Radar · Finance & Accounting Services in Dallas
Best Finance & Accounting Services Companies in Dallas, United States
The 51 best Finance & Accounting Services companies in Dallas, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Falcon Holdings Management.
By Rohit KhannaTrends & Stories
51companies tracked
$40.3Mdisclosed funding
0unicorns
1have raised
FLIAR INTELLIGENCE · FINANCE & ACCOUNTING SERVICES × DALLAS
Our analysis of 50 Finance & Accounting Services companies
$6.2b in tracked funding; 80% of the stack-profiled cohort runs cloud-native; funding activity peaked in 2022.
50companies analysed
80%cloud-native stacks
2022funding peak (by rounds)
1unicorns
2009median founding year
500kcombined LinkedIn audience
93%of audience held by top 3
4companies hiring publicly (12 mo)
Ranked: Best Finance & Accounting Services companies in Dallas
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Falcon Holdings Management Exclusive distributor of Tata Tiscon steel products 42Innovation top 20%Product top 26%Talent top 38%Funding top 44% All 9 signals ▾Innovationtop 20% Producttop 26% Talenttop 38% Fundingtop 44% Growthtop 45% Globalbottom 36% Marketbottom 29% Newsbottom 22% Techbottom 20% Innovation: 7 product lines Product: 7 distinct product lines · Company stage: Acquired rank vs industry peers · Fliar Intelligence Index 42/100 | $40M | 66 mo ago | Acquired | Aslam Khan Founder & Co-CEO | 1999 | WordPressMySQLPHP+14 | — |
| 2 | IOOGO Limited information available | $320K | 83 mo ago | Seed | — | 2017 | — | — |
| 3 | Avantax Provider of wealth management's holistic approach to financial services | — | 160 mo ago | Acquired | — | 1983 | DrupalPHPBrightcove+20 | — |
| 4 | Ablonco Ablon and Company is recognized in the industry, utilizes the most effective technologies, and maintains an… | — | — | Unfunded | — | 1978 | — | — |
| 5 | Accumatch Provider of escrow tracking, tax payment and tax analytics services | — | — | Acquired | Matthew Powell Co-Founder | 2002 | — | — |
| 6 | AJ Financial DFW Texas business tax accountant offering proactive tax reduction planning | — | — | Unfunded | Park Yun-gi CEO | 2023 | — | — |
| 7 | Alpha-Barnes Real Estate Services Alpha-Barnes specializes in the operation of communities utilizing the Low Income Housing Tax Credit Program… | — | — | — | — | 2000 | — | — |
| 8 | antega Antega provides bookkeeping, tax services, consultation, and advisory services. | — | — | — | — | 2019 | — | — |
Top 3 Finance & Accounting Services companies in Dallas
#1
Acquired · Dallas, Texas · founded 1999 · 20 employees$40Mraised▾
Acquired · Dallas, Texas · founded 1999 · 20 employees
Exclusive distributor of Tata Tiscon steel products. This company provides distribution services for a major steel brand. It manages the supply chain and sales within its designated region. The business focuses on efficient order fulfillment and dealer relationships. The company offers dealer login and order tracking capabilities.
Fliar Intelligence Index™ 42how this company ranks against its industry peers
Innovation
top 20%Product
top 26%Talent
top 38%Funding
top 44%Growth
top 45%Global
bottom 36%Innovation: 7 product lines
Product: 7 distinct product lines · Company stage: Acquired
Talent: 2 named leaders on record · 2 C-suite/founder profiles curated
Audience (LinkedIn): 704 LinkedIn followers
Hiring (LinkedIn): 1 hiring post in 12 mo (public)
Founders & team
Investors
Alaris Equity Partners, Sentinel Capital Partners
Tech stack
Apache Http ServerContact Form 7Google Font ApiGsapJqueryJquery Migrate
#2
Seed · Dallas, Texas · founded 2017 · 44 employees$320Kraised▾
Seed · Dallas, Texas · founded 2017 · 44 employees
Limited information available
Funding rounds
- Aug 2019Seed—
- Jan 2019Seed$70K
- Apr 2018Seed$250K
Investors
Capital Factory, FJ Labs, Ulu Ventures
Tech stack
WordpressMysqlPhpUbuntuElementorYoast Seo
#3
Acquired · Dallas, Texas · founded 1983 · 1051 employees—raised▾
Acquired · Dallas, Texas · founded 1983 · 1051 employees
Provider of wealth management's holistic approach to financial services
Investors
Lovell Minnick Partners
Tech stack
Adobe Audience ManagerAmazon Web ServicesApache Http ServerBootstrapBrightcoveCloudflare
Funding & investor landscape
$40.3Mtotal disclosed funding
2companies funded
2disclosed rounds
0rounds last 90 days
Most active investors
Prism market signals · United States · country-scoped Prism corpus, 4,671,638 docs
Market landscape — 10 sub-themes by coverage
Share of Finance & Accounting Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
RESEARCH SIGNALS · United States
How research on Fintech is moving in the United States
A read on the academic research around Fintech — which themes are gaining ground, the institutions and researchers driving them, and how the tone is shifting. Based on 907 United States-affiliated papers.
research sentiment over time
201620212026
enthusiastic · positive · guarded tone
Tone is overwhelmingly optimistic and intensifying — the enthusiastic (strongly-positive) share moved 23% → 38% across 2016–2026.
top research entities
- Film Independent54
- United States Department of Commerce26
- Community Partners22
- University of Virginia18
- International Monetary Fund12
leading researchers
Crypto Education Research Lab · Kapil Dharika · Bibitayo Ebunlomo Abikoye · Adesola Oluwatosin Adelaja · Stanley Chidozie Umeorah · Pingale, Mandar Vijay · Hajwane, Shaeena Samir · Rogers, Anuoluwapo
▲
Breakthroughs97 · 11%
▲ 0%→11% share
0 median citations96% since 2021mostly methods-led
Breakthroughs are rising (0%→11% of field), led by Financial services.
rising sub-themes (early→recent)
- Financial services42
- Database transaction16
- Payment15
- Scalability12
- Credit risk11
Newly emergingFinancial services 0→41 · Database transaction 0→15 · Payment 0→14
Landmark E.T.-RNN · 87 cites
◆
Advancements352 · 39%
▲ 28%→41% share
▲1.5× share momentum0 median citations95% since 2021mostly empirical
Advancements are rising (28%→41% of field), led by Financial services.
rising sub-themes (early→recent)
- Financial services7→190
- Financial inclusion2→74
- Payment2→50
- Mobile payment3→29
- Leverage (statistics)1→21
Newly emergingTransformative learning 0→37 · Database transaction 0→34 · Financial literacy 0→32
Landmark Fintech Adoption Drivers for Innovation for SMEs in Indonesia · 143 cites
▼
Concerns281 · 31%
▼ 56%→29% share
▼0.5× share momentum0 median citations83% since 2021mostly empirical
Concerns are cooling (56%→29% of field), led by Financial services.
rising sub-themes (early→recent)
- Financial services9→149
- Financial inclusion1→56
- Payment2→27
- Investment (military)1→19
- Cryptocurrency1→17
Newly emergingFinancial market 0→22 · Big data 0→18 · Corporate governance 0→18
Landmark The FinTech Opportunity · 433 cites
RESEARCH HOTSPOTS · United States
Where fintech is researched across United States
Location clusters by institution affiliation — each city's volume, stance tone, and a quick read on its hot topic, what's advancing, the opening opportunity, and the main concern.
New York25 · +0.24
Seattle14 · +0.21
Philadelphia13 · +0.19
Boston12 · +0.34
Los Angeles8 · +0.42
Ann Arbor8 · +0.49
SF Bay Area5 · +0.42
Chicago5 · +0.08
Atlanta5 · +0.36
PATENT SIGNAL · United States
Who's filing fintech patents in the United States
United States fintech patent filing is accelerating — 20 filings from 16 assignees (2016–2025), led by Mastercard International, Verifone, Financial Cloud Innovations; annual filings 1→7.
20 filings16 assigneespeak 7/yr2016–2025
filing momentum (YoY 2016–2025)
top patent filers
- Mastercard International20
- Verifone4
- Financial Cloud Innovations2
- Atombeam Technologies2
- Salah ALI Khalil1
- LNW Gaming1
- Kassetty Nikhil1
- DR Mariappan RAJA1
Common questions
How many Finance & Accounting Services companies are there in Dallas, United States?
Radar tracks 51 indexable Finance & Accounting Services companies headquartered in Dallas, United States that meet our profile-completeness bar.
What is the total funding raised by Finance & Accounting Services companies in Dallas, United States?
The Finance & Accounting Services companies in Dallas, United States on this list have raised a combined $40.3M in disclosed equity funding across 2 funded companies.
Which is the highest-funded Finance & Accounting Services company in Dallas, United States?
Falcon Holdings Management is the highest-funded Finance & Accounting Services company in Dallas, United States, with $40M in disclosed equity funding.
How many Finance & Accounting Services companies in Dallas, United States are funded?
2 of the 51 Finance & Accounting Services companies in Dallas, United States on this list have disclosed at least one equity funding round.
How many Finance & Accounting Services unicorns are there in Dallas, United States?
None of the Finance & Accounting Services companies in Dallas, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Dallas, United States Finance & Accounting Services companies?
The most active investors in Dallas, United States Finance & Accounting Services companies on this list include Alaris Equity Partners, Capital Factory, Capital Southwest, Concentric Investment Partners, FJ Labs.
Rohit KhannaTrends & Stories
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.