Client retention and advisory-opportunity software for CPA and accounting firms
Lists / Vertical industry / Financial Services
Vertical industry
Financial Services Software Companies in Dallas–Fort Worth
32 Dallas-based Financial Services software companies, including Alkami Technology, Aperia, and Cortex.
32 Dallas-based companies · vertical industry
32 Dallas-based companies ·
CRM, portfolio management, ticketing, and back-office processing in a single, intuitive platform
Reporting automation for investment firms.
Digital banking platform for financial institutions
Check cashing and loan software
North Richland Hills · Small · 11–50 employees
Bootstrapped
Risk management and analytics for financial services
Software for the mortgage industry
Lewisville · Small · 11–50 employees
Bootstrapped
Acquired
Loan management software for community banks
Garland office · HQ Little Rock, Arkansas · Small · 11–50 employees
Loan automation software
Colleyville · Small · 11–50 employees
Bootstrapped
Loan management software for mortgage providers
Dallas office · HQ San Jose, CA · Medium · 51–200 employees
Bootstrapped
Trading s/w using AI/ML for global futures markets
Acquired
Insurance claims management platform
Dallas office · HQ Chicago, Illinois · Enterprise · 1,001–5,000 employees
Fintech platform for risk management in lending
Richardson · Startup · 1–10 employees
VC-funded · $3.5M raised · Venture Round, 2024
Loan management platform
Lines of credit for consumers
Investment portfolio application
Acquired
Independent insurance agency management software
Lewisville · Large · 201–500 employees
Mortgage loan origination and servicing software
Financial portfolio mgt. and reporting for wealth management firms
Ready-built data warehouse platform for banks, credit unions and lenders
Flower Mound · Startup · 1–10 employees
Angel/Seed · $5.9M raised
Voice authentication software
Insurance and business process automation technology
Software for insurance providers
Richardson · Medium · 51–200 employees
Angel/Seed
Data and AI service for financial providers
Richardson · Startup · 1–10 employees
Angel/Seed · $800K raised · Seed, 2019
Credit decisioning engine
Financial services management platform
Acquired
Mortgage audit software
Addison office · HQ Jacksonville, Florida · Medium · 51–200 employees
VC-funded · $21M raised · Venture Round, 2016
Acquired
Marketing and compliance software for financial services
Property and casualty insurance management platform
Budget management plugin for banking applications
Home and auto insurance application processing software
Portfolio analytics and compliance for financial asset managers
Digital asset platform for community banks and credit unions
ATM Transaction Processing
SaaS AI platform for financial services
Loan platform
AI agents and platform for banks, credit unions and wealth managers
Austin office · HQ McKinney, TX · Medium · 51–200 employees
VC-funded · $49M raised
Acquired
Marketing and rating software for insurance
Carrollton office · HQ Milwaukee, Wisconsin · Large · 501–1,000 employees
