Industry landscapes
Industry report

Funding and advertised pay are reported in USD; filed accounts retain their stated source currency and basis.

Exchange-rate basis

Indicative conversions use ECB reference rates dated 2026-09-14, applied consistently across all periods. They are not historical exchange rates. Indian rupees may use crore (1 crore = 10 million); other currencies use K, M and B. CSV downloads, source documents and quoted news headlines retain their original currencies.

THE AUSTIN EDITION 2026

Austin’s
financial services industry,
in focus.

The companies, capital and talent shaping financial services in Austin. Find the leaders. Understand the segments. See where the activity is.

Snapshot: Funding in USD
Illustrated cover for Financial Services Industry Landscape of Austin
US
COMPANIES · CAPITAL · TALENT

An industry ecosystem,
measured in context.

Financial Services illustration
MEET THE COMPANIES

Explore Austin’s financial services leaders

24 featured companies from the funding, hiring, revenue and team-size leaderboards.

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Financial Services company highlights in Austin, snapshot 3 September 2026
Company
Kestrakestrafinancial.com$500M630
Vida Capitalvidacapitalinc.com$150M
Incline P&C Groupinclinepc.com$125M4 roles55
AWLawl.com$81.8M130
Eventuseventus.com$57.43M96
Keystone Bankkeystone.bank$56.15M85
NG Financial Holdings$30.22M
Capson Physicians Insurancecapsonsdr.com$28.35M
EZCORPezcorp.com10 roles7,000$1.27BFYFY2025 filing
Travis Countytraviscountytx.gov8 roles3,505
Texas Mutualtexasmutual.com7 roles977
Farm Credit Bank of Texasfindfarmcredit.com5 roles
Austin Capital Bankaustincapitalbank.com4 roles12
association member benefits advisorsamba.info4 roles495
United Heritage Credit Unionuhcu.org3 roles191
American Campusamericancampus.com2,265$942.41MFYFY2021 filing
Bluespring Wealthbluespringwealth.com24
Citizenscitizensinc.com224$255.62MFYFY2025 filing
Dhi Mortgagedhimortgage.com2,450
Firstconnectinsurancefirstconnectinsurance.com
Kickfinkickfin.com15
National Western Life Groupnwlgi.com278$703.35MFYFY2023 filing
Obraobra.com90
Open Mortgageopenmortgage.com329
24 featured companies

Locked revenue figures are available in Radar; the eight company financial previews stay the same throughout this page. A dash means the figure is outside these featured lists. Revenue years vary by company; the figures are not a like-for-like revenue comparison. Compare annual accounts ↗

Company discovery

Recorded evidence only

Explore the live startup set in Radar

No company example met every recorded classification, independence and public-profile gate in this snapshot. The live directory may have newer qualifying companies.

Explore classified startups in Radar ↗
THE KEY SIGNALS

Financial Services industry KPIs in Austin

A few useful ratios bring the size of this ecosystem into perspective.

3 September 2026
Hiring participation8.7%

36 of 412 tracked companies have open roles.

Funding participation6.6%

27 of 412 tracked companies have a recorded round.

Top 3 funding share66.9%

Share of disclosed capital received by the three largest recorded recipients.

Median disclosed round$8M

Midpoint of 31 rounds with a disclosed amount.

Scale is concentrated. Opportunity is broader. The three largest funding recipients hold 66.9% of disclosed capital, while 93.4% of tracked companies have no recorded funding round.

Explore the segments →
CAPITAL & COMPANY FORMATION

How Austin financial services has grown

Recorded company formation and disclosed funding across the complete annual series shown.

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2016 — 2025

Disclosed funding by year

Sum of recorded funding rounds · USD

Austin financial services
$0$154M$308.01M$462.01M$616.02M2016: $020162017: $8.66M20172018: $155.65M20182019: $540.36M20192020: $32M20202021: $30M20212022: $79.06M20222023: $165.88M20232024: $11.35M20242025: $02025
View the numbers
Annual financial services funding and company formation in Austin
YearFunding (USD)FoundedRaising
2016$0100
2017$8.66M181
2018$155.65M193
2019$540.36M204
2020$32M143
2021$30M41
2022$79.06M148
2023$165.88M86
2024$11.35M23
2025$000
WHERE CAPITAL SITS

Funding concentration

Share of all disclosed company funding.

  • Kestra43.2%
  • Vida Capital12.9%
  • Incline P&C Group10.8%
  • Other companies33.1%

Funding by stage

38 recorded rounds since 2016

NUMBER OF ROUNDS
Seed & Angel7 18.4%
Series A–B23 60.5%
Series C+ / PE1 2.6%
Grants, debt & other7 18.4%

Recent recorded rounds

Latest recorded rounds · USD
1 rounds

Swipe or scroll horizontally to browse.

Largest and notable recorded rounds

Each card is one recorded round
10 cards

Swipe or scroll horizontally to browse.

Series B09/2021
Eventuseventus.com$30M

Backed by Centana Growth Partners and DRW Trading Group and others.

THE BUSINESS BEHIND THE ACTIVITY

Revenue, profitability & financial strength

Annual accounts for reporting companies linked to this landscape, on like-for-like currency and reporting bases.

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USD · millions · consolidated

Display conversions use the dated reference rates above. Where a verified rate is unavailable, figures retain their source currency. Each reporting cohort keeps its currency and accounting basis separate.

FY2025 · company accounts; aggregate reporting threshold not met · 3 reporting entities from 7 eligible matches.

Revenue in covered accounts

Sum of reporting-entity revenue; not Austin market sales.

Net profit / loss

Combined result for the same cohort.

Aggregate net margin

Combined net income ÷ combined revenue.

Median company revenue

The middle covered reporting entity.

Profitable entities

None of 3 covered entities.

Top-five concentration

Share of covered revenue from the five largest entities.

Annual account trend

Reported cohort totals by year; coverage is stated for every period.

Bar height shows revenue. Changes in coverage can affect totals.

Profitability has two perspectives

FY2025 · 3 reporting entities

Open the company accounts

Up to eight fixed company previews show financial amounts. Search and sort the wider company list, then continue in Radar.

3 reporting entities
Continue your financial research in Radar

Explore full company accounts and filings.

View financials in Radar ↗
AUSTIN · INDUSTRY COHORTS

How does financial services compare?

Each pair uses the same year, currency and reporting basis. Cohort overlap is disclosed.

IndustryCovered / eligibleRevenue totalMedian revenueNet profit / lossAggregate marginProfitable shareOverlap

Available-account cohorts are not estimates of whole industries. Overlapping entities can occur in more than one cohort; do not add cohort totals.

Coverage, calculations & financial sources

Filed annual accounts for exact designated national identifiers. Every aggregate and peer pair uses one fiscal year, source currency and reporting basis; periods, coverage and overlap are explicit; 2026 partials are excluded.

The same up to eight reporting entities remain open across years, filters and sorts. Other company figures are available in Radar.

Source currencies and accounting bases stay separate. Missing accounts are excluded rather than treated as zero. Exact reporting periods appear on company previews. Annual totals can change with coverage and do not measure growth of a fixed company cohort.

DIGITAL FOOTPRINT

Web traffic, app reach and release cadence

How the Austin companies on this page show up online: the sites people visit, the apps they install, and how often those apps ship.

Most-installed apps

14 of these companies (3.4%) publish at least one Android app — 15 apps in all, carrying 88.9K installs between them.

Installs are lifetime totals to date at the June 2026 store reading — a measure of reach, not of people using an app today.

App reach by segment

The busiest app inside each of this page’s own segments, with the quarterly release trend behind it (2023Q2–2026Q2).

SegmentAppsInstallsLeading appRelease trend
Banks359.5KUHCU Mobile 47.1K
Asset Management520KTMRS 18.1K
Consumer And Sme Loans4592AgTexas Ag Banking 269
Nbfc Lenders2536AZUMA Site Check 267

A company can carry several segment tags, so these rows overlap and should not be added together. Trend lines are zero-based and share one quarter grid, so a flat line is a quiet segment, not a missing one.

INSIDE THE INDUSTRY

The Austin financial services market map

Explore the segments behind the headline numbers.

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Where companies are building

Rank segments by scale, hiring or disclosed funding.

Nbfc lenders37
Housing finance10
Enterprise tech8
Fintech7
Consumer digital5

Companies can sit in several segments. Counts and funding overlap.

SEGMENT TO EXPLORE

Nbfc lenders

The largest measured segment in this report snapshot.

37companies
13.5%have hiring activity

5 companies hiring · $20M disclosed funding

Explore in Radar

How companies make money

Common revenue models; a company can use more than one.

Fee-for-service233
Commission on transaction184
Lending48
Subscription41
E-commerce - service40
Advertising19
E-commerce - product18
Physical commerce8
THE COMPANIES IN MOTION

Who is listing, hiring leaders, launching and winning work

Recorded corporate activity linked to companies in this landscape.

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Recent corporate headlines 10 dated reports
Mergers & acquisitionsdimensional.com ↗

Dimensional Fund Advisors LP lifted its stake in Albemarle by 3.7% in the third quarter.

Mergers & acquisitionscitizensinc.com ↗

Get alerts: Merger agreement with Citizens National President and CEO Tyler Wilcox said the company has entered into an agreement to merge with Citizens National Corporation, a Kentucky-based bank with approximately $700 million in assets and 12 branches across eight counties.

IPO activitykestrafinancial.com ↗

On the initial public offering (IPO) front, activity in the medtech industry saw a slight resurgence in 2025, as anticipated by various market observers, with companies including Kestra and BillionToOne going public, with Medline’s $6.26bn offering closing out the year in December.

Mergers & acquisitionsbridgefront.capital ↗

Bridgefront Capital LLC bought a new position in shares of Agilent Technologies during the third quarter valued at about $1,323,000.

Mergers & acquisitionsaui-inc.com ↗

AUI, the company behind Apollo-1, the world’s first neuro-symbolic artificial intelligence model, has acquired Quack AI, which developed a specialized technology for operating AI agents for customer service.

Mergers & acquisitionsaustinprivatewealth.com ↗

Cerity Partners merges with Austin Private Wealth, an independent firm that will now operate under the Cerity Partners name.

Mergers & acquisitionsbluespringwealth.com ↗

Bluespring Wealth Partners, the registered investment advisor acquisition arm of Kestra Holdings, is acquiring Signature Wealth, a $1.41 billion Kestra Financial-affiliated firm based in Pittsburgh.

Mergers & acquisitionsobra.com ↗

Blair Wallace is president and chief executive officer of Obra Capital, which purchased the finance company in August of last year.

Mergers & acquisitionswhitleypenn.com ↗

Whitley Penn, a US-based full-service accounting and advisory company, has announced the acquisition of JetRock Analytics.

Mergers & acquisitionsshpreit.com ↗

Wealth Enhancement Advisory Services LLC acquired a new stake in shares of Summit Hotel Properties in the 4th quarter worth $77,000.

Full recorded event mix

Top 10 categories among 205 recorded events in the 24-month window.

Leadership moves
72
Earnings
46
Mergers & acquisitions
42
Funding rounds
10
Contracts
10
Regulatory
5
Asset acquisitions
5
Lawsuit
4
IPO activity
3
Fundraising
2
6 activity cards

Swipe or scroll horizontally to browse.

IPO pipeline

1 companies with recorded IPO activity

Kestra ↗

IPO · Nasdaq Global Select Market3 reports

Leadership moves

24 tracked people moves

Ryan Chen

Appointment Director of Operations

Amie Pala

Retirement Previously Chief Executive Officer

Brandon Blaut

Appointment Chief Executive Officer

Kestra ↗
Dave Sawan

Appointment Business Development Consultant

Kestra ↗
Austin Shives

Appointment Business Development Consultant

Kestra ↗
Ben Marks

Appointment Business Development Consultant

Cesar Silva

Appointment Senior Vice President of Business Development

Chioma A. Mang

Appointment Executive Director

Product launches

Products, platforms and features in the recorded window

Buy Now, Pay Later (BNPL) program

Financial Service

Contract wins

2 recorded customer wins

Fourlane ↗

Customer: intuitSoftware licensing and ERP services

Customer: cerity partnersFinancial Services

Regulatory events

5 recorded events

Takeover of managementCentral Bank of Nigeria

Reaffirmed CBN decision to take over management

shares forfeited to Federal Government of NigeriaLagos State Special Offences Court

Board of Directors appointedCentral Bank of Nigeria

Litigation

2 tracked suits

Company
zenith bank, UBA, fcmb, access bank, fidelity bank, ecobank, v egbin power plc, First Independent Power, ikeja electric

Debt enforcement, receivership appointmentCivil · Ongoing

Company
keystone bank v KIA Africa Group of Africa

Debt recovery and asset seizureCivil · Ongoing

Earnings pulse

Reported company results in the recorded window.

4companies
40period observations
10.0%median reported growth

Median across 25 reported growth observations; companies may contribute multiple periods.

Mergers and acquisitions

Company-linked deal reports; status is preserved as recorded.

Acquirer → targetStatusDateValue / context
DimensionalalbemarleAnnounced2026-05-04$119.7M
Dimensionalraymond james2026-04-23$406.9M
peoples bancorpCitizens ↗Announced2026-04-23$76.6M
Bridgefront Capitalagilent technologiesAnnounced2026-04-10$1.3M
AUIquack aiAnnounced2026-02-24Not stated in snapshot
cerity partnersAustin Private Wealth ↗Announced2026-02-11Not stated in snapshot

A discussion or rumour is not a completed transaction. An unstated value is not zero.

PEOPLE & OPPORTUNITY

The talent market

1,588 postings in the preceding 12 months. The full 2,476-posting snapshot covers 40 employers.

Expand panel +

Most advertised job titles

Benefits Representative334
Retail Customer Service248
Shift Manager154
Inside Sales Insurance Specialist129
Customer Service Representative119
Account Development Specialist52
0 internship postings

125 tracked postings mention remote work.

The seniority mix

615 postings specify a level.

unspecified
1,861
manager
445
senior
105
lead
42
intern
17
entry
6

Skills employers mention

Top skills across 2,476 tracked postings in the available jobs snapshot.

Life And Health Insurance License
63
Virtual Appointments
44
Phone Based Outreach
44
Django
19
Snowflake
19
Next.Js
18
Dbt
18
Mentorship
16
Life & Health License
16
Sales Training
16
ADVERTISED PAY$82.5K/ year

Median across 401 postings with pay data, expressed in USD.

Salary by seniority

manager$40.6K/ year37 postings

Advertised posting medians do not describe all employees or roles.

THE PEOPLE BUILDING THE FIELD

Founders and leaders

113 founders and chief executives across 99 companies.

Expand panel +
12 profiles

Swipe or scroll horizontally to browse.

Education networks

9 profiles with education records.

University of Pennsylvania
2
Kellogg School of Management
1
University of California (Los Angeles)
1
University of Michigan - Stephen M. Ross School of Business
1
University of Chicago
1
Technion Israel Institute Technology
1
Wharton School
1
Duke University
1

Prior employers

3 profiles with prior-work records.

Profiles cover recorded founders and leaders; contact details remain in Radar.

NEWS INTELLIGENCE

How this industry appears in the news

19,323 articles in the measured 12-month window.

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19,323articles in the measured year
2,395articles in 2026Q2
65.4%positive tone in the latest complete year

News volume trends

Financial Services coverage tagged Austin · articles per complete quarter

02,4264,8517,2779,7032021Q2: 4,1322021Q22021Q3: 5,4612021Q4: 3,9742022Q1: 5,6712022Q2: 6,5082022Q22022Q3: 4,4842022Q4: 4,8972023Q1: 6,6032023Q2: 6,5412023Q22023Q3: 5,3172023Q4: 6,3782024Q1: 7,7662024Q2: 6,8572024Q22024Q3: 6,0182024Q4: 6,6632025Q1: 8,4372025Q2: 5,9052025Q22025Q3: 6,8362025Q4: 4,6342026Q1: 5,4582026Q2: 2,3952026Q2
View quarterly article counts
QuarterArticles
2021Q24,132
2021Q35,461
2021Q43,974
2022Q15,671
2022Q26,508
2022Q34,484
2022Q44,897
2023Q16,603
2023Q26,541
2023Q35,317
2023Q46,378
2024Q17,766
2024Q26,857
2024Q36,018
2024Q46,663
2025Q18,437
2025Q25,905
2025Q36,836
2025Q44,634
2026Q15,458
2026Q22,395

Article volume measures coverage, not market sales.

Tone of coverage over time

2021
9,009 positive · 166 neutral · 5,572 negative
2022
13,542 positive · 228 neutral · 7,747 negative
2023
14,755 positive · 312 neutral · 9,744 negative
2024
17,217 positive · 273 neutral · 9,774 negative
2025
16,843 positive · 284 neutral · 8,641 negative

Leading coverage topics

Financial Services coverage tagged Austin · ranked by full-period article count.

Administrative And Political Subdivisions4,359,394 articles in the full recorded period
929,770 recent · 795,452 prior
Geopolitical Disputes And Contested Areas320,888 articles in the full recorded period
106,788 recent · 82,223 prior
International And Transnational Geographic Entities320,721 articles in the full recorded period
106,735 recent · 82,154 prior
Cryptocurrency Impact On Forex Markets235,672 articles in the full recorded period
62,307 recent · 62,419 prior
International Political Relations229,321 articles in the full recorded period
59,667 recent · 58,162 prior
Security And Defense Policies163,673 articles in the full recorded period
47,390 recent · 40,421 prior
Professional League Updates159,324 articles in the full recorded period
35,556 recent · 38,726 prior
Athlete Transfer Rumors116,408 articles in the full recorded period
26,576 recent · 29,688 prior
Patent Law & Innovation Protection114,401 articles in the full recorded period
235 recent · 28,813 prior
International Relations And Diplomacy102,516 articles in the full recorded period
24,178 recent · 26,630 prior

Recent and prior counts use the source comparison windows.

Topics gaining and losing attention

United States comparison coverage

KeywordRecentPriorChange
investment deal10,6573,498205%
stablecoin fx impact10,5427,47041%
etf trading6,8653,94774%
private equity6,4711,648293%
oil price volatility6,3083,81565%
share price5,9683,36677%
etfs5,9573,42474%
sector etfs5,7153,30573%
etf structures5,3852,98181%
etf products5,3132,85886%
patent claims14128,788-100%
patent prosecution14128,787-100%
patent examination13928,774-100%
litigation defenses11428,766-100%
tariff negotiations14,84225,875-43%

Event and signal lenses

United States comparison coverage

All complete annual cohorts shown
Rising

Regulatory Risk

3,333,458 classified articles

territories, disputed islands, monetary easing

44.8% critical · 25.2% positive
Rising

Funding Momentum

660,994 classified articles

inflation reports fx, currency intervention policies, trade deficits fx

39.9% critical · 41.4% positive
Rising

Growth

935,055 classified articles

gdp growth forex, earnings report, inflation reports fx

38.8% critical · 40.9% positive

Financial Services coverage tagged Austin. Topic labels describe recorded classifications and can include broad context.

UNDERSTAND THE LANDSCAPE

Financial Services in Austin: key questions

Clear definitions for making better comparisons.

What does this landscape measure?

It measures the tracked company ecosystem, recorded funding, hiring and other available evidence. It is not a market-size estimate.

Can segment counts be added together?

No. A company can belong to several segments, so segment counts and funding can overlap.

What does a missing figure mean?

A dash or unavailable panel means the current reviewed source snapshot does not support that figure.

Company ecosystem snapshot: 3 September 2026. Funding is recorded in USD; filed accounts retain their stated currency and reporting basis. Each section identifies its own coverage. The news and research behind these sections is explorable in Prism.

Canonical landscape ↗
Coming soon