Top Houston, TX Financial Services Companies (74)
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Discover is one of the most recognized brands in U.S. financial services. We’re a direct banking and payment services company built on a legacy of innovation and customer service. We support, challenge and inspire employees to continually develop their skills, advance their career and help grow our business.
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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.
Together, we've turn ambition into action. For more than three decades, Citadel has captured undiscovered market opportunities in markets around the world by empowering extraordinary people to pursue their best and boldest ideas. We strive to identify the highest and best uses of capital to generate superior long-term returns for the world’s preeminent public and private institutions.
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Capco, a Wipro company, is a global management and technology consultancy specializing in driving transformation in the energy and financial services industries. Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting edge ingenuity is brought to life through its award-winning Be Yourself At Work culture and diverse talent. TRUSTED ADVISORS - Our collaborative and entrepreneurial approach position us as trusted long-term partners to our clients. DEEP EXPERTISE - Clients look to us for clear guidance, proven expertise, and the support they need to set their companies up for success. DISRUPTIVE SOLUTIONS- We do not provide off -the-shelf answers to clients’ challenges. Instead, we work in close collaboration to understand the issues, and craft disruptive, bespoke solutions. ACCOUNTABILITY AND OWNERSHIP - We recognize every client has distinct needs and expectations, and we take ownership and accountability for the solutions we design, build, and deliver.
At Corebridge Financial, we believe action is everything. That’s why every day we proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. Because action is the bridge from planning to outcomes. Corebridge Financial is a new company, but not a new business. Formerly AIG Life & Retirement, we are one of the largest and most established providers of retirement solutions and insurance products in the United States. We deliver industry-leading products, platforms and services that move people toward a more secure tomorrow. Our balanced portfolio across the Corebridge enterprise—Individual Retirement, Retirement Services, Life Insurance and Institutional Markets—enables us to manage risk, maximize growth opportunities, and drive positive outcomes for those we serve. We believe no one achieves a financially secure future by accident—great things happen when people take action. Products and services offered through wholly owned affiliates of Corebridge Financial.
Fiserv, Inc. (NYSE: FI) is a leading global provider of payments and financial services technology solutions, driving innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization. For more information, visit www.fiserv.com.
APM Help is a team of AppFolio & Propertyware experts providing On Demand Consulting, Daily Bank Reconciliations, & Full-time Bookkeeping. Whether it's Bank Reconciliations, Financial Diagnostics, Training, Migrating, Passing an Audit, or General Questions - We are here to help.
Squarepoint Capital is a leading global investment management firm that develops quantitative investment strategies to achieve high quality returns for our clients. We are a data and technology driven firm who specialize in developing automated trading systems that execute across global financial markets.
Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully. At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your business. And while your 401(k) plan may seem like a little detail, if you either don’t structure your plan correctly or aren’t proactive in managing it, your 401(k) plan can become a big headache. We fully understand the ins and outs of the 401(k) industry, so we don’t waste your time or money when it comes to creating an efficient 401(k) plan. The best way for us to serve our clients, is to understand their business. It’s the only way we can tell you what you need to know. Our account managers are skilled at listening to clients and asking the right questions to get to the client’s real goals, issues and problems, so that we can correctly consult without making inaccurate assumptions. When it comes to 401(k) plan expertise, we cut through the clutter and spare you the information overload. Our account managers are critical thinkers and understand the importance of clear, consistent communication. They talk to our clients and partners in a language they understand. At Nova 401(k) Associates, we offer actionable solutions instead of theoretical approaches
Calvetti Ferguson is an accounting and advisory firm headquartered in Houston, Texas, consistently recognized by Forbes, Accounting Today, and Texas business journals as a leading firm nationwide. The quality of our services and collaborative work environment go hand in hand as we add value to our clients through our growth-oriented culture. We’re a team that leans on one another to create lasting success for our clients and, in the process, build each other up. Whether you're looking for the next step in your career or a new advisor, Calvetti Ferguson can help.
FinOptimal leverages proprietary finance automation software to provide accounting services that save you time, scale without increasing costs, and give you access to real-time data. We are also offering our software as a standalone product to select clients. Interested in trying it? Inquire on our website, or send us a message!
Our passion is to empower business owners to leverage their vast amount of business data to increase their ability to acquire capital and expedite their business growth. Our data scientists and engineers are on the forefront of the most innovative techniques leveraging data science, AI, automation, data visualization, and blockchain to better understand how to both give business owners more creative and beneficial financing options while opening up new and innovative corridors of small business capital. Thousands of business owners across North and Latin America are already using Quicklinecredit to quickly take advantage of new business opportunities at lightning speed across a wide spectrum of fast, creative, and custom tailored financing. As a trusted partner in their success, we take pride in collaborating to help business owners and their businesses reach their full earning potential. “We understand small business is the core of our economy. The more we empower business owners to grow and innovate, the better they can provide for and service our communities. The faster we cut down the barriers limiting these small business owners, the brighter the future is for all of us.”
Gomez & Company is a full service certified public accounting firm located in Houston, Texas. Our primary goal is to provide the highest level of quality service to our clients. In order to accomplish this goal, we employ the best professional people available. These employees then concentrate their expertise either in auditing and accounting, tax or consulting areas. The company was founded in August 1985. The firm adheres to the strictest ethical standards of the certified public accounting profession to provide independent and confidential professional services. Gomez & Company understands that to properly serve our clients needs and to provide our clients with the depth and breadth of experience needed, we must provide a multi-discipline approach in the form of auditing, taxation, and management consulting services. To achieve this result, we have assembled a team of professionals with diverse experience and expertise to provide the highest professional service to our clients.
MSP IOT is an IT service provider and technology partner for small and medium-sized businesses (SMBs). MSP IOT is much more than a tech shop for your PC problems. We bring decades of experience to the table, with a focus on enhancing business processes through the right business technology, IT strategy, and tech support services.
Envoy is changing the mortgage experience for our homebuyers, business partners and associates by investing in efficient digital technology that produces faster results and delivers the best customer service experience available in the industry.
First Service Credit Union is proud to say that we’re “For You, Not Profit.” We put our commitment to customers front and center. As a not-for-profit financial cooperative, First Service was started with a distinct purpose: to serve our members and help them reach their financial goals without having to worry about paying investors or shareholders. To fulfill our mission statement, we strive to pass our profits back to our members, so they can take advantage of better products and more convenient services. We’re passionate about giving customers the financial tools they need to enrich their lives and achieve their goals. We’re also committed to supporting our communities outside of their financial needs, sponsoring and volunteering at local events and charitable causes. First Service currently serves a diverse field of members, including: • People who live, work, worship, or attend school in Harris County, Waller County, Conroe ISD, and Magnolia ISD • Family members of one of our existing members • Employees of any of our Select Employee Groups, including KBR, Halliburton, CenterPoint Energy, Baker Hughes, NRG, and Kinder Morgan
LevelField is uniting traditional financial services with digital assets to create an entirely new banking platform. Our conservative – yet innovative – leadership team are established financial services professionals. “Safe. Simple. Secure.” represent the guiding principles as we continue to grow our “best in class” customer service experience.
Sidetrade is a fast-growing international SaaS company with a solid 21-year track record. It is listed on Euronext Growth. Sidetrade simplifies the way businesses accelerate order-to-cash. Its next-generation AI self-learning technology, called Aimie, helps businesses unlock customer value. Fuelled by an unrivalled database consisting of millions of worldwide B2B customer payment experiences, Aimie automatically provides customer predictive analytics. She delivers actionable insights that enable teams to make data-driven decisions they can trust. Aimie also provides automation to get better results than purely manual or ERP-driven solutions. Sidetrade’s unique approach to AI unlocks the ability of any organization to leverage intelligent automation and sophisticated machine learning algorithms that maximise business value: • gain control and visibility of the order-to-cash process • secure and grow sales by reducing churn, and increasing upsell and cross-sell • accelerate cash generation by driving collection productivity and sales collaboration. Aimie is a valued teammate, who deals with repetitive, time-consuming tasks, so that her human co-workers can concentrate on their core business: increasing customer value and revenue. Aimie is a real game-changer in collaborative intelligence- a system whereby individuals and machines contribute to problem solving in complementary ways. Artificial intelligence in support of natural intelligence empowers teams to work faster, and smarter. From large multinationals to mid-size enterprises worldwide, thousands of companies already use Sidetrade's SaaS technology to embed a cash culture and optimize complex order-to-cash operations. Customers include: TechData, Nespresso, Expedia, Manpower, Inmarsat, Hearst Magazines, Cordant Group, PageGroup, Chubb, XPO Logistics, Veolia, Vinci....
Noble Mortgage & Investments, LLC is a direct private lender of capital for both residential and commercial properties in the major Texas markets. Noble is owned and operated by Darel Daik who has been in the "hard money" lending industry for over 18 years and is also an active investor in both single-family and multi-properties. We make all lending decisions so you’re not waiting for some “loan committee” to make a decision and typically close loans within 10 business days. We specialize in providing capital to investors who need quick and easy funding to take advantage of real estate opportunities. We fund both residential and commercial properties which can include funds for repairs in the loan. We can also arrange conventional loans on both residential and commercial properties. Our mission is to assist investors with creative real estate financing alternatives to help them achieve their goals. We lend in the Houston, Dallas, Austin and San Antonio, Texas markets.
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