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Lists / Vertical industry / Financial Services
Vertical industry
Financial Services Software Companies in Dallas–Fort Worth
32 Dallas-based Financial Services software companies, including Exeter Finance, Alkami Technology, and Aperia.
32 Dallas-based companies · vertical industry
32 Dallas-based companies ·
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
Garland office · HQ Little Rock, Arkansas · Small · 11–50 employees
Term life insurance using data and software
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
Auto finance platform
Irving · Enterprise · 1,001–5,000 employees
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
Voice authentication software
Insurance and business process automation technology
Software for insurance providers
Data and AI service for financial providers
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
Insurance marketplace
Dallas office · HQ Columbus, OH · Enterprise · 1,001–5,000 employees
Public
Home and auto insurance application processing software
Portfolio analytics and compliance for financial asset managers
ATM Transaction Processing
SaaS AI platform for financial services
Loan platform
Other · $90M raised · Debt Financing, 2010
Lending platform
VC-funded · $439M raised · Debt Financing, 2026
Acquired
Marketing and rating software for insurance
Carrollton office · HQ Milwaukee, Wisconsin · Large · 501–1,000 employees
