Company lists · Data refreshed September 2026

Top 25 Fintech investment companies based in Dallas, United States

Name: Fintech investment companies based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 62 companies tracked

RevenueBase identified 62 fintech investment companies headquartered in Dallas, United States as of September 2026 and tracks 1,557 professional contacts across them, including 869 with verified work emails. Across the United States, New York is the largest hub for this category (561 companies); Dallas has 62.

This list covers fintech investment companies headquartered in Dallas, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

62Companies

1,557Contacts tracked

869Verified emails

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The 25 largest fintech investment companies based in Dallas, United States

Ranked by team size

Top 25 of 62 fintech investment companies based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to fintech investment companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Apex Fintech Solutions	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	501-1,000	911 contacts →
	Partial evidence “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Source: RevenueBase Database · checked Sep 28, 2026
2	Plutus21 Capital	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	52 contacts →
	Partial evidence “Plutus21 Capital is an investment firm focused on identifying global companies materially improving fundamentals through AI, robotics, automation, blockchain, and related…” Source: RevenueBase Database · checked Sep 28, 2026
3	VRGL	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Indirect evidence “VRGL is the Growth Platform for Wealth Management Firms.” Source: RevenueBase Database · checked Sep 28, 2026
4	Fusion Capital Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “Founded in 2011, Fusion Capital Management provides the technology that fits your process, the marketing that fits your value, the investment solutions that fit your clients, and…” Source: RevenueBase Database · checked Sep 28, 2026
5	Triumph Financial Group	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Source: RevenueBase Database · checked Sep 28, 2026
6	Bwcp, LP	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Fundamental-based, long/short equity investment manager with a quantitative risk framework” Source: RevenueBase Database · checked Sep 28, 2026
7	Mcgowangroup Asset Management, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high…” Source: RevenueBase Database · checked Sep 28, 2026
8	Riggs Asset Management CO INC	Indirect evidence	Dallas, PA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Your worth transcends generations.” Source: RevenueBase Database · checked Sep 28, 2026
9	Familywealth Advisers	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Indirect evidence “FamilyWealth is a digital advisory firm that uses the right technology to enable advisers to have more time to do the human things clients expect and the little things they don't.” Source: RevenueBase Database · checked Sep 28, 2026
10	Mcelhenny Sheffield Capital Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “For over a quarter-century, we’ve been a trusted provider of sophisticated wealth management solutions to advisors, institutions, and individuals.” Source: RevenueBase Database · checked Sep 28, 2026
11	Service Academy Capital Management, LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Service Academy Capital Management, LLC is an investment management company based out of 3838 Oak Lawn Dr, Dallas, Texas, United States.” Source: RevenueBase Database · checked Sep 28, 2026
12	BBAE	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “BBAE: Exclusive content, data, and insights to empower informed investing decisions.” Source: RevenueBase Database · checked Sep 28, 2026
13	Mpact Financial Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “We earn your trust through a thoughtful, step-by-step planning process designed to bring clarity and confidence to your financial life.” Source: RevenueBase Database · checked Sep 28, 2026
14	Forge & Link Financial Group, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Forge & Link is on a mission to affect change.” Source: RevenueBase Database · checked Sep 28, 2026
15	Zehnlabs	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Zehnlabs is a financial technology company on a mission to democratize institutional-grade investment strategies for sophisticated retail investors.” Source: RevenueBase Database · checked Sep 28, 2026
16	Level III Capital	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Level Capital is a digital asset investment manager.” Source: RevenueBase Database · checked Sep 28, 2026
17	Patton Fund Management, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
18	International Research Securities	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “International Research Securities provides impactful, dynamic, client-first financial planning for long term success.” Source: RevenueBase Database · checked Sep 28, 2026
19	Sloan Investment Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Sloan Investment Management is a team of experienced professionals focused on meeting the unique investment objectives of each of our clients with the highest standards of…” Source: RevenueBase Database · checked Sep 28, 2026
20	Stallings Capital Group	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Indirect evidence “Single Family Wealth Management Firm” Source: RevenueBase Database · checked Sep 28, 2026
21	JCJ Investing LLC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “JCJ Investing LLC is a U.S-based investment management firm specializing in systematic trading strategies within the digital asset sector.” Source: RevenueBase Database · checked Sep 28, 2026
22	Retirebetter	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	1 contacts →
	Partial evidence “RetireBetter works together with advisers and clients to harness a high-technology administration and recordkeeping system, combined with unparalleled access to investment options…” Source: RevenueBase Database · checked Sep 28, 2026
23	Concorde Investment Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
24	Bullish BOB Bagley Securities	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
25	Reignrock Capital Management CO	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “ReignRock Capital Partners, LLC is a company based out of DALLAS, TX, United States.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fintech investment companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names fintech investment companies.
Partial evidence: Its own public description names part of fintech investment companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech investment companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 62 fintech investment companies based in Dallas, United States

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Fintech investment companies based in Dallas, United States at a glance

As of Sep 28, 2026

55.8%Verified-email coverage

25.1Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 62 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fintech investment companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Dallas, United States whose own description of what they do matches “fintech investment companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names fintech investment companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among fintech investment companies, and records with no verified work email. Companies headquartered outside Dallas are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 869 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Fintech investment companies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names fintech investment companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many fintech investment companies are there based in Dallas, United States?

RevenueBase identified 62 fintech investment companies headquartered in Dallas, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Apex Fintech Solutions, headquartered in Dallas, tops this list with the largest team on record.

Which city in the United States has the most fintech investment companies?

New York leads the United States with 561 headquartered companies, followed by San Francisco (156) and Chicago (109). Dallas has 62.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 869 verified decision-maker contacts tracked across these 62 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.