Radar · Services for Investment Industry in Dallas
Best Services for Investment Industry Companies in Dallas, United States
The 38 best Services for Investment Industry companies in Dallas, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Fidelis Capital.
By Rohit KhannaTrends & Stories
38companies tracked
$14.2Mdisclosed funding
0unicorns
6have raised
Ranked: Best Services for Investment Industry companies in Dallas
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Fidelis Capital Fidelis capital is a private banking experience offered by wealth management firm, providing financial… | $10M | 21 mo ago | Series B | Rick Simonetti CEO and Head of Wealth Planning | 2011 | GSAPApache HTTP ServerScrollMagic+11 | — | — |
| 2 | Nova Provider of fund, investment, and financial services | $2M | 92 mo ago | Acquired | Pradyuman Vig Founder | 2018 | — | — | — |
| 3 | WRC Advisors Provider of investment management services for real estate industry | $2M | 53 mo ago | Seed | David Shaffer Managing Director | 2015 | — | — | — |
| 4 | Asset Entities Provider of investment management and financial services | $250K | 27 mo ago | Public | Arshia Sarkhani Founder & Chief Executive Officer | 2020 | WebflowGSAPjsDelivr+10 | — | — |
| 5 | SBI Provider of business consulting and market advisory services | — | 3 mo ago | Acquired | Michael Hoffman Chief Executive Officer | 2006 | HubSpot CMS HubSalesforcecore-js+20 | — | — |
| 6 | Pinnacle Realty Advisors Provider of real estate advisory and sponsorship services | — | 47 mo ago | Seed | Brent Porter Co-Founder | 2020 | WordPressApple iCloud MailGoogle Workspace+37 | — | — |
| 7 | CBRE Provider of property management services | — | 76 mo ago | Public | Robert Sulentic CEO | 1906 | Apple iCloud MailZohoMonaco Editor+20 | 40 patents Real estate data analytics, digital twin management, and automated forecasting solutions | 1 expansion |
| 8 | Aim Texas Trading Provider of engineering assessments, project management and international consulting services | — | — | Unfunded | — | 2008 | — | — | — |
Top 7 Services for Investment Industry companies in Dallas
#1
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
#2
Public · Dallas, Texas · founded 2020 · 7 employees$250Kraised▾
Public · Dallas, Texas · founded 2020 · 7 employees
Provider of investment management and financial services
Funding rounds
- May 2024Post IPO$1.5M
- Jun 2022Seed$250K
Founders & team
#3
Seed · Dallas, Texas · founded 2015$1.8Mraised▾
Seed · Dallas, Texas · founded 2015
Provider of investment management services for real estate industry
Funding rounds
- Mar 2022Seed$1.8M
Founders & team
#4
Acquired · Dallas, Texas · founded 2018 · 27 employees$2.1Mraised▾
Acquired · Dallas, Texas · founded 2018 · 27 employees
Provider of fund, investment, and financial services
Funding rounds
- Dec 2018ICO$2M
- Seed$150K
Founders & team
Investors
Coinbase, Y Combinator, Electric Capital, Rough Draft Ventures, Genesis, Utopian
#5
Acquired · Dallas, Texas · founded 2006 · 380 employees—raised▾
Acquired · Dallas, Texas · founded 2006 · 380 employees
Provider of business consulting and market advisory services. It helps clients grow their revenue, margin, and enterprise values. They have developed an intimate understanding of the buyer-seller journey, which enables us to help you actively apply relevant data, strategies, and tactics for significant outcomes.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 27k LinkedIn followers
Funding rounds
- Jan 2020PE—
Founders & team
Investors
CIP Capital, Bow River, Stellus Capital Management
Tech stack
AdrollBootstrapCdnjsCloudflareCloudflare Bot ManagementEnvoy
#6
Seed · Dallas, Texas · founded 2020 · 141 employees—raised▾
Seed · Dallas, Texas · founded 2020 · 141 employees
Provider of real estate advisory and sponsorship services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers
Funding rounds
- Oct 2022Seed—
Founders & team
Investors
Launchpad Capital, Dream Ventures
Tech stack
Apple Icloud MailBootstrapCart FunctionalityCloudflareElementorEwww Image Optimizer
#7
Public · Dallas, Texas · founded 1906 · 130000 employees—raised▾
Public · Dallas, Texas · founded 1906 · 130000 employees
Provider of property management services. It also offers real estate brokerage, project management and asset management services for aerospace & aviation, automotive, banking & financial, consumer goods & manufacturing, data center, F&B, healthcare, government, and infrastructure & public enterprise sectors.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 1.8M LinkedIn followers — 96.7% of this cohort's audience
Activity: 1 expansions announced in 12 mo
Founders & team
Investors
Blumberg Capital, AllianceBernstein, Al Hail Holding, Drona Capital, Freeman Spogli
Tech stack
Amazon AlbAmazon CloudfrontAmazon S3Amazon Web ServicesApache Http ServerApple Icloud Mail
Funding & investor landscape
$14.2Mtotal disclosed funding
4companies funded
7disclosed rounds
0rounds last 90 days
Most active investors
Notable founders
Rick Simonetti
CEO and Head of Wealth Planning · Fidelis Capital
Arshia Sarkhani
Founder & Chief Executive Officer · Asset Entities
David Shaffer
Managing Director · WRC Advisors
Pradyuman Vig
Founder · Nova
Ian Macalinao
Co-Founder · Nova
Michael Hoffman
Chief Executive Officer · SBI
Brent Porter
Co-Founder · Pinnacle Realty Advisors
Sam Sawyer
Chief Executive Officer · Pinnacle Realty Advisors
Irvinder Goodhew
Managing Director · CBRE
Robert Sulentic
CEO · CBRE
Prism market signals · United States · country-scoped Prism corpus, 25,023,128 docs
Market landscape — 10 sub-themes by coverage
Share of Services for Investment Industry coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Services for Investment Industry companies are there in Dallas, United States?
Radar tracks 38 indexable Services for Investment Industry companies headquartered in Dallas, United States that meet our profile-completeness bar.
What is the total funding raised by Services for Investment Industry companies in Dallas, United States?
The Services for Investment Industry companies in Dallas, United States on this list have raised a combined $14.2M in disclosed equity funding across 4 funded companies.
Which is the highest-funded Services for Investment Industry company in Dallas, United States?
Fidelis Capital is the highest-funded Services for Investment Industry company in Dallas, United States, with $10M in disclosed equity funding.
How many Services for Investment Industry companies in Dallas, United States are funded?
4 of the 38 Services for Investment Industry companies in Dallas, United States on this list have disclosed at least one equity funding round.
How many Services for Investment Industry unicorns are there in Dallas, United States?
None of the Services for 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 Services for Investment Industry companies?
The most active investors in Dallas, United States Services for Investment Industry companies on this list include Al Hail Holding, AllianceBernstein, Blumberg Capital, Bow River, CIP Capital.
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.