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 49 Financial Services companies in Sugar Land, 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 (Sugar Land, Texas)
Entigrity Solutions LLC
Entigrity is a Sugar Land, TX based Offshore Staffing company that works with CPA firms, Accounting firms, Tax Professionals, etc.
Founder(s): Shawn Parikh
Location: Sugar Land, Texas, United States
Industries: Accounting, Financial Services
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Money Management International
A nonprofit, full-service credit counseling agency, providing financial guidance and debt management
Founder(s): Terry M. Blaney
Location: Sugar Land, Texas, United States
Industries: Crowdfunding, Financial Services, Insurance
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First Community Bank, NA (recently merged with Pioneer Bank SSB)
First Community Bank, NA (recently merged with Pioneer Bank SSB) has offices across Texas.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Banking, Communities, Financial Services, FinTech, Venture Capital
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Tritis Wealth Management
Tritis Wealth Management offers retirement planning, employee benefits, insurance planning, estate strategies and risk management services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Financial Services, Insurance, Risk Management, Wealth Management
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EDGE196
EDGE196™ is delivering superior alternatives to traditional Venture Capital.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Finance, Financial Services, Venture Capital
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Pax Equity
Pax Equity specializes in acquisitions, commercial real estate development, private equity, and asset management services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Asset Management, Commercial Real Estate, Financial Services, Real Estate
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Houston Federal Credit Union
Houston Federal Credit Union provides the full range of financial products and services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Financial Services, Insurance, Non Profit
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Schlumberger Employees Credit Union
Schlumberger Employees Credit Union is a non profit organization that offers banking and financial services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Banking, Credit Bureau, Financial Services, Non Profit
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Hancock Mortgage Partners, LLC
Hancock Mortgage Partners, LLC is a full service mortgage banker licensed in Texas.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Financial Services, Real Estate
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TPS Thayer
TPS Thayer offers data analysis, fraud auditing, accounting, bookkeeping, project management, estate planning, and tax consulting services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Accounting, Consulting, Financial Services, Project Management
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Oakdale
Oakdale is a financial service company.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Consulting, Finance, Financial Services, Insurance
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Sallyport Commercial Finance
Sallyport Commercial Finance provides customize and reliable asset-based lending, cash flow loans and acquisition finance services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Asset Management, Banking, Consulting, Financial Services
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The Noble Group
The Noble Group provides employee benefits, wealth management, retirement plans and financial planning services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Financial Services, Wealth Management
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3 Mark Financial
3 Mark Financial provides life insurance services, disability insurance, business & estate planning services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Financial Services, Insurance, Marketing
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Merchants Group
Merchants Group is a POS system and credit card processing services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Credit Cards, Financial Services, Point of Sale
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Empire Paytech
Empire Paytech provides PoS terminals, clover products along with check, gift card program, financing and payment processing services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Finance, Financial Services, Lending, Mobile Payments, Payments, Point of Sale
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Ken Wood and Associates PC
Ken Wood and Associates offers accounting, audit, tax, and financial services as well as forensic accounting.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Accounting, Financial Services, Service Industry
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Benzer Capital
Benzer Capital provides wealth & investment management, estate & tax planning & financial advisory solutions for families and institutions.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Finance, Financial Services, Wealth Management
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Fort Bend Financial
Fort Bend Financial is a financial service provider that renders investment, insurance, financial, estate and retirement planning services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Financial Services, Insurance, Retirement, Wealth Management
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Bailes Bates & Associates
Bailes Bates & Associates offers accounting, consulting, business valuations, litigation support, tax and financial planning services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Accounting, Consulting, Financial Services
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Pioneer Mutual Federal Credit Union
Pioneer Mutual Federal Credit Union offers checking accounts, saving accounts, loans, credit cards, mortgages with online banking services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Banking, Credit, Credit Cards, Financial Services, Non Profit
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Alphaprofit Investments
AlphaProfit Investments is an investment advisory service provider company.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Advice, Finance, Financial Services, News
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Jain & Jain PC
Jain & Jain PC is a Houston based firm of CPAs and professional advisors focusing on solutions for every stage of the business growth cycle.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Accounting, Financial Services
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Granville Group
Granville is a consulting firm specializing in BOLI portfolio management, executive benefit plans, and consulting for financial services.
Founder(s): William “Billy” Granville
Location: Sugar Land, Texas, United States
Industries: Banking, Consulting, Employee Benefits, Finance, Financial Services, Insurance
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Axela Capital
Axela Capital is a global venture capital firm that invests in startups led by visionary entrepreneurs.
Founder(s): Abdul Alimi
Location: Sugar Land, Texas, United States
Industries: Artificial Intelligence, Finance, Financial Services, FinTech, Venture Capital
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Probity Tax Recovery
Probity Tax Recovery offers employee retention tax credit, manufacturing tax exemptions, 179D deduction, and tax consulting services.
Founder(s): Les Bryson
Location: Sugar Land, Texas, United States
Industries: Consulting, Financial Services, Professional Services
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Arstrat
Arstrat specializes in the collection, debt resolution, litigation, and revenue cycle management services to the healthcare industry.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Accounting, Collection Agency, Financial Services, Health Care
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Liquidity Connect
Liquidity Connect offers dedicated servers, VPS, low latency connectivity & MetaTrader proxies products to the global financial marketplace.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Finance, Financial Services, FinTech, Information Technology
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Kainos Asset Management
Kainos Asset Management is a financial firm that provides consulting within asset protection, retirement, estate and education planning.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Advice, Education, Financial Services, Retirement
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Galaxy ATM Services
Galaxy ATM Services offers ATM processing, maintenance, and support services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Financial Services, Professional Services, Service Industry
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Roberts Wealth Management
Roberts Wealth Management offers retirement planning, investment planning, income planning, tax planning, and estate planning services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Consulting, Financial Services, Retirement, Wealth Management
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Robert W Lawrence
Robert W Lawrence offers accounting, bookkeeping, employee benefits, payroll, advisory, tax, retirement and financial planning services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Accounting, Financial Services, Professional Services
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Farnsfield Research
Farnsfield Research was originally created for their own investment purposes, to uncover high-quality investment strategies.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Financial Services
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Live Oak Wealth Management Group
Live Oak Wealth Management Group provides investment management, retirement solutions, wealth and financial management.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Consulting, Finance, Financial Services, Retirement, Wealth Management
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Portia Haggerty
Portia Haggerty is a full range of accounting.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Accounting, Finance, Financial Services
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Chung Wu Investment Group
Chung Wu Investment Group offers wealth transfer, insurance, financial, and investment planning services to individuals and businesses.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Consulting, Financial Services, Impact Investing, Wealth Management
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Live Oak Wealth Advisory Group
Live Oak Wealth Advisory Group practices in investment, wealth, risk management, estate, retirement and financial planning services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Financial Services, Impact Investing, Retirement, Risk Management
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Huang & Associates Analytics
Huang & Associates Analytics is a risk analytics and advisory platform.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Advice, Consulting, Finance, Financial Services, Risk Management
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Assurance One of Texas
Assurance One of Texas specializes in providing financial planning, commercial, business, and life insurance services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Consulting, Financial Services, Insurance
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MDX Wealth Management
MDX Wealth Management is an investment advisory firm.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Advice, Financial Services, Insurance, Wealth Management
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WJ Interests
WJ Interests is an agency that specializes in wealth management, financial planning, retirement planning and advisory services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Advertising, Advice, Consulting, Finance, Financial Services, Wealth Management
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Sugar Land Financial Advisors
Sugar Land Financial Advisors provides retirement, investment, estate planning, insurance, tax, personal finance and strategy services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Financial Services, Impact Investing, Insurance, Retirement, Wealth Management
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DWG CPA
DWG CPA offers financial planning, small business accounting, auditing, internal controls, business planning, and tax planning services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Accounting, Financial Services, Professional Services
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FNBIA
FNBIA provides bar & pub insurance, restaurant insurance, nightclubs, restaurant insurance and special events insurance services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Commercial Insurance, Financial Services, Insurance, Property Insurance
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Goheen Companies
Goheen Companies specializes in premium financing, corporate integrity program, premium finance rescue, and life insurance solutions.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Finance, Financial Services, Insurance, Life Insurance
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Kingspath Partners
Kingspath Partners provides investment, financial planning, management consulting, estate planning and administration services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Consulting, Finance, Financial Services
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SNB Bancshares
Southern National Bank was chartered in 1985 in southwest Houston.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Banking, Financial Services
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Saleem Lakhani
Saleem Lakhani is a financial firm that provides accounting, audit, QuickBooks, IRS, payroll, and cash flow management services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Accounting, Consulting, Financial Services
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Home4U Mortgage
Home4U Mortgage provides first-time home buyers, refinancing, conventional, renovation, VA, FHA, and jumbo loans services.
Founder(s):
Location: Sugar Land, Texas, United States
Industries: Credit, Financial Services, Lending
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