisting of 20,000+ documents, 10,000+ hours of videos, and 230,000+ intimate conversations between bankers. This allows the product to deliver accurate and validated responses needed by the heavily regulated banks. Via its product, Hapax aims to bridge the...

Founded in 2001, Venturity Financial Partners is a professional services firm that specializes in Outsourced Controller Services. Venturity was established to help growing companies find a better solution for their transaction processing, month-end close, and financial reporting needs. At Venturity, we break the stereotype of how you think about financial professionals. We free you from the headache of managing various tasks....

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

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...

Fundbox is the pioneer of embedded working capital solutions for SMBs, leading the charge in best-in-class embedded finance offerings since 2015. Fundbox empowers the small business economy by offering fast, simple access to working capital through the digital tools businesses already use. Fundbox has partnered with leading SMB platforms to help over 125,000 customers unlock growth with fast, simple access...

Industrial Tax Consulting (ITC) is a premier leader in providing proactive property tax consulting services on a nationwide basis to clients concerned about their bottom line. Our offices focus on capitalizing on rapidly-changing market conditions and constant technological advancements to minimize property tax exposure by pursuing tax reduction opportunities and securing tax incentives. We represent diversified industries, including energy, chemicals,...

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...

Invoke Tax Partners delivers state and local tax solutions to corporations across the nation. Committed to tried-and-true methodologies and equipped with modern technology, our tax experts create a meaningful partnership to invoke impactful results your firm deserves. Independently owned and operated, Invoke is focused on forming relationships built on trust and a deep understanding of your business. We have the experience...

At RTR, we pride ourselves on our unique corporate culture. We offer a cubicle-free work environment that promotes employee communication and teamwork. Our executive management works an arms-length away from our employees, instead of hidden away in an office, encouraging conversation between managers and their employees and improving company morale. Our leaders live out the values of our company every...

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...

Drive Casa is a family-oriented used car dealership offering in-house financing for all credit types on a large selection of quality vehicles. Our entire team at Drive Casa is focused on one goal: driving you happy. Each of our high-quality pre-owned vehicles goes through a multi-point inspection and have a vehicle history report. Additionally, to keep you happy and on...

TPS Thayer, LLC is a full-service CPA firm based in Sugar Land, TX, with over 50 employees including 13 CPAS. Audits of public and private businesses, tax planning and compliance, valuations, consulting, financial reporting, litigation support, real estate appraisals, consulting on accounting, record keeping and Quickbooks training are a sample of the services we provide.