Best Financial Services Companies in Austin, United States
The 237 best Financial Services companies in Austin, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Kestra.
Ranked: Best Financial Services companies in Austin
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Tech stack | 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 | 630 630 → 471 (-25%) | 2014 | Robert Bartenstein CEO | SitecoreApple iCloud MailSalesforce+26 | 1 internship · 1 partnership |
| 2 | Vida Capital Specialized alternative asset manager delivering differentiated risk-adjusted returns globally | $150M | 99 mo ago | — | 2009 | David Gussmann Senior Managing Director | — | — |
| 3 | Incline P&C Group Provider of P&C and underwriting insurance services | $125M | 36 mo ago | 55 | 2020 | Chris McClellan CEO | WordPressMySQLPHP+18 | — |
| 4 | AWL Provider of home, auto, health, life & medicare insurance services | $82M | 132 mo ago | 130 | 2005 | — | WordPress Block EditorWordPressZoho+21 | 2 awards |
| 5 | Keystone Bank Provider of personal and business banking services | $78M | 45 mo ago | 85 | 2018 | Jeff Wilkinson Chairman and CEO | PHPBootstrapSplide+19 | — |
| 6 | Eventus Provider of financial services | $48M | 29 mo ago | 96 | 2015 | Travis Schwab CEO | WordPressMySQLPHP+37 | — |
| 7 | Summit Hotel Properties Equity REIT investing in hotel properties | $31M | 90 mo ago | 74 | 2004 | Jonathan Stanner CEO & President | WordPressMySQLPHP+19 | — |
| 8 | Medicus Insurance Medical insurance company | $25M | 219 mo ago | 51 | 2006 | — | — | — |
| 9 | OpenEyes Provider of commercial auto insurance combined with risk prevention technology | $23M | 40 mo ago | 32 | 2019 | Yoav Oron Co-Founder & CEO | SentryLeafletMUI+8 | — |
| 10 | Johnson & Starr Provider of home loans | $20M | 49 mo ago | — | 2012 | Nikolaos Stavros CEO | WordPress Block EditorBeaver BuilderWordPress+33 | — |
| 11 | Onramp Bitcoin Provider of Bitcoin financial services built on multi-institution custody | $12M | 1 mo ago | — | 2022 | Michael Tanguma Co-Founder & CEO | SanityNode.jsRadix UI+24 | — |
| 12 | Kickfin Provider of tip payment solutions for hospitality | $11M | 47 mo ago | 15 15 → 29 (+93%) | 2017 | Justin Roberts Co-Founder | WordPressSentryMySQL+37 | 1 award |
| 13 | GVA Provider of investment strategy and property management services | $9M | 50 mo ago | — | 2017 | — | WordPressMySQLPHP+20 | — |
| 14 | Realized 1031 Provider of 1031 exchange services and wealth management for investment properties | $8M | 32 mo ago | 38 | 2014 | David Wieland Founder & CEO | HubSpot CMS HubSalesforceIntercom+15 | — |
| 15 | Lion Street Wealth management firm operating across the US | $7M | 84 mo ago | 148 | 2010 | Bob Carter Founder & CEO | — | 1 launch |
| 16 | Chaiz Internet first provider of auto insurance services | $4M | 23 mo ago | 12 | 2021 | — | WebflowSentryAzure+18 | — |
| 17 | Austin Capital Bank Commercial bank | $677K | 133 mo ago | 12 | 2006 | Erik Beguin Founder and CEO | WordPressApple iCloud MailMicrosoft 365+17 | — |
| 18 | Noble Mining Provider of precious metal investment opportunities, bullion brokerage, and mining consulting | $450K | 145 mo ago | — | 2012 | Jason Otteson CEO | — | — |
| 19 | Kensington Asset Management Asset management firm | $131K | 35 mo ago | — | 1992 | Bruce DeLaurentis Founder | — | — |
Top 12 Financial Services companies in Austin
#1
Series A · Austin, Texas · founded 2022$12.5Mraised▾
Provider of Bitcoin financial services built on multi-institution custody. It offers secure Bitcoin storage in a vault protected by multiple keys secured by multiple institutions. The company facilitates Bitcoin trading with access to rates and liquidity. It provides lending options, inheritance and estate planning, and Bitcoin IRA accounts. The company also offers investment fund through trust vehicles built on multi-institution custody.
- May 2026Series A$12.5M
- Seed—
- Series A—
#2
Acquired · Austin, Texas · founded 2015 · 96 employees$48.5Mraised▾
Provider of financial services
- Jan 2024Conventional Debt$5.3M
- Sep 2021Series B$30M
- Feb 2020Series A$10.5M
- Oct 2018Series A$648.8K
#3
Late Stage · Austin, Texas · founded 2020 · 55 employees$125Mraised▾
Provider of P&C and underwriting insurance services
- Jun 2023PE$125M
#4
Acquired · Austin, Texas · founded 2014 · 630 employees$500Mraised▾
Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business.
- Jun 2019Conventional Debt$500M
#5
Series A · Austin, Texas · founded 2021 · 12 employees$4Mraised▾
Internet first provider of auto insurance services
- Jul 2024Series A$4M
- Jun 2023Seed—
#6
Series B · Austin, Texas · founded 2018 · 85 employees$78Mraised▾
Provider of personal and business banking services. This includes various checking and savings accounts tailored to individual and business needs. They offer a suite of loan products, encompassing home loans, business loans, and lines of credit to support diverse financial goals. Additional services such as treasury management and remote deposit capabilities are also provided. The bank focuses on personalized service and building strong client relationships.
- Sep 2022Series B$18M
- Apr 2020Series A$8M
- Jan 2019Series A$30.1M
#7
Series A · Austin, Texas · founded 2019 · 32 employees$23Mraised▾
Provider of commercial auto insurance combined with risk prevention technology. The company offers tools for fleet management, safety improvement via training, and risk mitigation. Their solution can be used in any commercial vehicle. The company helps drivers prevent claims, and offers insurance and technology for risk prevention.
- Feb 2023Series A$18M
- Oct 2020Seed—
#8
Acquired · Austin, Texas · founded 2009$150Mraised▾
Specialized alternative asset manager delivering differentiated risk-adjusted returns globally. The firm is a vertically integrated asset management firm with a specialized approach to alternative investing. It aims to achieve uncorrelated, asymmetric, and differentiated risk-adjusted returns by providing sophisticated, solutions-based structuring that focuses on quantifiable and manageable risk. The company offers customized investing opportunities through diversified strategies in insurance and credit. It engages with investors to customize opportunities and capital solutions that fit their mandates and risk profiles, seeking maximum return per unit of risk. The firm operates in less crowded and nuanced areas of the market, requiring a high level of expertise, flexibility, and focus. The company utilizes dedicated sourcing teams, advanced proprietary underwriting, and a comprehensive in-house servicing team to monitor each investment. The investment process focuses on relative value across risk in various forms and capital structures to deliver asymmetric returns via underwriting and active involvement in structuring, combining a fundamental bottom-up approach with a focus on str
- Mar 2018Conventional Debt$150M
#9
Series A · Austin, Texas · founded 2014 · 38 employees$7.8Mraised▾
Provider of 1031 exchange services and wealth management for investment properties. It facilitates the exchange of investment properties, allowing clients to defer capital gains taxes. The company also offers wealth management services, helping clients create diversified portfolios of commercial real estate investments to achieve their financial goals. These services include creating custom investment plans and providing access to a marketplace of Delaware Statutory Trusts (DSTs) and other investment options. Clients receive assistance in navigating the complexities of tax-deferred exchanges and building passive income streams. Risk disclosures are provided, emphasizing the inherent uncertainties in real estate investment.
- Oct 2023Series A$1.8M
- Sep 2019Series A$6M
#10
Funding Raised · Austin, Texas · founded 2012$20Mraised▾
Provider of home loans
- Apr 2022Conventional Debt$20M
#11
Acquired · Austin, Texas · founded 2005 · 130 employees$81.8Mraised▾
Provider of home, auto, health, life & medicare insurance services
- 2015Conventional Debt$81.8M
#12
Series A · Austin, Texas · founded 2017 · 15 employees$11Mraised▾
Provider of tip payment solutions for hospitality. Tips can be sent directly to the bank account of the employee without the use of cash or pay cards.
- Jun 2022Series A$6M
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
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.