Top Austin, TX Financial Services Companies (61)

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...

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...

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.

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....

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...

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...

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...

FinancialForce accelerates business growth with customer-centric ERP, Professional Services Automation (PSA), and Customer Success Operations solutions. Run on the leading cloud platform, Salesforce, FinancialForce enables organizations to see their customers in full color to unlock customer insights, deliver innovative experiences, run a digital business, and achieve agility and resilience. Founded in 2009 and headquartered in San Francisco, FinancialForce is backed...

Build a business that prospers. Our goal is to help you grow your business through our expertise in bookkeeping, tax and CFO services.

LendFriend Mortgage is a mortgage brokerage dedicated to helping clients secure home financing that fits their unique financial situations. We offer a range of loan products including conventional, VA and jumbo loans. We specialize in self-employed mortgages, RSU and crypto-backed mortgages, asset depletion loans, and other non-QM solutions for borrowers who don’t fit traditional lending requirements. Based in Austin, Texas,...

Mozido created a mobile financial services platform that helps people manage money easier and cheaper than traditional methods. Using just the mobile phone, customers of brands using Mozido’s platform can buy goods, make payments, and send money more conveniently and at a lower cost than using a bank or a credit card. More and more people around the world are...

Mesa is on a mission to make homeownership more affordable and rewarding. Led by a world-class team of repeat founders and fintech operators from Uber, Amex, Robinhood, Capital One, BILT, Cash App, Square, Zillow, LendingTree, and Spotify, they are creating the homeowner membership category. Their platform gives real value back to consumers for the $6T in annual homeownership spend. Homeowner membership...

Turning market data into decisive action

We provide a unified solution that integrates digital communications and a self-serve payment portal, ensuring all components work together seamlessly to enhance your strategy and boost your collections performance.

First Connect Insurance Services is a cutting-edge insurtech platform that empowers independent insurance agents to grow and thrive in a competitive market. With access to over 100 carriers and MGAs across personal, commercial, life, and specialty insurance lines, we simplify the process of connecting agents with the products their clients need. Our platform streamlines operations through innovative technology, automating processes...

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...

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...

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...

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.

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...