65 leading financial services firms in Dallas

Comerica Bankcomerica.com

Financial services company offering business banking, retail banking, and wealth management across major U.S. cities and select international markets.

Mr. Coopermrcooper.com

We are a innovative leader in the home loan servicing industry, dedicated to reimagining the home loan experience for customers and employees alike

MoneyGramcorporate.moneygram.com

Global leader in cross-border P2P payments and money transfers, enabling family and friends to quickly and affordably send money in over 200 countries and territories.

PrimeLending, A PlainsCapital Companyprimelending.com

A national home lending powerhouse providing fast, flexible, and personalized mortgage solutions, empowering customers to achieve their homeownership goals with exceptional service and expertise

Supreme Lendingsupremelending.com

This company is a full-service mortgage lender that focuses on providing customers with the best home financing experience and a variety of loan solutions.

Texas Capitaltexascapitalbank.com

Providing personalized financial services to businesses, individuals, and families with a client-centric approach and experienced banking professionals.

Integrityintegrity.com

The company is a top distributor of life and health insurance, offering innovative solutions for wealth management and retirement planning

HedgeServhedgeserv.com

A global fund administrator optimizing client experience through proprietary technology and expert solutions in risk management, portfolio, accounting, compliance, and tax services

Maverick Capitalmaverickcapital.com

An SEC registered investment adviser managing private funds for qualified investors, focused on preserving and growing capital with offices in Dallas, New York, Philadelphia, and San Francisco

Planet Homeplanethomelending.com

Privately held mortgage banking firm providing home loans, residential servicing, and professional career growth through top-tier financial products, marketing support, and cross-training opportunities.

Triumphtriumph.io

A Dallas-based financial holding company offering payments, factoring, and banking services including carrier payment platform, invoice factoring, lending, and insurance solutions

Hilltop Securities Inc.hilltopsecurities.com

HilltopSecurities offers tailored financial solutions, forthright advice, and a strong foundation to advance communities, businesses, and individuals towards a better future

Apex Fintech Solutionsapexfintechsolutions.com

A leading fintech provider offering solutions for investing, investor education, and innovation to empower market leaders, challengers, and visionaries

Bank of Texasbankoftexas.com

Bank of Texas offers a wide range of banking services including commercial and consumer banking, investment and trust services, and mortgage origination

PlainsCapital Bankplainscapital.com

A Texas bank with over 60 branches and 1,100 employees offering personalized relationship banking, commercial lending, wealth management, and other financial services

Sunflower Bank, N.A.sunflowerbank.com

A financial institution providing relationship-focused services to meet personal, business, and wealth management needs, with a long history of community support and customer relationships

Freedom Equity Group, LLC. (OFFICIAL)freedomequitygroup.com

Providing financial services, life insurance, and annuities since 2002 with a focus on Indexed UL’s and Indexed Annuities for guaranteed cash value growth

Selene Finance LPseleneadvantage.com

Provides loan resolution strategies and services all types of residential mortgage loans, from performing to non-performing, for diverse client portfolios.

Hudson Advisors L.P.hudson-advisors.com

Global asset manager specializing in real estate, credit, equity, loan servicing, due diligence, financial reporting, risk management, and corporate restructuring.

GuideStone Financial Resourcesguidestone.org

A financial services organization serving faith-based communities with retirement, insurance, investments, and planning products, focused on integrity and financial security

T Bank N.A.t.bank

Provides specialized business financing through SBA, USDA, and commercial loans, offering flexible terms and personalized packages to help entrepreneurs secure essential capital.

Marsh McLennan Agency - SouthwestMarshMMA.com

Provider of business insurance, employee benefits, retirement, and private client solutions with a personalized local approach and global expertise

TBK Bank, SSBtbkbank.com

A Texas-based state savings bank offers commercial and consumer banking products in multiple states, specializing in real estate and business lending

Our Infinite Companyourinfinite.com

Innovative financial services and education for the future

Crow Holdingscrowholdings.com

Privately owned real estate investment and development firm managing $33 billion in assets across various strategies, product types, and market cycles for strong performance.

Susser Banksusserbank.com

Texas-based bank providing personal and commercial banking solutions for over 60 years, with a focus on community growth and exceptional customer service

Lockton Dunning Benefitslocktonco.com

A global company with over 7,500 professionals providing creative risk management, insurance, and employee benefits solutions to 52,000 clients worldwide

Advancial Federal Credit Unionadvancial.org

A full-service financial institution with over $2 billion in assets, offering personalized financial advice and innovative technology-enabled products and services

HBK Capital Managementhbk.com

An alternative investment firm managing $68 billion in assets, founded in 1991, with a team-focused culture and offices in multiple locations

Behringerbehringerinvestments.com

This company specializes in creating, managing, and distributing alternative investment programs for individual and institutional investors, with billions in equity and assets invested

Swingle Collins & Associatesswinglecollins.com

A full-service insurance agency specializing in providing tailored risk management solutions for middle-market businesses and successful individuals

Westwood Holdings Group, Inc.westwoodgroup.com

Focused investment management boutique offering high-conviction equity and outcome-oriented solutions to institutional investors, private wealth clients, and financial intermediaries

Barrow Hanley Global Investorsbarrowhanley.com

A diversified investment management firm offering value-focused strategies for clients globally, specializing in global equities and fixed income investments

Ashford Inc.ashfordinc.com

Alternative asset management company providing global asset management, investment management, and related services to real estate and hospitality sectors, advising two NYSE-listed REITs.

Optimum Re Insurance Companyoptimumre.com

Life reinsurance company based in Dallas, TX since 1987 Specializing in partnerships, innovative marketing, and personalized solutions for Life and Critical Illness insurance products

Optimum Life Reinsurance (United States)optimumre.com

The company provides reinsurance solutions, underwriting services, research, record administration, and claims expertise for US life insurance companies, specializing in Critical Illness coverage

Carlson Capital, L.P.carlsoncapital.com

alternative asset management firm based in Dallas, Texas, providing a dynamic environment encouraging creative thinking and idea implementation

TexCap Insurancetexcapins.com

An innovative insurance provider offering comprehensive solutions for individuals, businesses, and employees, with a focus on risk mitigation and exceptional customer service

One World Bankoneworldbank.com

This company provides personalized and customized financial services, offering a world of resources to meet personal and business needs

Commerce Street Holdings, LLCcommercestreetholdings.com

An investment banking firm offering M&A, capital raising, advisory, investment management, and retirement plan solutions for financial institutions and corporations in the US

First National 1870firstnational1870.com

Providing financial solutions through a full range of relationship-focused services for personal, business, and wealth management objectives in various communities

Martin Financial Groupmartinfinancialgroup.com

Independent financial services firm offering diverse expertise and responsive service for long-term risk and wealth management, tailored to individual, professional, and business financial goals

Versatile Wealth Managementwwa.nm.com

A multigenerational firm providing comprehensive financial planning solutions for individuals and businesses, focusing on retirement income and estate planning

Summit Alliance Companiessummitalliance.net

A comprehensive financial services company offering life insurance, annuities, investment management, and property & casualty insurance with a focus on client satisfaction

ROBO Globalroboglobal.com

An index, advisory, and research company focusing on robotics, AI, and healthcare technology investments with a global reach for sustainable growth opportunities

Planet Advisoryplanet.co

Asset management subsidiary specializing in optimizing loan portfolios for various clients, offering flexible solutions with dedicated support and value-driven results

Access Capitalaccess.capital

Access Capital provides growth capital to high-growth companies in the Consumer Packaged Goods sector, focusing on brands with proven market adoption and fair valuations

T. ROWE PRICE ASSOCIATES, INC.

An investment management company located in Dallas, Texas, specializing in managing financial assets for a variety of clients

Pinecrest Capital Partnerspinecrestcap.com

Premier investment banking firm offering advisory services to middle market companies across various industries, specializing in mergers & acquisitions and capital sourcing

MyLifeWerks Insurance Services, LLCmylifewerksinsurance.com

The company provides innovative financial solutions to help individuals prepare for their current and future needs by working together

Aeon Investmentsaeoninvestments.com

Credit-focused investment management firm in London specializing in alternative credit strategies with a focus on real estate, infrastructure, transportation, and private debt sectors

Apex Global Partnersagpins.com

An independent insurance brokerage offering risk management, retirement services, and employee benefits consulting with global reach and innovative solutions

Kingstone Financial

A boutique financial services firm offering effective solutions to complex financial problems and going above and beyond for clients and their families nationwide

McGowanGroup Asset Management, Inc.themcgowangroup.com

Dallas-based investment firm providing personalized asset management and investment planning solutions to high net worth families, with a focus on superior client profitability

Ignite Investments, LLCigniteinvestments.com

An innovative platform for high net worth individuals to access exclusive investment opportunities, focusing on wealth growth and capital protection

Northwestern Mutual - DFWnorthwesternmutual.com

A leading financial security company offering insurance, investments, and wealth management services with a focus on empowering clients and supporting diversity

NY Life Dallas - Mark N. Howard, MS, MBAnewyorklife.com

A leading insurance company providing life insurance, retirement planning, investment strategies, and financial solutions with a customer-focused approach

Oaklawn Investments

Active buyer of fixed income securities in secondary market, focusing on absolute value over market conditions Seeking talent for various positions

Explore Capital Managementexplorecapital.com

Global investment firm specializing in technology, financial services, and healthcare, achieving superior returns through long-term, research-driven strategies on public markets

Santander Consumer USAsantanderconsumerusa.com

Established in 1995, we are a dynamic automotive finance company focused on innovation and growth, staying true to our entrepreneurial spirit

Medicare Heromedicarehero.com

A family-owned insurance brokerage specializing in Medicare plans, offering free unbiased advice, comparing top insurance companies, enrollment assistance, and more

BFG Wealth Managementbfgwm.com

This company specializes in managing assets for institutions and individuals through focused investment strategies in equities, real estate, and commodities

Annandale Capitalannandalecap.com

Independent investment advisor offering global investment solutions by providing counsel, selecting investments and managers, and customizing portfolios to meet client objectives and financial needs

Maven Financialmavenplanning.com

Financial services firm offering investment and insurance solutions to empower clients in making informed decisions and protecting their loved ones

Advocate Reinsurance Partnersadvocaterp.com

An independent reinsurance partnership acquired by BMS Intermediaries, focused on delivering innovative solutions for clients by challenging traditional approaches