Radar · Financial Services in Plano
Best Financial Services Companies in Plano, United States
The 62 best Financial Services companies in Plano, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Ryan.
By Rohit KhannaTrends & Stories
62companies tracked
$598.9Mdisclosed funding
0unicorns
5have raised
Ranked: Best Financial Services companies in Plano
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | 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 | — |
| 2 | Centra Leasing Provider of equipment financing and leasing solutions for businesses 45Innovation top 20%Funding top 25%Product top 37%Growth top 43% All 8 signals ▾Innovationtop 20% Fundingtop 25% Producttop 37% Growthtop 43% Techbottom 48% Globalbottom 32% Newsbottom 22% Marketbottom 17% Innovation: 12 product lines Funding: Raised $175M across 1 rounds · 1 rounds over 5 yrs (0.2/yr) rank vs industry peers · Fliar Intelligence Index 45/100 | $175M | 1 mo ago | Funding Raised | — | 2013 | WordPressMySQLPHP+25 | — |
| 3 | Legacy Corporate Lending Provider of credit and term loans lending services | $100M | 32 mo ago | Seed | Clark Griffith Co-Founder & CEO | 2023 | WordPressMySQLPHP+25 | — |
| 4 | Benchmark Bank Credit union | $7M | 126 mo ago | Acquired | Mike Barnett CEO | 2002 | — | — |
| 5 | Certum Group Provider of liability insurance services | — | 99 mo ago | Series A | Joel Fineberg Co-Founder & Managing Director | 2013 | DudaReactstyled-components+16 | 1 award |
| 6 | Halo Companies Diversified investment management firm | — | 192 mo ago | Public | — | 1987 | — | — |
| 7 | anr consulting group ANR Consulting Group specializes in providing IT consulting and staffing solutions. | — | — | — | — | 2008 | WordPressMySQLPHP+23 | — |
| 8 | Beal Bank Provider of lending, savings, and mortgages services | — | — | Unfunded | D Beal Founder | 1988 | Kentico CMSApple iCloud MailWindows Server+16 | 1 award |
Top 6 Financial Services companies in Plano
#1
Funding Raised · Plano, Texas · founded 2013 · 1 employees$175Mraised▾
Funding Raised · Plano, Texas · founded 2013 · 1 employees
Provider of equipment financing and leasing solutions for businesses. It offers direct lending capabilities to finance equipment for small- and medium-sized businesses across various industry sectors. The company provides options for customers’ equipment financing needs through its vendor programs, online finance center, and broker program.
Fliar Intelligence Index™ 45how this company ranks against its industry peers
Innovation
top 20%Funding
top 25%Product
top 37%Growth
top 43%Tech
bottom 48%Global
bottom 32%Innovation: 12 product lines
Funding: Raised $175M across 1 rounds · 1 rounds over 5 yrs (0.2/yr) · Last round Conventional Debt (May 2026)
Product: 12 distinct product lines · 1 published app (750 installs) · Company stage: Conventional Debt
Audience (LinkedIn): 2k LinkedIn followers
Funding rounds
- May 2026Conventional Debt$175M
- Mar 2021Conventional Debt—
Investors
Capital One
Tech stack
AosBootstrapCdnjsCloudflareCloudflare Bot ManagementCore-Js
#2
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 — 51.0% 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
#3
Seed · Plano, Texas · founded 2023 · 4 employees$100Mraised▾
Seed · Plano, Texas · founded 2023 · 4 employees
Provider of credit and term loans lending services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 813 LinkedIn followers
Funding rounds
- Oct 2023Conventional Debt$100M
- May 2023Seed—
Founders & team
Investors
Wells Fargo, Bain Capital Credit
Tech stack
AudioeyeBootstrapCore-JsGodaddyGoogle AnalyticsGsap
#4
Acquired · Plano, Texas · founded 2002 · 58 employees$6.9Mraised▾
Acquired · Plano, Texas · founded 2002 · 58 employees
Provider of community banking services intended to offer tailored personal and small business banking services. The company's community banking services include mortgage lending, personal and commercial banking enabling customers avail a range of financial services.
Funding rounds
- Dec 2015Unattributed$100K
- Feb 2015Series A$5.2M
- Jan 2015Seed$1.6M
- Aug 2013Seed$18.2K
Founders & team
#5
Series A · Plano, Texas · founded 2013—raised▾
Series A · Plano, Texas · founded 2013
Provider of liability insurance services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 1k LinkedIn followers
Activity: 1 awards announced in 12 mo
Funding rounds
- Mar 2018Series A—
Founders & team
Investors
Kare Group
Tech stack
DudaGodaddyGoogle AnalyticsGoogle Tag ManagerHstsHubspot
#6
Public · Plano, Texas · founded 1987 · 181 employees—raised▾
Public · Plano, Texas · founded 1987 · 181 employees
Diversified investment management firm
Investors
Alpha Blue Ocean, GFH
Tech stack
Master SliderWordpressMysqlPhpBootstrapWpbakery
Funding & investor landscape
$598.9Mtotal disclosed funding
4companies funded
11disclosed rounds
1rounds last 90 days
Most active investors
Goldman Sachs1 rounds
Notable founders
Chris Collis
Co-Founder · Ryan
Clark Griffith
Co-Founder & CEO · Legacy Corporate Lending
Anthony DiChiara
Managing Director · Legacy Corporate Lending
Mike Barnett
CEO · Benchmark Bank
Joel Fineberg
Co-Founder & Managing Director · Certum Group
Dean Gresham
Managing Director · Certum Group
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 Plano, United States?
Radar tracks 62 indexable Financial Services companies headquartered in Plano, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Plano, United States?
The Financial Services companies in Plano, United States on this list have raised a combined $598.9M in disclosed equity funding across 4 funded companies.
Which is the highest-funded Financial Services company in Plano, United States?
Ryan is the highest-funded Financial Services company in Plano, United States, with $317M in disclosed equity funding.
How many Financial Services companies in Plano, United States are funded?
4 of the 62 Financial Services companies in Plano, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Plano, United States?
None of the Financial Services companies in Plano, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Plano, United States Financial Services companies?
The most active investors in Plano, United States Financial Services companies on this list include Alpha Blue Ocean, Ares Management, Bain Capital Credit, Bank of America, Capital One.
Rohit KhannaTrends & Stories
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.