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 17 Financial Services companies in Coppell, 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 (Coppell, Texas)
Capitalogix
Capitalogix is a financial tech company that develops proprietary trading processes and data for the capital market.
Founder(s):
Location: Coppell, Texas, United States
Industries: Financial Services, FinTech
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Homeward Residential Holdings, Inc.
Homeward Residential Holdings, Inc is a nationwide integrated mortgage company with mortgage servicing and prime lending businesses.
Founder(s):
Location: Coppell, Texas, United States
Industries: Financial Services, Real Estate
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CFO4Life
CFO4Life is a consultancy that offers investment management, retirement and financial planning solutions to individuals and businesses.
Founder(s):
Location: Coppell, Texas, United States
Industries: Accounting, Consulting, Financial Services, Retirement
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Wilcox Investment Bankers
Boutique investment bank providing merger & acquisition advisory solutions to clients in the energy and industrial sectors.
Founder(s): Jason Wilcox
Location: Coppell, Texas, United States
Industries: Banking, Consulting, Energy, Financial Services
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First Texas Auto Credit
First Texas Auto Credit is an auto finance company that offers automotive loans, automotive lending and financial services.
Founder(s):
Location: Coppell, Texas, United States
Industries: Credit, Financial Services, Lending
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RaiseDonors
RaiseDonors is an online fundraising platform.
Founder(s):
Location: Coppell, Texas, United States
Industries: E-Commerce, Financial Services, Funding Platform
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Varsity Financial Group
Varsity Financial Group is an investment company that offers finacial services.
Founder(s): Arthur Weissman
Location: Coppell, Texas, United States
Industries: Finance, Financial Services, Professional Services
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NACM Southwest
NACM Southwest is a credit agency that specializes in providing credit, financial management, training and certification.
Founder(s):
Location: Coppell, Texas, United States
Industries: Credit, Finance, Financial Services, Training
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High Cotton
High Cotton is a leading document outsourcing company for financial services and healthcare institutions.
Founder(s):
Location: Coppell, Texas, United States
Industries: Financial Services, Printing
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Wilcox Swartzwelder & Co
Wilcox Swartzwelder is a boutique investment bank that provides services for middle market companies under energy and industrial sectors.
Founder(s): Grant Swartzwelder, Jason Wilcox
Location: Coppell, Texas, United States
Industries: Banking, Finance, Financial Services, Oil and Gas, Real Estate Investment
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DFW Texas Mortgage
DFW Texas Mortgage is a financial firm that provides mortgages, an array of loans, refinancing, real estate, and home finance services.
Founder(s):
Location: Coppell, Texas, United States
Industries: Finance, Financial Services, Lending, Real Estate
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Tim Thompson CPA
Tim Thompson CPA provides accounting, payroll, bookkeeping, QuickBooks, business consultation, tax planning and preparation services.
Founder(s):
Location: Coppell, Texas, United States
Industries: Accounting, Finance, Financial Services, Professional Services
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Professional Wealth Management
Professional Wealth Management specializes in tax planning, estate planning, charitable giving, and wealth and income protection services.
Founder(s):
Location: Coppell, Texas, United States
Industries: Consulting, Financial Services, Wealth Management
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NXT Mortgage
NXT Mortgage provides refinancing, mortgages, veterans, investment, conventional, FHA, USDA, home, and jumbo loans services.
Founder(s):
Location: Coppell, Texas, United States
Industries: Consumer Lending, Financial Services, Lending
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The Select Insurance Agency
The Select Insurance Agency is an insurance agency that provides home, auto, property, commercial, life, and other insurance services.
Founder(s):
Location: Coppell, Texas, United States
Industries: Auto Insurance, Financial Services, Insurance, Life Insurance
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David King Insurance Services
David King Insurance Services is a financial services company.
Founder(s): David King
Location: Coppell, Texas, United States
Industries: Financial Services, Insurance, Legal, Life Insurance
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InfoQuest College & Financial Solutions
InfoQuest consulting service provides counseling in college admissions, college financial planning, and college exploration.
Founder(s): Melissa Mieyr
Location: Coppell, Texas, United States
Industries: Consulting, Education, Financial Services, Universities
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