Top Austin, TX Financial Services Companies (53)
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 diverse communities by strengthening their financial institutions. Q2 prioritizes innovation, collaboration and celebrating our employees who make our mission successful. Q2 is an Austin Best Place to Work" Award winner 3 years running! Join our "Circle of Awesomeness"! #Q2Peeps.
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A diversified trading firm that utilizes our own capital and trades at our own risk. We bring sophisticated technology and exceptional people together to solve complex problems in markets around the world and across many asset classes. We are motivated to compete at the highest level and commit to operate with respect, curiosity and an open mind.
Self is a credit building platform with products that make building credit accessible for people with low or no credit. We believe everyone should have the ability to improve their financial future. We're here to enable people to build credit, save money, and reach their goals.
We’re making a positive, irreversible change in the world of finance. Together. People on every continent around the world are choosing Wise to help them live, travel and work internationally. We’re the fairest, easiest way to send money overseas. Built by and for people who live global lives, we make sending money abroad up to 8 times cheaper than the bank. This is money without borders - instant, convenient, transparent and eventually free. For our customers, using Wise is as simple as sending money from A to B, but behind our app and website is a complex engine of currencies and routes, that’s being designed, built and powered by our talented teams in cities around the world. We’re just at the beginning of our story and we’re growing at an incredible pace. We won’t stop until anyone, anywhere can send, spend and receive money wherever they are, whatever they’re doing. There’s still heaps to do and we can’t do it alone.
Apex is a market-leading, technologically independent software company that provides safe, frictionless digital execution, clearing, and storage for the global universe of investable assets. What drives us is creating independence that produces ownership of the data that is used to build community, increase financial literacy, and eliminate barriers to economic opportunities for the next generation of digital wealth creation. To do this, our team members live above just doing a job and are those who are building careers. We don’t merely complete tasks at Apex; we have a purpose to be realized. Our colleagues champion why we do what we do. We each strive to change the world and widen our impact with the breadth and depth of our client base and end investors.
CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. CAIS streamlines the end-to-end transaction process and provides an industry-leading learning system that helps advisors improve client outcomes.
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 we also offer the app version for where ever you may find time to invoice your clients. We are proud to actively listen to our loyal customers and dedicated team. Over the past few years we have added a number of the top user-requested functionalities to help our users continually grow their businesses.
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Episode Six is a payments technology company that gives banks, fintechs and brands the freedom to design and bring to market-leading digital payment propositions. It powers its clients’ payments journeys with the most flexible and adaptable platform on the market today, providing highly configurable products with user-driven tools and technology to optimize competitive response and customer demand. Episode Six’s platform, Tritium, and ledger enables the transfer of value of any kind – fiat currency, cryptocurrencies, brand value points, gold, and more. Episode Six operates globally across 23 countries with an expanding team located in the U.S., Europe, Japan, Singapore and Hong Kong.
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CrowdStreet is a leading online commercial real estate investing marketplace. Our customer, the individual investor, joins the CrowdStreet community to learn about and invest directly in institutional-quality private real estate deals. Our mission is to deliver the best online real estate investing experience and make it easy for individual investors to diversify their portfolios. CrowdStreet has been recognized as a leader in the commercial real estate and technology spaces and we're proud to be included on some of the industry's most influential lists. 2024 CNBC World's Top Fintech Companies 2024 Investopedia Best Real Estate Crowdfunding Platform for Experts 2024 Benzinga Best Alternative Investment Platform for Real Estate Crowdfunding 2023 BuiltIn Best Places to Work in Austin 2022 Forbes Best Startup Employers 2022 Investopedia Best Overall Real Estate Crowdfunding Platform 2022 BuiltIn Best Midsize Companies to Work for in Austin 2022 Benzinga Best Alternative Investment Platform for Real Estate Crowdfunding 2022 Financial Technology Report Top Financial Technology CEOs 2021 Deloitte Technology Fast 500 2021 Gower #1 Leading Real Estate Crowdfunding Marketplace 2020 The Oregonian Top Places to Work 2020 Oregon Technology Awards Accelerate Company of the Year 2020 Portland Business Journal Fastest-Growing Private Companies in Oregon & SW Washington
ProSidian is a Management and Operations Consulting Firm focused on providing value to clients through tailored solutions based on industry-leading practices. We help forward-thinking clients solve problems and improve operations. ProSidian has a reputation for its strong CONUS/OCONUS practice spanning six Enterprise Solution Areas, including Risk Management, Energy & Sustainability, Compliance, Business Process, IT Effectiveness, and Human Capital. Launched by former Big 4 Management Consultants, our Multidisciplinary Engagement Teams bring together talents of nearly 190 professionals nationally to complete a wide variety of services for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Linking strategy to execution, ProSidian assists client leaders in maximizing company return on investment capital through the design and execution of operations core to delivering value to customers. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin, and efficiency), and are aligned at the intersections of assets, processes, policies, and people delivering value. When we say “Structured Approach To Strategic Solutions,” we mean services deployed across the enterprise; through On-Demand Resources, targeting drivers of economic profit (growth, margin, and efficiency); and aligned at the intersections of assets, processes, policies, and people are delivering value.
First Dollar is a technology company that builds flexible infrastructure for health spending benefits. Innovative organizations—from TPAs to banks—use First Dollar's suite of software tools and APIs to launch new offerings and manage lifestyle benefits, pre-tax accounts, rewards programs, and supplemental benefits. First Dollar is based in Austin, with teammates throughout the United States.
Dealpath is the industry’s most trusted cloud-based real estate investment management platform, providing real-time access to vetted, secure, up-to-date investment data to empower collaboration, strategic, and predictive decisions. Investment and development firms leverage Dealpath as their command center for smart pipeline tracking, powerful deal analytics and collaborative workflows—driving maximum performance from pipeline to portfolio management. As the real estate deal management software category creator, Dealpath offers the only enterprise-ready solution available in the market today. Founded in 2014, Dealpath has supported over $10 trillion in transactions with leading institutions across the world, including Blackstone, Nuveen, AEW, Oxford Properties, Principal Real Estate & Bridge Investment Group. Following rapid global expansion, Dealpath recently closed a $43M series C funding round led by Morgan Stanley Expansion Capital, with participation from notable existing investors including Blackstone, 8VC, JLL, Nasdaq Ventures and GreenSoil Proptech Ventures. Dealpath is dual-headquartered in San Francisco and New York, with additional offices in Toronto and Austin.
The #1 tip management software for restaurants. Kickfin gives you the power to pool and pay out tips instantly, no cash (or math!) required. Save time, cut labor costs, and ensure accuracy and compliance with every payment. Getting tipped out is the best part of your employees’ day — and with Kickfin, you can actually enjoy it, too. See it in action: kickfin.com/demo. Pay out tips instantly: Kickfin sends real-time, cashless payouts directly to your employees’ bank of choice. Funds are immediately available to use, 24/7, 365. Eliminate bank runs, cut out cash counting, reduce the risk of theft and human error — all while giving your team instant access to their hard-earned tips. Auto-calculate tip pools: No one likes late-night tip pool math. Calculate complex tip pools or shares in seconds with real-time POS data. Build customized policies, incorporating shifts, hours, points, sales categories and more. Track every payment: Kickfin's easy-to-use reporting features give you a digital paper trail where you can see every tip payout by location, shift, and employee. Stay compliant, eliminate tip disputes, and simplify your payroll and accounting processes.
With $93.77 billion in assets, City National Bank provides banking, investment and trust services through 65 branches, including 22 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Washington, D.C., and Miami.* In addition, the company and its investment affiliates manage or administer $94.49 billion in client investment assets. City National is a subsidiary of Royal Bank of Canada (RBC), one of the world’s leading diversified financial services companies. RBC serves more than 17 million personal, business, public sector and institutional clients through offices in Canada, the United States and 27 other countries. For more information about City National, visit the company’s website at cnb.com. *City National Bank does business in Miami and the state of Florida as CN Bank.
Knox is the first financial institution for property investors. With Knox, you can afford to buy your new home and keep your old house as a fantastic long-term investment. We’re changing how homeowners and property investors build wealth. There are great brands up and down Wall Street ready to make the most of your portfolio of stocks and bonds, but Knox is the first and only investment firm focused on property.
Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms seeking continuity for clients and the business they have built. Bluespring Wealth was established with the express purpose of helping entrepreneurs transition their business to the next level of growth through successor identification and training, flexible ownership arrangements, institutional-level capital support, and earn-out optimization. By focusing on partnership as the driver of success, we help business owners ensure a lasting legacy while preserving the core values on which their firms were built. Bluespring Wealth is a wholly owned subsidiary of Kestra Financial, Inc.
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Opus Technologies is a leading provider of contactless payment solutions, offering innovative technology tailored to meet the evolving needs of businesses and consumers. Known for their cutting-edge products and commitment to excellence, Opus specializes in customizable solutions designed to enhance security, reliability, and user experience. With a focus on innovation and customer satisfaction, Opus Technologies is a trusted partner for businesses seeking to implement contactless payment systems that streamline transactions and drive growth.
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 passionate about our cause!
Our mission is to help eCommerce businesses scale to new heights with our growth planning and funding tools.
Hapax is unprecedented AI for the financial services industry. Leveraging an exclusive partnership with CBANC, it utilizes 13 years of proprietary data, consisting of 20,000+ documents, 10,000+ hours of videos, and 230,000+ intimate conversations between bankers. This allows the product to deliver accurate and validated responses needed by the heavily regulated banks. Via its product, Hapax aims to bridge the information gaps between big banks and smaller banks by making access to complex information ubiquitous and immediate.
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