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 DALLAS EDITION 2026

Dallas’s
financial services industry,
in focus.

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

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

An industry ecosystem,
measured in context.

Financial Services illustration
MEET THE COMPANIES

Explore Dallas’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 Dallas, snapshot 1 September 2026
Company
Hilltop Securitieshilltopsecurities.com$5B—1,745—
Preston Hollow Capitalphcllc.com$550M—43—
Freedom Truck Financefreedomtruckfinance.com$207.5M—21—
Braemar Hotels & Resortsbhrreit.com$195M——Financial figure available in RadarView in Radar
Trinitas Capital Managementtrinitascmllc.com$70.78M———
American First Financeamericanfirstfinance.com$50M9 roles285—
Patrons Holdings$48.38M———
Veritex Bankveritexbank.com$41.19M—689—
Invitation Homesinvitationhomes.com—11 roles1,511—
GM Financialgmfinancial.com—10 roles6,848$17.06BFYFY2025 filing
Novatae Risk Groupnovatae.com—10 roles200—
Riveronriveron.com—10 roles——
Credit Union of Texascutx.org—9 roles398—
Hilltop Holdingshilltop-holdings.com—9 roles4,170—
integrity marketing groupintegritymarketing.com—9 roles5,000—
AMERISAFEamerisafe.com——719$317.25MFYFY2025 filing
Ashford Trustahtreit.com——102$1.1BFYFY2025 filing
Brinkus.brinks.com——72,200Financial figure available in RadarView in Radar
CBREcbre.com——130,000$39.9BFYFY2025 filing
Comericacomerica.com——7,496$772MFYFY2024 filing
Integrityintegrity.com——5,497—
MoneyGrammoneygram.com——3,167—
Mr. Cooper Groupmrcoopergroup.com——5,032Financial figure available in RadarView in Radar
Netstreitnetstreit.com——28$14.02MFYFY2025 filing
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 Dallas

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

1 September 2026
Hiring participation9.9%

63 of 639 tracked companies have open roles.

Funding participation5.5%

35 of 639 tracked companies have a recorded round.

Top 3 funding share91.0%

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

Median disclosed round$10M

Midpoint of 32 rounds with a disclosed amount.

Scale is concentrated. Opportunity is broader. The three largest funding recipients hold 91.0% of disclosed capital, while 94.5% of tracked companies have no recorded funding round.

Explore the segments →
CAPITAL & COMPANY FORMATION

How Dallas 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

Dallas financial services
$0$1.17B$2.34B$3.51B$4.68B2016: $50M20162017: $405.78M20172018: $237.25M20182019: $4.1B20192020: $020202021: $1.12B20212022: $47.02M20222023: $21.87M20232024: $44.1M20242025: $44.62M2025
View the numbers
Annual financial services funding and company formation in Dallas
YearFunding (USD)FoundedRaising
2016$50M151
2017$405.78M162
2018$237.25M224
2019$4.1B265
2020$0170
2021$1.12B103
2022$47.02M105
2023$21.87M153
2024$44.1M43
2025$44.62M04
WHERE CAPITAL SITS

Funding concentration

Share of all disclosed company funding.

  • Hilltop Securities79.1%
  • Preston Hollow Capital8.7%
  • Freedom Truck Finance3.3%
  • Other companies9.0%

Funding by stage

43 recorded rounds since 2016

NUMBER OF ROUNDS
Seed & Angel17 39.5%
Series A–B5 11.6%
Series C+ / PE7 16.3%
Grants, debt & other14 32.6%

Recent recorded rounds

Latest recorded rounds · USD
0 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 C09/2025
Patrons Holdings$17.38M

Participating investors were not recorded in this snapshot.

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 · 8 reporting entities from 13 eligible matches.

Revenue in covered accounts—

Sum of reporting-entity revenue; not Dallas 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 8 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 · 8 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.

8 reporting entities
Continue your financial research in Radar

Explore full company accounts and filings.

View financials in Radar ↗
DALLAS · 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 Dallas companies on this page show up online: the sites people visit, the apps they install, and how often those apps ship.

Busiest websites

8 of the 639 companies on this page carry a measured traffic record (1.3%); these are the largest of those, by monthly visits. The median among them is 362,076 visits.

Visits and authority are third-party web estimates, not company-reported figures.

Most-installed apps

39 of these companies (6.1%) publish at least one Android app — 74 apps in all, carrying 16.1M 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
Remittance Services612.9MMoneyGram® Money Transfers App 6.5M
Consumer And Sme Loans71.8MGM Financial Mobile 1.7M
Banks221.3MComerica Mobile Banking® 556.1K
Construction Management Services1473.3KCBRE GWS Service Request 30.7K
Insurance Distribution731.5KIntegrity for Agents 19.4K
Insurance Carriers78.5KTravel VIP App 4.2K
Internet First Insurance Platforms2793RainfallPro Producer 732
Brokers And Dealers2279Prospera Events 161

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.

Release cadence by quarter

New apps published, beside apps whose most recent update landed in that quarter — the second bar is how much of the shelf is still being maintained.

2022Q4: 12022Q4: 02022Q42023Q1: 22023Q1: 02023Q12023Q2: 22023Q2: 02023Q22023Q4: 52023Q4: 02023Q42024Q1: 12024Q1: 02024Q12024Q3: 12024Q3: 02024Q32024Q4: 32024Q4: 22024Q42025Q1: 32025Q1: 12025Q12025Q2: 22025Q2: 12025Q22025Q3: 42025Q3: 42025Q32025Q4: 22025Q4: 112025Q42026Q1: 22026Q1: 72026Q1

Darker bars are new releases, lighter bars apps updated. 71 of 74 apps carry a release date. The series ends at 2026Q1, the last quarter that closed before the June 2026 reading.

INSIDE THE INDUSTRY

The Dallas financial services market map

Explore the segments behind the headline numbers.

Expand panel +

Where companies are building

Rank segments by scale, hiring or disclosed funding.

Nbfc lenders45
Fintech13
Housing finance12
Enterprise tech10
Inc 50007
Consumer digital7
Enterprise software6

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

SEGMENT TO EXPLORE

Nbfc lenders

The largest measured segment in this report snapshot.

45companies
8.9%have hiring activity

4 companies hiring · $5.81B disclosed funding

Explore in Radar

How companies make money

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

Fee-for-service370
Commission on transaction284
E-commerce - service57
Lending39
Advertising36
Subscription33
E-commerce - product24
Physical commerce13
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 & acquisitionsworthassetmgmt.com ↗

Finally, Worth Asset Management LLC acquired a new stake in Applied Materials in the fourth quarter valued at $1,531,000.

Mergers & acquisitionscbre.com ↗

CBRE Group, Inc. today announced that it has closed the acquisition of VALTEQ Gesellschaft mbH and its subsidiaries.

Mergers & acquisitionsepayresources.org ↗

ATMIA has completed its merger with ePayResrouces, a payments education and compliance group.

Mergers & acquisitionsswkhold.com ↗

Runway Growth’s acquisition of SWK, a life science focused specialty finance company that provides minimally dilutive financing to small- and mid-sized commercial-stage healthcare companies, closed on April 6, 2026.

Mergers & acquisitionsprosperafinancial.com ↗

Finally, Prospera Financial Services Inc acquired a new stake in shares of T. Rowe Price Growth Stock ETF in the third quarter valued at about $226,000.

Mergers & acquisitionsriveron.com ↗

Riveron Consulting, backed by Kohlberg, has acquired a majority stake in Cuesta Partners, an IT strategy and advisory services firm.

Mergers & acquisitionsus.brinks.com ↗

the proposed six point six billion dollar acquisition of NCR Atleos by Brink’s.

Mergers & acquisitionsfrontierinvest.com ↗

Verdane’s offer of 111.0 pence per share delivers an immediate liquidity event at a meaningful premium to both the prior day’s closing price and the three-month volume-weighted average.

IPO activitynetstreit.com ↗

NETSTREIT Corp. announced today that it has priced a public offering of 10,980,000 shares of its common stock at a public offering price of $19.00 per share.

Mergers & acquisitionsp10alts.com ↗

P10 announced it has entered into a definitive agreement to acquire Stellus Capital Management, a U.S. direct lender focused on senior secured loans to sponsor-backed lower-middle market companies, in a deal that would add roughly $3.8 billion of assets under management to P10’s platform.

Full recorded event mix

Top 10 categories among 688 recorded events in the 24-month window.

Earnings
213
Leadership moves
190
Mergers & acquisitions
123
Contracts
38
Asset acquisitions
36
Company announcements
35
Board Updates
13
Lawsuit
10
Buyback
9
Funding rounds
6
7 activity cards

Swipe or scroll horizontally to browse.

Leadership moves

69 tracked people moves

Jamie Ballard CTP

Appointment Senior Vice President, Senior Relationship Manager

Dan Curtis

Appointment Chief Executive Officer

Frank Swingle

Appointment Executive Chairman

Roger Retzer

Appointment Vice President, Relationship Manager

CBRE ↗
Richard Lunn

Appointment

CBRE ↗
Dan Grigg

Appointment

CBRE ↗
Jonathan Buckle

Appointment

Riveron ↗
Herb Engert

Appointment Senior Advisor

Product launches

Products, platforms and features in the recorded window

MoneyGram ↗
Modernized Retail Solutions

Retail payment solutions

Sycamore ↗
credit secondaries investment platform

investment platform

MoneyGram ↗
Money transfer service directly to any bank account in Ghana

Money transfer

Contract wins

24 recorded customer wins

Portfolio ↗

Customer: Herbert Smith Freehills KramerLegal Services

Comerica ↗

Customer: Treasury Department’s Fiscal Service Bureau

CBRE ↗

Customer: industriousAcquisition

CBRE ↗

Customer: deutsche bankReal Estate

Frontier ↗

Customer: shopifyCarbon Removal

Frontier ↗

Customer: McKinsey SustainabilityCarbon Removal

Regulatory events

4 recorded events

Comerica ↗

approved sale to Fifth ThirdOffice of the Comptroller of the Currency

Comerica ↗

required additional disclosures and depositionsDelaware Court

application submittedFederal Deposit Insurance Corporation

withdrawnFederal Deposit Insurance Corporation

Litigation

12 tracked suits

Company
holdco asset management v Fifth Third, comerica

rushed acquisition deal disputeCivil · Ongoing

Company
holdco asset management v comerica, Fifth Third

misleading disclosure in acquisitionCivil · Ongoing

Earnings pulse

Reported company results in the recorded window.

23companies
227period observations
4.8%median reported growth

Median across 81 reported growth observations; companies may contribute multiple periods.

Mergers and acquisitions

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

Acquirer → targetStatusDateValue / context
Worth Asset Management→applied materialsCompleted2026-04-19$1.5M
CBRE→IMPACT-CORTI a.s.Announced2026-04-15Not stated in snapshot
CBRE→VALTEQ Gesellschaft mbHCompleted2026-04-15Not stated in snapshot
CBRE→PSM Center ManagementAnnounced2026-04-15Not stated in snapshot
CBRE→Sogesmaint-CBREAnnounced2026-04-15Not stated in snapshot
coforge→SLK Global Solutions ↗Completed2026-04-12$195.0M

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

PEOPLE & OPPORTUNITY

The talent market

3,522 postings in the preceding 12 months. The full 5,898-posting snapshot covers 83 employers.

Expand panel +

Most advertised job titles

Maintenance Technician119
Building Engineer114
Relationship Banker82
Property Administrator62
Loan Originator52
Security Manager45
0 internship postings

242 tracked postings mention remote work.

The seniority mix

1,966 postings specify a level.

unspecified
3,932
manager
1,231
senior
497
lead
157
intern
68
entry
13

Skills employers mention

Top skills across 5,898 tracked postings in the available jobs snapshot.

Excel
198
Word
155
Outlook
150
Microsoft Office
111
Electrical
98
Plumbing
94
Painting
89
Roofing
89
Carpentry
89
Welding
88
ADVERTISED PAY$80.0K/ year

Median across 219 postings with pay data, expressed in USD.

Salary by seniority

manager$121.5K/ year53 postings

Advertised posting medians do not describe all employees or roles.

THE PEOPLE BUILDING THE FIELD

Founders and leaders

192 founders and chief executives across 171 companies.

Expand panel +
12 profiles

Swipe or scroll horizontally to browse.

Education networks

10 profiles with education records.

University of Chicago
3
Booth School of Business
2
Stanford University
2
Harvard Business School
2
Harvard University
2
London School of Economics and Political Science
1
Columbia University
1
Columbia Business School
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

45,812 articles in the measured 12-month window.

Expand panel +
45,812articles in the measured year
5,661articles in 2026Q2
65.6%positive tone in the latest complete year

News volume trends

Financial Services coverage tagged Dallas · articles per complete quarter

05,12810,25615,38420,5132021Q2: 7,2722021Q22021Q3: 8,9142021Q4: 8,9512022Q1: 10,0602022Q2: 8,7492022Q22022Q3: 8,2842022Q4: 10,8742023Q1: 10,6272023Q2: 9,5672023Q22023Q3: 9,3392023Q4: 12,1222024Q1: 14,2212024Q2: 13,0432024Q22024Q3: 11,9432024Q4: 16,4092025Q1: 17,8372025Q2: 12,3652025Q22025Q3: 17,0962025Q4: 12,0612026Q1: 10,9942026Q2: 5,6612026Q2
View quarterly article counts
QuarterArticles
2021Q27,272
2021Q38,914
2021Q48,951
2022Q110,060
2022Q28,749
2022Q38,284
2022Q410,874
2023Q110,627
2023Q29,567
2023Q39,339
2023Q412,122
2024Q114,221
2024Q213,043
2024Q311,943
2024Q416,409
2025Q117,837
2025Q212,365
2025Q317,096
2025Q412,061
2026Q110,994
2026Q25,661

Article volume measures coverage, not market sales.

Tone of coverage over time

2021
17,625 positive · 471 neutral · 8,728 negative
2022
25,243 positive · 748 neutral · 11,914 negative
2023
28,098 positive · 820 neutral · 12,656 negative
2024
38,966 positive · 1,445 neutral · 15,115 negative
2025
38,857 positive · 1,540 neutral · 18,873 negative

Leading coverage topics

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

UNDERSTAND THE LANDSCAPE

Financial Services in Dallas: 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: 1 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