Top Austin, TX Financial Services Companies (46)
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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.
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.
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.
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.
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.
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.
Gotransverse is a full-stack subscription and usage-based billing platform built for companies who need high volume, sophisticated pricing and real-time rating. Founded by globally recognized billing experts, we offer an intelligent billing and subscription management platform that automates the subscription order-to-cash process. We specialize in providing a cost-effective solution for your flexible pricing and intelligent billing needs, transforming your pricing and billing strategy into a competitive advantage. Our dynamic billing solution integrates with your quote-to-cash processes to help you meet the individual pricing and personalized billing needs of your customer base in real time. The result is top-line revenue growth, faster time-to-market, visibility into revenue streams, and operational savings. From IoT and cloud apps, to media/entertainment and financial services, and even the most traditional of industries - we power today’s enterprise. Our mission is to help companies worldwide drive more revenue, get new products to market faster, gain visibility and increase savings through modernized billing systems that support the sophisticated pricing of today’s digital economy.
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.
Black Ore offers an AI and automation platform that accelerates core workflows for financial services businesses and simplifies the experience for their clients.
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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.
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.
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.
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.
Palolo is a fast-growing, VC backed fintech platform that is revolutionizing the way employers attract & retain talent by offering a comprehensive suite of innovative financial benefits to employees. Through a proprietary payroll-linked model, Palolo is the only platform where businesses can design and implement a full suite of financial benefits for their workforce.
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 by Advent International, Salesforce Ventures, and Technology Crossover Ventures.
Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints. The challenge is aligning your time and resources to those values, so you can go after the things you truly care about. For us, protecting and growing your wealth is a foundational part of that journey. But our goal is bigger than your financial peace of mind—it’s your happiness. We want to be the partner that helps you align your wealth, your passions, and your purpose, so you can pursue the life that truly fulfills you—your richer life.
Kava Labs is focused on democratizing financial services and making them openly accessible to anyone, anywhere in the world. We started out by building the Kava blockchain, a foundational platform designed to provide the most safe, secure, and reliable experience for accessing Decentralized Financial(DeFi) apps and services. Today that platform manages over $1B in assets on behalf of users and is growing rapidly. We are a remote-first, globally distributed team that values first principle thinking, experimentation, and learning to ensure long-term success. We are not dogmatic in our approach, but we are relentless in our pursuit to create impactful technology for the future. We have a diverse set of backgrounds, skills, and culture but we’re all united in our passion about building new open financial infrastructure — together, so that our efforts will make a real impact and create lasting change in the world.
Tackling one of the biggest pain points in construction, Billd offers commercial subcontractors financing terms that align with their payment cycles. Supply chain finance has long been broken in construction, leaving contractors footing the bill for materials and labor before they're paid for their work. With a flagship product that offers 120-day terms on material purchases, subcontractors can improve their cash flow to take on larger projects, finish projects faster, and grow their businesses.
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.
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