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
33 Dallas-based Financial Services software companies, including Alkami Technology, Aperia, and Cortex.
33 Dallas-based companies · vertical industry
33 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
Risk management and analytics for financial services
Software for the mortgage industry
Acquired
Loan management software for community banks
Matt Johnner — Founder
Garland office · HQ Little Rock, Arkansas · Small · 11–50 employees
Loan automation software
Loan management software for mortgage providers
Juan Villegas — National Sales Director
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
Rod Delph — Senior Regional Manager
Dallas office · HQ Chicago, Illinois · Enterprise · 1,001–5,000 employees
Fintech platform for risk management in lending
Joe Beard — Founder
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
Taylor Rhodes — CEO
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
Voice authentication software
Insurance and business process automation technology
Software for insurance providers
Data and AI service for financial providers
Credit decisioning engine
AI underwriting software for banks, credit unions, and private credit lenders financing commercial real estate.
Financial services management platform
Acquired
Mortgage audit software
Roby Robertson — Executive Vice President, Marketing
Addison office · HQ Jacksonville, Florida · Medium · 51–200 employees
VC-funded · $21M raised · Venture Round, 2016
Acquired
Marketing and compliance software for financial services
Satin Mirchandani — CEO
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
Susie Carreto — Vice President of Strategic Partnerships
Bootstrapped
SaaS AI platform for financial services
Loan platform
Ranga Kothamasu — CEO and Chief Risk Officer
Other · $90M raised · Debt Financing, 2010
AI agents and platform for banks, credit unions and wealth managers
Snehal Fulzele — Founder
Austin office · HQ McKinney, TX · Medium · 51–200 employees
VC-funded · $49M raised
Acquired
Marketing and rating software for insurance
Russell Tarpley — Principal Software Engineer
Carrollton office · HQ Milwaukee, Wisconsin · Large · 501–1,000 employees
