Best Financial Services Companies in Fort Worth, United States
The 56 best Financial Services companies in Fort Worth, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Teak Tree Capital Management.
Ranked: Best Financial Services companies in Fort Worth
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Teak Tree Capital Management Provider of financial services | $600M | 71 mo ago | Series D | Adam Deem Co-Founder | 2009 | — | — |
| 2 | HIG Holdings Provider of financial and investment management services | $563M | 24 mo ago | Series D | — | 2009 | — | — |
| 3 | Carlile Bancshares Commercial bank | $241M | 168 mo ago | Acquired | Thomas Nichols Chairman and CEO | 2009 | — | — |
| 4 | Residential Credit Credit broker | $125M | — | Acquired | Dennis Stowe CEO | 2006 | — | — |
| 5 | Crestline Investment management firm | $40M | 231 mo ago | Acquired | — | 1997 | WordPressMySQLPHP+17 | — |
| 6 | CapTex Bank Commercial bank | $26M | 63 mo ago | Series B | George Lea Chairman & CEO | 1901 | WordPressMySQLPHP+17 | — |
| 7 | Higginbotham Provider of independent insurance brokerage and risk management services 62News top 25%Growth top 27%Market top 42%Talent bottom 49% All 8 signals ▾Newstop 25% Growthtop 27% Markettop 42% Talentbottom 49% Techbottom 47% Fundingbottom 45% Partnersbottom 35% Globalbottom 32% News: 5 BI events in 12 mo (of 17 tracked, 3 types) · 3 high-value events (IPO/M&A/funding/contracts) in 12 mo Growth: 2 acquisition/expansion moves in 24 mo rank vs industry peers · Fliar Intelligence Index 62/100 | $19M | 27 mo ago | Unfunded | Paul Higginbotham Founder | 1948 | WordPressApple iCloud MailMySQL+23 | 1 expansion |
| 8 | Clarity Financial Group Provider of retirement planning and financial services | $5M | 29 mo ago | Series A | — | 2004 | — | — |
| 9 | Armlend Agricultural lender providing farmer-friendly crop financing and real estate solutions | $34K | 130 mo ago | Series A | — | 2009 | WordPressApple iCloud MailMicrosoft 365+29 | 2 job openings · 1 award |
| 10 | Equifyfinancial | — | 6 mo ago | Funding Raised | — | — | WordPressMySQLPHP+29 | 6 job openings |
| 11 | FirstCash Provider of pawn loans | — | 109 mo ago | Public | — | 1988 | DrupalApple iCloud MailMicrosoft 365+22 | — |
| 12 | Hallmark Financial Services Specialty property and casualty insurance solutions provider with deep distribution relationships | — | 118 mo ago | Public | Christopher Kenney Chief Executive Officer | 1990 | WordPressMySQLPHP+19 | 5 job openings |
Top 12 Financial Services companies in Fort Worth
#1
Series D · Fort Worth, Texas · founded 2009$562.7Mraised▾
Provider of financial and investment management services
#2
Unfunded · Fort Worth, Texas · founded 1948 · 2500 employees$19.5Mraised▾
Provider of independent insurance brokerage and risk management services
#3
Series D · Fort Worth, Texas · founded 2009 · 10 employees$600Mraised▾
Provider of financial services
- Aug 2020Series D$600M
#4
Acquired · Fort Worth, Texas · founded 2009$240.9Mraised▾
Provider of commercial and personal banking services. The company was formed to serve as a platform focused on acquiring community banks in the South West. It serves small businesses and professionals in communities in Texas and the southwestern U.S.
- Jul 2012PE$1.5M
- Mar 2010PE$239.4M
#5
Series A · Fort Worth, Texas · founded 2004 · 4 employees$5Mraised▾
Clarity Financial Group is an independent financial services company that aims to educate clients about financial concepts and products. They provide services related to investing, insurance, estate conservation, and retirement planning.
#6
Acquired · Fort Worth, Texas · founded 2006 · 103 employees$125Mraised▾
Provider of residential mortgage investment services focused on credit-sensitive and servicing-intensive mortgage assets. The company's residential mortgage investment services include loan pools, servicing rights, securities which are provided for mortgage assets and other related assets.
#7
Series B · Fort Worth, Texas · founded 1901 · 47 employees$26.4Mraised▾
Owner and operator of a bank holding company based in Fort Worth, Texas. The company offers personal banking, wealth management, safe deposit boxes, loans and business banking-related services.
#8
Acquired · Fort Worth, Texas · founded 1997 · 128 employees$40Mraised▾
Investment management firm
#9
Funding Raised · Fort Worth, Texas · 89 employees—raised▾
#10
Series A · Fort Worth, Texas · founded 2009 · 37 employees$34.4Kraised▾
Agricultural lender providing farmer-friendly crop financing and real estate solutions. They specialize in crop-based lending, offering innovative solutions for farmers' financial needs. Unlike traditional lenders, they prioritize the crop over equity, protecting assets and ensuring generational farm success. They tailor agricultural loans to individual farm needs, supporting investments in equipment, expansion, and seasonal management. Their services include agriculture operating loans, crop insurance, real estate loan services, and equipment leasing referrals. They provide personalized service and support, understanding farming operations and prioritizing farmer success. Their process involves thorough analysis, input validation, risk optimization, and constant reevaluation throughout the growing season. They offer accessible loan information and efficient disbursement, supporting farmers in growing their business.
- Sep 2015Series A—
- Aug 2009Grant (prize money)$17.2K
- Aug 2009Grant (prize money)$17.2K
#11
Public · Fort Worth, Texas · founded 1988 · 19000 employees—raised▾
Provider of pawn loans
#12
Public · Fort Worth, Texas · founded 1990 · 257 employees—raised▾
Specialty property and casualty insurance solutions provider with deep distribution relationships. The company offers a range of personal and commercial insurance products, including personal auto, renters, commercial package policies, and business owners policies. They also provide specialized coverage for aviation risks, such as aircraft physical damage and liability, flight school operations, and airport liability. Focused on delivering excellent service, they offer industry-leading claims service. The business model caters to both individual and commercial clients, providing essential risk management solutions. They operate in the property and casualty insurance industry, offering multiple products and services to meet diverse insurance needs.
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.