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Radar · FinTech in Dallas

Best FinTech Companies in Dallas, United States

The 231 best FinTech companies in Dallas, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Bestow.

231companies tracked
$1.3Bdisclosed funding
0unicorns
64have raised
Sector wealth & growth · validated company filings
$180Mmedian revenue
+8%median YoY growth
$89.0Bcombined revenue pool
130companies reporting

Biggest earners American Express Co ($10.5B, +9% YoY), Mastercard Inc ($8.3B, +13% YoY), Flex Ltd. ($6.6B, +4% YoY), Fiserv Inc ($5.0B, +10% YoY)

FLIAR INTELLIGENCE · FINTECH × DALLAS

Our analysis of 243 FinTech companies

$56.0b in tracked funding; 98% of the stack-profiled cohort runs cloud-native; funding activity peaked in 2025.

243companies analysed
98%cloud-native stacks
2025funding peak (by rounds)
45unicorns
2018median founding year
138kcombined LinkedIn audience
53%of audience held by top 3
1companies hiring publicly (12 mo)

Ranked: Best FinTech companies in Dallas

#CompanyDisclosed fundingLast roundStageEmployeesFoundedPatents & IP focusRecent signals
1Bestow
Online life insurance platform
67Funding top 23%Tech top 29%Moat top 31%Product top 34%
All 10 signals ▾
Fundingtop 23%
Techtop 29%
Moattop 31%
Producttop 34%
Growthtop 38%
Innovationtop 41%
Patentstop 41%
Markettop 48%
Globalbottom 33%
Newsbottom 32%
Funding: Raised $145M across 7 rounds · 7 rounds over 9 yrs (0.8/yr)
Tech: 47 technologies across 5/8 capability areas · Cloud: Amazon Ses, Amazon Web Services
rank vs industry peers · Fliar Intelligence Index 67/100
$145M13 mo agoSeries D218201611 patents
Content authentication referral platform and event-sourced workflow infrastructure
—
2Solutions by Text
Text API for payments via text messages
55Funding top 27%Product top 31%Moat top 31%Innovation top 32%
All 11 signals ▾
Fundingtop 27%
Producttop 31%
Moattop 31%
Innovationtop 32%
Patentstop 32%
Growthtop 42%
Techtop 43%
Talentbottom 49%
Newsbottom 45%
Marketbottom 42%
Globalbottom 31%
Funding: Raised $145M across 2 rounds · 2 rounds over 5 yrs (0.4/yr)
Product: 2 distinct product lines · Company stage: Series D
rank vs industry peers · Fliar Intelligence Index 55/100
$145M24 mo agoSeries D110200415 patents
AI-powered automated classification and privileged document detection for legal e‑discovery
—
3The Beneficient Company Group
Platform providing suite of liquidity solutions and other financial and fiduciary services
57Product top 14%Funding top 23%Growth top 25%Innovation top 34%
All 8 signals ▾
Producttop 14%
Fundingtop 23%
Growthtop 25%
Innovationtop 34%
Techtop 43%
Moatbottom 43%
Globalbottom 30%
Marketbottom 28%
Product: 5 distinct product lines · Company stage: Public
Funding: Raised $105M across 10 rounds · 10 rounds over 3 yrs (3.3/yr)
rank vs industry peers · Fliar Intelligence Index 57/100
$105M2 mo agoPublic—2003——
4Ziosk
Developer of platform providing digital ordering, payment, and guest engagement
$100M40 mo agoFunding Raised82
82 → 186 (+127%)
2007—1 launch · 1 award
5Onyx CenterSource
B2B payment and business intelligence solutions for the hospitality industry
$86M139 mo agoAcquired36819922 patents
Electronic transaction matching and analysis for e‑commerce payment processing
—
6TaxAct
Software-based tax filing platform for individuals and businesses
$85M254 mo agoAcquired1331998——
7HundredX
AI-driven financial databases and decision support software for wealth managers
$80M50 mo agoSeries D1620123 patents
Enterprise business intelligence platforms with adaptive UI and response center integration
1 award
8Blockmetrix
Cloud mining platform for cryptocurrency
$56M27 mo agoSeries B62017——
9Yendo
Financial securities-backed credit card
78AI top 15%Funding top 23%Talent top 23%Growth top 28%
All 13 signals ▾
AItop 15%
Fundingtop 23%
Talenttop 23%
Growthtop 28%
Customerstop 30%
Techtop 33%
Moattop 34%
Newstop 42%
Producttop 46%
Patentstop 47%
Innovationtop 50%
Marketbottom 49%
Globalbottom 32%
AI: Holds AI/ML patents (G06N-family CPC)
Funding: Raised $50.5M across 6 rounds · 6 rounds over 5 yrs (1.2/yr)
rank vs industry peers · Fliar Intelligence Index 78/100
$51M3 mo agoSeries B43202118 patents
Patents concentrated in electrical & electronics
—
10Take Command
Online benefit marketplace for employee benefits
$46M34 mo agoSeries B582014——
11iDonate
Cloud-based fundraising platform for nonprofit organization
$35M33 mo agoSeries B5820107 patents
Web-embedded donation tracking and impact reporting SDK for nonprofit organizations
—
12Siepe
Data driven financial and IT solutions for asset managers
42Product top 30%Innovation top 34%Funding top 38%Moat top 39%
All 10 signals ▾
Producttop 30%
Innovationtop 34%
Fundingtop 38%
Moattop 39%
Talenttop 46%
Growthbottom 47%
Techbottom 42%
Marketbottom 39%
Newsbottom 37%
Globalbottom 32%
Product: 12 distinct product lines · Company stage: Series B
Innovation: 12 product lines
rank vs industry peers · Fliar Intelligence Index 42/100
$33M21 mo agoSeries B802012—3 job openings
13UPTIQ
Provider of no-code AI agent solutions for financial services
69AI top 20%Funding top 24%News top 25%Growth top 29%
All 12 signals ▾
AItop 20%
Fundingtop 24%
Newstop 25%
Growthtop 29%
Producttop 33%
Innovationtop 36%
Techtop 42%
Partnerstop 45%
Talentbottom 49%
Moatbottom 38%
Marketbottom 37%
Globalbottom 32%
AI: Classified as an AI company
Funding: Raised $32.5M across 4 rounds · 4 rounds over 4 yrs (1.0/yr)
rank vs industry peers · Fliar Intelligence Index 69/100
$32M4 mo agoSeries B322022——
14AHC Lending
Online platform for housing loan
$25M229 mo agoDeadpooled—2002——
15Oyster
Internet first business bank
$23M69 mo agoAcquired10320105 patents
Enterprise workflow automation and global HR management software platforms
—
16VRGL
Provider of a platform for wealth management firms to grow
24Funding top 34%Moat top 39%Talent bottom 49%Product bottom 45%
All 7 signals ▾
Fundingtop 34%
Moattop 39%
Talentbottom 49%
Productbottom 45%
Globalbottom 37%
Marketbottom 34%
Newsbottom 21%
Funding: Raised $21.7M across 3 rounds · 3 rounds over 4 yrs (0.8/yr)
Moat: Editorial + unicorn rating 7/10 · 9 curated direct competitors tracked
rank vs industry peers · Fliar Intelligence Index 24/100
$22M7 mo agoSeries A302021—1 launch
17Solovis
Global technology company serving capital markets and beyond with diverse solutions
$21M96 mo agoAcquired102
102 → 149 (+46%)
2013——
18Highline
Online bill payment solutions for individuals
$18M45 mo agoSeries A342015——
19Gig Wage
Payroll management, and payment solutions for on-demand workforce
$16M59 mo agoSeries A192014——
20EPIC
Provider of solutions streamlining loan payoff to title release processes
32Patents top 36%Talent top 38%Innovation top 43%Funding top 50%
All 7 signals ▾
Patentstop 36%
Talenttop 38%
Innovationtop 43%
Fundingtop 50%
Globalbottom 42%
Techbottom 39%
Marketbottom 31%
Patents: 41 patents matched (strict assignee match) · 5 filings since 2022 vs 10 in 2017-21
Talent: 2 named leaders on record · 2 C-suite/founder profiles curated
rank vs industry peers · Fliar Intelligence Index 32/100
$10M7 mo agoSeries A—201641 patents
Roadway marking application monitoring, thickness control, and tape‑based paint systems
1 launch · 1 partnership
21Nada
Online investment platform for real estate
40Talent top 28%Tech top 32%Funding top 43%Growth top 46%
All 10 signals ▾
Talenttop 28%
Techtop 32%
Fundingtop 43%
Growthtop 46%
Productbottom 48%
Fin. healthbottom 35%
Newsbottom 34%
Moatbottom 34%
Marketbottom 32%
Globalbottom 32%
Talent: 4 named leaders on record · 4 C-suite/founder profiles curated
Tech: 38 technologies across 5/8 capability areas · Cloud: Cloudflare, Vercel
rank vs industry peers · Fliar Intelligence Index 40/100
$8M12 mo agoSeries A742019——
22AuctionCredit
Inventory financing solutions for car dealers with flexible credit lines
$8M126 mo agoAcquired262006——
23ATA RiskStation
Platform that offers portfolio risk analytics solution
$7M80 mo agoSeries B82006——
24Metiscan
Online platform for stock market insights and analysis
$7M199 mo agoSeries A—2001——
25Usecorn
Provider of blockchain-based platform that enables the conversion of Bitcoin for various applications
$7M21 mo agoSeed—2024——
26ValueInsured
Down Payment Protection for modern homebuyers, protecting savings and equity
$6M104 mo agoSeries A—2009——
27instead
AI-driven platform maximizing tax savings for individuals and businesses
48Tech top 30%Growth top 35%AI top 35%Talent top 38%
All 7 signals ▾
Techtop 30%
Growthtop 35%
AItop 35%
Talenttop 38%
Fundingbottom 44%
Globalbottom 37%
Marketbottom 20%
Tech: 51 technologies across 4/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3
Growth: Fresh capital in last 24 mo
rank vs industry peers · Fliar Intelligence Index 48/100
$5M13 mo agoSeries A12012——
28BankLabs
BankLabs: Reimagining banking products with innovative digital and mobile solutions
$5M16 mo agoSeries A272010——
29Deposits
Provider of embedded banking infrastructure and payment solutions
$5M45 mo agoAcquired152021——
30Deposits
Banking and CRM management platform for financial institutions
$5M45 mo agoDeadpooled—1996——
31Aurox
Trading signals solutions for cryptocurrency
$5M52 mo agoSeries A1520182 patents
Epigenetic reprogramming techniques for mammalian cloning via donor chromatin manipulation
—
32Vela Exchange
Decentralized exchange with perpetual trading capabilities
$5M50 mo agoFunding Raised—2021——
33Flourish Change
Online donation lifecycle management solution
$5M42 mo agoSeries A—2018——
34Black Box Stocks
Algorithmic-based trading tips provider
$5M17 mo agoPublic14
14 → 18 (+29%)
2011——
35OptMyCare
AI-based healthcare optimization solutions for payers and employees
$4M26 mo agoSeries A420214 patents
Graphical user interface display screen technology for interactive visual systems
—
36Zirtue
Developer of an online platform for relationship-based lending
$4M59 mo agoSeed2120182 patents
Peer-to-peer payment systems leveraging relationship-based transaction processing
—
37Quiltt
Wealth data aggregation platform
$4M47 mo agoSeed102017——
38Zabo
Data aggregational APIs for cryptocurrencies
$4M75 mo agoAcquired192018——
39BillMatrix
Bill payment platform
$4M276 mo agoAcquired1301994——
40Vision2
Provider of fundraising software for the churches
$3M56 mo agoSeed212012——
41Pay with Grey
Platform for financial payments and transactions
$2M80 mo agoDeadpooled—2018——
42Nova
Provider of fund, investment, and financial services
$2M90 mo agoAcquired272018——
43Indyfin
Matching investors with vetted financial advisors for personalized financial guidance
$2M57 mo agoAcquired22017——
44Milemeter
Provider of auto insurance solutions
$2M204 mo agoDeadpooled—200611 patents
Telematics-driven usage-based auto insurance pricing, premium calculation, and claim verification.
—
45Voyage Technologies
AI-based revenue management platform for healthcare providers
$2M36 mo agoSeed—2022——
46TRIPBAM
SaaS-based expense management solutions for corporate travel
$2M136 mo agoAcquired222013——
47ClaimReturn
Cloud-based claims return solutions for provider
$2M154 mo agoSeed252012——
48TickerTags
Investment oriented listing platform
$2M133 mo agoAcquired112015——
49Collbox
Payment collection solution provider
$1M77 mo agoSeed152015——
50Tenet
EVM-compatible layer-1 blockchain platform
$500K36 mo agoFunding Raised—200013 patents
Secure, cross-domain blockchain data integrity and authentication using third‑party digital signatures
—

Top 12 FinTech companies in Dallas

#1
Public · Dallas, Texas · founded 2003
$105.4Mraised
▾

Platform providing suite of liquidity solutions and other financial and fiduciary services. Its liquidity solutions are available for most types of professionally managed alternative asset investments and can be customized to suit individual circumstances.

Fliar Intelligence Index™ 57how this company ranks against its industry peers
Product
top 14%
Funding
top 23%
Growth
top 25%
Innovation
top 34%
Tech
top 43%
Moat
bottom 43%
Product: 5 distinct product lines · Company stage: Public
Funding: Raised $105M across 10 rounds · 10 rounds over 3 yrs (3.3/yr) · Last round Post IPO (Apr 2026)
Growth: Revenue +92% YoY · Fresh capital in last 24 mo
Audience (LinkedIn): 3k LinkedIn followers — 2.2% of this cohort's audience
Funding rounds
  • Apr 2026Post IPO$8.8M
  • Jan 2026Post IPO$3M
  • Jun 2025Post IPO$1.9M
  • Apr 2025Post IPO$233.3K
Tech stack
Amazon Web ServicesAnimate.CssCloudflareCloudflare Bot ManagementContact Form 7Cookieyes
#2
Series B · Dallas, Texas · founded 2021 · 43 employees
$50.5Mraised
▾

Financial securities-backed credit card. Provides vehicle-secured credit cards for consumers with credit builder solutions. It allows users to manage invoicing, purchases, expenses, payments, profit and loss, and balance sheets, and create their own reports to chart. Features include invoices, orders, tax calculations, cash flow projections, reporting, ledger, and payments.

Fliar Intelligence Index™ 78how this company ranks against its industry peers
AI
top 15%
Funding
top 23%
Talent
top 23%
Growth
top 28%
Customers
top 30%
Tech
top 33%
AI: Holds AI/ML patents (G06N-family CPC)
Funding: Raised $50.5M across 6 rounds · 6 rounds over 5 yrs (1.2/yr) · Last round Conventional Debt (Feb 2026)
Talent: 5 named leaders on record · 5 C-suite/founder profiles curated
Funding rounds
  • Feb 2026Conventional Debt$200M
  • Oct 2025Series B$50M
  • May 2024Series A$15M
  • May 2024Venture Debt$150M
Founders & team
Vivek GaripalliCo-Founder & CEOBill ClericoCo-Founder & CEOGeorge UtkovCo-Founder
Investors
i80 Group, Uncommon Capital, Pelion Venture Partners, 1930 Capital, Bloom Equity Partners, Spacecadet
Tech stack
Amazon CloudfrontAmazon S3Amazon Web ServicesApple Icloud MailBootstrapCloudflare
#3
Series B · Dallas, Texas · founded 2022 · 32 employees
$32.5Mraised
▾

Provider of no-code AI agent solutions for financial services. This company develops and offers an AI platform enabling the creation and deployment of AI agents for various financial sectors, including wealth management, banking, and fintech. The platform provides pre-built agents for common financial tasks and allows developers to build custom agents using powerful APIs. It caters to both developers seeking to build custom solutions and organizations looking to automate workflows without extensive coding. The platform integrates with existing financial systems and offers debugging tools for enhanced control.

Fliar Intelligence Index™ 69how this company ranks against its industry peers
AI
top 20%
Funding
top 24%
News
top 25%
Growth
top 29%
Product
top 33%
Innovation
top 36%
AI: Classified as an AI company
Funding: Raised $32.5M across 4 rounds · 4 rounds over 4 yrs (1.0/yr) · Last round Series B (Feb 2026)
News: 5 BI events in 12 mo (of 7 tracked, 3 types) · +400% YoY · 4 high-value events (IPO/M&A/funding/contracts) in 12 mo
Audience (LinkedIn): 6k LinkedIn followers — 4.5% of this cohort's audience
Funding rounds
  • Feb 2026Series B$25M
  • Oct 2025Series A$12M
  • Oct 2024Series A$21M
  • Jan 2022Seed$12M
Founders & team
Snehal FulzeleFounder & CEO
Investors
Green Visor Capital, 645 Ventures, Cota Capital, EPIC Ventures, Hourglass Capital, Greycroft
Tech stack
AdrollAdroll Cmp SystemAmazon S3Amazon Web ServicesCloudflareCloudflare Bot Management
#4
Series D · Dallas, Texas · founded 2016 · 218 employees
$145Mraised
▾

Bestow provides online life insurance platform for individuals. It provides coverage according to the policyholder. The insurance quotes are provided based on health data.

Fliar Intelligence Index™ 67how this company ranks against its industry peers
Funding
top 23%
Tech
top 29%
Moat
top 31%
Product
top 34%
Growth
top 38%
Innovation
top 41%
Funding: Raised $145M across 7 rounds · 7 rounds over 9 yrs (0.8/yr) · Last round Series D (May 2025)
Tech: 47 technologies across 5/8 capability areas · Cloud: Amazon Ses, Amazon Web Services · Observability: Logrocket, New Relic
Moat: Editorial + unicorn rating 8/10 · IP moat: 11 patents · Soonicorn
Funding rounds
  • May 2025Venture Debt$50M
  • May 2025Series D$75M
  • Dec 2020Series C$70M
  • Apr 2020Series B$50M
Investors
Valar Ventures, Morpheus Ventures, Core Innovation Capital, New Enterprise Associates, 8VC, Sammons Financial Group
Tech stack
Amazon SesAmazon Web ServicesApple Icloud MailCloudflareCloudflare Bot ManagementCore-Js
#5
Series A · Dallas, Texas · founded 2021 · 30 employees
$21.7Mraised
▾

Provider of a platform for wealth management firms to grow. The platform helps standardize advice preparation and delivery across teams and offices. It enables advisors to move faster and scale operations. The platform helps firms run the work behind their advice.

Fliar Intelligence Index™ 24how this company ranks against its industry peers
Funding
top 34%
Moat
top 39%
Talent
bottom 49%
Product
bottom 45%
Global
bottom 37%
Market
bottom 34%
Funding: Raised $21.7M across 3 rounds · 3 rounds over 4 yrs (0.8/yr) · Last round Series A (Oct 2025)
Moat: Editorial + unicorn rating 7/10 · 9 curated direct competitors tracked
Talent: 1 named leader on record · 1 C-suite/founder profile curated
Audience (LinkedIn): 12k LinkedIn followers — 8.9% of this cohort's audience
Activity (LinkedIn): 1 product launches · 1 awards announced in 12 mo
Funding rounds
  • Oct 2025Series A$3.6M
  • Aug 2024Series A$6M
  • Aug 2022Series A$15.7M
Founders & team
Josh SmithCo-founder & CEO
Investors
MissionOG, FINTOP, Sallyport Investments, Checchi Capital, Dynasty, Northwestern Mutual
#6
Series A · Dallas, Texas · founded 2016
$10Mraised
▾

Provider of solutions streamlining loan payoff to title release processes. The company delivers comprehensive loan account details and simplifies lien releases. It improves title turns, expedites title release, and offers features like consumer payments and dynamic reporting. The business supports every step of the lien and title release process.

Fliar Intelligence Index™ 32how this company ranks against its industry peers
Patents
top 36%
Talent
top 38%
Innovation
top 43%
Funding
top 50%
Global
bottom 42%
Tech
bottom 39%
Patents: 41 patents matched (strict assignee match) · 5 filings since 2022 vs 10 in 2017-21 · Latest publication 2024
Talent: 2 named leaders on record · 2 C-suite/founder profiles curated
Innovation: 41 patents (top 13% of patent-holders) · 5 filings since 2022 vs 10 in 2017-21
Audience (LinkedIn): 509 LinkedIn followers
Activity (LinkedIn): 1 product launches · 1 partnerships (incl. National Automotive Finance Association (NAF)) announced in 12 mo
Funding rounds
  • Oct 2025Series A$10M
Founders & team
Mike MclarenCo-Founder & CTOBrandon HallCEO
Investors
FM Capital, Automotive Ventures
Tech stack
CdnjsCloudflareCloudflare Bot ManagementCookiebotCore-JsGoogle Font Api
#7
Series A · Dallas, Texas · founded 2019 · 74 employees
$8.1Mraised
▾

Online investment platform for real estate. The platform lets users invest in real estate properties. Users can own fractions of real estate properties. The platform also provides a debit card designed to grow the user's real estate wealth.

Fliar Intelligence Index™ 40how this company ranks against its industry peers
Talent
top 28%
Tech
top 32%
Funding
top 43%
Growth
top 46%
Product
bottom 48%
Fin. health
bottom 35%
Talent: 4 named leaders on record · 4 C-suite/founder profiles curated
Tech: 38 technologies across 5/8 capability areas · Cloud: Cloudflare, Vercel · Observability: Microsoft Clarity, Sentry
Funding: Raised $8.1M across 5 rounds · 5 rounds over 4 yrs (1.2/yr) · Last round Series A (May 2025)
Audience (LinkedIn): 5k LinkedIn followers — 3.5% of this cohort's audience
Funding rounds
  • May 2025Series A$10M
  • Oct 2024Conventional Debt$25M
  • Jul 2022Seed$8.1M
  • Oct 2020Seed$455K
Founders & team
John GreenFounder & COOMauricio DelgadoCo-FounderTore SteenCEO & Board Member
Investors
Kawa, Capital Factory, Revolution, 7BC Venture Capital, Sweater, LFG Ventures
Tech stack
AmplitudeBootstrapGoogle AnalyticsGoogle MapsGoogle Tag ManagerGoogle Workspace
#8
Series D · Dallas, Texas · founded 2004 · 110 employees
$145Mraised
▾

Solutions for text offers text API for payments via text messages. Provides billing reminders, payments, collections, and marketing text solutions for businesses. Allows users to send mass automated text messages.

Fliar Intelligence Index™ 55how this company ranks against its industry peers
Funding
top 27%
Product
top 31%
Moat
top 31%
Innovation
top 32%
Patents
top 32%
Growth
top 42%
Funding: Raised $145M across 2 rounds · 2 rounds over 5 yrs (0.4/yr) · Last round Conventional Debt (May 2024)
Product: 2 distinct product lines · Company stage: Series D
Moat: Editorial + unicorn rating 8/10 · IP moat: 15 patents · Soonicorn
Funding rounds
  • May 2024Series D$110M
  • May 2024Conventional Debt—
  • Nov 2021Series C$35M
Founders & team
Danny CantrellFounder David BaxterChief Executive Officer
Investors
Edison Partners, Stifel, StepStone Group
Tech stack
6SenseAmazon SesAmazon Web ServicesAtlassian StatuspageBootstrapCloudflare
#9
Series B · Dallas, Texas · founded 2012 · 80 employees
$33.2Mraised
▾

Data driven financial and IT solutions for asset managers. It helps in portfolio management, risk and performance measurement, and data warehousing for analysis and insights. It enables mid office and back office operations for due diligence and compliance. It also focuses on IT solutions for managing services regarding network and workstation, cloud hosting and backup, software and security, internet management, unified communication, and customer services.

Fliar Intelligence Index™ 42how this company ranks against its industry peers
Product
top 30%
Innovation
top 34%
Funding
top 38%
Moat
top 39%
Talent
top 46%
Growth
bottom 47%
Product: 12 distinct product lines · Company stage: Series B
Innovation: 12 product lines
Funding: Raised $33.2M across 2 rounds · 2 rounds over 6 yrs (0.3/yr) · Last round Series B (Aug 2024)
Audience (LinkedIn): 8k LinkedIn followers — 6.1% of this cohort's audience
Hiring (LinkedIn): 3 hiring posts in 12 mo (public) · momentum +3 · hiring: Solutions Engineer, Cloud Infrastructure Support Engineer
Funding rounds
  • Aug 2024Series B$30M
  • Jul 2020Series A$3.2M
Founders & team
Michael PusateriFounder & CEO
Investors
WestCap
Tech stack
Amazon Web ServicesApache Http ServerApple Icloud MailCloudflareCloudflare Bot ManagementCore-Js
#10
Series A · Dallas, Texas · founded 2012 · 1 employees
$5Mraised
▾

AI-driven platform maximizing tax savings for individuals and businesses. This is a SaaS platform leveraging Artificial Intelligence to streamline tax processes and maximize savings. It offers a suite of products and features designed for individuals, sole proprietors, and small to medium-sized businesses. The platform provides tax strategy analysis, report generation, estimated tax payment calculations, AI-driven document requests, extension management, activity tracking, and tax return preparation. It supports various tax forms, including those for individuals, trusts, estates, C corporations, S corporations, and partnerships. Key features include QuickBooks integration, clear calculations, document creation and storage, e-signatures, and secure data storage. It offers resources like a tax advisor directory, blog, glossary, and support center. The platform aims to simplify tax compliance, uncover deductions and credits, and provide tools for tax planning and optimization. It also addresses specialty areas like R&D tax credits and work opportunity credits. The pricing model includes monthly and annual subscription options.

Fliar Intelligence Index™ 48how this company ranks against its industry peers
Tech
top 30%
Growth
top 35%
AI
top 35%
Talent
top 38%
Funding
bottom 44%
Global
bottom 37%
Tech: 51 technologies across 4/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 · Security: Cloudflare Bot Management, Hsts
Growth: Fresh capital in last 24 mo
AI: Product described with: ai-driven, artificial intelligence
Funding rounds
  • May 2025Series A$5M
Founders & team
Micah DavisCo-FounderCourt SimasCo-Founder & Developer
Investors
IRIS
Tech stack
Amazon CloudfrontAmazon S3Amazon SesAmazon Web ServicesApache TomcatCdnjs
#11
Public · Dallas, Texas · founded 2011 · 14 employees
$4.9Mraised
▾

Algorithmic-based trading tips provider. It provides a platform for algorithmic trading that utilizes a proprietary trading algorithm. It is a platform that populates symbols of volatile stocks with breakout potential in an alert log.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 1k LinkedIn followers
Funding rounds
  • Jan 2025Post IPO$2M
  • Jul 2024Post IPO$1.2M
  • Nov 2016Post IPO$1.5M
  • Aug 2016Post IPO$110K
Investors
Feenix Venture Partners
Tech stack
Amazon CloudfrontAmazon S3Amazon Web ServicesAstraCdnjsCloudflare
#12
Series A · Dallas, Texas · founded 2010 · 27 employees
$5Mraised
▾

BankLabs: Reimagining banking products with innovative digital and mobile solutions. They offer cloud-based software solutions designed to enhance in-market relationship banking for community-oriented financial institutions. Their products generate new fee income, attract deposits, and create loan volume. Participate is a single platform to manage loan participations, digitizing documents and automating workflows. OREO is a mobile, cloud-based platform managing the complete lifecycle of properties. Construct increases draw interest income and mitigates risk in construction lending with automated workflows and detailed reporting. +Pay integrates with Construct to automate payment streams between builders and subcontractors. They provide state-of-the-art technology, mobile-first approaches, and aim to help banks differentiate from their competition. They offer demos and free trials of their products.

Funding rounds
  • Feb 2025Series A$5M
  • Jun 2021Seed—
Founders & team
Matt JohnnerPresident | Co-founder | Director
Investors
FIS, FIS Impact Ventures, The Venture Center
Tech stack
AddtoanyAddtoany Share ButtonsAkismetAnime.JsCloudflare TurnstileContact Form 7

Funding & investor landscape

$1.3Btotal disclosed funding
60companies funded
129disclosed rounds
1rounds last 90 days
Most active investors
Capital Factory8 rounds
Live Oak Ventures4 rounds
Edison Partners3 rounds
MissionOG3 rounds
Revolution3 rounds
Techstars3 rounds
ATX Venture Partners2 rounds
Austin Capital Partners2 rounds
FINTOP2 rounds
Fin Capital2 rounds

Notable founders

Vivek Garipalli
Co-Founder & CEO · Yendo
Bill Clerico
Co-Founder & CEO · Yendo
Snehal Fulzele
Founder & CEO · UPTIQ
Josh Smith
Co-founder & CEO · VRGL
Mike Mclaren
Co-Founder & CTO · EPIC
Brandon Hall
CEO · EPIC
John Green
Founder & COO · Nada
Mauricio Delgado
Co-Founder · Nada
Danny Cantrell
Founder · Solutions by Text
David Baxter
Chief Executive Officer · Solutions by Text
Michael Pusateri
Founder & CEO · Siepe
Micah Davis
Co-Founder · instead
Prism market signals · United States · country-scoped Prism corpus, 3,947,148 docs

Market landscape — 10 sub-themes by coverage

Share of FinTech coverage by sub-theme.

Regulatory-risk over time rising

Funding & growth over time

funding rising · growth rising

RESEARCH SIGNALS · United States

How research on Fintech is moving in the United States

A read on the academic research around Fintech — which themes are gaining ground, the institutions and researchers driving them, and how the tone is shifting. Based on 907 United States-affiliated papers.

research sentiment over time
201620212026
enthusiastic · positive · guarded tone
Tone is overwhelmingly optimistic and intensifying — the enthusiastic (strongly-positive) share moved 23% → 38% across 2016–2026.
top research entities
  • Film Independent54
  • United States Department of Commerce26
  • Community Partners22
  • University of Virginia18
  • International Monetary Fund12
leading researchers
Crypto Education Research Lab · Kapil Dharika · Bibitayo Ebunlomo Abikoye · Adesola Oluwatosin Adelaja · Stanley Chidozie Umeorah · Pingale, Mandar Vijay · Hajwane, Shaeena Samir · Rogers, Anuoluwapo
▲ Breakthroughs97 · 11%
▲ 0%→11% share
0 median citations96% since 2021mostly methods-led
Financial services breakthroughs surged from 0% to 11% field-share, with 41 brand-new papers signaling rapid novel discovery.
rising sub-themes (early→recent)
  • Financial services42
  • Database transaction16
  • Payment15
  • Scalability12
  • Credit risk11
Newly emergingFinancial services 0→41 · Database transaction 0→15 · Payment 0→14
Landmark E.T.-RNN · 87 cites
◆ Advancements352 · 39%
▲ 28%→41% share
▲1.5× share momentum0 median citations95% since 2021mostly empirical
Financial inclusion advancement papers soared from 2 to 74, reflecting intensifying U.S. fintech equity research.
rising sub-themes (early→recent)
  • Financial services7→190
  • Financial inclusion2→74
  • Payment2→50
  • Mobile payment3→29
  • Leverage (statistics)1→21
Newly emergingTransformative learning 0→37 · Database transaction 0→34 · Financial literacy 0→32
Landmark Fintech Adoption Drivers for Innovation for SMEs in Indonesia · 143 cites
▼ Concerns281 · 31%
▼ 56%→29% share
▼0.5× share momentum0 median citations83% since 2021mostly empirical
Concern-flagged cryptocurrency papers rose from 1 to 17, while Big data and Financial market risks newly emerged.
rising sub-themes (early→recent)
  • Financial services9→149
  • Financial inclusion1→56
  • Payment2→27
  • Investment (military)1→19
  • Cryptocurrency1→17
Newly emergingFinancial market 0→22 · Big data 0→18 · Corporate governance 0→18
Landmark The FinTech Opportunity · 433 cites
RESEARCH HOTSPOTS · United States

Where fintech is researched across United States

Location clusters by institution affiliation — each city's volume, stance tone, and a quick read on its hot topic, what's advancing, the opening opportunity, and the main concern.

New York25 · +0.24
Hot · Financial servicesAdvancing · Credit riskOpportunity · Big dataConcern · Financial innovation
Seattle14 · +0.21
Hot · Financial servicesOpportunity · LoanConcern · Financial inclusion
Philadelphia13 · +0.19
Hot · Digital transformationAdvancing · Financial servicesOpportunity · Leverage (statistics)
Boston12 · +0.34
Hot · Financial servicesOpportunity · Key (lock)Concern · Financial innovation
Los Angeles8 · +0.42
Hot · Credit riskOpportunity · Financial services
Ann Arbor8 · +0.49
Hot · Financial servicesAdvancing · Financial inclusionOpportunity · Mobile payment
SF Bay Area5 · +0.42
Hot · Financial servicesOpportunity · Leverage (statistics)
Chicago5 · +0.08
Opportunity · Financial market
Atlanta5 · +0.36
Hot · Financial servicesOpportunity · Credit card
PATENT SIGNAL · United States

Who's filing fintech patents in the United States

United States fintech patent filing is accelerating — 20 filings from 16 assignees (2016–2025), led by Mastercard International, Verifone, Financial Cloud Innovations; annual filings 1→7.

20 filings16 assigneespeak 7/yr2016–2025
filing momentum (YoY 2016–2025)
top patent filers
  • Mastercard International20
  • Verifone4
  • Financial Cloud Innovations2
  • Atombeam Technologies2
  • Salah ALI Khalil1
  • LNW Gaming1
  • Kassetty Nikhil1
  • DR Mariappan RAJA1

Common questions

How many FinTech companies are there in Dallas, United States?
Radar tracks 231 indexable FinTech companies headquartered in Dallas, United States that meet our profile-completeness bar.
What is the total funding raised by FinTech companies in Dallas, United States?
The FinTech companies in Dallas, United States on this list have raised a combined $1.3B in disclosed equity funding across 60 funded companies.
Which is the highest-funded FinTech company in Dallas, United States?
Bestow is the highest-funded FinTech company in Dallas, United States, with $145M in disclosed equity funding.
How many FinTech companies in Dallas, United States are funded?
60 of the 231 FinTech companies in Dallas, United States on this list have disclosed at least one equity funding round.
How many FinTech unicorns are there in Dallas, United States?
None of the FinTech companies in Dallas, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Dallas, United States FinTech companies?
The most active investors in Dallas, United States FinTech companies on this list include Capital Factory, Live Oak Ventures, Edison Partners, MissionOG, Revolution.
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.

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