Company lists
The Texas edition · 2026

Financial servicescompanies in Texas

Loans, banking, insurance, investments, startups and more: the companies building financial services in Texas, with their founders, funding, team size and business models.

1,927 company profiles67 with recorded fundingNovember 2026 edition
Texas · Photo: Wikimedia Commons (CC BY-SA 3.0)

Recent financial services business events in Texas

Funding, M&A, contract wins and launches involving 2,632 financial services companies in Texas, last 24 months: 204 M&A deals · 32 Contracts · 12 funding rounds · 5 launches. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: Jun 2026.

M&AAcquisition · Completed

Corps capital advisors acquires American international group

Corps Capital Advisors LLC acquired a new stake in shares of American International Group, Inc. (NYSE:AIG – Free Report) during the 4th quarter, according to its most recent Form 13F…

Insurance
M&AAcquisition · Completed

Scotiabank acquires Maplemark bank

MapleMark Bank is a well-run bank primarily operating in Dallas, Texas and further supports our strategic focus within the North American corridor, said Travis Machen, Scotiabank's group…

Banking
M&AAcquisition · Completed

Cherry bekaert acquires Calvetti ferguson

Raleigh, N.C.-based IPA 100 firm Cherry Bekaert (FY24 net revenue of $658 million) has acquired Houston-based IPA 300 firm Calvetti Ferguson (FY24 net revenue of $40.1 million),…

Accounting/Advisory
M&AAcquisition · Announced

Peoples bancorp acquires Citizens

Citizens National Corporation's playbook is open as it eyes its sale to Peoples Bancorp. The proposed transaction terms offer shareholders 2.10 common shares of Peoples plus $8 per share…

ContractTechnology

Jack henry · client: Woodforest National Bank

Woodforest National Bank ... has selected Jack Henry as its core banking technology provider.

Banking
M&AAcquisition · Completed

Bluespring Wealth acquires Synthesis wealth planning

Bluespring Wealth, the Austin, Texas-based RIA acquisition arm of broker-dealer Kestra Holdings, has acquired Synthesis Wealth Planning, a Kestra Financial-affiliated firm in Morristown,…

Wealth planning / RIA
M&AAcquisition · Announced

Twfg acquires Fortress insurance services

TWFG announced that it has acquired Fortress Insurance Services, adding four new agency locations and a wealth of experienced insurance professionals to the TWFG family.

Insurance
M&AAcquisition · Announced

Lone star acquires Mccarthy & stone

US private equity giant Lone Star has launched a £630m bid to buy listed retirement home specialist McCarthy & Stone.

Retirement home specialist
M&AAcquisition · Completed

Western standard acquires Upbound group

Western Standard LLC acquired a new stake in shares of Upbound Group, Inc. (NASDAQ:UPBD – Free Report) in the fourth quarter, HoldingsChannel.com reports. The fund acquired 100,000…

M&AMerger · Announced

Corebridge financial acquires Equitable

President and CEO Marc Costantini said the planned combination with Equitable is intended to create a diversified financial services company with leading positions across retirement,…

Financial Services
M&AAcquisition · Announced

Dimensional Fund Advisors acquires Albemarle

Dimensional Fund Advisors LP lifted its stake in Albemarle by 3.7% in the third quarter.

Specialty chemicals
M&AAcquisition · Announced

Trucordia acquires Paradiso insurance

Trucordia has announced it has acquired Paradiso Insurance, an independently owned agency based in Stafford Springs, Connecticut.

Insurance
M&AAcquisition · Announced

Trucordia acquires Paradiso Financial and Insurance Services

Trucordia reported it has acquired Paradiso Financial and Insurance Services in Stafford Springs, Connecticut.

Insurance
M&AAcquisition

Dimensional Fund Advisors acquires Raymond james

Dimensional Fund Advisors LP grew its stake in shares of Raymond James Financial by 10.7% in the third quarter. Dimensional Fund Advisors LP now owns 2,357,328 shares of the financial…

Financial Services
M&AMerger · Announced

Peoples bancorp acquires Citizens

Get alerts: Merger agreement with Citizens National President and CEO Tyler Wilcox said the company has entered into an agreement to merge with Citizens National Corporation, a…

Banking
M&AAcquisition · Completed

Worth asset management acquires Applied materials

Finally, Worth Asset Management LLC acquired a new stake in Applied Materials in the fourth quarter valued at $1,531,000.

Contract

Higginbotham · client: Harmon dennis bradshaw

Higginbotham, the Texas-based insurance brokerage ranked as the 12th-largest broker in the country last year, has added Harmon Dennis Bradshaw Inc., an independent agency in Alabama and…

Insurance brokerage
LaunchChecking Account Bonus

Gecu

GECU, a federal credit union based in Texas and New Mexico, introduced a $300 checking account bonus for new and existing members.

Financial Services
Funding

Kestra

Kestra in Paris landed €21 million to expand its orchestration platform;

M&AAcquisition · Announced

Bridgefront capital acquires Agilent technologies

Bridgefront Capital LLC bought a new position in shares of Agilent Technologies during the third quarter valued at about $1,323,000.

M&AAcquisition · Announced

Ares management acquires Whitestone reit

Investment firm Ares Management Corp. (NYSE: ARES) has entered into a definitive merger agreement with Whitestone REIT (NYSE: WSR) to purchase the company.

Real Estate Investment Trust
M&AAcquisition · Completed

Runway Growth Finance Corp. acquires SWK Holdings Corporation

Runway Growth Finance Corp. (Nasdaq: RWAY) has completed its high-profile acquisition of SWK Holdings Corporation... The final deal closed on April 6, 2026, at a value of $249 million,…

Healthcare Financing
M&ATakeover

Dh capital acquires Citizens

The team is based on DH Capital, a specialized consulting firm that took over Citizens 2022.

M&AMerger · Completed

City bank acquires Bank of houston

South Plains Financial, Inc. ("South Plains" or the "Company"), the parent company of City Bank ("City Bank"), today announced the completion of the merger of BOH Holdings, Inc. ("BOH")…

Bank
M&AMerger · Announced

Runway acquires SWK Holdings Corporation

SWK would merge with and into Runway Portfolio Corp., with Runway Portfolio Corp. surviving as a wholly owned subsidiary of Runway Portfolio Holding Corp.

M&AMerger · Completed

Associated Banc-Corp acquires American national

Associated Banc-Corp (NYSE: ASB) ("Associated") today announced it has completed its merger with American National Corporation ("American National").

FundingSeries A

Kestra

Kestra, the open-source orchestration platform unifying data, AI, infrastructure and business workflows, today announced a $25 million Series A funding round led by RTP Global, with…

Enterprise Orchestration / Data & AI Workflow
M&AAcquisition · Announced

Prospera financial services acquires T. Rowe Price Growth Stock ETF

Finally, Prospera Financial Services Inc acquired a new stake in shares of T. Rowe Price Growth Stock ETF in the third quarter valued at about $226,000.

M&AMerger · Announced

Corebridge financial acquires Equitable holdings

Corebridge Financial (NYSE:CRBG) and Equitable Holdings outlined plans for a “transformational” all-stock merger during a conference call featuring executives from both companies and…

Financial services

Financial services companies in Texas, by funding and team

Few financial services companies in Texas publish revenue, so this list compares what is on record instead: recorded equity funding, team size, revenue model, age and stage. The 50 companies below lead on recorded funding and team size among 1,927 active companies.

Showing 25 of 50

Provider of financial services

Services for investment industry
US$600.00mSeries D · Aug 2020
8+25% 12 mo to Dec 2022LinkedIn · Jul 2026
Fee-for-service
17 yr2009
0none in 3 months

Provider of working capital loans services

Consumer and sme loans
US$510.00mSeries D · May 2017
36+34% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
12 yr2014
—No postings tracked

Provider of P&C and underwriting insurance services

Insurance underwriters
US$125.00mPE · Jun 2023
88LinkedIn · Jul 2026
Fee-for-service
6 yr2020
0none in 3 months · last posted Mar 2026

Community bank providing personal and business banking services with digital solutions

Banks
US$121.48mSeries C · Jun 2021
411+28% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Lending
18 yr2008
0none in 3 months

Diversified investment management firm

Asset management
US$70.78mSeries B · Oct 2017
—Not available
Commission on transaction / Fee-for-service
11 yr2015
—No postings tracked

Provider of commercial and personal banking services

Banks
US$70.51mSeries C · Jun 2021
411LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
18 yr2008
0none in 3 months

Provider of investment management services

Asset management
US$62.78mSeries C · Jun 2022
233LinkedIn · Oct 2026
Fee-for-service
18 yr2008
0none in 3 months · last posted Jan 2026

Wealth management firm

Asset management
US$61.45mSeries B · Apr 2026
87+43% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
16 yr2010
0none in 3 months

Provider of personal and business banking services

Banks
US$56.15mSeries B · Sep 2022
157LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
8 yr2018
0none in 3 months

Offers mortgage home loans for purchase, construction, and maintenance of residential real estate

Consumer and sme loans
US$53.90mSeries C · Apr 2021
185LinkedIn · Oct 2026
Lending
25 yr2001
—No postings tracked

Provider of financial banking services to individuals, businesses, professionals, and municipalities

Service providers to banks
US$51.95mSeries C · Feb 2023
—Not available
Commission on transaction / Fee-for-service
4 yr2022
—No postings tracked

Provider of financial services

Finance & accounting services
US$50.00mSeries A · Nov 2017
13+18% 12 mo to Dec 2022recorded Dec 2022
Fee-for-service
10 yr2016
0none in 3 months

Commercial bank

Banks
US$40.00mSeries C · Apr 2019
42+0% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
8 yr2018
—No postings tracked

Provider of physicians insurance solutions

Insurance distribution
US$23.35mSeries A · Jul 2020
—Not available
Advertising / Commission on transaction
16 yr2010
—No postings tracked

Fidelis capital is a private banking experience offered by wealth management firm, providing financial advisory services

Services for investment industry
US$21.60mSeries B · Nov 2024
20LinkedIn · Jul 2026
Subscription
15 yr2011
0none in 3 months

Group of companies focused in investment & financial services

Asset management
US$20.53mPE · Oct 2012
3+42% 12 mo to Mar 2018LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
24 yr2002
0none in 3 months

Real estate investment company

Reits
US$20.01mSeries B · Oct 2015
6LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
17 yr2009
0none in 3 months

Provider of commercial auto insurance combined with risk prevention technology

Insurance it
US$18.00mSeries A · Feb 2023
37+52% vs previous recordLinkedIn · Jul 2026
Subscription
7 yr2019
0none in 3 months

Community bank offering personal and business banking solutions with online access

Banks
US$17.00mSeries B · May 2022
—Not available
Fee-for-service
17 yr2009
—No postings tracked

Provider of investment and property management services

Property management services
US$14.00mSeries B · Apr 2022
13LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
9 yr2017
0none in 3 months

Provider of Bitcoin financial services built on multi-institution custody

Asset management
US$12.50mSeries A · May 2026
19LinkedIn · Jul 2026
Subscription
4 yr2022
0none in 3 months

Provider of real estate investment advisory services

Real estate funds
US$11.68mSeries B · Apr 2022
30LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
11 yr2015
—No postings tracked

Texas-owned community bank offering personal, business, and lending solutions

Banks
US$10.00mSeries A · Oct 2017
74+16% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
21 yr2005
0none in 3 months · last posted Jun 2026

Diversified asset management firm

Asset management
US$9.65mSeries A · Sep 2023
10LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
16 yr2010
0none in 3 months

Provider of investment strategy and property management services

Property management services
US$8.69mSeries A · Apr 2022
212LinkedIn · Jul 2026
Advertising / Commission on transaction
9 yr2017
0none in 3 months · last posted Mar 2026
50 of 1,927 companies shown here · the full list is on Radar
Fliar Radar

Explore all 1,927 financial services companies in Texas on Radar

This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.

Open financial services in Texas on Radar
  • Every company, not just 50All 1,927 financial services companies in Texas, filterable by stage, funding, team size, revenue model and age.
  • Founders and decision-makersLeadership teams with roles and verified LinkedIn profiles, ready for outreach.
  • Live signalsFunding rounds, hiring, launches and M&A as they happen, with alerts on the companies you follow.
  • Save and exportBuild lists, compare companies side by side and export them from your Radar account.

Explore financial services companies in Texas by what you are looking for

Find top financial services companies in Texas across lending, banking and insurance. Compare financial planning services and investment companies in Texas for business or personal needs.

7 ways to explore financial services in Texas

Consumer, business & asset lendingBanks & banking servicesInsurance carriers & brokersInvestment & wealth managementFinancial services startups in TexasFinancial services companies hiring in Texas

Consumer, business & asset lending

Lenders offering consumer, small-business, mortgage and equipment finance.

  1. Preston Hollow Capital

    Provider of working capital loans services

    Consumer and sme loans
    See in list
  2. Thrive Mortgage

    Offers mortgage home loans for purchase, construction, and maintenance of residential real estate

    Consumer and sme loans
    See in list
  3. CH4 POWER

    Provider of buisness loans

    Consumer and sme loans
    See in list
  4. Parallel Lending

    Provider of private money lending for real estate investment projects

    Consumer and sme loans
    See in list
  5. Private Financial Mortgage Partners

    Nationwide hard money lender providing short-term private mortgage financing for real estate

    Consumer and sme loans
    See in list

Banks & banking services

Commercial, community and digital banking providers.

  1. Third Coast Bank SSB

    Community bank providing personal and business banking services with digital solutions

    Banks
    See in list
  2. Keystone Bank

    Provider of personal and business banking services

    Banks
    See in list
  3. Victory Financial

    Provider of financial banking services to individuals, businesses, professionals, and municipalities

    Service providers to banks
    See in list
  4. Dominion Bank

    Commercial bank

    Banks
    See in list
  5. Texas Brand Bank

    Texas-owned community bank offering personal, business, and lending solutions

    Banks
    See in list

Insurance carriers & brokers

Insurance providers, agencies and claims specialists.

  1. Incline P&C Group

    Provider of P&C and underwriting insurance services

    Insurance underwriters
    See in list
  2. Capson Physicians Insurance

    Provider of physicians insurance solutions

    Insurance distribution
    See in list
  3. OpenEyes

    Provider of commercial auto insurance combined with risk prevention technology

    Insurance it
    See in list
  4. Propeller

    Provider of insurance and surety bonds distribution platform

    Insurance distribution
    See in list
  5. Adaptive Insurance

    Parametric insurance provider offering weather-event protection for businesses

    Insurance carriers
    See in list

Investment & wealth management

Asset managers, funds and investment advisory firms.

  1. Trinitas Capital Management

    Diversified investment management firm

    Asset management
    See in list
  2. Madera Residential

    Provider of investment management services

    Asset management
    See in list
  3. Eckard Enterprises

    Wealth management firm

    Asset management
    See in list
  4. Fidelis Capital

    Fidelis capital is a private banking experience offered by wealth management firm, providing financial advisory services

    Services for investment industry
    See in list
  5. RLJ Companies

    Group of companies focused in investment & financial services

    Asset management
    See in list

Financial services startups in Texas

Recently founded financial services companies in Texas.

  1. Victory Financial

    Provider of financial banking services to individuals, businesses, professionals, and municipalities

    Service providers to banks
    See in list
  2. Onramp Bitcoin

    Provider of Bitcoin financial services built on multi-institution custody

    Asset management
    See in list
  3. Syndica

    Backend infrastructure for building dApps

    Blockchain infrastructure
    See in list
  4. Adaptive Insurance

    Parametric insurance provider offering weather-event protection for businesses

    Insurance carriers
    See in list
  5. Chaiz

    Internet first provider of auto insurance services

    Insurance carriers
    See in list
185 companies in Texas

Financial services companies hiring in Texas

Financial services companies in Texas with active hiring signals.

  1. Incline P&C Group

    Provider of P&C and underwriting insurance services

    Insurance underwriters
    See in list
  2. Madera Residential

    Provider of investment management services

    Asset management
    See in list
  3. Texas Brand Bank

    Texas-owned community bank offering personal, business, and lending solutions

    Banks
    See in list
  4. GVA

    Provider of investment strategy and property management services

    Property management services
    See in list
  5. Syndica

    Backend infrastructure for building dApps

    Blockchain infrastructure
    See in list
29 companies in Texas

Public financial services companies in Texas

Listed financial services companies based in Texas.

  1. Third Coast Bank SSB

    Community bank providing personal and business banking services with digital solutions

    Banks
    See in list
  2. RLJ Companies

    Group of companies focused in investment & financial services

    Asset management
    See in list
  3. Skyward Specialty Insurance

    Provider of property and casualty insurance services

    Insurance distribution
    See in list
  4. Asset Entities

    Provider of investment management and financial services

    Services for investment industry
    Website
  5. Brink

    Provider of cash management and payment services

    Service providers to banks
    Website
60 companies in Texas
Mobile reach

Top 10 financial services apps from Texas

The most-installed Android apps published by financial services companies headquartered in Texas — 10.7M installs between them. 166 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.

1 of 10
1

Woodforest Mobile Banking

by Woodforest

Installs2.9M
Rating4.8237K ratings
Installs, year on year+8%
Last updatedApr 2026
View on Google Play ↗
Woodforest Mobile Banking screenshot 1Woodforest Mobile Banking screenshot 2Woodforest Mobile Banking screenshot 3Woodforest Mobile Banking screenshot 4Woodforest Mobile Banking screenshot 5Woodforest Mobile Banking screenshot 6
2

GM Financial Mobile

by GM Financial

Installs1.7M
Rating3.798K ratings
Installs, year on year+23%
Last updatedJun 2026
View on Google Play ↗
GM Financial Mobile screenshot 1GM Financial Mobile screenshot 2GM Financial Mobile screenshot 3GM Financial Mobile screenshot 4GM Financial Mobile screenshot 5GM Financial Mobile screenshot 6
5

IBC Mobile Banking

by IBC Bank

Installs708K
Rating4.7416K ratings
Last updatedAug 2025
View on Google Play ↗
IBC Mobile Banking screenshot 1IBC Mobile Banking screenshot 2IBC Mobile Banking screenshot 3IBC Mobile Banking screenshot 4IBC Mobile Banking screenshot 5IBC Mobile Banking screenshot 6
6

Comerica Mobile Banking®

by Comerica

Installs556K
Rating3.334K ratings
Last updatedOct 2025
View on Google Play ↗
Comerica Mobile Banking® screenshot 1Comerica Mobile Banking® screenshot 2Comerica Mobile Banking® screenshot 3Comerica Mobile Banking® screenshot 4Comerica Mobile Banking® screenshot 5Comerica Mobile Banking® screenshot 6
9

GECU Mobile

by GECU

Installs407K
Rating4.5820K ratings
Last updatedDec 2025
View on Google Play ↗
GECU Mobile screenshot 1GECU Mobile screenshot 2GECU Mobile screenshot 3GECU Mobile screenshot 4GECU Mobile screenshot 5
RadarBrowse every financial services company in Texas on RadarOpen the full list and use the App Downloads and App Growth filters to keep only companies with a mobile app. This rail shows only the ten most-installed.Browse on Radar
For investors and data teams

Put this intelligence into your own tools

The figures on this page come from Fliar’s company, funding, hiring and news data. Use it through the Investor Intelligence API and company data exports, or explore every company, founder and investor in Radar.

Capital & corporate activity

Financial services funding and M&A across the United States

2,207 recorded equity rounds have gone to 48,810 financial services companies in the United States — how much, at which stage, into which sub-sectors, from whom, and how Texas compares. Debt, IPO and grant rounds are excluded.

equity rounds, last 12 months50

US$1.25bn

equity rounds, last 24 months186

US$2.66bn

raised over five yearsUS$18.79bn

877 rounds in the United States

M&A deals, Texas204

last 24 months

Capital by year

Equity funding into financial services in the United States

amount rounds
$2.1bn2018138
$3.6bn2019117
$3.0bn2020144
$5.9bn2021186
$5.9bn2022212
$2.1bn2023160
$2.3bn2024148
$1.9bn2025134
$609m202637

Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2022, with US$5.95bn across 212 rounds.

The funding ladder · five years

Rounds and typical cheque by stage

SeedUS$666.08m398 rounds · median US$1.08m
Series AUS$1.65bn197 rounds · median US$5.28m
Series BUS$3.28bn119 rounds · median US$17.21m
Series CUS$3.60bn60 rounds · median US$50.00m
Series D+US$8.93bn62 rounds · median US$75.00m
Private equityUS$664.91m38 rounds · median US$60.00m
Where the money went · five years

Most-funded sub-sectors

Asset managementUS$4.04bn165 rounds · 113 companies
Insurance distributionUS$2.64bn77 rounds · 50 companies
Insurance carriersUS$2.24bn68 rounds · 46 companies
CryptocurrenciesUS$1.32bn4 rounds · 2 companies
BanksUS$1.31bn54 rounds · 43 companies
Services for investment industryUS$1.31bn147 rounds · 106 companies
Consumer and sme loansUS$773.22m47 rounds · 30 companies
Corporate activity · last 24 months

M&A in Texas

166Acquisition
35Merger
2Takeover

Most active acquirers

  1. Bluespring wealth partners9
  2. Lone star9
  3. Tpg growth7
  4. Dimensional Fund Advisors5
  5. Rocket companies5

Most acquired or merged

  1. Mr. cooper group9
  2. Comerica7
  3. SWK Holdings Corporation6
  4. Frontier6
  5. Summit hotel properties6

Each deal appears in the events strip at the top of the page.

Go deeper in the financial services landscape reports:

Financial Services Industry Landscape of the United States
Industry landscape report

Financial Services Industry Landscape of the United States

The financials above are one chapter. The full financial services landscape of Texas maps the whole industry — every segment, the capital behind it, the talent market and where the next opportunities are.

  • Market map of every sub-sector
  • Funding & company formation by year
  • Revenue, profit & financial strength
  • Digital footprint: traffic, apps, releases
  • Hiring, skills & pay
  • Founders & leaders
  • News & sentiment
  • Where demand runs ahead of supply
Read the financial services landscape of Texas

Financial services funding in Texas

67 financial services companies in Texas have recorded equity funding, US$2.16bn in total. Totals and round dates describe the historical record; they are not current valuations.

Founders and momentum in Texas

Meet the people behind financial services companies in Texas. 476 of 1,927 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.

Explore Texas financial services companies by sub-sector

The most common specialisations among financial services companies in Texas. Open a company to see what it sells, who runs it and how far it has come.

Keep exploring financial services in the United States and nearby markets.

Explore more lists: nearby cities and other sectors in Texas

302 more company lists you can search, plus the Radar directory pages for each place.

Financial services in nearby cities

Financial services in other US cities

Other sectors in Texas

Browse the Radar directory

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