Top Austin, TX Financial Services Companies (97)

PEAK6 is not your typical investment firm. Here, we build and invest in businesses that span from finance and insurance to esports and education — and we're always seeking new opportunities. We're not defined by one industry or market. We activate "what is" into "what ought to be" through world-class technology, operational excellence, and purposeful design. We're in the business...

Closinglock is the trusted platform for securing and streamlining real estate transactions. Working with title and escrow companies, we protects what truly matters: their clients, their funds, and their hard-earned reputation. Closinglock brings the real estate payments workflow into one secure space to prevent fraud and digitize the process, allowing buyers to pay their earnest money deposit and down payments...

Invoice Home is a billing and invoicing service for small businesses and freelancers seeking to grow their business or start a new one! We offer simplistic services and tools with over 100 customizable templates, where you can add your business logo and signature. We offer a desktop version for behind your screens while at home or in your office but...

Want to feel truly valued at work? Check out Q2! Our unique company culture and super-hero employees, are what sets us apart. We know how to get it done and still have fun! Q2 builds the leading mobile banking software platform serving Credit Unions, Banks (large and small), Community Banks and Financial Institutions. Our mission is to build stronger and...

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. For...

Wise is a global technology company, building the best way to move and manage the world's money. With Wise Account and Wise Business, people and businesses can hold 40 currencies, move money between countries and spend money abroad. Large companies and banks use Wise technology too; an entirely new network for the world's money. Launched in 2011, Wise is one...

CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency. CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets....

Founded in 2016, Unchained is a top 10 bitcoin platform in the US by assets that has helped thousands of individuals and businesses truly own their wealth by holding bitcoin keys. Unchained's collaborative custody model allows clients to access financial services while continuing to have the benefits of self-custody, the ultimate consumer protection in these uncertain times.

Stellar sets out to disrupt the poverty cycle by giving its users the flexibility to pay their bills on their own schedule, while building credit and generating value. We are a Public Benefit Corporation and believe that late bill payments and defaults are not simply consequences of poverty but, rather, its drivers. Our team is looking for talented, creative thinkers who are...

Buying a home should be an exciting milestone. But all too often, it’s stressful, especially when you’re buying and selling at the same time. So we’re redesigning the home-buying experience. We’re a fast-paced real estate startup that empowers agents to help homebuyers craft their best offer – so they can buy before they sell, get better terms with a cash...

Vista Equity Partners is a U.S.-based investment firm with offices in Austin, Chicago, New York, Oakland and San Francisco and more than $93 billion in assets under management as of December 31, 2021. We focus exclusively on the large and growing enterprise software market across our private equity, permanent capital, credit and public equity investment strategies. We are a value-added...

Venturi was founded with the vision of helping our clients better navigate the complexities and opportunities of significant wealth. As an independent, fee-only wealth management firm, we are proudly committed to delivering unbiased advice that serves our clients’ best interests, not ours. Our experienced team of advisors work closely with our clients to understand their unique financial goals and create...

At Maxwell Locke & Ritter, we’ve built our business to address your key milestones—and every moment in between. Our experienced team handles the tax, audit, advisory, and wealth management services you need to achieve your goals. Along the way, we provide the strategic vision and thoughtful advice necessary to navigate today’s ever-changing marketplace. In 1997, we established ML&R Wealth Management, creating...

Succession Resource Group is a boutique succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect, and plan for the transition of their business. We provide the most accurate and comprehensive valuation services, turnkey acquisition support, assistance with contingency plans, and personalized succession/exit strategies to clients across the country. We are a young...

Ethoca is an award-winning provider of collaboration-based intelligence and technology solutions that empower businesses around the world to fight fraud, prevent disputes and improve the customer experience.

Founded in 2023 as mission-driven health affiliate of Texas Mutual, Texicare was created by a group of seasoned healthcare professionals, and is headquartered in Austin, Texas. ​ Texicare is committed to changing the healthcare landscape by providing small businesses with innovative solutions that increase access to easy-to-use, more affordable, quality health care for Texans and their families.​ Texicare’s vision is to transform...

We've created dozens of online marketplaces, including being part of the team to develop the world's largest automobile sales site, ebay Motors. We know how to build a site that's easy to navigate, with the tools you need to find and research the equipment you're looking for. We've put the information you need at your fingertips, so you can buy...

"High Risk" Merchant Accounts Why is it that even though you can be making millions, processing companies call the industry “High Risk”?? We prefer the term “Special Needs” – and we understand that business model – and many others. Most importantly, we know how profitable that can be and we won’t penalize you for it. Easy To Use and Understand Credit card...

We are your nationwide direct lender, funding your investment properties in a matter of days. As your private lender, we fund Fix and Flip, Bridge, DSCR, and New Construction loans. Investors benefit from same day approvals and competitive rates. * Lending investment properties only (non-owner occupied) * Close in LLC or personal name * Single Family Residence, 2-4 units, Multi-Family (5+ units), Condos *...

Personiv provides customized finance and accounting outsourcing that boosts efficiency and saves costs by +50%. With nearly 40 years of experience, Personiv transforms routine tasks into strategic growth opportunities. Our scalable solutions—from single AP roles to entire departments—let you focus on your core business. Learn more at www.personiv.com.