This article showcases our top picks for the best Texas based Personal Finance companies. These startups and companies are taking a variety of approaches to innovating the Personal Finance industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovative ideas
- Innovative route to market
- Innovative product
- Exceptional growth
- Exceptional growth strategy
- Societal impact
Top Texas Personal Finance Companies
Self Financial is a venture-backed fintech startup that helps customers build credit and save money. It provides tools necessary for building on-time payment history and responsible use of credit, in collaboration with issuing banks.s services are for those who are new to credit or who might not have access to traditional financial products.
It offers Self Credit Builder Account to help consumers build both credit and savings without relying on credit history and Self Visa Credit Card, a card that helps existing customers build their security deposit in instalments. Self Financial is formerly known as Self Lender.
The startup was founded by Conor Swanson and James Garvey in 2015 and is based in Austin, Texas.. .
VeraBank is a financial service company providing services in banking technology. The company continues to offer the customers with competitive products, outstanding service, and convenience through technology to the communities they love to serve.
VeraBank provides personal banking services and products including certificate of deposits, checking accounts, debit cards, overdraft services, money markets savings accounts, credit cards, savings accounts, and individual retirement accounts. VeraBank was founded in 1930 and is headquartered in Henderson, TX, USA..
Our name says it all. We provide personal loans, and give our customers the lowest rates possible.
No perks on our end. We spend less to give you more.
*BorrowersFirst, BorrowersFirst.com, the BorrowersFirst logo, and ConnectedCredit are trademarks of BorrowersFirst, Inc., a Delaware corporation.. .
Unbill is a mobile application that pays its users’ bills on behalf of them. Additionally, developers can use its biller API inside their own apps.
It enables consumers to easily manage and pay all their bills through intelligent bill payment technologies. Unbill is a U.S.-based company that was founded in 2013 by Jordan Wright and Scott Weinert..
Draft offers a modern suite of analytics and communication tools built to help wealth advisors win and retain assets. With their new tool, Draft Insights, an advisor is able to quickly and securely gain access to account data and analyze the holistic portfolio of a client or prospect regardless of where the assets are held.
Draft Insights is designed to surface opportunities for the advisor such as high fees, unnecessary risk, poor performance, diversification gaps and low quality products. The advisor can use this actionable insight to win new clients suffering from poor portfolio management, or to build trust with existing clients.
Since Draft was built to analyze millions of portfolios simultaneously, Draft Insights offers even greater potential for financial institutions at scale across an entire user base. The proprietary technology can analyze data for advised accounts or leverage data from aggregation services like Yodlee and ByAllAccounts.
Compelling use cases include: DoL fiduciary compliance and liability analysis, targeted and automated marketing campaigns, and integration with customized portfolio checkup tools.. .
TF Holdings, Inc. provides credit and financial wellness tools to consumers, and licenses loan origination, risk underwriting and loan management software to lenders.
Since 2001, the company’s businesses serve consumers and lenders with a portfolio of innovative products, including Jora Credit, Echo Credit, iQ Decision Engine, and the Cortex loan management platform.. .
Voyant is the creator of Voyant, a free do-it-yourself financial planning platform that gives consumers greater control over their financial health. Users can visually model “what if” planning scenarios — such as the birth of a child or early retirement — that illustrate the real-time, big-picture impact of important financial decisions and their long-term implications.
Once a decision is made, Voyant helps users compare current account balances to future plan goals, and updates action items to keep plans on target. The product also provides online access to other Voyant Community members – friends, family and trusted financial advisors – with similar interests, concerns and questions.
Voyant’s revenue model is based on advertising, enterprise license agreements with large employers/financial institutions, and file access fees paid by financial professionals (once a user has opted to share his/her plan with a designated advisor). Voyant, Inc.
debuted at DEMO 08. The company is self-funded..
MyFinance.com helps millions of Americans discover the financial products & services that can help improve their economic well-being. By partnering with innovative financial brands, premium publishers, and industry influencers, MyFinance drives valuable product recommendations through its full-suite of customized native advertising solutions.
MyFinance is growing rapidly and currently looking to hire passionate individuals into the following roles: Product Management, Software Engineering, Sales, Business Development, Marketing, and Accounting/Revenue Operations.. .
Curious Cat Company
Curious Cat wants to learn to make life better. You and your friends teach it about your world; it organizes the world around you.
It won’t just find a cafe – it’ll find one that’s open, with bandwidth for Skype, cappuccino in proper cups, and a deal on jam-filled croissants just for you. Imagine an AI Yelp that wrote and understood its own reviews; imagine if it understood all kinds of places; imagine if it understood you.
That’s Curious Cat.. .
Xebec is a real estate company that specializes in investment management for industrial assets to institutional and private wealth investors through the acquisition, development, and redevelopment. It specializes in the management of institutional-quality bulk logistics, infill/last-mile and light industrial properties located in top-tier markets in the U.S.
The company was founded in 1996 and headquartered in Dallas, Texas.. .
Everyday, millions of people search the internet looking for help with money matters from people they can trust. But search results display more advertisements than links to the financial professionals who are ready to help.
With Wealthtender, people spend less time scrolling through search results and more time finding the right financial professionals and resources to help with their individual needs, including financial advisors, coaches, blogs, podcasts, online courses and community resources.. .
PersonalLoans.com provides an easy and convenient way for consumers to be matched with a personal loan through our network of lenders. Our online service can enable you to get a loan of between $1,000 and $35,000, right from your home or office, or even on the go through your mobile device.
We help people looking to borrow for any number of reasons, whether it be for a home improvement project, a family vacation, debt consolidation, auto repair, medical expense, or anything else.. .
Welcome to the Vest Crunchbase Page! Our digital platform creates an intelligent ecosystem of capital, technology, and ideas that works for the everyday person. Like our page and visit us online (www.vest.technology) to learn more about the future of financial services.
Vest Technologies, Inc., a Texas Corporation, is an SEC registered investment advisor. Member FINRA, CRD #287508.
Kanesville Capital is a real estate company that specializes in commercial real estate, due diligence, and advisory services. Its services focus on finance, project management, and operations services for banking, healthcare, restaurant, and private equity clients.
The company was founded in 2018 and headquartered in Arlington, Texas.. .
MoneySavingPro.com is an online platform that provides its clients with advice on products and services that help them save money and time. It aims to research products and services with the consumer in mind.
MoneySavingPro.com also performs its analysis of companies or products to recommend. It was launched in 2014 by Rob Webber.
MoneySavingPro.com is based in Pearl River, New York.. .
Financial Services Mania
Texas Wealth Management Services and Best Financial Services and It’s not just about your money, it’s about your life. Financial Services Managment professionals understand how complex your life and financial situation can be, and we’re here to help.
Our team of Financial Planners can help you get the right information so you can make the best decisions for your financial future.. .
PayDay One has been a leading provider of payday loans over the Internet since 2002. Our company was founded with one goal â€“ to be the most consumer-friendly lender in the industry.
For our customers, that means guaranteed prices, a fast and convenient loan process, and friendly customer service. PayDay One is a subsidiary of ThinkCash, Inc.
with offices in Delaware, Nevada and Texas. To learn more about ThinkCash, visit our corporate web site at www.thinkcashfinancial.com..
Janguard, Inc. is one of North America’s premier IRA advisers.
Janguard’s mission is to assist U.S. household investors with IRA transfers and rollovers as a way to eliminate the effects of burgeoning U.S.
debt. Janguard believes that rampant inflation is on its way, and wants investors to protect themselves using Janguard-designed strategies that could boost self-directed IRAs despite the troubles our national economy faces.
For more information call Janguard today at 800.571.6341 or visit www.IRATransfer.com now.. .
Address: 13101 Preston Rd., Ste 110, Dallas, TX 75240 Phone: 469-969-4971 Web: https://michelethompson.com/ Michele Thompson is the Director of Operations at Marqui Management, an author, Veteran, entrepreneur and finance coach. She has over twenty years of experience in mortgage banker finance, global investor services, real estate and debt consulting.
Coupled with her advanced degrees she drives to help new and existing businesses to reach their goals. Connect with Michele via social media or her website..
Lamar National Bank
Lamar National Bank is a commercial and consumer bank that offers every type of mortgage loan. It assists in managing business with commercial lending to unique banking products such as payroll cards, remote depositing, and FDIC deposit insurance.
Lamar National Bank offers every type of mortgage loan available including in-house portfolio loans designed to meet the customer’s personal needs. They finance their customer’s cars, their toys, and their dreams by providing online banking, mobile banking, and mobile deposit services.
It was founded in Paris, Texas.. .
With ThinkCash, your loan is just a few clicks away.* Hereâ€™s how it works: Complete the easy online application. Just submit your online application for a quick decision.* Itâ€™s safe, secure and completely confidential.
Get an answer in seconds * Youâ€™ll find out right away how much youâ€™re approved for. Money in your bank account as soon as the next day If your application is approved, your funds are deposited as soon as the next banking day (for transactions completed by 5:00 PM Central Time)..
New Standard IRA
Self-directed IRAs are the new standard of IRA Investing. New Standard IRA can help you gain true flexibility with checkbook control, asset protection, and simplicity over your IRA investments.
New Standard IRA was one of the first self-directed IRA LLC facilitators, pioneering the checkbook IRA strategy since 2007.. .
You may write to us at: Daily Finance Media/Fupping Ltd, First Floor, 61-63 Rochester Pl, London NW1 9JU.