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 21 Finance companies in Southlake, 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 Finance Companies & Startups (Southlake, Texas)
Pro Forma
Pro Forma is a business planning financial Excel model that helps entrepreneurs and investors gain full visibility of the business.
Founder(s): Wade Myers
Location: Southlake, Texas, United States
Industries: Finance, Information Technology, Software
Follow:
INTREorg SYSTEMS
INTREorg Systems provides shareholder intelligence, IT and consulting services, including management, compliance and finance.
Founder(s):
Location: Southlake, Texas, United States
Industries: Consulting, Finance, Information Technology
Follow:
American Business Systems
American Business Systems is a network of independent medical billers that offers training and support to start a medical billing business.
Founder(s): Patrick Phillips
Location: Southlake, Texas, United States
Industries: Education, Finance, Medical, Training
Follow:
TriumpHealth
TriumpHealth offers an array of medical billing, revenue cycle management and analysis and MIPS compliance consultant services.
Founder(s):
Location: Southlake, Texas, United States
Industries: Billing, Compliance, Consulting, Finance
Follow:
Paragon Brokerage Inc
Paragon Brokerage, Inc. specializes in the adaptation of mass market retail concepts at Military Exchanges.
Founder(s):
Location: Southlake, Texas, United States
Industries: Consulting, Consumer, Finance
Follow:
Insurian
Insurian is a financial service agency that offers vehicle return plans, unemployment protection & debt cancellation products.
Founder(s):
Location: Southlake, Texas, United States
Industries: Finance, Financial Services, Personal Finance
Follow:
Government Capital
Government Capital is a public finance firm that offers public sector financial services.
Founder(s):
Location: Southlake, Texas, United States
Industries: Finance, Financial Services, Government
Follow:
PFA
PFA is a dynamic organization that primarily focuses on offering tax preparation, financial guidance and other accounting services.
Founder(s):
Location: Southlake, Texas, United States
Industries: Accounting, Advice, Finance, Financial Services
Follow:
ASR Alternative Investments
ASR Alternative Investments specializes in the servicing & management of alternative investments such as life settlement fund-of-funds.
Founder(s):
Location: Southlake, Texas, United States
Industries: Finance, Financial Services, Professional Services, Wealth Management
Follow:
Prosper Mullins Private Wealth Management
Prosper Mullins Private Wealth Management assists with innovative strategies for investment and insurance planning.
Founder(s):
Location: Southlake, Texas, United States
Industries: Advice, Consulting, Finance, Financial Services, Insurance
Follow:
Red Diamond Home Loans
Red Diamond Home Loans Is a Southlake based Mortgage Banking Firm.
Founder(s):
Location: Southlake, Texas, United States
Industries: Banking, Finance, Financial Services
Follow:
Schneider Wealth Management
Schneider Wealth Management specializes in wealth management, advanced tax, social security, retirement income and estate planning services.
Founder(s):
Location: Southlake, Texas, United States
Industries: Finance, Financial Services, Wealth Management
Follow:
L W Financial Services
L W Financial Services provides mortgage and financial services.
Founder(s):
Location: Southlake, Texas, United States
Industries: Finance, Financial Services, Professional Services
Follow:
Tyler Financial Network
Tyler Financial Network is a financial services-based company.
Founder(s):
Location: Southlake, Texas, United States
Industries: Finance, Financial Services, Wealth Management
Follow:
SportsPay
SportsPay provides electronic payments and merchant credit card processing services.
Founder(s):
Location: Southlake, Texas, United States
Industries: Finance, Financial Services, Service Industry
Follow:
Linch Financial
Linch Financial stock selection, merger, asset allocation, investment management, financial, retirement, and estate planning services.
Founder(s):
Location: Southlake, Texas, United States
Industries: Finance, Financial Services, Retirement
Follow:
Corps Capital Advisors
Corps Capital Advisors provides investment strategies, wealth management, estate planning, tax and accounting advisory services.
Founder(s):
Location: Southlake, Texas, United States
Industries: Advice, Finance, Financial Services
Follow:
TL Private Wealth
TL Private Wealth provides financial and investment services.
Founder(s):
Location: Southlake, Texas, United States
Industries: Finance, Financial Services, Insurance, Retirement, Wealth Management
Follow:
Morgan Capital Solutions
Morgan Capital Solutions is a financial advisory firm.
Founder(s): Mark Morgan, Neal Shields
Location: Southlake, Texas, United States
Industries: Finance, Financial Services, Personal Finance, Retirement, Wealth Management
Follow:
Sadler Accounting
Sadler Accounting is an accounting firm.
Founder(s):
Location: Southlake, Texas, United States
Industries: Accounting, Finance, Professional Services
Follow:
Cmmeiers
Cmmeiers specializes in electronic funds transfer, non-bank money transfer, secure and online transactions services.
Founder(s):
Location: Southlake, Texas, United States
Industries: Banking, Finance, Financial Services
Follow:
