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.
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.
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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.
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.
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.
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
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.
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.
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.
Founded in 1988, Cornerstone Home Lending, Inc. is a full-service mortgage lender. Thirty years later, we're still committed to the core values we started with: lending with a servant's heart, closing mortgages on time, treating our borrowers like people and not just a number, and making buying a house feel easy. Cornerstone Home Lending, Inc. NMLS ID #2258 (www.nmlsconsumeraccess.org) | https://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/2258 1177 West Loop South, STE 700 Houston, TX 77027 713-621-4663 Company AZ BK # 0908763 CAFLL 603E685 / CARMLA 4130843 Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act DE Licensed Lender License # 011593 Exp 12/31/2022 Licensed by the Delaware State Bank Commissioner to engage in business in this state WA CL-2258 Equal Housing Opportunity
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.
Douglas-Guardian Services Corporation provides timely, thorough, and accurate inventory verification services, helping to minimize risk with customized, high-value solutions designed for today's demanding marketplace.
TPS Thayer, LLC is a full-service CPA firm based in Sugar Land, TX, with over 50 employees including 13 CPAS. Audits of public and private businesses, tax planning and compliance, valuations, consulting, financial reporting, litigation support, real estate appraisals, consulting on accounting, record keeping and Quickbooks training are a sample of the services we provide.
Barri began as a family-owned business founded in 1984. For many years, its stores were located in the city of Houston only serving a small segment of the Hispanic community in the state of Texas. Today, Barri has grown an expanded to over 40 states, and it offers a full array of financial services such as money transfer, check cashing, bill payment, mobile reloads, and many more. Our Purpose Barri’s purpose is to provide financial services of superior quality, convenience and value directed at the US Hispanic population to advance financially. Our Values • Integrity: We conduct ourselves with the highest degree of honesty and integrity in all of our dealings. • Family: We treat ourselves, our customers and our business partners as one big family. • Respect: We respect all individuals regardless of ethnicity, nationality, gender, educational level, etc. • Service: We pride ourselves in providing the absolute best customer service in the financial services industry. • Advancement: We welcome and promote the financial advancement of our employees and customers.
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.
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.
Making a positive difference in the lives of others – that is what we do here every day. Life can be challenging, but it is easier when we are surrounded by people who care and support us. At PrimeWay Federal Credit Union, we have been helping enable members’ dreams since 1937. Whether that dream is buying a new home, being debt free or starting a new business, the professionals at PrimeWay care and are here to help. PrimeWay is a not-for-profit financial cooperative with multiple branches, local to the Houston area (including Harris County, Fort Bend County and Washington County). At PrimeWay we believe that the best way to build strong communities is to help the families in our community create their own financial strength. Through a combination of a knowledgeable professional team, technology and a full suite of accounts and loans, we help families and small business owners reach their dreams. Like many financial institutions you can find everything you need at PrimeWay from some of the best checking accounts to great loan rates and terms on autos, mortgages, home equity, business accounts and more. The difference is our team. We take pride in our work, are always looking to improve, and want to make this corner of the world just a little bit better. Along the way, we believe it is important to support one another, help each other grow professionally and have fun!
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.
As a nationally chartered trust company, Legacy Trust is a boutique firm that has been serving ultra-high net worth families and foundations since 1984. Utilizing the three core pillars of asset diversification, effective estate planning, and education, our team of experienced trust, family office, and investment professionals creates custom strategies to align with your family’s financial and non-financial needs. Our commitment to family wealth preservation, backed by our deep experience, has earned us the privilege of serving more than 130 client relationships, equating to more than $4 billion of assets under administration. Integrity and strength of leadership, along with an innovative approach to wealth management, are hallmarks of Legacy Trust. With offices in Texas and Delaware, we welcome the opportunity to become your trusted partner in the creation and management of your family’s financial legacy.
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