Radar · Financial Services in Dallas
Best Financial Services Companies in Dallas, United States
The 366 best Financial Services companies in Dallas, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Hilltop Securities.
By Riya SenguptaFinancials
366companies tracked
$7.9Bdisclosed funding
0unicorns
32have raised
Ranked: Best Financial Services companies in Dallas
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Hilltop Securities Provider of clearing, wealth management and securities lending services | $5.0B | 16 mo ago | 1,745 | 2014 | Brad Winges President & Chief Executive Officer | — | 1 partnership |
| 2 | MoneyGram Provider of global money transfer and payment services for individuals | $750M | 34 mo ago | 3,167 | 1940 | Alex Holmes CEO | — | — |
| 3 | Marine One Provider of vehicle loans | $671M | 32 mo ago | 20 | 1995 | Jared Morris CEO | — | — |
| 4 | Preston Hollow Capital Provider of working capital loans services | $510M | 45 mo ago | 43 | 2014 | — | — | — |
| 5 | Braemar Hotels & Resorts REIT that invests in full service luxury hotels and resorts | $195M | 88 mo ago | — | 2013 | Richard Stockton Chief Executive Officer & President; Member of the Board of Directors | — | — |
| 6 | NexBank Commercial bank | $172M | 45 mo ago | 126 | 1922 | Matt Siekielski President and Chief Executive Officer | — | — |
| 7 | PlainsCapital Bank Commercial bank | $117M | 170 mo ago | 1,049 | 1988 | — | — | — |
| 8 | MapleMark Bank Banking solutions for personal, commercial, and treasury needs in Texas and Oklahoma | $90M | 63 mo ago | 57 | 1909 | Anthony Davis Chairman & CEO | — | 1 job opening |
| 9 | American First Finance Provider of payment solutions, including loans and retail installment agreements | $50M | 123 mo ago | 285 | 2013 | — | — | — |
| 10 | Veritex Bank Commercial bank | $41M | 148 mo ago | 689 689 → 416 (-40%) | 2009 | Malcolm Holland Chairman & CEO | — | — |
| 11 | 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 | 20 | 1999 | Aslam Khan Founder & Co-CEO | — | — |
| 12 | Dominion Bank Commercial bank | $40M | 85 mo ago | 38 | 2018 | Thomas Mastor CEO | 26 patents Secure, privacy‑preserving transaction processing and location‑aware banking services | — |
| 13 | Ashford Provider of asset management and hospitality services | $35M | 99 mo ago | 7,700 | 2014 | Jack Bennett CEO | — | — |
| 14 | Wingspan Advisors Limited information available | $32M | 139 mo ago | 180 | 2008 | — | — | — |
| 15 | GAINSCO Auto insurance carrier | $24M | 256 mo ago | 610 | 1978 | Glenn W. Anderson CEO & President | — | 9 job openings |
| 16 | One World Holding Association focused on providing financial services | $22M | 48 mo ago | — | — | Kanwar Suri CEO & Director | — | — |
| 17 | Oakwood Bank Comprehensive financial solutions for personal, commercial, and wealth management needs | $18M | 80 mo ago | 36 | 1900 | — | — | — |
| 18 | Texas Security Bank Elevating entrepreneurs through business banking, lending, and executive training | $14M | 81 mo ago | 118 | 2008 | Craig Scheef Chairman and Chief Executive Officer | — | 3 awards |
| 19 | Fidelis Capital Fidelis capital is a private banking experience offered by wealth management firm, providing financial… | $10M | 18 mo ago | 15 | 2011 | Rick Simonetti CEO and Head of Wealth Planning | — | 1 award |
| 20 | Capview Partners Diversified asset management firm | $10M | 33 mo ago | 8 | 2010 | — | — | — |
| 21 | Freedom Truck Finance Auto loans provider | $8M | 91 mo ago | 21 | 2013 | Blake Bozman Co-Founder & Marketing Director | — | — |
| 22 | P10 Holdings Diversified investment management firm | $5M | 109 mo ago | — | 2016 | Clark Webb Co-Founder & Co-CEO | — | — |
| 23 | Crash Rescue Provider of auto insurance services | $2M | 129 mo ago | — | 1967 | — | 2 patents Aerial fire‑suppression equipment with dual fluid nozzles and fire‑retardant delivery systems. | — |
| 24 | Freedom Commercial Real Estate Operator of commercial real estate investments providing passive income opportunities | $2M | 34 mo ago | — | 2023 | Zane Schartz Founder & President | — | — |
| 25 | Nova Provider of fund, investment, and financial services | $2M | 90 mo ago | 27 | 2018 | Pradyuman Vig Founder | — | — |
| 26 | Indyfin Matching investors with vetted financial advisors for personalized financial guidance | $2M | 57 mo ago | 2 | 2017 | Akshay Singh Co-Founder & CEO | — | — |
| 27 | WRC Advisors Provider of investment management services for real estate industry | $2M | 50 mo ago | — | 2015 | David Shaffer Managing Director | — | — |
| 28 | Black Ink Capital Working capital loans for SMEs | $2M | 102 mo ago | — | 2014 | Stephen Robinson Co-Founder & Managing Director | — | — |
| 29 | Ashland Greene Capital Provider of investment opportunities for accredited and sophisticated investors | $1M | 15 mo ago | 57 | 2021 | — | — | — |
| 30 | Vaultright Provider of digital solutions for streamlining branch operations. | $850K | 11 mo ago | — | 2021 | Adam Cobb Co-Founder | 2 patents Secure electronic access control and key distribution systems | 1 partnership |
| 31 | CONTI Capital Real estate firm focused on multiple strategies | $750K | 205 mo ago | — | 2008 | Carlos Vaz CEO | — | — |
| 32 | One World Bank Commercial bank | $355K | 172 mo ago | 49 | 2005 | Ralph Kerr President/ CEO | — | — |
| 33 | IOOGO Limited information available | $320K | 82 mo ago | 44 | 2017 | — | — | — |
| 34 | Asset Entities Provider of investment management and financial services | $250K | 24 mo ago | 7 | 2020 | Arshia Sarkhani Founder & Chief Executive Officer | — | — |
| 35 | PrimeLending Provider of home loans | $101K | 187 mo ago | 2,878 | 1986 | Steve Thompson President and CEO | — | — |
Top 12 Financial Services companies in Dallas
#1
Funding Raised · Dallas, Texas · founded 2014 · 1745 employees$5Braised▾
Funding Raised · Dallas, Texas · founded 2014 · 1745 employees
Provider of clearing, wealth management and securities lending services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 21k LinkedIn followers
Activity: 1 partnerships (incl. HilltopSecurities) announced in 12 mo
Funding rounds
- Jan 2025Conventional Debt$25.1M
- Mar 2021Conventional Debt$1.1B
- Dec 2019Conventional Debt$3.9B
Founders & team
Tech stack
Animate.CssCloudflareCloudflare Bot ManagementContact Form 7DocusignFacebook Pixel
#2
Series D · Dallas, Texas · founded 1995 · 20 employees$670.6Mraised▾
Series D · Dallas, Texas · founded 1995 · 20 employees
Provider of vehicle loans
Founders & team
Tech stack
AddthisAmazon S3Amazon Web ServicesApple Icloud MailAzureBootstrap
#3
Acquired · Dallas, Texas · founded 1940 · 3167 employees$750Mraised▾
Acquired · Dallas, Texas · founded 1940 · 3167 employees
Provider of global money transfer and payment services for individuals. The company facilitates remittances through a large retail network. It offers options to send money for cash pickup or direct transfer to bank accounts. The company also provides payment and financial services to enterprises.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 145k LinkedIn followers — 5.9% of this cohort's audience
Founders & team
Investors
Ripple, Brink, Stellar, Goldman Sachs, Thomas H Lee Partners
Tech stack
Amazon CloudfrontAmazon S3Amazon Web ServicesApple Icloud MailAppnexusAppsflyer
#4
Series B · Dallas, Texas · founded 2011 · 15 employees$10Mraised▾
Series B · Dallas, Texas · founded 2011 · 15 employees
Fidelis Capital is an ultra private banking experience offered by a wealth management firm. They provide comprehensive financial advisory services to organizations and individuals.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 1k LinkedIn followers
Activity: 1 awards announced in 12 mo
Funding rounds
- Nov 2024Series B$11.6M
- Aug 2023Series A$10M
Founders & team
Tech stack
Apache Http ServerCdnjsCloudflareGoogle AnalyticsGsapHsts
#5
Series D · Dallas, Texas · founded 2014 · 43 employees$510Mraised▾
Series D · Dallas, Texas · founded 2014 · 43 employees
Provider of working capital loans services
Funding rounds
- Aug 2022Conventional Debt$40M
- May 2017Series D$335M
- Apr 2015Series C$175M
Investors
Pathway Capital Management, Stone Point Capital, HarbourVest Partners, Stonehenge Capital
Tech stack
WordpressMysqlPhpHashthemes TotalGoogle Tag Manager For WordpressContact Form 7
#6
Seed · Dallas, Texas · founded 2021$850Kraised▾
Seed · Dallas, Texas · founded 2021
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LinkedIn Pulse recent public activity · Jul 2026
Audience: 771 LinkedIn followers
Activity: 1 partnerships (incl. ICBA) announced in 12 mo
Funding rounds
- Jul 2025Seed$850K
Founders & team
#7
Seed · Dallas, Texas · founded 2021 · 57 employees$1.3Mraised▾
Seed · Dallas, Texas · founded 2021 · 57 employees
Ashland Greene is a DFW-based, vertically integrated, owner/operator of multifamily real estate focused on value-add workforce housing. With a total transaction value of $1B+ consisting of 6,100+ units, the diverse company continues to deliver an impressive ROI to investors.\n\nAshland Greene Capital provides investment opportunities for accredited and sophisticated investors in the commercial real estate market, specifically within the multi-family asset class in Dallas, Texas. Our strategically curated portfolio reflects top-quality assets that are projected to generate both current income and equity growth.
Funding rounds
- Feb 2025Seed$1.3M
#8
Series B · Dallas, Texas · founded 1922 · 126 employees$171.9Mraised▾
Series B · Dallas, Texas · founded 1922 · 126 employees
Commercial bank
Founders & team
Tech stack
Amazon Web ServicesApple Icloud MailCore-JsDocusignGoogle AnalyticsGoogle Font Api
#9
Public · Dallas, Texas · founded 2013$195Mraised▾
Public · Dallas, Texas · founded 2013
REIT that invests in full service luxury hotels and resorts
LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers
Funding rounds
- Jan 2019Conventional Debt$195M
Founders & team
Tech stack
BootstrapGodaddyJqueryLazysizesMicrosoft 365Open Graph
#10
Late Stage · Dallas, Texas · founded 1909 · 57 employees$90.2Mraised▾
Late Stage · Dallas, Texas · founded 1909 · 57 employees
Banking solutions for personal, commercial, and treasury needs in Texas and Oklahoma. This financial institution provides a range of services including personal banking, commercial banking, treasury management, USDA lending, and small business services. They focus on delivering solutions and service to high net worth individuals, family offices, middle-market companies, hedge funds, and boutique private equity groups. They leverage technology to offer convenient and efficient banking experiences. Their services include online banking, mobile banking, and various lending options. They are committed to security and customer service, offering resources like a resource center, security information, and multiple channels for customer support. They are FDIC-insured, providing a stable and secure banking environment.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers
Hiring: 1 hiring post in 12 mo (public) · hiring: Loan Operations Specialist
Founders & team
Investors
GCP Capital Partners
Tech stack
WordpressMysqlPhpGoogle MapsWpbakeryRedux Framework
#11
Series A · Dallas, Texas · founded 2010 · 8 employees$9.7Mraised▾
Series A · Dallas, Texas · founded 2010 · 8 employees
Diversified asset management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers
Funding rounds
- Sep 2023Series A$9.7M
- Sep 2023Conventional Debt—
Tech stack
WordpressMysqlPhpMaterial Design LiteWpbakeryYoast Seo
#12
Series B · Dallas, Texas$22.5Mraised▾
Series B · Dallas, Texas
Association focused on providing financial services
Founders & team
Funding & investor landscape
$7.9Btotal disclosed funding
36companies funded
40disclosed rounds
0rounds last 90 days
Most active investors
Y Combinator2 rounds
Notable founders
Brad Winges
President & Chief Executive Officer · Hilltop Securities
Jared Morris
CEO · Marine One
Alex Holmes
CEO · MoneyGram
Rick Simonetti
CEO and Head of Wealth Planning · Fidelis Capital
Adam Cobb
Co-Founder · Vaultright
James Dondero
Chairman · NexBank
Matt Siekielski
President and Chief Executive Officer · NexBank
Richard Stockton
Chief Executive Officer & President; Member of the Board of Directors · Braemar Hotels & Resorts
Anthony Davis
Chairman & CEO · MapleMark Bank
Kanwar Suri
CEO & Director · One World Holding
Narinder Monga
CEO & Director · One World Holding
Aslam Khan
Founder & Co-CEO · Falcon Holdings Management
Prism market signals · United States · country-scoped Prism corpus, 18,693,399 docs
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
How many Financial Services companies are there in Dallas, United States?
Radar tracks 366 indexable Financial Services companies headquartered in Dallas, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Dallas, United States?
The Financial Services companies in Dallas, United States on this list have raised a combined $7.9B in disclosed equity funding across 36 funded companies.
Which is the highest-funded Financial Services company in Dallas, United States?
Hilltop Securities is the highest-funded Financial Services company in Dallas, United States, with $5B in disclosed equity funding.
How many Financial Services companies in Dallas, United States are funded?
36 of the 366 Financial Services companies in Dallas, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Dallas, United States?
None of the Financial 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 Financial Services companies?
The most active investors in Dallas, United States Financial Services companies on this list include Capital Factory, Capital Southwest, Charles & Potomac Capital, Endicott Group, MPK Equity Partners.
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.