Top Austin, TX Financial Services Companies (56)
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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.
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.
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.
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.
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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.
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.
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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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.
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.
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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.
Who We Are. Black Ink Business Services is a unique company offering a full range of services to business owners. We focus on providing clear and comprehensive information about the health of our client’s businesses. This allows owners to focus on critical needs, development, and growth. We believe that complete clarity and intelligent reports allow our clients to make the most of their time and meet their goals. We work beside business owners as a partner to help them reach their full potential. We give our clients what they need to succeed whether they are just starting out, are playing catch up from an explosive start, or have a well established business and are ready to take it to the next level. Executing the vision and following the dream are what will make a business stand out. Day to day operations, accounting, and HR/Business management should not become the business. We allow our clients to spend their time on their “special sauce”, while we follow up with the bank, cable company, lawyer, broker, accountant, GC, and whatever else the day brings. . We get partners on the same page, establish best practices specific to their industry, make connections, and work behind the scenes to get things done.
Routefusion is the first global-banking-as-a-service company founded by software engineers for software engineers. Routefusion's API enables neo-banks, payroll providers, platforms, and marketplaces to begin offering cross-border payments, local in country bank accounts, and connection into local payment systems to their customers. One API to rule them all.
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.
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Verifi Inc., a Visa company, is an innovative leader in the FinTech industry with payment protection and management solutions for eCommerce merchants. Our SaaS based service is an end-to-end secure technology providing merchants immediate results. We continue to invest in our product suite to ensure we stay ahead of ever-changing payment methods.
With over 25 years of experience, our data reporting solutions empower dealers to work with their customers to quickly determine their purchase capacity, while providing dealerships the necessary insights to best determine how they can proceed with financing options to close the sale quickly and provide excellent customer service.
Method is an API that makes it easy for developers to embed debt repayment on their apps and platforms, as well as instantly access users' debt portfolio using just their phone number - no login credentials required. Method enables data retrieval and push payments to any type of consumer debt – including credit cards, student loans, car loans, and mortgages – all through a single API, across 15,000+ financial institutions. We manage the entire process, including KYC, flow of funds, and banking partners, allowing developers to go-live in an evening.
Peregrine Land Investments is a tech-enabled real estate investment firm located in Austin, Texas. We take a data-driven approach to investing in attractively priced undeveloped land in the path of growth in markets with favorable long-term migration trends.
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