Radar · Financial Services in Texas
Best Financial Services Companies in Texas, United States
The 1536 best Financial Services companies in Texas, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Hilltop Securities.
By Riya SenguptaFinancials
1536companies tracked
$13.8Bdisclosed funding
0unicorns
126have raised
Ranked: Best Financial Services companies in Texas
| # | Company | Disclosed funding | Last round | Employees | Founder | Tech stack | Web popularity | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Hilltop Securities Provider of clearing, wealth management and securities lending services | $5.0B | 16 mo ago | 1,745 | Brad Winges President & Chief Executive Officer | CloudflareImpervaHSTS+2 | Top 5M | 1 partnership |
| 2 | MoneyGram Provider of global money transfer and payment services for individuals | $750M | 34 mo ago | 3,167 | Alex Holmes CEO | ContentfulSentryInstana+39 | Top 50k | — |
| 3 | Marine One Provider of vehicle loans | $671M | 32 mo ago | 20 | Jared Morris CEO | Apple iCloud MailMicrosoft 365Google Maps+25 | Top 5M | — |
| 4 | Teak Tree Capital Management Provider of financial services | $600M | 70 mo ago | 10 | Adam Deem Co-Founder | — | — | — |
| 5 | HIG Holdings Provider of financial and investment management services | $563M | 23 mo ago | — | — | — | — | — |
| 6 | Preston Hollow Capital Provider of working capital loans services | $510M | 45 mo ago | 43 | — | — | — | — |
| 7 | Kestra Provider of business consulting, technology, and wealth advisory services 57News top 27%Funding top 33%Growth top 34%Talent top 38% All 9 signals ▾Newstop 27% Fundingtop 33% Growthtop 34% Talenttop 38% Producttop 42% Markettop 48% Techtop 49% Partnersbottom 35% Globalbottom 32% News: 16 BI events in 12 mo (of 33 tracked, 7 types) · +220% YoY Funding: Raised $500M across 1 rounds · 1 rounds over 7 yrs (0.1/yr) rank vs industry peers · Fliar Intelligence Index 57/100 | $500M | 84 mo ago | 630 630 → 471 (-25%) | Robert Bartenstein CEO | SitecoreApple iCloud MailSalesforce+26 | Top 5M | 1 internship · 1 partnership |
| 8 | 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 | 44 44 → 104 (+136%) | — | RubyTailwind CSSRuby on Rails+15 | Top 5M | — |
| 9 | 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 | 1,552 | Chris Collis Co-Founder | WordPress Block EditorWordPressApple iCloud Mail+33 | Top 5M | — |
| 10 | State National Companies Portfolio protection and fronting solutions for financial institutions and program services | $310M | 143 mo ago | 486 486 → 466 (-4%) | — | WordPressMySQLPHP+24 | Top 5M | 2 partnerships · 1 award |
| 11 | Carlile Bancshares Commercial bank | $241M | 167 mo ago | — | Thomas Nichols Chairman and CEO | — | — | — |
| 12 | Braemar Hotels & Resorts REIT that invests in full service luxury hotels and resorts | $195M | 88 mo ago | — | Richard Stockton Chief Executive Officer & President; Member of the Board of Directors | BootstrapYouTubeLazySizes+7 | Top 50M | — |
| 13 | 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 | 1 | — | WordPressMySQLPHP+25 | Top 10M | — |
| 14 | WestStar Bank Financial institution driving growth and prosperity in the Borderplex region | $173M | 113 mo ago | 324 324 → 234 (-28%) | Frederick Francis Chairman & CEO | ScalaAnimate.cssVarnish+9 | Top 5M | — |
| 15 | NexBank Commercial bank | $172M | 45 mo ago | 126 | Matt Siekielski President and Chief Executive Officer | Apple iCloud MailNode.jsGoogle Cloud+17 | Top 10M | — |
| 16 | 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 | 448 448 → 609 (+36%) | Andrew Robinson CEO | WordPressApple iCloud MailMicrosoft 365+27 | Top 5M | 1 expansion |
| 17 | Third Coast Bank Provider of commercial and personal banking services | $153M | 50 mo ago | — | Bart Caraway CEO | DNNApple iCloud MailMicrosoft 365+12 | Top 5M | — |
| 18 | Vida Capital Specialized alternative asset manager delivering differentiated risk-adjusted returns globally | $150M | 99 mo ago | — | David Gussmann Senior Managing Director | — | — | — |
| 19 | Green Bank Commercial bank | $140M | 167 mo ago | 142 | — | — | — | — |
| 20 | Incline P&C Group Provider of P&C and underwriting insurance services | $125M | 36 mo ago | 55 | Chris McClellan CEO | WordPressMySQLPHP+18 | Top 5M | — |
| 21 | Residential Credit Credit broker | $125M | — | 103 | Dennis Stowe CEO | — | — | — |
| 22 | Third Coast Bank SSB Community bank providing personal and business banking services with digital solutions | $121M | 44 mo ago | 244 | Bart Caraway CEO | — | — | — |
| 23 | PlainsCapital Bank Commercial bank | $117M | 170 mo ago | 1,049 | — | WordPressAddsearchMySQL+24 | Top 1M | — |
| 24 | Texas National Bank Commercial bank | $109M | 47 mo ago | 65 | Arturo Ortega CEO | WebflowjQueryHSTS+9 | Top 5M | 1 award |
| 25 | Legacy Corporate Lending Provider of credit and term loans lending services | $100M | 31 mo ago | 4 | Clark Griffith Co-Founder & CEO | WordPressMySQLPHP+25 | Top 50M | — |
| 26 | MapleMark Bank Banking solutions for personal, commercial, and treasury needs in Texas and Oklahoma | $90M | 63 mo ago | 57 | Anthony Davis Chairman & CEO | — | — | 1 job opening |
| 27 | Keystone Bank Provider of personal and business banking services | $78M | 45 mo ago | 85 | Jeff Wilkinson Chairman and CEO | PHPBootstrapSplide+19 | Top 5M | — |
| 28 | Eckard Enterprises Wealth management firm | $73M | 1 mo ago | 60 | — | WordPress Block EditorWordPressApple iCloud Mail+32 | Top 5M | — |
| 29 | Madera Residential Provider of investment management services | $63M | 47 mo ago | 392 | Dave Gilles CEO | WordPressApple iCloud MailGoogle Workspace+18 | Top 5M | — |
| 30 | Thrive Mortgage Offers mortgage home loans for purchase, construction, and maintenance of residential real estate | $54M | 61 mo ago | 394 | — | Webflowparticles.jsMonsido+14 | Top 10M | — |
| 31 | Victory Financial Provider of financial banking services to individuals, businesses, professionals, and municipalities | $52M | 40 mo ago | — | C M Co-Founder & CEO | — | — | — |
| 32 | Eventus Provider of financial services | $48M | 29 mo ago | 96 | Travis Schwab CEO | WordPressMySQLPHP+37 | Top 10M | — |
| 33 | Frontier Bank of Texas Commercial bank | $47M | 1 mo ago | 58 | Patrick Johnson President and Chief Executive Officer | WordPressMySQLPHP+25 | Top 5M | — |
| 34 | Anabaptist Savings and Loans International Provider of loan borrower and investor services | $28M | 40 mo ago | — | Leland Ulrich CEO | — | — | — |
| 35 | OpenEyes Provider of commercial auto insurance combined with risk prevention technology | $23M | 40 mo ago | 32 | Yoav Oron Co-Founder & CEO | SentryLeafletMUI+8 | Top 50M | — |
| 36 | One World Holding Association focused on providing financial services | $22M | 48 mo ago | — | Kanwar Suri CEO & Director | — | — | — |
| 37 | 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 | 26 mo ago | 2,500 | Paul Higginbotham Founder | WordPressApple iCloud MailMySQL+23 | Top 5M | 1 expansion |
| 38 | First State Bank Commercial bank | $17M | 24 mo ago | 204 204 → 465 (+128%) | — | Apple iCloud MailScalaVarnish+14 | Top 5M | — |
| 39 | Onramp Bitcoin Provider of Bitcoin financial services built on multi-institution custody | $12M | 1 mo ago | — | Michael Tanguma Co-Founder & CEO | SanityNode.jsRadix UI+24 | Top 10M | — |
| 40 | Fidelis Capital Fidelis capital is a private banking experience offered by wealth management firm, providing financial… | $10M | 18 mo ago | 15 | Rick Simonetti CEO and Head of Wealth Planning | GSAPApache HTTP ServerScrollMagic+11 | Top 50M | 1 award |
| 41 | Capview Partners Diversified asset management firm | $10M | 33 mo ago | 8 | — | — | — | — |
| 42 | AIP Realty Trust Real estate investment trust focusing on new light industrial flex facilities | $8M | 7 mo ago | — | Greg Vorwaller CEO | — | — | — |
| 43 | Realized 1031 Provider of 1031 exchange services and wealth management for investment properties | $8M | 32 mo ago | 38 | David Wieland Founder & CEO | HubSpot CMS HubSalesforceIntercom+15 | Top 5M | — |
| 44 | Adaptive Insurance Parametric insurance provider offering weather-event protection for businesses | $5M | 16 mo ago | — | Michael Gulla Co-Founder & CEO | — | — | 1 partnership |
| 45 | Clarity Financial Group Provider of retirement planning and financial services | $5M | 28 mo ago | 4 | — | — | — | — |
| 46 | Chaiz Internet first provider of auto insurance services | $4M | 23 mo ago | 12 | — | WebflowSentryAzure+18 | Top 5M | — |
| 47 | Credit Mountain Online platform for credit repair | $2M | 24 mo ago | 21 | — | Webflow EcommerceWebflowAmazon Web Services+11 | Top 50M | — |
| 48 | Ashland Greene Capital Provider of investment opportunities for accredited and sophisticated investors | $1M | 15 mo ago | 57 | — | — | — | — |
| 49 | Vaultright Provider of digital solutions for streamlining branch operations. | $850K | 11 mo ago | — | Adam Cobb Co-Founder | — | — | 1 partnership |
| 50 | Tenet Financial Group Provider of small business and franchise funding solutions. | $379K | 15 mo ago | 31 | — | Cart FunctionalitySquarespace CommerceSquarespace+21 | Top 50M | 1 partnership |
Top 12 Financial Services companies in Texas
#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 — 19.6% 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
Series B · Allen, Texas · founded 2010 · 60 employees$72.9Mraised▾
Series B · Allen, Texas · founded 2010 · 60 employees
Eckard Enterprises, LLC ("Eckard") is a family-owned and operated energy asset management firm, focused on the U.S. oil and gas industry. Our managed assets include water rights, oil and gas mineral rights, exploration and production, steel fabrication, natural gas and crude oil pipelines, and other natural resource related opportunities.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 11k LinkedIn followers — 2.6% of this cohort's audience
Funding rounds
- Apr 2026Series B$13M
- Sep 2025Conventional Debt$5.6M
- Sep 2025Series A$3.9M
- May 2025Series A$22.2M
Tech stack
ActivecampaignAmazon S3Amazon Web ServicesAosApple Icloud MailCloudflare
#4
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 — 4.7% of this cohort's audience
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
#5
Funding Raised · Elgin, Texas · founded 2007 · 58 employees$47Mraised▾
Funding Raised · Elgin, Texas · founded 2007 · 58 employees
Commercial bank
Funding rounds
- May 2026Conventional Debt$29M
- Nov 2020Conventional Debt$18M
Founders & team
Tech stack
Advanced Custom FieldsAkamaiAkamai Bot ManagerAmazon S3Amazon Web ServicesBootstrap
#6
Series A · Austin, Texas · founded 2022$12.5Mraised▾
Series A · Austin, Texas · founded 2022
Provider of Bitcoin financial services built on multi-institution custody. It offers secure Bitcoin storage in a vault protected by multiple keys secured by multiple institutions. The company facilitates Bitcoin trading with access to rates and liquidity. It provides lending options, inheritance and estate planning, and Bitcoin IRA accounts. The company also offers investment fund through trust vehicles built on multi-institution custody.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 9k LinkedIn followers — 2.1% of this cohort's audience
Funding rounds
- May 2026Series A$12.5M
- Seed—
- Series A—
Founders & team
Investors
Early Riders
Tech stack
CloudflareCloudflare Bot ManagementCore-JsFacebook PixelGoogle Tag ManagerGoogle Workspace
#7
Series D · Fort Worth, Texas · founded 2009$562.7Mraised▾
Series D · Fort Worth, Texas · founded 2009
Provider of financial and investment management services
#8
Public · Lewisville, Texas · founded 2022$8Mraised▾
Public · Lewisville, Texas · founded 2022
AIP Realty Trust is a real estate investment trust focused on new light industrial flex facilities. The company has announced agreements to acquire properties and provides distribution and business updates periodically. The Trust is undergoing a strategic review and governance committee evaluation for future exercises.
Funding rounds
- Oct 2025Post IPO$5.6M
- Nov 2024Post IPO$345K
- Aug 2024Post IPO$1.5M
- Apr 2024Post IPO$550K
Founders & team
Investors
Donville Kent Asset Management
#9
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
#10
Funding Raised · Houston, Texas · founded 2019 · 44 employees$420Mraised▾
Funding Raised · Houston, Texas · founded 2019 · 44 employees
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.
Fliar Intelligence Index™ 37how this company ranks against its industry peers
Funding
top 25%Growth
top 45%Tech
top 49%Market
bottom 34%Global
bottom 32%Funding: Raised $420M across 4 rounds · 4 rounds over 5 yrs (0.8/yr) · Last round Conventional Debt (Oct 2023)
Tech: 19 technologies across 5/8 capability areas · Cloud: Cloudflare · Observability: Datadog, New Relic
Audience (LinkedIn): 14k LinkedIn followers — 3.2% of this cohort's audience
Activity (LinkedIn): 1 awards announced in 12 mo
Funding rounds
- Oct 2023Conventional Debt$200M
- May 2023Conventional Debt$95M
- 2022Conventional Debt$75M
- 2021Conventional Debt$50M
Investors
ATLAS SP Partners, Comvest Partners
Tech stack
CloudflareCloudflare Bot ManagementCloudflare Browser InsightsContentsquareCore-JsDatadog
#11
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 — 33.1% 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
#12
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
Funding & investor landscape
$13.8Btotal disclosed funding
148companies funded
197disclosed rounds
5rounds last 90 days
Most active investors
Notable founders
Chris Collis
Co-Founder · Ryan
Brad Winges
President & Chief Executive Officer · Hilltop Securities
Patrick Johnson
President and Chief Executive Officer · Frontier Bank of Texas
Michael Tanguma
Co-Founder & CEO · Onramp Bitcoin
Jesse Myers
Co-Founder & COO · Onramp Bitcoin
Greg Vorwaller
CEO · AIP Realty Trust
Jared Morris
CEO · Marine One
Alex Holmes
CEO · MoneyGram
Rick Simonetti
CEO and Head of Wealth Planning · Fidelis Capital
Michael Gulla
Co-Founder & CEO · Adaptive Insurance
Adam Cobb
Co-Founder · Vaultright
Travis Schwab
CEO · Eventus
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 Texas, United States?
Radar tracks 1536 indexable Financial Services companies headquartered in Texas, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Texas, United States?
The Financial Services companies in Texas, United States on this list have raised a combined $13.8B in disclosed equity funding across 148 funded companies.
Which is the highest-funded Financial Services company in Texas, United States?
Hilltop Securities is the highest-funded Financial Services company in Texas, United States, with $5B in disclosed equity funding.
How many Financial Services companies in Texas, United States are funded?
148 of the 1536 Financial Services companies in Texas, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Texas, United States?
None of the Financial Services companies in Texas, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Texas, United States Financial Services companies?
The most active investors in Texas, United States Financial Services companies on this list include Castle Creek Capital, Treasury, Austin Ventures, Capital Factory, High Tower.
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.