Top Houston, TX Financial Services Companies (74)
.jpg)
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.
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.
.png)
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.
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.
alliantgroup, LP is the leading international tax specialty services provider, working with CPA firms and their clients to ensure companies receive the full benefit of federal and state tax incentives to create jobs and spurring innovation. No other firm has alliantgroup's combination of talent, resources, and experience to substantiate business claims. We hear time and again from our clients how much they value our industry knowledge, attention to detail, and consideration for their time. Our people and culture set us apart as a firm, and our staff includes professionals from a diverse array of fields, including architecture, engineering, software development, chemistry, and accounting. alliantgroup also maintains an active Strategic Advisory Board of former law and policymakers, bringing a deep bench of expertise from Washington insiders on the forefront of tax legislation. In addition, our firm works closely with industry and CPA organizations to educate and spread the word of the many credits and deductions available to small to medium-sized businesses.
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
Fengate is a leading investment firm specializing in real assets, with a focus on infrastructure, private equity and real estate. With offices in Ontario and Texas and team members across North America, Fengate leverages 50 years of entrepreneurial experience to deliver excellent investment results on behalf of its clients. The firm has been recognized as one of 'Canada’s Best Managed Companies' since 2007 and as part of Waterstone Human Capital’s Canada’s Most Admired Corporate Cultures™. Fengate has been certified as a Great Place to Work® and was named one of Canada’s Best Workplaces™ and one of Canada’s Best Workplaces for Women, for Inclusion, for Mental Wellness, for Today’s Youth, for Professional Development and more. In January 2022, the firm became a signatory for the Institutional Limited Partners Association (ILPA) Diversity in Action initiative.
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!
iownit.us is a rapidly growing US-based financial services company pioneering a new niche in the investment business area. We are building the next-generation capital markets platform to provide our clients with an efficient, secure and simplified tool for private securities investing, which automates and streamlines routine processes and frees all market participants to focus on what matters the most to them. So underpinning the business is an enterprise-private permissioned blockchain platform that creates a unique opportunity to create a new capital raising and trading infrastructure that provides a trusted, secure source of information at a materially lower cost to use, while being compliant with very strict US regulatory requirements. Our mission is ambitious and we want to leverage technology to digitize private securities and radically improve the functioning of the private markets.
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.
Entoro Capital, LLC (Entoro) is a technology-enabled investment bank and advisory group that elevates traditional banking services with the efficiency of modern technology. We leverage our OfferBoard® marketplace technology to connect Investors and Investment opportunities. The versatility and flexibility of the platform streamline the capital formation process and delivers secure and qualified investment opportunities to potential Investors worldwide. The Entoro team combines finance and technology with global strategic advisory, capital formation expertise and in-depth industry knowledge to support our clients and accredited Investors throughout the investing process. We will help you efficiently capitalize on opportunities and mitigate risks. Services Overview: - OfferBoard Investment Platform Secure digital platform that efficiently connects Accredited Investors to vetted investment opportunities - Capital Formation Placement Agent for both fund formation transactions and direct placements - Merger & Acquisition Advisory Advise clients in evaluating opportunities for growth, business strategy and the plan for execution - Asset Acquisitions & Divestitures (A&D) Strategic advice and project management guiding clients through every stage of the A&D process, ensuring transactions move forward to completion in a timely manner - Blockchain Ecosystem Advisory & Digital Financial Instrument (DFI) Strategies Digital investment banking and fundraising advisory services related to the blockchain ecosystem and Digital Financial Instruments
The Loren D. Stark Company (LDSCO), as a Retirement Plan Consulting and Administration firm, has developed a close relationship with the business community in Houston and across Texas, Louisiana and Oklahoma. From the beginning our objective has been to provide our clients with a Plan design that meets the needs of the business owner(s), as well as the employees. LDSCO believes that the selection of an Employee Benefits Consulting Firm will have a significant impact on the shape and perception of your Employee Benefit Program. Hiring the right Third Party Administrative (TPA) firm will make that impact positive and add value to an employer’s Retirement Plan. In making a recommendation to a prospective client, LDSCO prepares custom illustrations identifying the different results obtainable by the employer. These recommendations may include Safe Harbor provisions, New Comparability, Integrated allocation features, as well as Defined Benefit plan designs. The LDSCO Staff of Attorneys and Consultants are specialists in Pension, Profit Sharing, Cash Balance, Employee Stock Ownership and 401(k) Plan Administration. These services include in part plan design and document preparation, compliance testing and reporting, annual plan participant ERISA compliance statements, participant loan and distribution documentation, and the plan’s signature ready Form 5500. LDSCO has an ongoing commitment to the development and integration of state-of-the-art technology and services to provide our clients with the most comprehensive Retirement Plan available.
We were founded upon the belief that personal attention is paramount to success – ours and our clients’. When you entrust us as your investment advisor, you’ll receive personalized service, clear communication, and our unwavering commitment to achieve your financial goals.
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
Alltran is more than just a new name. It’s a whole new way of doing business. We have united industry leading organizations with over 100 years of combined experience across the Revenue Cycle and Accounts Receivable Management spectrum. We now offer our clients, patients and consumers more know-how and support than ever before. At Alltran, we transform lives by helping individuals and families resolve their financial issues. We transform bottom lines by helping companies collect for their services. It’s our goal to become a transformational force in our very industry, too. Alltran is headquartered in Houston, Texas with Centers of Excellence in Arizona, Minnesota, Maryland, Oklahoma, & Kentucky. We serve clients throughout the United States. Formerly United Recovery Systems, ProSource Billing, J.C. Christensen & Associates, CareCall, and Financial Health Strategies.
Hancock Mortgage Partners, LLC was founded in Texas as an independent Mortgage Banker. We originate mortgage loans insured by the FHA, guaranteed by the VA and sold to Fannie Mae, Freddie Mac and other reputable private investors in the secondary market. We are unwavering in our commitment to the highest levels of integrity and ethics, and in always doing what’s right for our customers. We have a wealth of experience in the mortgage banking industry, and we are committed to a lending process which allows us to focus on meeting the changing needs of our customers in a constantly changing real estate environment. NMLS#: 229844
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....
The Piper Sandler energy & power team is committed to the global energy industry and delivers exceptional client services in M&A advisory, capital markets execution, institutional sales and investment research. Our private equity professionals have more than 50 years of combined experience, spanning both energy investment and commercial banking. Our clients have access to the most strategic opportunities by leveraging the collective knowledge of our team of professionals on the forefront of the industry's trends, drivers and developments. Our team serves an international client base ranging from institutional investors, public and private companies and private equity firms in the following subsectors: Renewables & Clean Energy, Energy & Power Infrastructure, Energy Technology, Oilfield Services & Equipment, Midstream & Downstream and Upstream. We empower clients to understand the energy sector in a new light through our unique perspective built on extensive market coverage and industry knowledge.
Work Your Passion. Live Your Purpose.
