Top Financial Services Companies in Austin, TX (154)
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...
PEAK6's Top Stability & Growth Strengths
Strategic Partnerships: Apex’s alliances with State Street in September 2025 and Navy Federal Investment Services in August 2026 point to expanding institutional ties and platform scale.
Innovation-Driven Growth: New platforms and programs—Bruce Markets’ ATS launching in March 2025 and the March 2026 “PEAK6 Trials” founder residency—signal active product and company creation.
Future-Ready Strategy: Continued capital deployment into frontier technologies (e.g., Eclypsium in March 2026 and Apptronik in February 2026) and the HQ move to Austin to tap a growing talent hub indicate preparation for longer-term growth.
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...
Closinglock's Top Stability & Growth Strengths
Investor Backing & Capital Strength: Recent Series A and Series B financings in 2024–2025 added meaningful capital and visible investor endorsement to scale product and go-to-market. Investor communications emphasized a thesis to power and protect real estate transactions.
Product Line Growth: The platform added SecurePay enhancements (open payment links, EMD returns) and automated closing updates in 2026, alongside earlier identity, payoff, and verified disbursement capabilities, signaling rapid roadmap expansion. Ecosystem-connected features broaden the offering from anti-fraud into end-to-end payments and operations.
Strategic Partnerships: Integrations with ResWare, SoftPro, and RamQuest, plus a DocuSign partnership and a payments collaboration highlighted with J.P. Morgan, embed the product in core title workflows. These ties typically support distribution, adoption, and customer stickiness among title companies.
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...
Invoice Home's Top Stability & Growth Strengths
Resilient & Sustainable Growth: Reported user milestones rose from 8M (2023) to 10M (2024) and “over 12M” (2025), indicating steady expansion across consecutive years. These counts are consistently presented across company press releases and its website.
Strong Revenue Growth: A company profile on Built In cites revenue growth in 2025, aligning with momentum from rising users. While not audited, the figure is directionally consistent with operational expansion.
Strong Hiring & Retention: The company reports a sizable increase in its employee base since relocating to Austin in 2023, accompanied by opening a larger downtown office in August 2025. These moves suggest capacity building to support growth.
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University Federal Credit Union (UFCU) was chartered in 1936, and it has grown into a strong, healthy, and growing financial cooperative, serving more than 250 universities, associations, and employers in Central Texas, Harris County, and Galveston County. We’re guided by the credit union motto of “Not for profit, not for charity, but for service,” and you’ll see it reflected every...
UFCU's Top Stability & Growth Strengths
Strong Market Position & Advantage: UFCU is consistently cited as the #1 credit union in the Austin metro, leading in local deposits, membership, and branch footprint. Expansion into additional Texas markets and university‑anchored partnerships reinforces a durable regional advantage.
Investor Backing & Capital Strength: Capital ratios are described as well above regulatory minimums, with the net‑worth ratio reaching historic highs and members’ equity rising. Lower borrowings further signal a strong balance sheet and funding resilience.
Resilient & Sustainable Growth: Assets, deposits, and membership continue to rise, supported by ongoing branch openings and service enhancements. Management is intentionally moderating loan growth to preserve liquidity and manage risk through the rate cycle.
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....
CAIS's Top Stability & Growth Strengths
Investor Backing & Capital Strength: A sizable Series D led by Vista Equity Partners valued the company above $2 billion and brought total capital raised close to $600 million. This capital is described as fueling platform expansion and scaling of technology and AI capabilities.
Strong Revenue Growth: Company disclosures highlight strong multi‑year organic revenue growth alongside notable increases in transaction activity and platform assets in 2026. The pattern points to operating momentum beyond valuation headlines.
Market Expansion: The platform has expanded distribution by onboarding hundreds of RIAs and independent broker‑dealers since 2025 and now serves a large network of wealth firms and advisors. Added strategies from alternative asset managers and rising usage in structured solutions further indicate broader reach across the advisor ecosystem.
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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...
Apex Fintech Solutions's Top Stability & Growth Strengths
Market Expansion: Announced wins with Cash App Investing, Coinbase, and Gemini extend reach into large fintech ecosystems and add scale through new clearing mandates. Platform metrics also show rising users, assets, and trading activity year over year, indicating a broader footprint across 200+ client platforms.
Strategic Partnerships: A minority investment and partnership from State Street, plus integrations with Plaid and collaborations like Rippling, provide distribution leverage and institutional validation. These alliances are positioned to channel additional assets and flows onto the platform.
Product Line Growth: New offerings such as the Apex AI Suite and turnkey prediction markets, alongside acquisitions like AdvisorArch, FinTron, and Silver Management Group, expand the addressable use cases. This widening product surface supports cross‑sell into existing clients and entry into adjacent categories.
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.
Unchained's Top Stability & Growth Strengths
Strategic Partnerships: Partnerships with regulated institutions such as Bakkt expanded the collaborative‑custody network and distribution. Partner and press materials consistently highlight the relationship, bolstering institutional credibility and market reach.
Product Line Growth: New offerings like institutional lending (January 2024), a trust‑company arm launched in 2025, mobile apps, and premium service suites broadened the product set and moved the firm up‑market. These additions indicate wider client coverage and deeper use cases around collaborative custody.
Investor Backing & Capital Strength: A substantial Series B round in April 2023, led by Valor with participation from existing backers, provided runway to invest through the cycle. This outside capital supports continued platform development and scaling initiatives.
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...
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Wise's Top Stability & Growth Strengths
Strong Revenue Growth: Net revenue continues to rise year over year in the latest full-year and quarterly updates, and management reiterates guidance for continued growth within its target range. This trajectory aligns with broad-based gains in customers, volumes, and account usage.
Profitability: Income before tax remains strong, and margin guidance is maintained alongside ongoing expansion. This points to profitable growth rather than growth at any cost.
Diversified Revenue Streams: A significant share of net revenue now comes from non‑transfer activities such as interest on customer balances, cards, and other account features. This mix reduces reliance on core cross‑border fees as usage of the account and platform deepens.
DOZ was established in 1987 to provide accounting, consulting, and tax services to owners, managers, and syndicators of multifamily housing communities. DOZ clients include multifamily housing, senior living facilities, independent living facilities, retail and commercial properties, and residential land developments. DOZ is extremely well versed in projects financed with HUD, RD, Tax Exempt Bonds, and Low Income Housing Tax Credits.
Stronghill Capital is an established national direct lender for income-producing real estate—including commercial, multi-family, and investment residential properties.* We specialize in serving seasoned, entrepreneurial users of capital and professional owners of income-producing real estate. Lending since 2007, Stronghill Capital provides a reliable and efficient process that our partners can expect, deal after deal. Our experienced team is adept at building...
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...
Flex helps leading health and wellness brands increase AOV by up to 50% and boost checkout conversion by 30% with the only HSA/FSA payments infrastructure purpose-built for eCommerce.
The Internal Revenue Service's official LinkedIn account features IRS updates to help America's taxpayers understand and meet their tax responsibilities and enforce the law with integrity and fairness to all. See also our job opportunities and follow www.twitter.com/RecruitmentIRS. The U.S. government does not promote or endorse any non-government or commercial content appearing on this page. This service is operated by a...
Digital finance. Human service. Since 2007, Tresl®has equipped car owners to reach their financial potential. We intelligently connect you with personalized financial resources for auto purchasing & refinancing from our network of lenders, delivering savings into the palm of your hand. Even better, throughout our end-to-end process, you will have the support of our cutting-edge financial technology and our consultative team of...
At Agora, our mission is to transform how money moves. We believe stablecoins will underpin a new financial fabric, one that is faster, more global, and more efficient than today’s siloed systems. That is why we are building AUSD and the Agora stack, a full service platform that makes issuing, managing, and integrating stablecoins seamless – whether you’re a developer,...
Vestwell is a financial technology company that makes it easier for more individuals to save for life’s most important moments—from retirement to education and healthcare. Founded in 2016, Vestwell’s platform removes traditional barriers to saving, making it accessible, efficient, and approachable for everyone. Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans, student loan repayment benefits, and specialized...
Vestwell's Top Stability & Growth Strengths
Strong Revenue Growth: ARR is reported as surpassing $200M and multi-year growth has been repeatedly recognized on the Inc. 5000, indicating rapid top-line expansion. Expanding scale in employers, savers, assets, and acquisitions reinforces momentum across revenue drivers.
Profitability: The company is described as profitable while continuing to scale its platform to millions of savers and tens of billions in assets. Profitability is presented alongside strong unit economics and ongoing expansion.
Investor Backing & Capital Strength: A very large Series E round that doubled valuation and brought total capital raised to a substantial level underscores deep access to funding. Backing from prominent institutional investors is framed as fueling further product and infrastructure scaling.
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...
We're an employee owned and customer inspired, insurance and financial services broker that's family to our employees, accountable to our clients, teammates to our carriers, and generous to our communities. By using our independence to commit to transparency and demonstrate authenticity, we're a company that leads with values so value leads.
Higginbotham's Top Stability & Growth Strengths
Strong Market Position & Advantage: The company is positioned as a top-tier independent brokerage, supported by repeated placements in major industry size and performance rankings. Regional strength is also emphasized through descriptions of leadership as the largest Texas-headquartered independent broker.
Strong Revenue Growth: Revenue expansion is described as strong year-over-year, with multiple points indicating material increases across successive years. A long-running pattern of sustained growth is also highlighted as part of the company’s operating history.
Market Expansion: Geographic reach is portrayed as expanding through a steady cadence of acquisitions and partnerships that add new states and offices. The footprint is described as broad, with operations spanning many offices and states alongside a growing employee base.
eHealth operates a licensed online marketplace for health insurance, acting as an independent advisor and agency to help individuals, families, and small businesses compare and enroll in plans from over 180 health insurers.
Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care of family — members can get answers to their questions anytime and feel confident that their money is working for them. Range’s team includes...
