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 18 Financial Services companies in Georgetown, 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 (Georgetown, Texas)
Thrive Mortgage
Thrive Mortgage provides financial services and loans for residential.
Founder(s):
Location: Georgetown, Texas, United States
Industries: Financial Services, Lending, Residential
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Georgetown Mortgage LLC
Georgetown Mortgage is a financial services company offering VA reverse mortgages and interim construction loan services.
Founder(s):
Location: Georgetown, Texas, United States
Industries: Crowdfunding, Financial Services, Real Estate, Venture Capital
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The BeneTex Group
The BeneTex Group is an employee benefit broker that offers a full range of group employee benefit products and consulting services.
Founder(s):
Location: Georgetown, Texas, United States
Industries: Employee Benefits, Financial Services
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First Texas Bank
First Texas Bank is a provider of banking and financial services.
Founder(s):
Location: Georgetown, Texas, United States
Industries: Accounting, Banking, Finance, Financial Services
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Master Tax
Master Tax provides accounting software solutions, estate and tax preparation and planning, and notary public services.
Founder(s):
Location: Georgetown, Texas, United States
Industries: Accounting, Advice, Financial Services
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JT Bates
JT Bates is a financial service company.
Founder(s):
Location: Georgetown, Texas, United States
Industries: Financial Services, Insurance, Risk Management
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Gi Global Health Fund LP
Gi Global Health Fund LP
Founder(s):
Location: Georgetown, Texas, United States
Industries: Financial Services, Health Care
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John F. Lewis, P.C.
John F. Lewis is an accounting firm which specializes in tax preparation, bookkeeping, financial reporting and management training.
Founder(s):
Location: Georgetown, Texas, United States
Industries: Accounting, Financial Services
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Shawnee Advisors
Shawnee Advisors provides a full range of project management, strategic planning, equity capital, and debt services to businesses.
Founder(s):
Location: Georgetown, Texas, United States
Industries: Advice, Business Development, Financial Services
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Brad Cullipher Mortgage Group
Brad Cullipher Mortgage Group refinance clients to build their homes. The firm also provides home loans.
Founder(s):
Location: Georgetown, Texas, United States
Industries: Finance, Financial Services, Lending
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Wise Counsel Wealth
Wise Counsel Wealth provides estate planning, investment management, tax management, financial and retirement planning services.
Founder(s):
Location: Georgetown, Texas, United States
Industries: Advice, Finance, Financial Services, Retirement
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Georgetown Kraft Credit Union
Georgetown Kraft Credit Union serves members with affordable financial products for daily needs with $114 million in financial cooperatives.
Founder(s):
Location: Georgetown, Texas, United States
Industries: Banking, Financial Services, Lending
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Centennial Advisors
Centennial Advisors provides investment advisory, asset allocation, retirement planning, and other related financial services.
Founder(s): Michael Reese
Location: Georgetown, Texas, United States
Industries: Advice, Financial Services, Retirement, Wealth Management
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GLP Investment Group
GLP Investment Group provides real estate buying, selling, investment, and advisory services to investors, buyers, and sellers.
Founder(s):
Location: Georgetown, Texas, United States
Industries: Advice, Financial Services, Real Estate, Real Estate Investment
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Stewart Consulting
Stewart Consulting focuses on financial coaching, geo-spatial analysis, and consulting services.
Founder(s):
Location: Georgetown, Texas, United States
Industries: Consulting, Financial Services, Geospatial
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Chessher Financial Group
Chessher Financial Group offer a wide range of permanent and construction financing solutions.
Founder(s):
Location: Georgetown, Texas, United States
Industries: Finance, Financial Services, Real Estate, Residential
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Legacy Oak Financial Services
Legacy Oak Financial Services offers a spectrum of wealth management, business planning, education funding and retirement strategy services.
Founder(s):
Location: Georgetown, Texas, United States
Industries: Accounting, Consulting, Financial Services, Retirement, Wealth Management
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The Ramirez Team
The Ramirez Team is a digital mortgage platform that helps to purchase homes, loans and refinance.
Founder(s):
Location: Georgetown, Texas, United States
Industries: Finance, Financial Services, Lending, Real Estate
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