Top Financial Services Companies in San Antonio, TX (37)
As a member-owned, not-for-profit financial cooperative, we are guided by the credit union philosophy of “people helping people.” Putting people over profit guides our everyday business decisions. Unlike many financial institutions, we aren’t privately owned. As a cooperative, we are owned by our members. This drives us to do right by the member, and right by each other as coworkers....
BECU's Top Stability & Growth Strengths
Strong Market Position & Advantage: The organization operates among the top five U.S. credit unions by assets and membership, with more than 1.5 million members and about $29.4 billion in assets. This scale and regional dominance in Washington indicate sustained leadership by size and influence.
Market Expansion: Branch openings across Washington in 2025–2026 and the proposed combination with SAFE Credit Union (regulatory approvals in August 2026, member vote underway) signal continued geographic growth. If completed as targeted in early 2027, the combination would extend presence into California and materially add members and assets.
Investor Backing & Capital Strength: Disclosures highlight a strong net worth position consistent with well-capitalized status. This capital strength supports ongoing growth initiatives while the balance sheet remains stable around $29.4 billion.
We’re a leading professional services firm that specializes in real estate and investment management. JLL shapes the future of real estate for a better world by using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people and our communities. We want the most ambitious clients to work with us,...
JLL's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue expanded across 2024–2025, with multiple lines accelerating and management describing 2025 as reaching “new highs.” Real Estate Management Services is highlighted as growing year over year and providing a large, recurring base.
Healthy Cash Flow: Operating cash flow reached a record level in 2025 and free cash flow was also high, supporting capital return activity such as share repurchases. Cash generation is framed as strengthening alongside profitability and growth.
Diversified Revenue Streams: A larger recurring management-services base is described as stabilizing and supporting investment through cycles, while transactional businesses (leasing and capital markets) also rebounded. Variation within segments (e.g., softer proptech alongside stronger core lines) indicates multiple contributors rather than reliance on a single engine.
Oportun is an A.I.-powered digital banking platform that seeks to make financial health effortless for anyone. Driven by a mission to provide inclusive and affordable financial services, Oportun helps its nearly 1.5 million hardworking members meet their daily borrowing, savings, banking, and investing needs. Since inception, Oportun has provided more than $12 billion in responsible and affordable credit, saved its...
Oportun's Top Stability & Growth Strengths
Profitability: Recent results show a restored GAAP profitability streak through 2025 into 2026, with guidance pointing to higher full‑year earnings. Management highlights healthier unit economics supported by credit normalization.
Cost & Operational Efficiency: Updates describe lower funding costs, expense reductions, and deleveraging steps that improved operating leverage. This cost discipline underpins margin expansion even under a tighter credit posture.
Product Line Growth: Secured personal loans are expanding within the mix and are highlighted as carrying materially lower losses and larger ticket sizes than unsecured loans. This product shift is positioned as a differentiator for higher‑ticket needs in its target segment.
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...
We're an employee owned and customer inspired, insurance and financial services broker that's family to our employees, accountable to our clients, teammates to our carriers, and generous to our communities. By using our independence to commit to transparency and demonstrate authenticity, we're a company that leads with values so value leads.
Higginbotham's Top Stability & Growth Strengths
Strong Market Position & Advantage: The company is positioned as a top-tier independent brokerage, supported by repeated placements in major industry size and performance rankings. Regional strength is also emphasized through descriptions of leadership as the largest Texas-headquartered independent broker.
Strong Revenue Growth: Revenue expansion is described as strong year-over-year, with multiple points indicating material increases across successive years. A long-running pattern of sustained growth is also highlighted as part of the company’s operating history.
Market Expansion: Geographic reach is portrayed as expanding through a steady cadence of acquisitions and partnerships that add new states and offices. The footprint is described as broad, with operations spanning many offices and states alongside a growing employee base.
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...
IBC Bank was founded in 1966 and today it serves as the flagship bank of International Bancshares Corporation. Since its opening, IBC has grown in assets to more than $15 billion making it one of Texas’ largest holding companies. We believe in doing more for the communities we serve. And we've made that commitment for the last 50+ years. We know...
IBC Bank's Top Stability & Growth Strengths
Profitability: Filings and industry rankings depict strong profitability with sustained earnings into early 2026. This performance has held up despite sector-wide rate and funding pressures.
Investor Backing & Capital Strength: Disclosures highlight strong capital ratios and well-capitalized subsidiaries, with dividend increases signaling confidence in resilience. These factors support ongoing balance-sheet growth and shareholder returns.
Resilient & Sustainable Growth: Reported increases in assets, loans, and deposits alongside a measured footprint point to disciplined expansion. A cross-border niche supports stable funding and fee income relative to peers.
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...
GM Financial is the captive finance company and the wholly owned subsidiary of General Motors and is headquartered in Fort Worth, Texas. The company is a global provider of auto finance solutions, with operations in North America, Latin America and China. Through our long-standing relationships with auto dealers, we offer attractive retail loan and lease programs to meet the needs...
GM Financial's Top Stability & Growth Strengths
Profitability: Net income increased year over year in 2025 and segment revenue rose, indicating stronger earnings momentum. Average earning assets were higher across the year, supporting income generation.
Strong Market Position & Advantage: The company is a top‑tier captive with leading scale in U.S. auto finance and a dominant dealer floorplan presence supporting GM dealers. Industry rankings place it near the top by outstandings.
Investor Backing & Capital Strength: Available liquidity remained high and the company returned capital to the parent, signaling strong funding flexibility. Access to multiple funding channels supports consistent originations and lease programs.
Weaver has built a nationwide presence on an unwavering commitment to client success, acting with integrity and always striving to transcend expectations. From start-ups to multi-national Fortune 500 companies, we deliver solutions for our clients that drive growth and transformation. Weaver’s clients include commercial, government and not-for-profit organizations across a wide range of industries. The firm is particularly well-known in...
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...
Cornerstone Capital Bank's Top Stability & Growth Strengths
Market Expansion: Company disclosures indicate assets and footprint expanded markedly via the March 2026 Peoples Bank acquisition, bringing total assets to more than $3.4 billion and 17 full‑service Texas branches with 150+ mortgage offices. Earlier growth from roughly $1.5 billion in 2022 to about $2.5 billion by late 2025 reinforces a clear expansion trajectory.
Investor Backing & Capital Strength: Company materials describe unusually strong capitalization at formation in 2022 and subsequent capital ratios well above Basel III minimums. Liquidity coverage of uninsured deposits at around 1.6x and timely regulatory approval of M&A support balance‑sheet stability.
Diversified Revenue Streams: Disclosures highlight an integrated model pairing community/commercial banking with national mortgage origination, in‑house servicing, and institutional offerings. New initiatives such as a community lending division and servicing build‑out broaden revenue sources beyond traditional banking.
Formed with 16 pawn stores in 1989, EZCORP has grown into a leading provider of pawn loans in the United States and Latin America. At our pawn stores, we also sell merchandise, primarily collateral forfeited from pawn lending operations and used merchandise purchased from customers. We are dedicated to satisfying the short- term cash needs of consumers who are both...
EZCORP's Top Stability & Growth Strengths
Strong Revenue Growth: Record revenue and earnings alongside broad-based increases in pawn loans outstanding and service charges indicate accelerating top-line momentum. Recent quarters highlight multi‑quarter highs with strong contributions from both U.S. and Latin America operations.
Market Expansion: An expanding store footprint across the U.S. and multiple Latin American countries via de novo openings and acquisitions demonstrates active geographic growth. Management also points to market‑leading positions in select LATAM markets, adding diversification and optionality beyond the domestic base.
Strong Market Position & Advantage: Operating as one of the largest pawn store networks in the Americas and generally identified as the second‑largest consolidated operator confers meaningful scale in a fragmented market. Multi‑country presence and brand reach support competitive positioning against numerous independents.
Insurica, Inc. is a privately-held company that provides commercial insurance, employee benefits, personal insurance, and bonds, specializing in core industries and business disciplines with unique coverage and risk management programs.
ACE Cash Express, Inc. is a leading retailer of financial services, including payday loans, installment loans, title loans, check cashing, bill payment, wire transfer, money orders and prepaid debit card services. ACE is the largest owner and operator of check cashing stores in the United States and the second largest owner and operator of short-term consumer loan stores in the...
ACE Cash Express's Top Stability & Growth Strengths
Strong Market Position & Advantage: ACE is widely viewed as a leader in U.S. storefront alternative financial services, with Forbes describing it as the nation’s largest check‑cashing chain. Multiple datasets place its footprint in the hundreds of locations nationwide, comparable to or larger than most direct peers.
Diversified Revenue Streams: ACE operates a multi‑product platform beyond payday/installment loans, including check cashing, money transfers, bill pay, money orders, and card products. This breadth helps stabilize volume across cycles.
Future-Ready Strategy: An omnichannel presence with lending offered online and in‑store across many states (licensed in 22 states and D.C.) extends reach beyond brick‑and‑mortar. This supports resilience even as the market shifts toward online channels.
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...
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...
Protect Group leads in enhancing customer experiences and boosting revenue through innovative, tech-driven solutions. Our flagship product, Refund Protect, allows customers to upgrade their tickets for a full refund, offering peace of mind and creating new revenue streams for partners. We also offer Salary Protect, providing UK employees 100% of their net salary during illness at no cost to employers....
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.
We are trusted advisors dedicated to your future success. Our culture is deeply rooted in respect, encouragement, and courtesy, which we proudly exhibit in every client interaction. Our size and talent enable us to adapt swiftly and effectively, delivering innovative solutions that meet your unique needs. Recognized as one of the "Top 100 Firms in the U.S." and "Best of...

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