Radar Companies Investment Industry · Dallas
Radar · Investment Industry in Dallas

Best Investment Industry Companies in Dallas, United States

The 497 best Investment Industry companies in Dallas, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: GWG Holdings.

497companies tracked
$595.8Mdisclosed funding
0unicorns
17have raised

Ranked: Best Investment Industry companies in Dallas

#CompanyLast roundDisclosed fundingStageFounderFoundedPatents & IP focusRecent signals
11st global
1st Global is a financial services company offering wealth management, marketing, and technology services.
Acquired1995
2514 Equity Group
Private equity firm focused on buyout investments
UnfundedJanice Thompson
Founder
2023
364K Asset Management
Incubator focused on startups
UnfundedChristian Groenke
President and CEO
2013
4Acruence Active Hedge U.S. Equity ETF
Hedge fund focused on multiple strategies
UnfundedRob Emrich
Founder
2021
5ADAP Capital
VC firm investing in early-stage social impact startups
UnfundedAndy Lower
Founder
2013
6Aethon Energy
PE firm investing in North America
UnfundedAlbert Huddleston
Founder & Managing Partner
1990
7AFO Special Opportunities
Private debt fund focused on small and middle market sectors
UnfundedNick Anacreonte
CEO
2021
8AFO Special Opportunities
Family office backed PE firm
DeadpooledNick Anacreonte
CEO & CIO
2007

Top 12 Investment Industry companies in Dallas

#1
Series B · Dallas, Texas · founded 2026
$21.9Mraised

Provider of permanent capital for acquiring and holding enduring businesses. It acquires companies with the intention of indefinite ownership. The acquired businesses maintain their existing names, cultures, and identities. It focuses on stewardship, allowing businesses the freedom to grow. The acquisition process involves initial conversations, information sharing, and mutual due diligence.

Funding rounds
  • Feb 2026Series B$21.9M
Founders & team
Chris WarleyCo-Founder & Co-CEOChristian CoquozCo-Founder & Co-CEO
#2
Seed · Dallas, Texas · founded 2013 · 1 employees
$2.8Mraised

Real estate fund focused on value-added strategy

LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers
Activity: 2 expansions announced in 12 mo
Funding rounds
  • Dec 2025Seed$2.8M
Founders & team
Steve MayFounder
Tech stack
CloudflareCloudflare Bot ManagementCore-JsFacebook PixelGodaddyGoogle Analytics
#3
Seed · Dallas, Texas · founded 2010 · 26 employees
$755.6Kraised

Real estate private equity manager focused on value-add and core investments. The company is a real estate manager specializing in value-add assets, development projects, global real estate secondaries, and core real estate investments. Their approach is driven by understanding the flow of people, jobs, and capital in high-growth markets. The strategy adapts to market cycles and property types through diversification, flexibility, and strategic timing. As an institutional manager, they offer a diversified platform with unique investment strategies across the real estate industry. They distinguish themselves with operational expertise and a portfolio spanning domestic and international markets. The company invests in healthcare, industrial, multifamily, office, and retail properties.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 5k LinkedIn followers
Activity: 1 expansions announced in 12 mo
Funding rounds
  • Sep 2025Seed$755.6K
Founders & team
Mike LewisCo-Founder & PartnerJim YoderCo-Founder & PartnerFred HammCo-Founder & Managing Partner
Tech stack
WordpressMysqlPhpGoogle MapsTwenty SeventeenWp-Pagenavi
#4
Seed · Dallas, Texas · founded 2021
$600Kraised

Developer of commercial real estate projects, providing investment and development services. The firm focuses on identifying and executing opportunities in the commercial property sector. It offers expertise in navigating complex transactions and creating mutually beneficial outcomes. The company leverages industry relationships to enhance its capabilities and maximize project potential.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 347 LinkedIn followers
Activity: 1 expansions announced in 12 mo
Funding rounds
  • Sep 2025Seed$600K
Founders & team
Alexander DominguezManaging Director
Tech stack
AosApache Http ServerDebianGodaddyGoogle AnalyticsGoogle Tag Manager
#5
Seed · Dallas, Texas · founded 2025
$1.2Mraised

Private investment firm partnering with individuals to build service businesses. This firm focuses on identifying and collaborating with talented entrepreneurs to develop and grow service-oriented companies. The investment strategy centers on providing capital and strategic guidance to facilitate business expansion and enhance operational efficiency. The firm seeks opportunities in various service sectors, supporting businesses throughout their lifecycle from initial stages to maturity. A key aspect of their approach is fostering strong partnerships with management teams.

Funding rounds
  • Apr 2025Seed$1.2M
Founders & team
Branson TibbsCo-FounderBranson TibbsCo-FounderRhett HoganCo-Founder
#6
Public · Dallas, Texas · founded 2006 · 160 employees
$463.1Mraised

Insurance industry focused PE firm

Funding rounds
  • Jan 2019Post IPO$270.1M
  • Dec 2018Conventional Debt$193M
Founders & team
Murray HollandInterim CEO
Investors
The Beneficient Company Group, The Brewer Group
#7
Series A · Dallas, Texas · founded 2022
$3.1Mraised

Private investment firm. It acquires oil & gas minerals and royalties across the active shale basins.

Funding rounds
  • Apr 2024Series A$3.1M
Founders & team
Matthew SilverPartnerMatthew BeardainDirectorTrevor TamlynPartner
#8
Series C · Dallas, Texas · founded 2016
$35Mraised

Real estate investment firm focused on value-added strategy

Funding rounds
  • Jan 2022Series C$35M
Founders & team
Geoffrey OsbornPresidentPatricia GibsonCEOAaron MurffPartner
Investors
Pacific Current
Tech stack
Windows ServerMicrosoft Asp.NetAzureIisGoogle Font Api
#9
Funding Raised · Dallas, Texas · founded 1991 · 26 employees
$72Kraised

Texas Parks and Wildlife Foundation is a private foundation providing support to Texas Parks and Wildlife Department. It funds its activities through income from investments, grants, and donations.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 4k LinkedIn followers
Hiring: 1 hiring post in 12 mo (public) · hiring: Executive Assistant
Funding rounds
  • Jan 2025Grant (prize money)$10K
  • May 2014Grant (prize money)$10K
  • Jun 2012Grant (prize money)$12K
  • Sep 2008Grant (prize money)$15K
Founders & team
Susan HoustonExecutive DirectorAnne BrownExecutive Director
Investors
USGS
Tech stack
AmplitudeAnime.JsContact Form 7Core-JsFacebook PixelFullstory
#10
Seed · Dallas, Texas · founded 2008
$3Mraised

Infrastructure fund focused on investing across natural resources sector. Specialize in the exploration and production of natural resources. Invests across energy, oil and gas, real estate, and other sectors.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 260 LinkedIn followers
Founders & team
Jace GrahamCEO
#11
Early Stage · Dallas, Texas · founded 1996 · 39 employees
$2Mraised

Real estate fund acquiring bulk logistics

LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers
Funding rounds
  • Aug 2023Conventional Debt$5.1M
  • Mar 2022Conventional Debt$5.5M
  • Nov 2020Conventional Debt$2.2M
  • Feb 2020Conventional Debt$1.4M
Founders & team
John lehrFounder & PresidentRandy KendrickFounder & CEO
Tech stack
WordpressMysqlPhpWp RocketContact Form 7Yoast Seo
#12
Funding Raised · Dallas, Texas · founded 2011
$40Mraised

Real-estate focused investment management firm

Funding rounds
  • May 2014Conventional Debt$40M
Founders & team
Daniel MoosPresident & CEO

Funding & investor landscape

$595.8Mtotal disclosed funding
19companies funded
28disclosed rounds
0rounds last 90 days
Most active investors
Base Four2 rounds
Constitution Capital Partners2 rounds
180 Degree Capital1 rounds
Aretex Capital Partners1 rounds
Bancorp1 rounds
Compatriot Capital1 rounds
Culper Capital Partners1 rounds
EnCap Flatrock Midstream1 rounds
Evolution Strategy Partners1 rounds
First Reserve1 rounds

Notable founders

Chris Warley
Co-Founder & Co-CEO · Cembra
Christian Coquoz
Co-Founder & Co-CEO · Cembra
Steve May
Founder · BV Capital
Mike Lewis
Co-Founder & Partner · Velocis
Jim Yoder
Co-Founder & Partner · Velocis
Alexander Dominguez
Managing Director · Beam Reach
Branson Tibbs
Co-Founder · Village Partners Group
Murray Holland
Interim CEO · GWG Holdings
Matthew Silver
Partner · Morningstar
Matthew Beardain
Director · Morningstar
Geoffrey Osborn
President · Banner Oak Capital Partners
Patricia Gibson
CEO · Banner Oak Capital Partners
Prism market signals · United States · country-scoped Prism corpus, 15,864,826 docs

Market landscape — 10 sub-themes by coverage

Share of Investment Industry coverage by sub-theme.

Regulatory-risk over time rising

Funding & growth over time

funding rising · growth rising

Common questions

How many Investment Industry companies are there in Dallas, United States?
Radar tracks 497 indexable Investment Industry companies headquartered in Dallas, United States that meet our profile-completeness bar.
What is the total funding raised by Investment Industry companies in Dallas, United States?
The Investment Industry companies in Dallas, United States on this list have raised a combined $595.8M in disclosed equity funding across 19 funded companies.
Which is the highest-funded Investment Industry company in Dallas, United States?
GWG Holdings is the highest-funded Investment Industry company in Dallas, United States, with $463.1M in disclosed equity funding.
How many Investment Industry companies in Dallas, United States are funded?
19 of the 497 Investment Industry companies in Dallas, United States on this list have disclosed at least one equity funding round.
How many Investment Industry unicorns are there in Dallas, United States?
None of the Investment Industry 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 Investment Industry companies?
The most active investors in Dallas, United States Investment Industry companies on this list include Base Four, Constitution Capital Partners, 180 Degree Capital, Aretex Capital Partners, Bancorp.
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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