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 26 Financial Services companies in Allen, 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 (Allen, Texas)
Eckard Enterprises
Eckard Enterprises is an asset management company focused on providing families access to diverse, alternative investments.
Founder(s):
Location: Allen, Texas, United States
Industries: Financial Services, Oil and Gas, Renewable Energy, Venture Capital
Follow:
Financial Gravity
Financial Gravity is a financial service company that brings together companies that create symbiotic advantages.
Founder(s): John Pollock
Location: Allen, Texas, United States
Industries: Consulting, Financial Services, Small and Medium Businesses, Wealth Management
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GuruFocus
GuruFocus is an online value investing research company engaged in the business of financial news, commentaries, research, and publishing.
Founder(s): Charlie Tian
Location: Allen, Texas, United States
Industries: Financial Services, Market Research
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Payments Gateway
Payments Gateway offers tools for any scale organization to automate and managing their payment processing functions.
Founder(s):
Location: Allen, Texas, United States
Industries: Accounting, Credit Cards, Financial Services, Public Relations
Follow:
TrueCredit
TrueCredit is an IT services company that offers total credit protection all in one place from credit score, report, and alert.
Founder(s):
Location: Allen, Texas, United States
Industries: Financial Services, Information Technology
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East Capital Funding
East Capital Funding provides financial services.
Founder(s):
Location: Allen, Texas, United States
Industries: Commercial Lending, Construction, Financial Services, Lending
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Act Wealth Management
Act Wealth Management provides retirement planning, investment management, estate and financial planning services.
Founder(s):
Location: Allen, Texas, United States
Industries: Angel Investment, Financial Services, Retirement
Follow:
Varkey John
Varkey John provides complete bookkeeping, business, tax, payroll, and IRS representation services to small businesses and individuals.
Founder(s):
Location: Allen, Texas, United States
Industries: Accounting, Consulting, Financial Services
Follow:
Clear RCM
Clear RCM is a billing company that specializes in medical accounts receivables management, data hosting, and practice consulting services.
Founder(s):
Location: Allen, Texas, United States
Industries: Billing, Consulting, Financial Services, Medical, Payments
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GA Pincus Funds
Texas, NY & Illinois registered investment advisor
Founder(s): Gabriel Pincus
Location: Allen, Texas, United States
Industries: Financial Services, FinTech
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Sofos Investments, Inc.
Sofos is a turnkey asset management program (TAMP) that specializes in providing financial advisors,RIAs and BDs access .
Founder(s):
Location: Allen, Texas, United States
Industries: Financial Services
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America Debt Resolutions
America Debt Resolutions (ADR) helps you gain control and resolve your debt. ADR works on your behalf. We let creditors know you have fallen on hard times, but you want to resolve your debt when you can. Helping clients since 2006 avoid bankruptcy.
Founder(s):
Location: Allen, Texas, United States
Industries: Credit Cards, Debt Collections, Financial Services, Debt Consolidation Options
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Newton Buckley CPA
Newton Buckley, CPA renders accounting, taxation, IRS representation, audit, quickbooks, bookkeeping and retirement planning services.
Founder(s):
Location: Allen, Texas, United States
Industries: Accounting, Consulting, Finance, Financial Services
Follow:
Monument Retirement & Wealth Advisory
Monument Retirement & Wealth Advisory provides retirement strategies, wealth accumulations, asset protection, and life insurance services.
Founder(s): Robert Badali
Location: Allen, Texas, United States
Industries: Asset Management, Consulting, Financial Services, Life Insurance, Wealth Management
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Kinder Brothers
Kinder Brothers aim to render sales and sales management training to financial service companies.
Founder(s):
Location: Allen, Texas, United States
Industries: Financial Services, Sales, Training
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Investment Services Center
Investment Services Center specializes in portfolio strategies, risk management, consulting, estate, and retirement planning solutions.
Founder(s):
Location: Allen, Texas, United States
Industries: Consulting, Financial Services, Impact Investing, Retirement, Risk Management
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Shost & Company
Shost & Company is a consultancy that offers retirement planning, business consultation and IRS representation solutions.
Founder(s):
Location: Allen, Texas, United States
Industries: Consulting, Finance, Financial Services
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Millionaires Credit Club
Millionaires Credit Club is a credit repair company that works with credit bureaus and creditors to fix tarnished credits.
Founder(s):
Location: Allen, Texas, United States
Industries: Consulting, Finance, Financial Services
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Pitts & Pitts
Pitts & Pitts is an accounting firm that expertise in taxation, financial statements and payroll report processing services.
Founder(s):
Location: Allen, Texas, United States
Industries: Accounting, Finance, Financial Services
Follow:
Highlands Residential Mortgage
Highlands Residential Mortgage provide lending solutions to qualified borrowers.
Founder(s):
Location: Allen, Texas, United States
Industries: Banking, Finance, Financial Services, Home Services
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Schnitman Group
Schnitman Group financially helps company & employees with investments. from on-boarding to taxes etc.
Founder(s):
Location: Allen, Texas, United States
Industries: Financial Services
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Highlands Residential Mortgage
Highlands Residential Mortgage is a financial service provider company.
Founder(s):
Location: Allen, Texas, United States
Industries: Finance, Financial Services, Real Estate
Follow:
Constant Wealth Management
Constant Wealth Management engages in insurance, estate planning and financial planning services.
Founder(s):
Location: Allen, Texas, United States
Industries: Financial Services, Insurance, Wealth Management
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Farmers Insurance – Robert Garcia
Auto Insurance in Lucas, TX
Founder(s):
Location: Allen, Texas, United States
Industries: Financial Services, Insurance
Follow:
Camper Rogers Capital Advisors
Camper Rogers Capital Advisors provides wealth management, financial, retirement, insurance and estate planning services.
Founder(s):
Location: Allen, Texas, United States
Industries: Advice, Financial Services, Insurance, Retirement, Wealth Management
Follow:
College Counseling Services
Financial Planning in Allen, TX
Founder(s):
Location: Allen, Texas, United States
Industries: Financial Services
Follow:
