Best Startup Texas
At Best Startup Texas we track over 100,000 Texan startups and over 500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 101 Financial Services companies in Plano, Texas. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Financial Services Companies & Startups (Plano, Texas)
Vpay
VPay is focused on delivering best-in-class claims payment solutions designed specifically to streamline the payment process.
Founder(s): Robert Allen
Location: Plano, Texas, United States
Industries: Electronics, Financial Services, FinTech, Payments
Follow:
CorroHealth
CorroHealth helps individuals in the reimbursement and revenue cycle with risk-based programs to improve financial healthcare returns.
Founder(s):
Location: Plano, Texas, United States
Industries: Document Management, Financial Services, Health Care
Follow:
Optimal Blue
Optimal Blue is a provider of secondary market solutions and actionable data services.
Founder(s): Don Brown, Ivan H. Darius, Lawrence Huff
Location: Plano, Texas, United States
Industries: Computer, Enterprise Software, Financial Services, Marketing Automation, Software
Follow:
LegacyTexas
LegacyTexas is commercially oriented community bank that serves local entrepreneurs, businesses, and families.
Founder(s):
Location: Plano, Texas, United States
Industries: Banking, Finance, Financial Services, FinTech, Insurance
Follow:
Alkami Technology
Alkami Technology provides cloud-based digital banking solutions for credit unions and banks.
Founder(s): Gary Nelson, Sean McElroy, Stephen Bohanon
Location: Plano, Texas, United States
Industries: Banking, Credit, Finance, Financial Services, FinTech, SaaS, Software
Follow:
Coinflip Solutions
CoinFlip is the first payment network to route transactions on a per-item basis.
Founder(s): Devin Wade, Kerry Gilligan, Mike Fragale
Location: Plano, Texas, United States
Industries: Consumer, Financial Services, FinTech, Payments
Follow:
InterGen Data
Develops proprietary AI/ML algo’s to predict when Life Events may occur, what it could be, & how much of a financial impact it would make.
Founder(s): Robert Kirk
Location: Plano, Texas, United States
Industries: Artificial Intelligence, Banking, Financial Services, Insurance, Machine Learning, Software
Follow:
Benchmark Bank
Benchmark is a community bank providing personal and business services.
Founder(s): Bruce Clardy
Location: Plano, Texas, United States
Industries: Banking, Finance, Financial Services
Follow:
Enterprise Risk Control
Enterprise Risk Control is a developer of financial software used to offer automated insurance tracking risk management service.
Founder(s): Lonnie Derden
Location: Plano, Texas, United States
Industries: Enterprise, Financial Services, Information Services, Information Technology, Software
Follow:
PaymentAssure
PaymentAssure is a specialty payment plan company focusing on financing vehicle service contracts.
Founder(s):
Location: Plano, Texas, United States
Industries: Automotive, Finance, Financial Services, Payments
Follow:
Legacy Income Properties
Through Legacy Income Properties, high net worth individuals enjoy access to energy-based, royalty-specific investment opportunities.
Founder(s): Mark Mersman, Mark Solomon
Location: Plano, Texas, United States
Industries: Banking, Energy, Financial Services, Oil and Gas
Follow:
Beal Bank
Beal Bank is a financial service company that provides competitive rates, outstanding customers services, financial strength, and stability.
Founder(s): D. Andrew Beal
Location: Plano, Texas, United States
Industries: Banking, Commercial, Finance, Financial Services, Real Estate Investment, Retirement
Follow:
LoanSifter
LoanSifter is a proprietary product eligibility and pricing engine designed to serve financial institutions.
Founder(s): Craig Doriot
Location: Plano, Texas, United States
Industries: Financial Services, FinTech
Follow:
MIC Global Services
MIC Global Services is a shared services organization supporting business partners in Finance, HR, IT, health & the environment.
Founder(s):
Location: Plano, Texas, United States
Industries: Business Development, Financial Services, Health Care, Human Resources, Information Technology
Follow:
Syncapay
Syncapay is a new holding company focused on high-potential payments solutions.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services, FinTech, Information Technology, Payments, Software
Follow:
Vergent LMS
Vergent is a complete loan management software solution.
Founder(s): Scott Putnam, Terry Freeze
Location: Plano, Texas, United States
Industries: Financial Services, Information Technology, Software
Follow:
Benchmark Mortgage
Benchmark Mortgage offers professional m
Founder(s):
Location: Plano, Texas, United States
Industries: Finance, Financial Services
Follow:
Marquis Software Solutions
A Plano, Texas-based provider of marketing and compliance software for mid-tier banks and credit unions.
Founder(s): John Kassing
Location: Plano, Texas, United States
Industries: Consulting, CRM, Financial Services, Marketing, Software
Follow:
Summit Acceptance Corp.
Summit Acceptance Corp. is a provider of auto financing.
Founder(s):
Location: Plano, Texas, United States
Industries: Finance, Financial Services
Follow:
Urban Oil & Gas Group
Urban Oil & Gas Group is an oil and gas investment company that offers acquisition opportunities, financial management and asset management.
Founder(s):
Location: Plano, Texas, United States
Industries: Asset Management, Energy, Financial Services, Oil and Gas
Follow:
OnviSource
OnviSource enables companies to cost-effectively optimize, automate and unify their customer interactions and business transactions.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services, Information Technology, Internet, Software
Follow:
Genki Capital
Genki Capital is an investment bank that helps buyers and sellers by offering strategic advisory services on asset acquisitions and mergers.
Founder(s):
Location: Plano, Texas, United States
Industries: Advice, Banking, Financial Services, Personal Finance
Follow:
MyTaxFiler
Mytaxfiler provides efficient tax filing service for business and individuals. We are CPA specialized
Founder(s):
Location: Plano, Texas, United States
Industries: Consulting, Financial Services
Follow:
Express Legal Funding
Pre-settlement finance for consumer plaintiffs involved in personal injury and civil lawsuits.
Founder(s):
Location: Plano, Texas, United States
Industries: Finance, Financial Services
Follow:
Fursa Capital
Fursa Capital provides pre-vetted, Halal investment opportunities that may help drive community growth.
Founder(s):
Location: Plano, Texas, United States
Industries: Business Development, Finance, Financial Services, Venture Capital
Follow:
Chapwood Investments
Chapwood Investments, LLC is a comprehensive financial advisory firm headquartered in Plano, Texas.
Founder(s): Ed Butowsky, Kim Sams
Location: Plano, Texas, United States
Industries: Financial Services
Follow:
CERTAINTY HOME LOANS LLC
CERTAINTY HOME LOANS LLC is a financial-based company that helps individuals providing loans & mortgages.
Founder(s):
Location: Plano, Texas, United States
Industries: Finance, Financial Services
Follow:
First National Title Insurance Company
First National Title Insurance Company provides sound underwriting decisions and education.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services, Insurance
Follow:
BVA Group
BVA Group is a financial services company serves businesses with litigation, valuation, and financial advisory services.
Founder(s):
Location: Plano, Texas, United States
Industries: Banking, Consulting, Crowdfunding, Financial Services
Follow:
Willis & Smith Capital
Willis & Smith Capital is a financial firm that provides investment strategies to promote market growth for organizations.
Founder(s):
Location: Plano, Texas, United States
Industries: Consulting, Financial Services, Venture Capital
Follow:
XLR8
XLR8 is a highly customized configuration of the Salesforce CRM for financial services.
Founder(s):
Location: Plano, Texas, United States
Industries: CRM, Customer Service, Financial Services, Information Technology, Productivity Tools
Follow:
The CMI Group
The CMI Group is a firm providing customer care, revenue cycle management, accounts receivable management & omnichannel communication.
Founder(s):
Location: Plano, Texas, United States
Industries: Accounting, Customer Service, Financial Services
Follow:
Stonebriar Commerical Finance
SCF is a platform designed to take advantage of compelling, dynamic middle market investment opportunities in the equipment.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services, Logistics, Real Estate, Transportation
Follow:
ViewPoint Financial Group, Inc.
ViewPoint Financial Group, Inc. provides banking services.
Founder(s):
Location: Plano, Texas, United States
Industries: Banking, Financial Services
Follow:
Fleet Lending Solutions
Fleet Lending Solutions provides commercial lending to grow the business.
Founder(s): Kurt Horn
Location: Plano, Texas, United States
Industries: Banking, Financial Services, Lending
Follow:
Xinerva Technologies
Xinerva Technologies is a fintech startup company that provides users to access the wealth of information available from SEC filings.
Founder(s): Kong Posh Bhat, Sidharth Bhat
Location: Plano, Texas, United States
Industries: Finance, Financial Services, Information Services, Information Technology, Software
Follow:
Cain Watters & Associates
Cain Watters & Associates is a financial planning service provider based in Texas.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services
Follow:
Nationwide Debt Reduction Services
Nationwide Debt Reduction Services relieves American consumers of debt obligations through a proprietary debt negotiation process.
Founder(s):
Location: Plano, Texas, United States
Industries: Consumer Lending, Credit Cards, Debt Collections, Financial Services
Follow:
NewPoint Real Estate Capital
NewPoint Real Estate Capital offers financing solutions to develop commercial properties.
Founder(s):
Location: Plano, Texas, United States
Industries: Consulting, Financial Services, Real Estate Investment
Follow:
Mcube Investment Technologies
Mcube Investment Technologies is a developer and provider of decision support products for institutional investment management.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services, Product Management, Software
Follow:
TruePay
TruePay is a financial technology company that helps individuals with a variety of payment channels, POS and innovative programs.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services, FinTech, Mobile Apps, Payments
Follow:
AssetBuilder
AssetBuilder is the common-sense path to financial freedom.
Founder(s):
Location: Plano, Texas, United States
Industries: Business Intelligence, Finance, Financial Services
Follow:
Centra Funding
Centra funding is a financial funding company that offers finance solution that allows small businesses to acquire equipment easily.
Founder(s):
Location: Plano, Texas, United States
Industries: Finance, Financial Services, Funding Platform, Leasing, Small and Medium Businesses
Follow:
SimpleCash
SimpleCash is a financial servicing startup.
Founder(s): Zack Morris
Location: Plano, Texas, United States
Industries: Financial Services, FinTech
Follow:
United Debt Counselors
United Debt Counselors provides debt settlement services.
Founder(s):
Location: Plano, Texas, United States
Industries: Consulting, Financial Services, Professional Services
Follow:
Great Western Home Loans Texas, NMLS 82156
Great Western Home Loans is a Texas-based home loan service firm.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services, Real Estate
Follow:
Highland HomeLoans
Highland HomeLoans is a mortgage lender that makes the home buying process easy.
Founder(s):
Location: Plano, Texas, United States
Industries: Finance, Financial Services, Service Industry
Follow:
https://www.linkedin.com/company/insight-wealth-partners-llc/
Insight Wealth Partners, LLC, is an independent, fee-only wealth management and advisory firm committed to providing financial planning
Founder(s):
Location: Plano, Texas, United States
Industries: Finance, Financial Services, Wealth Management
Follow:
Clear Harbor Asset Management
Clear Harbor Asset Management is an investment advisory firm.
Founder(s): Aaron J. Kennon, Ian A. Armstrong
Location: Plano, Texas, United States
Industries: Asset Management, Financial Services, Wealth Management
Follow:
Go free Payments
Go free Payments provides credit card processing, POS system, digital lead generation, support, and payment services.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services, Mobile Payments, Payments
Follow:
EMB Services
EMB Services focuses on payroll, bookkeeping, financial statements, accounts receivable, bank statement reconciliation & taxation services.
Founder(s):
Location: Plano, Texas, United States
Industries: Accounting, Financial Services, Professional Services
Follow:
Montgomery Capital Advisers
Montgomery Capital Advisers is a capital management and business advisory firm.
Founder(s):
Location: Plano, Texas, United States
Industries: Consulting, Financial Services, Venture Capital
Follow:
Money Matters with Ken Moraif
Money Matters with Ken Moraif is a financial services firm that provides retirement planning, and wealth management services.
Founder(s):
Location: Plano, Texas, United States
Industries: Consulting, Financial Services
Follow:
SFMG Wealth Advisors
SFMG Wealth Advisors is a Dallas-based financial planning and wealth management group comprised of professional financial consultants.
Founder(s): Greg P. Morgan
Location: Plano, Texas, United States
Industries: Finance, Financial Services, Wealth Management
Follow:
Telos Capital Advisors
Telos Capital Advisors are a lower middle market Investment Banking firm providing privately held businesses.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services
Follow:
Scarbrough Medlin & Associates
Scarbrough, Medlin & Associates is an independent insurance agency specializing in the handling of medium-to-large commercial clients.
Founder(s):
Location: Plano, Texas, United States
Industries: Consulting, Financial Services, Insurance
Follow:
Resolute Global Capital
Resolute Global Capital is an investment management firm that provides risk assessment, market analysis, strategic planning and services.
Founder(s): Bryan R. Alexander
Location: Plano, Texas, United States
Industries: Financial Services, Real Estate Investment, Risk Management
Follow:
First Bank
First Bank is a financial institution that offers mortgage, finance and commercial lending services.
Founder(s):
Location: Plano, Texas, United States
Industries: Banking, Financial Services, Lending
Follow:
Retirement Planners of America
Retirement Planners of America specializes in investment management, retirement, income tax, family estate and financial planning services.
Founder(s):
Location: Plano, Texas, United States
Industries: Advice, Asset Management, Financial Services, Retirement
Follow:
Benchmark
Benchmark is a mortgage banker and seller-servicer company that provides mortgage consultancy services.
Founder(s):
Location: Plano, Texas, United States
Industries: Banking, Financial Services, Lending
Follow:
Magnum Choice Insurance Agency
Magnum Choice Insurance Agency offers an array of insurance solutions with a focus on price and service that suits the client’s needs.
Founder(s): Joseph Qiu
Location: Plano, Texas, United States
Industries: Commercial Insurance, Financial Services, Insurance
Follow:
Peak American Financial Group
Peak American Financial Group offers fiancial planning, long-term care, taxation, wealth transfer and retirement planning services.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services, Retirement, Wealth Management
Follow:
Innovative Return Concepts
Innovative Return Concepts provide returns management solutions designed to reduce costs in the reverse supply chain.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services, Software, Supply Chain Management
Follow:
SmartHealth PayCard
SmartHealth PayCard is a financial service company.
Founder(s):
Location: Plano, Texas, United States
Industries: Credit Cards, Finance, Financial Services
Follow:
Wealthstar Advisors
WealthStar Advisors is a financial planning and wealth management firm.
Founder(s): Erik L. Wyse, Jeffrey R. Wolf, Scott Stockton
Location: Plano, Texas, United States
Industries: Advice, Financial Services, Wealth Management
Follow:
BSTX Technical Services
BSTX Technical Services provides a fully regulated digital securities exchange.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services, Venture Capital
Follow:
The MB Group
The MB Group is a CPA firm that deals with tax planning, accounting, business consulting and risk assessment services.
Founder(s):
Location: Plano, Texas, United States
Industries: Accounting, Consulting, Financial Services, Risk Management
Follow:
Fintech Industrial
Fintech Industrial is a financial services corporation that provides market data coverage & analytical technologies.
Founder(s): Anthony Shriftman
Location: Plano, Texas, United States
Industries: Financial Services
Follow:
Bastiat Capital
Bastiat Capital focuses on investment, hedge funds and financial services.
Founder(s): Albert Meyer, Dusty Culbertson
Location: Plano, Texas, United States
Industries: Angel Investment, Financial Services, Hedge Funds
Follow:
Eubank, Hutson & Associates
Eubank, Hutson & Associates renders financial planning, taxation, retirement planning, insurance, investment and risk management services.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services, Insurance, Retirement, Risk Management
Follow:
Elite Tax Services
Elite Tax Services is a tax, bookkeeping, and advisory service provider.
Founder(s):
Location: Plano, Texas, United States
Industries: Accounting, Advice, Financial Services
Follow:
FLS Services
FLS Services is a provider of indirect lending technical support services.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services, Information Technology
Follow:
Pro Source Insurance Agency
Pro Source Insurance Agency provides homeowners, ATV, commercial property, workers compensation, bonds, and auto insurance products.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services, Insurance, Risk Management
Follow:
ACMR
ACMR is a financial firm that provides underwriting, documentation, collections, technology utilization and management consulting services.
Founder(s):
Location: Plano, Texas, United States
Industries: Consulting, Financial Services, Management Consulting
Follow:
GoAskJay
GoAskJay is an on demand insurance market place to purchase your insurance for personal and commercial needs.
Founder(s):
Location: Plano, Texas, United States
Industries: Commercial, Financial Services, Insurance, InsurTech
Follow:
Wealth Accumulation Resources
Wealth Accumulation Resources brings to the market investments that are primarily used in the retirement market.
Founder(s):
Location: Plano, Texas, United States
Industries: Asset Management, Financial Services, Retirement
Follow:
Peak 5 Payments
Peak 5 Payments is a credit card processing firm offering credit & debit cards to reduce the stress of card processing for growing business.
Founder(s):
Location: Plano, Texas, United States
Industries: Credit Cards, Financial Services, Payments
Follow:
NIW Companies
NIW Companies offers financial insurance solutions with a focus on sustainability to reduce out of pocket costs for the clients.
Founder(s): Daen Wombwell, Grace Barnard, Judy Lane, Trevor Kidd
Location: Plano, Texas, United States
Industries: Financial Services, Insurance, Lending
Follow:
Banc Leasing
Banc Leasing’s CashFlow LEASE Program is a fully outsourced, private-label equipment finance program designed exclusively for community.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services
Follow:
Financial Professionals
Financial Professionals is a bank and accounting staffing agency.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services, Recruiting, Staffing Agency
Follow:
PayTech Corp
Puerto Rico Electronic Payment Processor and Solutions Provider
Founder(s): Cándido Alfonso
Location: Plano, Texas, United States
Industries: Financial Services, Information Technology
Follow:
Cornwell Jackson Group
Cornwell Jackson Group provides advisory, audit, tax and wealth management services for business.
Founder(s):
Location: Plano, Texas, United States
Industries: Accounting, Business Development, Financial Services
Follow:
Credit Union Resources, Inc.
Credit Union Resources is a financial services company offering compliance auditing and financial planning services.
Founder(s):
Location: Plano, Texas, United States
Industries: Banking, Crowdfunding, Financial Services
Follow:
Niren Patel CPA
Niren Patel CPA specializes in accounting, payroll, business consulting, tax planning and preparation services to individuals & businesses.
Founder(s):
Location: Plano, Texas, United States
Industries: Accounting, Consulting, Financial Services
Follow:
PGT
PGT is a brokerage firm that specializes in financial planning, bank loans, insurance advisory, and retirement security services.
Founder(s): Cindy Schnittker
Location: Plano, Texas, United States
Industries: Advice, Financial Services, Insurance, Retirement
Follow:
North American Mortgage Company
North American Mortgage Company provides financial services.
Founder(s):
Location: Plano, Texas, United States
Industries: Banking, Financial Services, Lending
Follow:
Securities Transfer
Securities Transfer deals with stock transfer agents and fund administrators providing services.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services, Funding Platform, Stock Exchanges
Follow:
The Watchman Group
The Watchman Group expertise in investment management, financial planning, bookkeeping, purchase, business consulting & taxation services.
Founder(s): Mark Robinso
Location: Plano, Texas, United States
Industries: Accounting, Consulting, Financial Services
Follow:
Keystone Mortgage
Keystone Mortgage, best home loan lenders provides a large selection of mortgage options and financial advice for the best home loan.
Founder(s):
Location: Plano, Texas, United States
Industries: Banking, Financial Services
Follow:
Odyssey Wealth
Odyssey Wealth is a financial planning and investment firm guiding clientele to articulate, prioritize and achieve their financial goals.
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services
Follow:
PRIAA Capital Finance
PRIAA Capital Finance provides loans for small businesses, real estate, and commercial real estate investment.
Founder(s):
Location: Plano, Texas, United States
Industries: Finance, Financial Services, Lending
Follow:
Build My Scores LLC
Build My Scores is a total credit restoration and enhancement company specifically licensed & bonded to perform credit restoration services.
Founder(s):
Location: Plano, Texas, United States
Industries: Credit, Financial Services
Follow:
Affirm Home Loans
Affirm Home Loans is a financial services company. It is committed to quality customer service putting the people they serve first.
Founder(s):
Location: Plano, Texas, United States
Industries: Events, Financial Services, Lending
Follow:
Nexgen Finance Solutions
Nexgen Finance Solutions specializes in bookkeeping, financial reporting, payroll, invoicing, general ledgers, and consulting services.
Founder(s):
Location: Plano, Texas, United States
Industries: Accounting, Consulting, Financial Services, Professional Services
Follow:
Exit Partner
Exit Partner is an M&A investment banking firm that provides financial and banking services.
Founder(s):
Location: Plano, Texas, United States
Industries: Banking, Finance, Financial Services
Follow:
Almega Mortgage
Almega Mortgage is a financial service company located in Plano.
Founder(s):
Location: Plano, Texas, United States
Industries: Banking, Finance, Financial Services
Follow:
M&A Partners
M&A Partners is an advisory firm dedicated to helping you achieve M&A integration success.
Founder(s):
Location: Plano, Texas, United States
Industries: Consulting, Financial Services
Follow:
Fifty Five South Ventures
Fifty Five South Ventures is a venture capital firm that focuses on investing in early-stage technology startups companies.
Founder(s): Bryant Clark
Location: Plano, Texas, United States
Industries: Finance, Financial Services, Venture Capital
Follow:
InTouch Credit Union
InTouch Credit Union offers loans, lendings, checking and savings accounts for individuals and businesses.
Founder(s):
Location: Plano, Texas, United States
Industries: Banking, Finance, Financial Services
Follow:
eCollections
provides the most powerful and flexible full-featured collection management software system
Founder(s):
Location: Plano, Texas, United States
Industries: Financial Services, Software
Follow:
American Elite Advisory
American Elite Advisory specializes in portfolio management, financial planning, wealth advisory, and investment management services.
Founder(s):
Location: Plano, Texas, United States
Industries: Advice, Financial Services, Wealth Management
Follow:
