Radar Companies Finance & Accounting Services · Houston
Radar · Finance & Accounting Services in Houston

Best Finance & Accounting Services Companies in Houston, United States

The 42 best Finance & Accounting Services companies in Houston, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: V3 Energy and Technology.

42companies tracked
$65Mdisclosed funding
0unicorns
4have raised
FLIAR INTELLIGENCE · FINANCE & ACCOUNTING SERVICES × HOUSTON

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
266kcombined LinkedIn audience
76%of audience held by top 3
3companies hiring publicly (12 mo)

Ranked: Best Finance & Accounting Services companies in Houston

#CompanyDisclosed fundingLast roundStageFounderFoundedTech stackPatents & IP focusRecent signals
1V3 Energy and Technology
Provider of financial services
55Innovation top 9%Patents top 10%Moat top 41%Funding bottom 44%
All 6 signals ▾
Innovationtop 9%
Patentstop 10%
Moattop 41%
Fundingbottom 44%
Globalbottom 40%
Marketbottom 26%
Innovation: 1,201 patents (top 2% of patent-holders) · 615 filings since 2022 vs 342 in 2017-21
Patents: 1,201 patents matched (strict assignee match) · 615 filings since 2022 vs 342 in 2017-21
rank vs industry peers · Fliar Intelligence Index 55/100
$50M105 mo agoSeries A20161,199 patents
Integrated energy generation, storage, and fluid control for oil/gas extraction and uranium processing
2cMoney
Provider of financial services
5Talent bottom 45%Funding bottom 39%Global bottom 29%Market bottom 8%
All 4 signals ▾
Talentbottom 45%
Fundingbottom 39%
Globalbottom 29%
Marketbottom 8%
Talent: 1 named leader on record
Funding: Raised $15.0M across 1 rounds · 1 rounds over 16 yrs (0.1/yr)
rank vs industry peers · Fliar Intelligence Index 5/100
$15M197 mo agoDeadpooledJennifer Pharris
Chairman & CEO
2010
3Americana Partners
Provider of wealth advisory services
22 mo agoSeedJason Fertitta
CEO
2019
4alliantgroup
Provider of visa application assistance and travel services
152 mo agoLate StageDhaval Jadav
Co-Founder & CEO
2001WordPressMySQLPHP+351 award
5abbm group
ABBM Group is an accounting firm that specializes in SEC audits, corporate tax, payroll tax, non-profit tax…
Acquired1967
6Abgi UsaUnfundedHubSpot CMS HubFacebook LoginLinkedin Sign-in+181 partnership
7ABIP
Provider of accounting, tax, audit, and advisory management services
Unfunded2007WordPressMySQLPHP+25
8akif cpa
We are a team of highly skilled tax professionals with years of experience and expertise in the field of tax…
2008WordPressMySQLPHP+25

Top 4 Finance & Accounting Services companies in Houston

#1
Series A · Houston, Texas · founded 2016 · 13 employees
$50Mraised

Provider of financial services

Fliar Intelligence Index™ 55how this company ranks against its industry peers
Innovation
top 9%
Patents
top 10%
Moat
top 41%
Funding
bottom 44%
Global
bottom 40%
Market
bottom 26%
Innovation: 1,201 patents (top 2% of patent-holders) · 615 filings since 2022 vs 342 in 2017-21
Patents: 1,201 patents matched (strict assignee match) · 615 filings since 2022 vs 342 in 2017-21 · Latest publication 2026
Moat: Editorial + unicorn rating 1/10 · IP moat: 1,201 patents
Funding rounds
  • Nov 2017Conventional Debt$10M
  • Nov 2017Series A$50M
Investors
Colbeck Capital Management, Great American Power
#2
Deadpooled · Houston, Texas · founded 2010 · 1 employees
$15Mraised

cMoney Inc is a Houston-based company at the forefront of mobile phone-based payment and money transfer utilizing secure patent pending technologies for mobile phone users, retailers and financial institutions.

Fliar Intelligence Index™ 5how this company ranks against its industry peers
Talent
bottom 45%
Funding
bottom 39%
Global
bottom 29%
Market
bottom 8%
Talent: 1 named leader on record
Funding: Raised $15.0M across 1 rounds · 1 rounds over 16 yrs (0.1/yr) · Last round Unattributed (Mar 2010)
Global: Single-market focus (United States)
Funding rounds
  • Mar 2010Unattributed$15M
Founders & team
Jennifer PharrisChairman & CEO
Investors
Kodiak Capital
#3
Seed · Houston, Texas · founded 2019 · 48 employees
raised

Provider of wealth advisory services

LinkedIn Pulse recent public activity · Jul 2026
Audience: 4k LinkedIn followers
Funding rounds
  • Oct 2024Seed
Founders & team
Jason FertittaCEOBobby JonesManaging DirectorDavid DarstManaging Director
Investors
Lovell Minnick Partners
#4
Late Stage · Houston, Texas · founded 2001 · 729 employees
raised

Provider of visa application assistance and travel services. This company assists individuals with the process of obtaining tourist visas for various countries. Services include document preparation, application submission support, and guidance on visa requirements. Additionally, they offer travel-related services such as ticket and hotel bookings, and travel guidance. The company aims to simplify the visa application process and enhance the overall travel experience for its clients.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 102k LinkedIn followers — 38.5% of this cohort's audience
Activity: 1 awards announced in 12 mo
Funding rounds
  • Dec 2013PE
Founders & team
Dhaval JadavCo-Founder & CEO
Investors
Quilvest, Abry, Delta-v Capital
Tech stack
Amazon Web ServicesAzure Edge NetworkBootstrapCdnjsCloudflareCloudflare Bot Management

Funding & investor landscape

$65Mtotal disclosed funding
2companies funded
3disclosed rounds
0rounds last 90 days
Most active investors
Abry1 rounds
Colbeck Capital Management1 rounds
Delta-v Capital1 rounds
Great American Power1 rounds
Kodiak Capital1 rounds
Lovell Minnick Partners1 rounds
Quilvest1 rounds
StartupOS1 rounds

Notable founders

Jennifer Pharris
Chairman & CEO · cMoney
Jason Fertitta
CEO · Americana Partners
Bobby Jones
Managing Director · Americana Partners
Dhaval Jadav
Co-Founder & CEO · alliantgroup
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
Hot · Financial servicesAdvancing · Credit riskOpportunity · Big dataConcern · Financial innovation
Seattle14 · +0.21
Hot · Financial servicesOpportunity · LoanConcern · Financial inclusion
Philadelphia13 · +0.19
Hot · Digital transformationAdvancing · Financial servicesOpportunity · Leverage (statistics)
Boston12 · +0.34
Hot · Financial servicesOpportunity · Key (lock)Concern · Financial innovation
Los Angeles8 · +0.42
Hot · Credit riskOpportunity · Financial services
Ann Arbor8 · +0.49
Hot · Financial servicesAdvancing · Financial inclusionOpportunity · Risk management
SF Bay Area5 · +0.42
Hot · Financial servicesOpportunity · Leverage (statistics)
Chicago5 · +0.08
Opportunity · Financial market
Atlanta5 · +0.36
Hot · Financial servicesOpportunity · Credit card
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 Houston, United States?
Radar tracks 42 indexable Finance & Accounting Services companies headquartered in Houston, United States that meet our profile-completeness bar.
What is the total funding raised by Finance & Accounting Services companies in Houston, United States?
The Finance & Accounting Services companies in Houston, United States on this list have raised a combined $65M in disclosed equity funding across 2 funded companies.
Which is the highest-funded Finance & Accounting Services company in Houston, United States?
V3 Energy and Technology is the highest-funded Finance & Accounting Services company in Houston, United States, with $50M in disclosed equity funding.
How many Finance & Accounting Services companies in Houston, United States are funded?
2 of the 42 Finance & Accounting Services companies in Houston, United States on this list have disclosed at least one equity funding round.
How many Finance & Accounting Services unicorns are there in Houston, United States?
None of the Finance & Accounting Services companies in Houston, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Houston, United States Finance & Accounting Services companies?
The most active investors in Houston, United States Finance & Accounting Services companies on this list include Abry, Colbeck Capital Management, Delta-v Capital, Great American Power, Kodiak Capital.
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.

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