Best Financial Services Companies in Houston, United States
The 279 best Financial Services companies in Houston, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Above Lending.
Ranked: Best Financial Services companies in Houston
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Above Lending Provider of a platform brokering and originating unsecured consumer installment loans 37Funding top 25%Growth top 45%Tech top 49%Market bottom 34% All 5 signals ▾Fundingtop 25% Growthtop 45% Techtop 49% Marketbottom 34% Globalbottom 32% Funding: Raised $420M across 4 rounds · 4 rounds over 5 yrs (0.8/yr) rank vs industry peers · Fliar Intelligence Index 37/100 | $420M | 31 mo ago | Funding Raised | 44 44 → 104 (+136%) · sector median +41% | — | — | — |
| 2 | Skyward Specialty Insurance Provider of property and casualty insurance services 76Fin. health top 17%Funding top 33%Growth top 38%Market top 42% All 9 signals ▾Fin. healthtop 17% Fundingtop 33% Growthtop 38% Markettop 42% Newstop 42% Techtop 46% Talenttop 46% Moatbottom 38% Globalbottom 37% Fin. health: Revenue ~$1.4B (FY2024) · Net margin 1493.9% Funding: Raised $158M across 5 rounds · 5 rounds over 15 yrs (0.3/yr) rank vs industry peers · Fliar Intelligence Index 76/100 | $158M | 84 mo ago | Public | 448 448 → 609 (+36%) · sector median +41% | Andrew Robinson CEO | — | 1 expansion |
| 3 | Green Bank Commercial bank | $140M | 167 mo ago | Acquired | 142 | — | — | — |
| 4 | 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 | 13 | — | 1,201 patents Energy harvesting, power generation, and fluid‑dynamics solutions for oil‑gas and nuclear processing | — |
| 5 | Allegiance Bank Banking solutions to help businesses thrive with expert guidance | $40M | 102 mo ago | Late Stage | 594 | — | — | — |
| 6 | Post Oak Bank Commercial bank | $18M | 200 mo ago | Acquired | — | Roland L Williams CEO & President | — | — |
| 7 | Whitestone REIT Commercial real estate investment firm creating thriving local communities | $17M | 288 mo ago | Acquired | 75 75 → 105 (+40%) · sector median +41% | Dave Holeman CEO | — | 4 expansions |
| 8 | The Mint National Bank Community bank offering personal and business banking solutions with online access | $17M | 49 mo ago | Series B | — | David Bubier President & CEO | — | — |
| 9 | 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 | 1 | Jennifer Pharris Chairman & CEO | — | — |
| 10 | Syndica Backend infrastructure for building dApps | $8M | 55 mo ago | Seed | 10 | Danial Abbasi Co-Founder | — | — |
| 11 | Stellar Equity Management Provider of passive investment opportunities in multifamily real estate | $7M | 104 mo ago | Series A | — | Stephanie Bryson Co-Founder & Managing Partner | — | — |
| 12 | Propeller Provider of insurance and surety bonds distribution platform | $6M | 41 mo ago | Seed | 9 | Aaron Steffey Co-Founder and Co-CEO | 41 patents Design and manufacturing of insulated reusable beverage containers and frozen food molds. | 1 job opening |
| 13 | Everest Provider of funeral planning & management services | $5M | 203 mo ago | Series A | 16 16 → 31 (+94%) · sector median +41% | — | 7 patents Atmospheric water generation devices and outsourcing contract obligation adjustment systems | 1 partnership |
| 14 | Amerisource Working capital loans provider | $5M | 70 mo ago | Funding Raised | 70 | — | — | — |
| 15 | ZeusLending.com Provider of financial services for international trade and acquisition financing | $1M | 95 mo ago | Funding Raised | 31 | Steven Kaufman Founder & Chief Acceleration Officer | — | — |
| 16 | Wallis State Bank Commercial bank | $500K | 102 mo ago | Early Stage | 136 136 → 253 (+86%) · sector median +41% | Asif Dakri CEO | — | — |
| 17 | Makaan Investment Group Provider of investment solutions | $473K | 50 mo ago | Seed | — | Madina Shaik CEO | — | — |
| 18 | Southwestern National Bank Commercial bank | $400K | 87 mo ago | Acquired | 104 104 → 131 (+26%) · sector median +41% | Gary Owens CEO & President | — | 1 expansion |
| 19 | Flite Banking Centers Manufacturer of money processing equipments | $373K | 130 mo ago | Seed | — | R Michael Villarreal Founder & President | — | — |
| 20 | Truuli Environmental Provider of carbon trading, advisory, asset management, and environmental consultancy services | $200K | 37 mo ago | Seed | — | Livio Stan CEO | — | — |
| 21 | Priority Investor Loans Provider of short-term real estate loans secured by property | $100K | 72 mo ago | Funding Raised | — | Dimitri Ang Co-Founder | — | — |
Top 12 Financial Services companies in Houston
#1
Funding Raised · Houston, Texas · founded 2019 · 44 employees$420Mraised▾
Provider of a platform brokering and originating unsecured consumer installment loans. The platform facilitates personalized offers based on limited user information. Approval and loan terms are subject to credit determination and legal requirements. By applying, users consent to information sharing with lending partners and affiliates. Products and services may not be available everywhere. The platform may report account information to credit bureaus.
- Oct 2023Conventional Debt$200M
- May 2023Conventional Debt$95M
- 2022Conventional Debt$75M
- 2021Conventional Debt$50M
#2
Public · Houston, Texas · founded 2007 · 448 employees$157.5Mraised▾
Provider of property and casualty insurance services
- Jun 2019Conventional Debt$20M
- Apr 2015Seed$1M
- Jan 2015Unattributed$70M
- Mar 2014Unattributed$85M
#3
Acquired · Houston, Texas · founded 2007 · 142 employees$140Mraised▾
Commercial bank
- Jul 2012Series D$25M
- Apr 2010Series D$115M
#4
Series B · Houston, Texas · founded 2009$17Mraised▾
Community bank offering personal and business banking solutions with online access. It provides a range of financial services, including commercial loans, high-yield money market accounts, CDs, personal deposit accounts, and IRAs. Customers benefit from online and mobile banking with features like bill pay and Zelle for easy money transfers. The bank supports local communities through sponsorships and events. It offers treasury management for businesses and various credit card options. The bank emphasizes security and provides resources for lost or stolen cards. It focuses on building relationships and understanding the needs of its customers.
- May 2022Series B$17M
#5
Seed · Houston, Texas · founded 2019 · 9 employees$6.5Mraised▾
Provider of insurance and surety bonds distribution platform. It offers an automated end-to-end underwriting platform for insurance agencies, advisors, and clients. It provides a platform for the onboarding process, automated commission payments, and integration into the agent website.
- Jan 2023Seed$6.4M
- Feb 2021Seed$50K
#6
Series A · Houston, Texas · founded 2016 · 13 employees$50Mraised▾
Provider of financial services
- Nov 2017Conventional Debt$10M
- Nov 2017Series A$50M
#7
Late Stage · Houston, Texas · founded 2007 · 594 employees$40Mraised▾
Banking solutions to help businesses thrive with expert guidance. We offer a comprehensive suite of financial services designed to empower businesses and individuals. Our offerings include checking and savings accounts, diverse lending options such as business loans, SBA loans, and credit cards, and advanced treasury management services. We prioritize fraud prevention and security, along with efficient funds management, payables, and receivables solutions. We focus on building real relationships, providing expert guidance, and ensuring easy access to banking services through online tools, mobile app, and physical locations. We are committed to local focus, delivering fast answers and investing in the community. We provide banking insights, financial education, and fraud protection resources.
- Dec 2017Post IPO$40M
#8
Seed · Houston, Texas · founded 2021 · 10 employees$8Mraised▾
Backend infrastructure for building dApps for web 3.0. It is built on the Solana blockchain. Features tools for detailed and structured logs, audit and trace RPC calls, and more. Provides tools for surface insights, measure user engagement, and track performance metrics using robust analytics.
- Oct 2021Seed$8M
#9
Acquired · Houston, Texas · founded 2004$17.6Mraised▾
Commercial bank
- Oct 2009Series B$17.6M
#10
Acquired · Houston, Texas · founded 1998 · 75 employees$17.2Mraised▾
Commercial real estate investment firm creating thriving local communities. They shape environments where people connect with their neighborhood. They develop, redevelop, manage, and lease properties to reflect community needs, bringing in local tenants to create a special sense of place. They focus on selecting locations within growing communities, providing destinations that fit residents' lifestyles, connecting them to work and leisure. They aim to build bustling hives of energy, fostering a standard of excellence. They offer commercial properties for lease. They focus on community development and local connections. They are involved in property management and real estate investment.
#11
Funding Raised · Houston, Texas · founded 2013 · 70 employees$5Mraised▾
Working capital loans provider
- Aug 2020Conventional Debt$1M
- Aug 2020Conventional Debt$2.5M
#12
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.
- Mar 2010Unattributed$15M
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
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.