Top Austin, TX Financial Services Companies (80)
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 a national "Best Place to Work" Award winner 3 years running! Join our "Circle of Awesomeness"! #Q2Peeps
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 2009, CAIS is headquartered in New York City with offices in Austin and London. CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others. For more information about CAIS, please visit www.caisgroup.com.
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.
Self Financial is a 10-year-old credit-building platform that works to increase financial resilience through products that make building credit accessible. Products include Self's signature Credit Builder Account, secured Self Visa® Credit Card, and free rent reporting to the three major credit bureaus. Self is also the Official Credit Building App of the San
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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.
Citadel Securities is the next-generation capital markets firm. Our work is powered by the deepest integration of financial, mathematical and engineering expertise. Combining deep trading acumen with cutting-edge analytics and technology, we at Citadel Securities deliver critical liquidity to the world’s most important financial institutions—while helping shape the global markets of tomorrow.
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.
The Amherst Group ("Amherst") is a diversified data-driven investment management platform at the crossroads of global capital markets and U.S. real estate, offering strategies up and down the real estate capital stack. As of December 31, 2023, Amherst manages $18.5 billion deployed across real estate debt and equity strategies in mortgage-backed securities, commercial real estate, and single-family residential.
Netspend is a leading provider of payments and financial solutions for consumers and businesses. As the trusted partner to many of the world’s most recognized brands, Netspend connects people, brands and payment products to deliver innovative financial solutions for everyone. A pioneer in providing financial services to traditionally underserved consumers, Netspend is continuing to make payments accessible to more markets in more ways. Netspend’s open technology platform enables businesses to quickly and securely embed payments solutions into their ecosystems, and seamlessly brings innovation to market. From prepaid, paycard and debit solutions to digital account and money movement services, Netspend has a broad suite of products and technologies that deliver exceptional experiences for its customers and business partners. Netspend products can be acquired online, through its mobile apps, and at more than 100,000 locations nationwide including retail outlets, tax preparation offices and financial service providers, and through corporate paycard and tips partners. Based in Austin, Texas, Netspend is a wholly owned subsidiary of Global Payments Inc.
We Empower Commerce. Corvia acts as a steadfast guide to payments, banks, vendors, and products to help our partners expertly navigate and manage the rapidly evolving business needs of merchants. As a full stack payments company our proprietary relationships, serve as the nexus to empower our partners with the tools and information they need to best manage their businesses. Our unique systems are meticulously designed to create a seamless experience with a sophisticated risk oversight platform that sets small and midsize businesses up for long-term success.
Buzz Points® is a holistic platform solution that allows community financial institutions to engage cardholders, build relationships and drive revenue by offering rewards for debit cards, credit cards and account balance activities. Our incentive-based customer engagement and revenue platform connects consumers, local businesses, and community financial institutions. Results from partner banks and credit unions have proven that the innovative platform boosts revenue and customer engagement. Buzz Points is more than a “points program”, it drives revenue by building relationships and bringing communities together.
Our approach is rigorous and pragmatic, driven by technological expertise and analytics informed by real-world experience. We value employees who love to learn and have the tenacity, curiosity and willpower to contribute to our continuing success. We are a small but passionate team, dedicated to enhancing and refining our tried and true methods as we commit to our ongoing growth and performance.
Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans. Leading financial institutions, state governments, and embedded financial affiliate groups can seamlessly utilize Vestwell’s innovative and scalable platform to provide flexible, cost-effective, and user-friendly workplace savings programs to their small business clients and individual savers. Vestwell is at the forefront of change in the $33T+ workplace savings industry. Through our platform and industry partners, we are on a mission to democratize access to savings programs for the 30M+ small businesses across the country.
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 Focus: Building a better future for our community through our work in sustainable housing. Our Vision: Be THE leading affordable housing provider in the continental US. Our Mission: Improve lives and communities through affordable housing. Our Values: Trust - Our actions will always be honorable, and we operate our business with integrity.
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $90 billion in assets as of January 31, 2025. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $103 billion in client investment assets. City National is dedicated to strengthening communities, and in 2024 alone, the company donated nearly $10 million in charitable contributions to nonprofits that support the communities it serves. 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.
Black Ore offers an AI and automation platform that accelerates core workflows for financial services businesses and simplifies the experience for their clients.
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 the opportunity to offer independent advisory services to individuals, families, business owners, and nonprofit organizations with personalized investment management services. As a fee only advisor, ML&R Wealth Management has over $2 billion in assets under management and approaches investments holistically. Fees are transparent, easy to understand and based solely on the value of investments managed. ML&R Wealth Management services seamlessly integrate with all other services at Maxwell Locke & Ritter, offering a one stop solution for your financial needs by focusing on: • Personal Wealth Management • Women & Financial Freedom • Corporate Retirement & 401(k) Plans • Institutions & Nonprofits Our vision is to be a great place to work where our people reach their potential and provide exceptional service to our clients and the community. It is our mission to help our people and clients achieve their goals, and through our efforts, we have been awarded: • Ethics in Business Award by the Samaritan Center • Accounting Today’s #1 Best Mid-Sized Accounting Firms to Work For • Accounting Today’s Best Firms to Work For Women • Accounting Today’s Top 100 Regional Firms • INSIDE Public Accounting’s Best of the Best Firms • INSIDE Public Accounting’s All Star Firms • INSIDE Public Accounting’s Top 200 Firms
Our mission is to help eCommerce businesses scale to new heights with our growth planning and funding tools.
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.
Work Your Passion. Live Your Purpose.
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Work Your Passion. Live Your Purpose.
