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 47 Financial Services companies in Waco, 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 (Waco, Texas)
STRATA Trust Company
STRATA Trust Company is a top-tier national IRA custodian specializing in alternative investments.
Founder(s):
Location: Waco, Texas, United States
Industries: Finance, Financial Services, Venture Capital
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July Business Services
July Business Services is a provider of financial services across Texas.
Founder(s):
Location: Waco, Texas, United States
Industries: Consulting, Financial Services, Information Technology
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Texas Farm Bureau Insurance Companies
Texas Farm Bureau Insurance Companies sells and services the auto, property, life, and health insurance needs
Founder(s):
Location: Waco, Texas, United States
Industries: Financial Services, Health Care, Medical
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Pattillo, Brown & Hill
Pattilo, Brown and Hill offer taxation, accounting, auditing, employee benefit plan audits, business valuations and not-for-profit services.
Founder(s):
Location: Waco, Texas, United States
Industries: Accounting, Consulting, Employee Benefits, Financial Services
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MyFEDBenefits
MyFEDBenefits specializes in federal employee benefits counselling, retirement, insurance, and social security services.
Founder(s): Brandon Nicol, Gary Aiello, Marcus Aiello
Location: Waco, Texas, United States
Industries: Employee Benefits, Financial Services, Insurance
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FirstCity Financial Corporation
FirstCity Financial Corporation is a financial services company provides commercial loan underwriting, asset management, and loan services.
Founder(s):
Location: Waco, Texas, United States
Industries: Banking, Financial Services, Venture Capital
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Texas Life Insurance Company
Texas Life Insurance Company is an insurance company specializing in financial security and insurance plans.
Founder(s):
Location: Waco, Texas, United States
Industries: Finance, Financial Services, Security
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Genco Federal Credit Union
Genco Federal Credit Union provides banking, insurance and financial services.
Founder(s):
Location: Waco, Texas, United States
Industries: Banking, Finance, Financial Services
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Central National Bank TX
Central National Bank TX is a bank providing commercial loans and lending services.
Founder(s):
Location: Waco, Texas, United States
Industries: Banking, Financial Services, Venture Capital
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The First National Bank of Central Texas
The First National Bank of Central Texas provides financial services for organizations.
Founder(s):
Location: Waco, Texas, United States
Industries: Banking, Finance, Financial Services
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American Amicable
American Amicable is a life insurance company.
Founder(s):
Location: Waco, Texas, United States
Industries: Financial Services, Life Insurance, Service Industry
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Educators Credit Union
Educators CU is a banking company having a wide range of programs, including car loans, home equity loans, savings, and audit accounts.
Founder(s):
Location: Waco, Texas, United States
Industries: Banking, Credit, Financial Services, Lending
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Waco Ventures
Waco Ventures provides funding for early-growth stage technology investments.
Founder(s):
Location: Waco, Texas, United States
Industries: Financial Services, Impact Investing, Product Research, Venture Capital
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Community Bank & Trust, Waco, Texas
Community Bank & Trust is convenient bank with a concentration on the needs of small businesses and consumers founded in 1952.
Founder(s):
Location: Waco, Texas, United States
Industries: Banking, Financial Services
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CCM Funding Group
CCM Funding Group is a mortgage company that offers mortgage loans and financial services.
Founder(s):
Location: Waco, Texas, United States
Industries: Finance, Financial Services, Service Industry
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Roadrunner Premium Finance
Roadrunner Premium Finance is a financial solutions firm that provides finance for commercial auto, properties, and general liabilities.
Founder(s):
Location: Waco, Texas, United States
Industries: Credit, Finance, Financial Services
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Members Choice Credit Union
Members Choice Credit Union is a banking firm that offers personal, auto, & home loans, deposits, credit cards, and life insurance services.
Founder(s):
Location: Waco, Texas, United States
Industries: Banking, Credit Cards, Financial Services, Insurance
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DOCPAY
DOCPAY is a financial company that provides credit cards, NSF Check Collection, web hosting & web domain registration services.
Founder(s):
Location: Waco, Texas, United States
Industries: Credit Cards, Finance, Financial Services
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American Bank
American Bank provides deposit, online banking, safe deposit boxes, loans, and debit card services to individuals and businesses.
Founder(s):
Location: Waco, Texas, United States
Industries: Banking, Financial Services, Lending
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Brazos Group
The Brazos Group is a group of stand-alone nonprofit entities originally founded in 1979 for the purpose of financing higher education
Founder(s):
Location: Waco, Texas, United States
Industries: Association, Education, Financial Services, Non Profit
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Fidelity Bank of Texas
Fidelity Bank of Texas has served individuals, families, and businesses in the local community with personal and business banking services.
Founder(s):
Location: Waco, Texas, United States
Industries: Banking, Financial Services
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iBank United
iBank United is a banking firm that provides financial services.
Founder(s):
Location: Waco, Texas, United States
Industries: Banking, Finance, Financial Services
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Whitaker Spinks & Koslovsky
Whitaker Spinks & Koslovsky provides accounting, bookkeeping, litigation support, financial statements, payroll, and taxation services.
Founder(s):
Location: Waco, Texas, United States
Industries: Accounting, Financial Services, Professional Services
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Bailey Insurance & Risk Management
Bailey Insurance & Risk Management offers a wide range of employee benefits, personal, business, property and casualty insurance services.
Founder(s):
Location: Waco, Texas, United States
Industries: Employee Benefits, Financial Services, Insurance, Risk Management
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Public Automotive Group
Public Automotive Group is a car dealership company that sells pre-owned inventory and also provides financing services to purchase.
Founder(s):
Location: Waco, Texas, United States
Industries: Auto Insurance, Automotive, Financial Services
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Academy Capital Management
Academy Capital Management provides a full range of financial management and investment advisory services for individuals and businesses.
Founder(s):
Location: Waco, Texas, United States
Industries: Advice, Asset Management, Financial Services, Wealth Management
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Waco Federal Credit Union
Waco Federal Credit Union provides financial solutions.
Founder(s):
Location: Waco, Texas, United States
Industries: Banking, Financial Services, Lending, Non Profit
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Disciplined Investors, L.l.c.
Disciplined Investors, L.L.C. provides investment management and advice for individuals, retirement plans and trusts.
Founder(s):
Location: Waco, Texas, United States
Industries: Financial Services
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Linkage Credit Union
Linkage Credit Union is a financial service provider company.
Founder(s):
Location: Waco, Texas, United States
Industries: Banking, Finance, Financial Services
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Research Tax Consultants
Research Tax Consultants specializes in tax filing, tax planning, tax preparation, tax returns, and tax consulting services.
Founder(s):
Location: Waco, Texas, United States
Industries: Consulting, Financial Services, Professional Services
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Community Bank and Trust
Community Bank and Trust is a financial services firm in the US.
Founder(s):
Location: Waco, Texas, United States
Industries: Communities, Finance, Financial Services
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Heart O’ Texas Federal Credit Union
Heart O’ Texas Federal Credit Union has been proudly serving its members since 1956.
Founder(s):
Location: Waco, Texas, United States
Industries: Banking, Financial Services
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Extraco Consulting
Extraco Consulting offers guidance on retail banking strategies, strategic planning, customer service and sales training, and much more.
Founder(s):
Location: Waco, Texas, United States
Industries: Banking, Financial Services
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Lovett and Associates
Lovett and Associates is a financial services company that specializes in financial consulting and retirement planning services.
Founder(s):
Location: Waco, Texas, United States
Industries: Consulting, Financial Services, Retirement
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Paul J. Christensen & Associates
Paul J. Christensen provides tax management, accounting, bookkeeping, consulting & financial advisory services for individuals & businesses.
Founder(s):
Location: Waco, Texas, United States
Industries: Accounting, Consulting, Financial Services
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ClearVista Financial
ClearVista Financial offers legacy planning, insurance coverage evaluation, tax strategies and investment management services.
Founder(s):
Location: Waco, Texas, United States
Industries: Consulting, Financial Services, Professional Services
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Brazos Higher Education
Brazos Higher Education is a nonprofit corporation that provides student loans and refinancing options.
Founder(s): Murray Watson
Location: Waco, Texas, United States
Industries: Financial Services, Higher Education, Lending, Non Profit
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Itang Enterprises
Itang Enterprises provides administrative assistance, time management and capital investing services.
Founder(s):
Location: Waco, Texas, United States
Industries: Financial Services, Management Consulting, Small and Medium Businesses
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CT Waco Federal Credit Union
CT Waco Federal Credit Union provides banking, financial, loans, and accounts services to its members.
Founder(s):
Location: Waco, Texas, United States
Industries: Banking, Credit Bureau, Financial Services, Non Profit
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Advance Trust & Life Escrow Services
Advance Trust & Life Escrow Services is a financial firm that provides security and insurance advisory services.
Founder(s):
Location: Waco, Texas, United States
Industries: Consulting, Finance, Financial Services
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1st University Credit Union
1st University Credit Union is a banking services and not-for-profit financial cooperative.
Founder(s):
Location: Waco, Texas, United States
Industries: Banking, Financial Services
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Nurture Wealth
Nurture Wealth offers wealth management, financial planning, tax strategies and consulting services.
Founder(s):
Location: Waco, Texas, United States
Industries: Consulting, Financial Services, Wealth Management
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Mattson Financial Services
Mattson Financial Services is a financial and retirement planning firm.
Founder(s):
Location: Waco, Texas, United States
Industries: Advice, Financial Services, Retirement
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Kendall Stone
Kendall Stone specializes in providing accounting, bookkeeping and tax advisory services for individuals and businesses.
Founder(s):
Location: Waco, Texas, United States
Industries: Consulting, Financial Services, Professional Services
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Investors Brokerage of Texas
Investors Brokerage of Texas provides financial planning, estate planning, investment management, and retirement planning services.
Founder(s):
Location: Waco, Texas, United States
Industries: Advice, Financial Services, Impact Investing, Retirement
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CJ Overstreet Accounting
My business distributes and leases ATM machines and P.O.S. systems. I also provide accounting services for any clients that require.
Founder(s):
Location: Waco, Texas, United States
Industries: Accounting, Business Development, Financial Services
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Dietz Financial Services
Dietz Financial Services offers corporate retirement plan consulting, investment solutions, financial and education planning services.
Founder(s):
Location: Waco, Texas, United States
Industries: Education, Finance, Financial Services, Retirement
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