Radar · Finance & Accounting Services in Texas
Best Finance & Accounting Services Companies in Texas, United States
The 218 best Finance & Accounting Services companies in Texas, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Kestra.
By Riya SenguptaFinancials
218companies tracked
$951.7Mdisclosed funding
0unicorns
14have raised
FLIAR INTELLIGENCE · FINANCE & ACCOUNTING SERVICES × TEXAS
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
449kcombined LinkedIn audience
81%of audience held by top 3
5companies hiring publicly (12 mo)
Ranked: Best Finance & Accounting Services companies in Texas
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Kestra Provider of business consulting, technology, and wealth advisory services 57News top 27%Funding top 33%Growth top 34%Talent top 38% All 9 signals ▾Newstop 27% Fundingtop 33% Growthtop 34% Talenttop 38% Producttop 42% Markettop 48% Techtop 49% Partnersbottom 35% Globalbottom 32% News: 16 BI events in 12 mo (of 33 tracked, 7 types) · +220% YoY Funding: Raised $500M across 1 rounds · 1 rounds over 7 yrs (0.1/yr) rank vs industry peers · Fliar Intelligence Index 57/100 | $500M | 84 mo ago | Acquired | Robert Bartenstein CEO | 2014 | SitecoreApple iCloud MailSalesforce+26 | — | 1 internship · 1 partnership |
| 2 | Ryan Provider of tax consulting, software, and technology services 64Funding top 16%Tech top 31%News top 33%Growth top 39% All 9 signals ▾Fundingtop 16% Techtop 31% Newstop 33% Growthtop 39% Producttop 41% Markettop 45% Innovationtop 45% Talentbottom 49% Globalbottom 37% Funding: Raised $317M across 4 rounds · 4 rounds over 13 yrs (0.3/yr) Tech: 52 technologies across 5/8 capability areas · Cloud: Cloudflare rank vs industry peers · Fliar Intelligence Index 64/100 | $317M | 5 mo ago | Late Stage | Chris Collis Co-Founder | 1991 | WordPress Block EditorWordPressApple iCloud Mail+33 | — | — |
| 3 | V3 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 | $50M | 102 mo ago | Series A | — | 2016 | — | 1,201 patents Energy harvesting, power generation, and fluid‑dynamics solutions for oil‑gas and nuclear processing | — |
| 4 | 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 | 65 mo ago | Acquired | Aslam Khan Founder & Co-CEO | 1999 | WordPressMySQLPHP+14 | — | — |
| 5 | Quisitive Provider of IT consulting and digital transformation services 37AI top 45%Product top 46%Funding top 48%Market top 49% All 8 signals ▾AItop 45% Producttop 46% Fundingtop 48% Markettop 49% Techtop 50% Globalbottom 37% Growthbottom 32% Newsbottom 26% AI: Product described with: machine learning Product: 0 product launch events in 12 mo · Company stage: Acquired rank vs industry peers · Fliar Intelligence Index 37/100 | $18M | 63 mo ago | Acquired | — | 2016 | WordPressMySQLPHP+25 | — | — |
| 6 | cMoney 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 | $15M | 194 mo ago | Deadpooled | Jennifer Pharris Chairman & CEO | 2010 | — | — | — |
| 7 | SMB Suite Provider of managed IT services and cybersecurity solutions for small businesses | $3M | 154 mo ago | Series A | — | 2013 | — | 2 patents Software deployment platforms for technical specification management and execution | — |
| 8 | Propel Financial Services Property tax solutions provider, avoiding foreclosure and ensuring financial peace | $3M | — | Acquired | — | 2007 | WordPressMySQLPHP+20 | — | — |
| 9 | Financial Gravity Provider of wealth management and tax planing services | $3M | 109 mo ago | Acquired | — | 2002 | WordPressZohoMySQL+28 | — | — |
| 10 | M3EG SS1 Provider of taxation services 53Talent top 27%Tech top 31%Partners top 33%Market top 36% All 8 signals ▾Talenttop 27% Techtop 31% Partnerstop 33% Markettop 36% Newsbottom 45% Growthbottom 32% Fundingbottom 31% Globalbottom 25% Talent: 3 named leaders on record · 3 C-suite/founder profiles curated Tech: 41 technologies across 5/8 capability areas · Cloud: Akamai, Amazon Cloudfront rank vs industry peers · Fliar Intelligence Index 53/100 | $2M | 48 mo ago | Seed | Harold Eason Co-CEO | 2020 | DrupalApple iCloud MailMicrosoft 365+15 | — | 6 job openings |
| 11 | IOOGO Limited information available | $320K | 82 mo ago | Seed | — | 2017 | — | — | — |
| 12 | Rbce Provider of tax preparation, bookkeeping, business consulting, finance, and accounting services | $150K | 39 mo ago | Seed | Maryjo EA Owner | 2010 | — | — | — |
Top 12 Finance & Accounting Services companies in Texas
#1
Late Stage · Plano, Texas · founded 1991 · 1552 employees$317Mraised▾
Late Stage · Plano, Texas · founded 1991 · 1552 employees
Provider of tax consulting, software, and technology services. It provides an integrated suite of federal, state, local, and international tax services to clients across various industries. It offers a range of solutions, from tax strategy and compliance to dispute resolution and technology enabled tax services.
Fliar Intelligence Index™ 64how this company ranks against its industry peers
Funding
top 16%Tech
top 31%News
top 33%Growth
top 39%Product
top 41%Market
top 45%Funding: Raised $317M across 4 rounds · 4 rounds over 13 yrs (0.3/yr) · Last round PE (Jan 2026)
Tech: 52 technologies across 5/8 capability areas · Cloud: Cloudflare · Observability: Microsoft Clarity, Sentry
News: 10 BI events in 12 mo (of 82 tracked, 10 types) · +43% YoY · 9 high-value events (IPO/M&A/funding/contracts) in 12 mo
Audience (LinkedIn): 86k LinkedIn followers — 19.2% of this cohort's audience
Funding rounds
- Jan 2026PE—
- May 2022PE—
- Oct 2018PE$317M
- Aug 2015Conventional Debt$300M
Founders & team
Investors
Prospect Capital, Goldman Sachs, Bank of America, Ares Management, Onex, ED
Tech stack
AngularjsApple Icloud MailCdnjsCloudflareCloudflare Bot ManagementCore-Js
#2
Acquired · Austin, Texas · founded 2014 · 630 employees$500Mraised▾
Acquired · Austin, Texas · founded 2014 · 630 employees
Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business.
Fliar Intelligence Index™ 57how this company ranks against its industry peers
News
top 27%Funding
top 33%Growth
top 34%Talent
top 38%Product
top 42%Market
top 48%News: 16 BI events in 12 mo (of 33 tracked, 7 types) · +220% YoY · 8 high-value events (IPO/M&A/funding/contracts) in 12 mo
Funding: Raised $500M across 1 rounds · 1 rounds over 7 yrs (0.1/yr) · Last round Conventional Debt (Jun 2019)
Growth: Headcount 588 → 630 (+7%) across vintages · 2 acquisition/expansion moves in 24 mo
Audience (LinkedIn): 19k LinkedIn followers — 4.3% of this cohort's audience
Activity (LinkedIn): 1 partnerships (incl. PlanWell Private Wealth Services) announced in 12 mo
Funding rounds
- Jun 2019Conventional Debt$500M
Founders & team
Investors
Churchill Asset Management
Tech stack
AdrollAdroll Cmp SystemAosApple Icloud MailAzureAzure Front Door
#3
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
#4
Series A · Houston, Texas · founded 2016 · 13 employees$50Mraised▾
Series A · Houston, Texas · founded 2016 · 13 employees
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
#5
Acquired · Irving, Texas · founded 2016 · 665 employees$18.4Mraised▾
Acquired · Irving, Texas · founded 2016 · 665 employees
Provider of IT consulting and digital transformation services. Offering services such as Azure migration, cloud development, AI and machine learning, business intelligence, and cybersecurity.
Fliar Intelligence Index™ 37how this company ranks against its industry peers
AI
top 45%Product
top 46%Funding
top 48%Market
top 49%Tech
top 50%Global
bottom 37%AI: Product described with: machine learning
Product: 0 product launch events in 12 mo · Company stage: Acquired
Funding: Raised $18.4M across 3 rounds · 3 rounds over 8 yrs (0.4/yr) · Last round Post IPO (Mar 2021)
Audience (LinkedIn): 19k LinkedIn followers — 4.1% of this cohort's audience
Funding rounds
- Mar 2021Post IPO$15.8M
- Jul 2019Post IPO$150K
- Oct 2018Conventional Debt$2.5M
Investors
FAX Capital, Seacoast Business Funding, Fulcrum Technology Group
Tech stack
CloudflareHttp/3
#6
Deadpooled · Houston, Texas · founded 2010 · 1 employees$15Mraised▾
Deadpooled · Houston, Texas · founded 2010 · 1 employees
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
Investors
Kodiak Capital
#7
Seed · Abilene, Texas · founded 2022$1.8Mraised▾
Seed · Abilene, Texas · founded 2022
Provider of taxation services
Fliar Intelligence Index™ 53how this company ranks against its industry peers
Talent
top 27%Tech
top 31%Partners
top 33%Market
top 36%News
bottom 45%Growth
bottom 32%Talent: 3 named leaders on record · 3 C-suite/founder profiles curated · 4 leadership moves in 12 mo
Tech: 41 technologies across 5/8 capability areas · Cloud: Akamai, Amazon Cloudfront · Devops: Nginx
Partners: 0 partnership announcements in 12 mo (1 in 24 mo) · Marquee-customer mentions: top 5% of tracked companies
Audience (LinkedIn): 176k LinkedIn followers — 39.2% of this cohort's audience
Hiring (LinkedIn): 6 hiring posts in 12 mo (public) · momentum +6 · hiring: IT Specialist (INFOSEC), Supervisory IT Specialist
Funding rounds
- Jun 2022Seed$1.8M
Founders & team
Tech stack
Acquia Cloud PlatformAkamaiAkamai MpulseAmazon CloudfrontAmazon Web ServicesAngular
#8
Acquired · Allen, Texas · founded 2002 · 1 employees$3Mraised▾
Acquired · Allen, Texas · founded 2002 · 1 employees
Provider of wealth management and tax planing services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 870 LinkedIn followers
Funding rounds
- May 2017Post IPO$625K
- Sep 2016Post IPO$2.3M
#9
Series A · Irving, Texas · founded 2013 · 27 employees$3Mraised▾
Series A · Irving, Texas · founded 2013 · 27 employees
Provider of managed IT services and cybersecurity solutions for small businesses. This provider offers a suite of services including managed IT, cloud solutions, email services, virtual desktops, backup and disaster recovery, and cybersecurity services such as threat containment and vulnerability scanning. They also provide IT consulting, assessments, and staff augmentation. The focus is on personalized service and support, aiming to alleviate the IT burden on small businesses and enable them to concentrate on core operations. Services are delivered with a local touch, emphasizing in-person collaboration.
Funding rounds
- Aug 2013Series A$3M
Investors
Meritage Funds
Tech stack
WordpressMysqlPhpWpbakeryIvory SearchContact Form 7
#10
Acquired · San Antonio, Texas · founded 2007 · 70 employees$3Mraised▾
Acquired · San Antonio, Texas · founded 2007 · 70 employees
Property tax solutions provider, avoiding foreclosure and ensuring financial peace. The company specializes in resolving property tax challenges, offering financing solutions to residential and commercial property owners. Focused on integrity and customer service, they provide flexible terms and expedite financing to ensure client satisfaction. They offer loans for various properties, including rental homes, multi-family properties, and commercial buildings. The company aims to help clients keep their homes and businesses by resolving tax debt and avoiding foreclosure. They embrace ethical business practices and customer-focused regulation, benefitting taxpayers. They offer straight-forward, affordable solutions to property tax situations.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 1k LinkedIn followers
Funding rounds
- Series A$3M
Tech stack
Apache Http ServerCdnjsCloudflareCloudflare Bot ManagementFont AwesomeGodaddy
#11
Seed · Liberty Hill, Texas · founded 2010$150Kraised▾
Seed · Liberty Hill, Texas · founded 2010
Provider of tax preparation, bookkeeping, business consulting, finance, and accounting services
Funding rounds
- Mar 2023Seed$150K
Founders & team
#12
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
Funding & investor landscape
$951.7Mtotal disclosed funding
12companies funded
19disclosed rounds
0rounds last 90 days
Most active investors
Notable founders
Chris Collis
Co-Founder · Ryan
Robert Bartenstein
CEO · Kestra
Aslam Khan
Founder & Co-CEO · Falcon Holdings Management
Azam Malik
Co-CEO · Falcon Holdings Management
Jennifer Pharris
Chairman & CEO · cMoney
Max May
CEO · M3EG SS1
Maryjo EA
Owner · Rbce
Jason Fertitta
CEO · Americana Partners
Bobby Jones
Managing Director · Americana Partners
Javier Martinez Sintes
CEO · Invomatic
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 FROM Texas · institutions
What Texas researches in fintech
UT Dallas and Texas A&M dominate Texas fintech research, focusing heavily on regulation and risk within crowdfunding and digital finance, with a contested tone reflecting 12 concern-coded papers.
19 papersstance -0.016% breakthrough71% concern
local research themes
FinTech, Crowdfunding, Digital FinanceGlobal Financial Regulation and CrisesBlockchain Technology Applications and SecurityPrivate Equity and Venture CapitalGeological Modeling and AnalysisCOVID-19 Digital Contact Tracing
top institutions
- The University of Texas at Dallas5
- Texas A&M University3
- Texas A&M University School of Law3
- The University of Texas at San Antonio2
- The University of Texas at Austin2
Common questions
How many Finance & Accounting Services companies are there in Texas, United States?
Radar tracks 218 indexable Finance & Accounting Services companies headquartered in Texas, United States that meet our profile-completeness bar.
What is the total funding raised by Finance & Accounting Services companies in Texas, United States?
The Finance & Accounting Services companies in Texas, United States on this list have raised a combined $951.7M in disclosed equity funding across 12 funded companies.
Which is the highest-funded Finance & Accounting Services company in Texas, United States?
Kestra is the highest-funded Finance & Accounting Services company in Texas, United States, with $500M in disclosed equity funding.
How many Finance & Accounting Services companies in Texas, United States are funded?
12 of the 218 Finance & Accounting Services companies in Texas, United States on this list have disclosed at least one equity funding round.
How many Finance & Accounting Services unicorns are there in Texas, United States?
None of the Finance & Accounting Services companies in Texas, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Texas, United States Finance & Accounting Services companies?
The most active investors in Texas, United States Finance & Accounting Services companies on this list include Lovell Minnick Partners, Abry, Alaris Equity Partners, Ares Management, Bank of America.
Riya SenguptaFinancials
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.