Top Austin, TX Financial Services Companies (95)

Venturi was founded with the vision of helping our clients better navigate the complexities and opportunities of significant wealth. As an independent, fee-only wealth management firm, we are proudly committed to delivering unbiased advice that serves our clients’ best interests, not ours. Our experienced team of advisors work closely with our clients to understand their unique financial goals and create...

Vista Equity Partners is a U.S.-based investment firm with offices in Austin, Chicago, New York, Oakland and San Francisco and more than $93 billion in assets under management as of December 31, 2021. We focus exclusively on the large and growing enterprise software market across our private equity, permanent capital, credit and public equity investment strategies. We are a value-added...

ScaleFactor is on a mission to automate the painful, time consuming tasks that burden business owners, entrepreneurs and executives. We've developed a smart finance and accounting platform that enables businesses to operate in real time with automated bookkeeping, proactive alerts, at-a-glance performance metrics and more. Our trusted accounting and finance experts review monthly financials, provide delightful support and help users...

Sage Investigations is a forensic accounting firm that partners with companies to help them analyze financial data to identify potential fraud and mitigate risks.

AB Private Credit Investors provides financing to middle market companies for acquisitions, including leveraged buyouts; recapitalizations; refinancings; and growth investments. We offer a range of financing solutions customized for the needs of our borrowers. We provide secured loans including first lien, unitranche, and second lien loans. We also selectively consider investments in mezzanine debt, structured preferred stock, and minority equity...

A better way to refinance your auto loan. RateGenius works with 150+ lenders nationwide to help you save money on your car payments.

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...

Ethoca is an award-winning provider of collaboration-based intelligence and technology solutions that empower businesses around the world to fight fraud, prevent disputes and improve the customer experience.

Securitize is a global fintech, Top 50 blockchain company, with a mission to provide investors with access to invest in and trade alternative assets, and for companies to raise capital and offer shareholder's liquidity. Securitize has pioneered a fully digital, regulatory compliant, end-to-end platform for issuing, managing and trading digital asset securities (also known as security tokens), with over 200...

Lendflow provides embedded credit infrastructure for fintechs, lenders and software companies to build, embed and launch credit products. Combining a powerful credit decisioning engine, contextual product placements and a robust marketplace of specialized lenders, Lendflow enables every company to build, embed and launch financial products within their ecosystems. With Lendflow, fintechs can launch credit products in minutes, SaaS companies can increase customer...

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...

We’re on a never-ending journey to change how you think about insurance—again and again. From a pragmatic chore to an opt-in lifestyle, from a transactional relationship to a community of the like-minded. We approach insurance with creativity, continually revisiting, redesigning, and reimagining how it can be a force for better living. We’ve got some new, exciting things in the works...

Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with...

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...

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...