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 11 Financial Services companies in Bellaire, 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 (Bellaire, Texas)
Charter Capital Holdings
Charter Capital Holding is an invoice factoring company for small and mid-sized businesses experiencing cash flow problems.
Founder(s):
Location: Bellaire, Texas, United States
Industries: Financial Services
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SMS Capital Management
SMS Capital Management is provides practical, effective, personalized wealth management solutions to high-net-worth individuals families.
Founder(s):
Location: Bellaire, Texas, United States
Industries: Financial Services, Wealth Management
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Braes Capital
Boutique advisory and merchant bank comprised of seasoned investment and banking professionals
Founder(s):
Location: Bellaire, Texas, United States
Industries: Financial Services
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Synchronous Capital
Synchronous Capital is an investment company that provides investment services for multi-family properties and real estate.
Founder(s):
Location: Bellaire, Texas, United States
Industries: Consulting, Financial Services, Real Estate Investment
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Pivot Point Advisors
Pivot Point advisors provide objective and rational investment management to individuals and institutions.
Founder(s): Marc Schindler, Martin Gremm
Location: Bellaire, Texas, United States
Industries: Asset Management, Finance, Financial Exchanges, Financial Services
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Saltgrass Financial Group
Saltgrass Financial Group provides financial planning, asset allocation, retirement planning, insurance and investment management services.
Founder(s):
Location: Bellaire, Texas, United States
Industries: Financial Services, Insurance, Retirement
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Michael P Jayson
Michael P Jayson is a CPA firm that offers tax management, bookkeeping, estate & trust planning, business valuations, and advisory services.
Founder(s):
Location: Bellaire, Texas, United States
Industries: Accounting, Advice, Consulting, Financial Services, Professional Services
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Newton, Newton, Downs & Blair
Newton, Newton, Downs & Blair offers accounting, bookkeeping, payroll, audits, taxation, estate, financial, and business planning services.
Founder(s): Charlie B Newton
Location: Bellaire, Texas, United States
Industries: Accounting, Advice, Financial Services, Professional Services
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Park Laureate Partners
Park Laureate Partners specializes in litigation funding advisory, litigation investment workout, and case placement services.
Founder(s):
Location: Bellaire, Texas, United States
Industries: Consulting, Financial Services, Legal
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Homestart Capital
Homestart Capital is a mortgage lender that provides credit, loans and refinance for home purchase and construction.
Founder(s):
Location: Bellaire, Texas, United States
Industries: Banking, Credit, Finance, Financial Services
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Lyda & Associates, P.C.
Lyda & Associates, P.C. is a financial services firm that provides tax services and business consulting services.
Founder(s):
Location: Bellaire, Texas, United States
Industries: Advice, Consulting, Finance, Financial Services
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