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 59 Financial Services companies in The Woodlands, 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 (The Woodlands, Texas)
New Century Financial
New Century provides financial services for small to mid-sized businesses by providing accounts receivable financing, or factoring.
Founder(s): Brad Morrice
Location: The Woodlands, Texas, United States
Industries: Finance, Financial Services, Small and Medium Businesses, Venture Capital
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Woodlands Financial Services
Woodlands Financial Services is an auto finance company that offers underwriting, financing, and collection services.
Founder(s): Morris Monroe
Location: The Woodlands, Texas, United States
Industries: Collection Agency, Finance, Financial Services, Insurance
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Woodlands Securities Corporation
Woodlands Securities Corporation is a broker/dealer with experienced financial consultants that handles client’s transaction based accounts.
Founder(s): Morris Monroe
Location: The Woodlands, Texas, United States
Industries: Asset Management, Consulting, Financial Services
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Merchants’ Choice Payment Solutions
MCPS is a full-service provider of processing services that enable our merchants to accept all major payment options.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: E-Commerce, Finance, Financial Services, Payments
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Merchants’ Choice Payments Solutions
Merchants’ Choice Payment Solutions is a full-service provider of processing services and business solutions.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Financial Services
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Otso Corp
We reimagine securitization in commercial real estate leasing by increasing liquidity for occupiers while lowering risks for landlords
Founder(s): Marissa Limsiaco
Location: The Woodlands, Texas, United States
Industries: Commercial Real Estate, Financial Services, FinTech
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Definiti
Definiti is a retirement services firm that provides retirement plan consulting to pension outsourcing services.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Consulting, Financial Services, Retirement
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Whizango
Whizango is a mortgage broker that helps one get approved for a mortgage loan.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Finance, Financial Services, Real Estate
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Alliance Payroll Services
Alliance Payroll Services provides payroll and financial services.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Financial Services, Human Resources, Internet
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Ppc Loan
PPCLOAN is the nation’s leading source of conventional financing for Allstate agents, located in The Woodlands, TX.
Founder(s): Fred de Roode
Location: The Woodlands, Texas, United States
Industries: Banking, Customer Service, Financial Services
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D. Hilton Associates, Inc.
D. Hilton Associates is a financial services company that specializes in credit union recruiting, compensation, and strategic services.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Banking, Consulting, Financial Services
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Black Forest Ventures
Black Forest Ventures is an asset management firm that focuses on commercial real estate, aviation, and technology sectors.
Founder(s): Dirk Laukien
Location: The Woodlands, Texas, United States
Industries: Asset Management, Finance, Financial Services
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Diamond Client
Diamond Client is a financial consulting firm.
Founder(s): Luke Cheatham
Location: The Woodlands, Texas, United States
Industries: Advice, Asset Management, Consulting, Finance, Financial Services
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MGL Consulting
MGL Consulting is a financial service firm that provides professional development, litigation support, dealer & investment advisor services.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Business Development, Consulting, Financial Services
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Waterway Wealth Management
Waterway Wealth Management provides comprehensive financial planning, investment management & advisory services for individuals & families.
Founder(s): Dan Michalk
Location: The Woodlands, Texas, United States
Industries: Asset Management, Consulting, Finance, Financial Services, Wealth Management
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Tier 1 Commercial Mortgage
Tier 1 Commercial Mortgage provides a reliable and efficient means of sourcing debt for your commercial real estate loans.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Financial Services, Insurance, Real Estate
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DressanderBHC
DressanderBHC is an independent financial producers increase their annuity and life insurance business.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Financial Services, Insurance
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Avion Wealth
Avion Wealth provides financial planning, wealth management and investment consulting services.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Asset Management, Consulting, Financial Services
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TailorMade Financial
TailorMade Financial is a wealth management company.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Asset Management, Financial Services, Personal Finance, Risk Management
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Engrave Wealth Partners
Engrave Wealth Partners is an investment adviser offering retirement planning and wealth management solutions for oil & gas professionals.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Advice, Financial Services, Retirement, Wealth Management
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Starfox Financial Services
Starfox Financial Services secializes in investment management, financial planning, retirement planning and business valuation services.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Consulting, Financial Services, Impact Investing
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Outlook Financial Group
Outlook Financial Group offers a complete range of financial planning, risk management, income strategy, and wealth planning solutions.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Asset Management, Consulting, Financial Services, Risk Management, Wealth Management
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Flashpoint Advisors
Flashpoint Advisors are former big four accountants and consultants focused on serving small private businesses.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Financial Services
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Thelion.Com
Thelion.Com is a financial web community for traders and investors.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Communities, Financial Services, Stock Exchanges
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Republic Payment Systems
Republic Payment Systems is a businesses company provides merchant Services,commercial real estate Services and consulting.
Founder(s): Terry McBurney
Location: The Woodlands, Texas, United States
Industries: Banking, Finance, Financial Services
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Legacy Capital
Legacy Capital is a financial firm that offers investment management, asset protection, retirement planning, and business advisory services.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Advice, Financial Services, Retirement, Wealth Management
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Steward CPA
Steward CPA offers outsourced accounting, bookkeeping, payroll, audit, income tax, business tax, advisory and business management services.
Founder(s): Sandra V. Steward
Location: The Woodlands, Texas, United States
Industries: Accounting, Advice, Financial Services, Professional Services
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Woodforest Wealth Strategies
Woodforest Wealth Strategies provides financial and wealth management advice for individuals, retirees, business owners and professionals.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Advice, Financial Services, Retirement, Wealth Management
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NEWPORT GLOBAL ADVISORS LP
Newport Global Advisors was founded in 2005 and had over $700 million in assets under management as of September 30, 2016.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Asset Management, Financial Services
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ATM’s America
ATM’s America offers ATM sales, service, repairs and parts on a national level and supports ATM Houston that is the ISO for processing ATM’s locally and nationally for independent IAD’s and merchants. Leasing and financing available for qualified businesses.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Financial Services
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STAC Bizness Solutions
STAC Bizness Solutions is the company that provides perfect financial solution for the business.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Dental, Financial Services, Hospital, Medical
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Provident Wealth Advisors
Provident Wealth Advisors is a Retirement, Income and Estate Planning firm which provides different services.
Founder(s): Daniel C. Goodwin
Location: The Woodlands, Texas, United States
Industries: Financial Services
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Complete Bookkeeping & Tax Services
Complete Bookkeeping & Tax Services provides revenue preparation, QuickBooks, financial consulting, and new business advisory services.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Accounting, Advice, Financial Services
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L & Y Tax Advisors
L & Y Tax Advisors offers tax compliance, business succession, exit strategies, IRS representation and treasury services.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Accounting, Compliance, Consulting, Financial Services
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Beacon Business Capital
Beacon Business Capital provides working capital solutions and loan options for businesses.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Credit, Finance, Financial Services
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Platinum Tax & Wealth Management
Platinum Tax & Wealth Management is a financial planner, that offers tax reduction, investment planning, insurance, and estate planning.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Customer Service, Financial Services, Insurance, Wealth Management
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Tactical Payments
Tactical Payments is the credit card processing solutions.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Credit Cards, Debit Cards, Financial Services
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Harman Wealth
Harman Wealth is a planning and investment management firm.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Asset Management, Consulting, Financial Services, Mobile Apps
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Rhame & Gorrell Wealth Management
Rhame & Gorrell Wealth Management specializes in financial planning, taxation, retirement planning and investment management services.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Financial Services, Retirement, Wealth Management
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Deanna Bloodworth, C.P.A.
Deanna Bloodworth, C.P.A. provides accounting, payroll, bookkeeping, write-up, QuickBooks and tax preparation services.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Accounting, Finance, Financial Services, Professional Services
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MNA Advisor
MNA Advisor is a financial consulting firm serving businesses and entrepreneurs in the small and mid-market industries.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Advice, Consulting, Financial Services
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Investment Advisory Services
Investment Advisory Services provides financial and tax services.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Accounting, Finance, Financial Services, Insurance, Retirement, Wealth Management
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Patten Training & Review
Patten Training & Review is a financial solutions firm that provides email surveillance, content development, and outsourced CCO services.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Compliance, Content Creators, Financial Services, Outsourcing
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Highlander Financial Services
Highlander Financial Services specializes in brokerage consulting, insurance, billing reconciliation, and employee benefits solutions.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Consulting, Employee Benefits, Financial Services, Insurance, Professional Services
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Ikard & Company
Ikard & Company is a tax planning, tax compliance and financial statement attest services company located in The Woodlands.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Financial Services, Professional Services
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Nolasko
Nolasko is an insurance solutions firm that provides risk management and insurance services to individuals, small and mid-sized businesses.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Commercial Insurance, Financial Services, Health Insurance, Insurance, Risk Management
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Koinonia Financial
Koinonia Financial renders financial planning, retirement planning, education savings, insurance planning, and wealth management services.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Financial Services, Insurance, Retirement, Wealth Management
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Mike Powell insurance
Mike Powell insurance is an independent insurance agency in The Woodlands, Texas.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Financial Services, Insurance, Professional Services
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NovoDyn Advisors
NovoDyn Advisors focuses on building client wealth by utilizing automated, proprietary statistical quant algorithms.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Finance, Financial Services, Wealth Management
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CATO Advisors
CATO Advisors is a privately held investment and business advisory to small business growth equity investment firm.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Financial Services
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Quantum Quinn
Quantum Quinn is a financial company and has developed apps like Day Bank – Budget Expenses Checkbook and Day Bank Lite – Budget
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Finance, Financial Services
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Egly, Holcombe & Peebles
Egly, Holcombe & Peebles is an accounting service company.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Accounting, Financial Services, Professional Services
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Bold View Capital
Bold View Capital provides asset financing and leasing programs including risk and promotional financing besides rental-with-equity program.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Asset Management, Financial Services, Rental
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Carlton, Hofferkamp and Jenks
Carlton, Hofferkamp and Jenks is a wealth management firm that offers investment, consulting, retirement planning and financial services.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Consulting, Financial Services, Wealth Management
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Loan Arrangement & Financing
Loan Arrangement & Financing specializes in assisting business owners to secure a loan or other financing for their company.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Financial Services
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Compliance 401K
Compliance 401K delivers insurance, retirement planning, and financial consulting services for clients.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Financial Services, Insurance, Retirement
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Sinclair Agency
Sinclair Agency specializes in health, dental and vision insurances, family group insurances plans and life insurances for individuals.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Financial Services, Health Care, Health Insurance, Insurance
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Earn2Process
Earn2Process offers mobile payments, virtual terminals, e-commerce, online payments, mobile payments, and integrated cash register systems.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: E-Commerce, Financial Services, Mobile Payments, Payments
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Texas Premier Mortgage
Texas Premier Mortgage is a financial services company which offers purchase, refinance, and home equity loan services.
Founder(s):
Location: The Woodlands, Texas, United States
Industries: Consumer Lending, Finance, Financial Services
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