Best Services for Investment Industry Companies in Texas, United States
The 133 best Services for Investment Industry companies in Texas, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Teak Tree Capital Management.
Ranked: Best Services for Investment Industry companies in Texas
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Teak Tree Capital Management Provider of financial services | $600M | 70 mo ago | Series D | Adam Deem Co-Founder | 2009 | — | — |
| 2 | V3 Energy and Technology Provider of financial services 55Innovation top 9%Patents top 10%Moat top 41%Funding bottom 44% All 6 signals ▾Innovationtop 9% Patentstop 10% Moattop 41% Fundingbottom 44% Globalbottom 40% Marketbottom 26% Innovation: 1,201 patents (top 2% of patent-holders) · 615 filings since 2022 vs 342 in 2017-21 Patents: 1,201 patents matched (strict assignee match) · 615 filings since 2022 vs 342 in 2017-21 rank vs industry peers · Fliar Intelligence Index 55/100 | $50M | 103 mo ago | Series A | — | 2016 | — | — |
| 3 | Eventus Provider of financial services | $48M | 29 mo ago | Acquired | Travis Schwab CEO | 2015 | WordPressMySQLPHP+37 | — |
| 4 | Fidelis Capital Fidelis capital is a private banking experience offered by wealth management firm, providing financial… | $10M | 18 mo ago | Series B | Rick Simonetti CEO and Head of Wealth Planning | 2011 | GSAPApache HTTP ServerScrollMagic+11 | 1 award |
| 5 | Syndica Backend infrastructure for building dApps | $8M | 55 mo ago | Seed | Danial Abbasi Co-Founder | 2021 | GhostApple iCloud MailGoogle Workspace+16 | — |
| 6 | Nova Provider of fund, investment, and financial services | $2M | 90 mo ago | Acquired | Pradyuman Vig Founder | 2018 | — | — |
| 7 | WRC Advisors Provider of investment management services for real estate industry | $2M | 51 mo ago | Seed | David Shaffer Managing Director | 2015 | — | — |
| 8 | Makaan Investment Group Provider of investment solutions | $473K | 51 mo ago | Seed | Madina Shaik CEO | 2020 | WixSentryIonic+14 | — |
| 9 | Asset Entities Provider of investment management and financial services | $250K | 24 mo ago | Public | Arshia Sarkhani Founder & Chief Executive Officer | 2020 | WebflowGSAPjsDelivr+10 | — |
Top 12 Services for Investment Industry companies in Texas
#1
Series B · Dallas, Texas · founded 2011 · 15 employees$10Mraised▾
Fidelis Capital is an ultra private banking experience offered by a wealth management firm. They provide comprehensive financial advisory services to organizations and individuals.
- Nov 2024Series B$11.6M
- Aug 2023Series A$10M
#2
Acquired · Austin, Texas · founded 2015 · 96 employees$48.5Mraised▾
Provider of financial services
- Jan 2024Conventional Debt$5.3M
- Sep 2021Series B$30M
- Feb 2020Series A$10.5M
- Oct 2018Series A$648.8K
#3
Series D · Fort Worth, Texas · founded 2009 · 10 employees$600Mraised▾
Provider of financial services
- Aug 2020Series D$600M
#4
Series A · Houston, Texas · founded 2016 · 13 employees$50Mraised▾
Provider of financial services
- Nov 2017Conventional Debt$10M
- Nov 2017Series A$50M
#5
Seed · Houston, Texas · founded 2021 · 10 employees$8Mraised▾
Backend infrastructure for building dApps for web 3.0. It is built on the Solana blockchain. Features tools for detailed and structured logs, audit and trace RPC calls, and more. Provides tools for surface insights, measure user engagement, and track performance metrics using robust analytics.
- Oct 2021Seed$8M
#6
Public · Dallas, Texas · founded 2020 · 7 employees$250Kraised▾
Provider of investment management and financial services
- May 2024Post IPO$1.5M
- Jun 2022Seed$250K
#7
Seed · Dallas, Texas · founded 2015$1.8Mraised▾
Provider of investment management services for real estate industry
- Mar 2022Seed$1.8M
#8
Acquired · Dallas, Texas · founded 2018 · 27 employees$2.1Mraised▾
Provider of fund, investment, and financial services
- Dec 2018ICO$2M
- Seed$150K
#9
Seed · Houston, Texas · founded 2020$473Kraised▾
Provider of investment solutions
- Mar 2022Seed$473K
#10
Seed · Austin, Texas · founded 2022$90Kraised▾
Provider of investment services
- Jun 2022Seed$90K
#11
Funding Raised · Austin, Texas · founded 2021 · 66 employees$20Kraised▾
Operator of an executive network club intended to elevate members through world-class summits, executive elevation, and angel opportunities. The company is an invitation-only network for senior corporate leaders and startup innovators who believe in the power of partnerships and thus it helps in boosting Fortune executives through summits, refined digital presence, and executive angel opportunities.
- Apr 2023Conventional Debt$20K
#12
Acquired · Dallas, Texas · founded 2006 · 380 employees—raised▾
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.
- Jan 2020PE—
Funding & investor landscape
Notable founders
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
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.