FundedIQ

Recently Funded Financial Services Startups in Dallas

Updated Aug 2026

FundedIQ holds 31 funded Financial Services startups in Dallas and keeps their funding rounds, amounts, investors, industries, locations and company details up to date. This page provides an overview of the Financial Services startup funding landscape in Dallas, along with the 31 most recently funded Financial Services startups in Dallas.

Financial Services startups in Dallas closed 12 funding rounds over the last 24 months, 9 of them in the last 12 months, and raised $1.5B in disclosed capital. The median disclosed round is $50M, with the middle half of rounds falling between $33M and $70M.

Dallas financial services firms lean toward early stages. Small teams dominate the sector, creating a target profile of agile startups with limited internal infrastructure. These companies represent a mix of fresh ventures and mid-sized operations. The lean staffing across these entities means decision makers often wear multiple hats.

Financial Services funded startup statistics in Dallas

Funded Financial Services startups in Dallas
31
tracked in the database
Funding rounds, last 12 months
9
12 over 24 months
Disclosed capital raised, 24 months
$1.5B
9 of 12 rounds disclosed an amount
Median round size
$50M
middle half $33M to $70M

Most recent funding round on record: Jun 2026.

31 most recently funded Financial Services startups in Dallas

31 shown

Ordered by the date of the latest funding round. Each row gives the company, its location and industry, what it does, the stage and date of that round, and the disclosed amount.

R
Dallas, United States · Financial Services
Realty Capital Partners is a real estate investment firm that offers acquisition, asset management, investor,…
Series Unknown ·
$44M
S
Sycamore Development
Dallas, United States · Financial Services
Sycamore Development develops mixed-income affordable housing and adaptive reuse real estate projects. The…
Series Unknown ·
Undisclosed
P
Dallas, United States · Financial Services
Palladium USA is a real estate firm that offers a wide range of residential apartments.
Series Unknown ·
$33M
T
Trinsic Residential Group
Dallas, United States · Financial Services
Trinsic Residential Group is a real estate company. Their services include development, construction, and…
Series Unknown ·
Undisclosed
F
Dallas, United States · Financial Services
Frontlands is a financial services company that offers specialty lending products to property based rights…
Series Unknown ·
$50M
Y
Dallas, United States · Financial Services
Yendo is a credit option that is backed by a vehicle and utilizes advanced technology such as machine…
Series Unknown ·
$200M
P
Pari
Dallas, United States · Financial Services
Pari is a fintech platform enabling structured intra-family lending between family members, friends, and…
Pre-Seed ·
Undisclosed
T
Dallas, United States · Financial Services
The Beneficient Company Group is a financial services firm that offers private trust solutions and other…
Series Unknown ·
$3.0M
B
Dallas, United States · Financial Services
Billee Technologies is a startup in the property technology industry that provides a complete…
Seed ·
$9.2M
B
Dallas, United States · Financial Services
Bestow is a life insurance software-as-a-service (SaaS) company that uses advanced technology and data…
Series D ·
$70M
E
Dallas, United States · Financial Services
Founded in 2021, Evergreen Residential is an institutional real estate investment and operating platform…
Series Unknown ·
$1.0B
C
Citation Capital
Dallas, United States · Financial Services
Citation Capital is an innovative private equity firm that provides investment and funding assistance for…
Series Unknown ·
Undisclosed
S
Dallas, United States · Financial Services
Established in 2008, Solutions by Text (SBT) strives to provide impactful conversational messaging for…
Series Unknown ·
$110M
O
Obsidian Capital
Dallas, United States · Financial Services
Obsidian Capital Partners specialize in multifamily real estate in secondary markets in the South and Midwest.
·
Undisclosed
T
True North Advisors
Dallas, United States · Financial Services
True North Advisors is a team of dedicated professionals who prioritize their clients' needs when it comes to…
Series Unknown ·
Undisclosed
W
Dallas, United States · Financial Services
WoodHouse is a company that specializes in providing consulting and guidance services in the entertainment…
Seed ·
$1.6M
S
Dallas, United States · Financial Services
SWK Holdings Corporation, a finance company operating in the healthcare industry, is publicly traded and…
Series Unknown ·
$30M
A
Dallas, United States · Financial Services
Amenities is a leading platform in the healthcare industry that serves as a digital front door and promotes…
Series A ·
$6.3M
T
Dallas, United States · Financial Services
Take Command Health is a groundbreaking company that offers software solutions for health insurance…
Series B ·
$25M
N
Dallas, United States · Financial Services
Nothing is a land money, financial planning, and banking stage. Nothing is opening the $26 trillion home…
Series Unknown ·
$2.0M
B
Binga
Dallas, United States · Financial Services
Pre-Seed ·
Undisclosed
N
Dallas, United States · Financial Services
NexBank is a Texas state-chartered bank that operates in three core businesses which include institutional…
Venture - Series Unknown ·
$50M
C
Dallas, United States · Financial Services
Credit Mountain is a fintech startup founded in 2020 and is based in Dallas, TX
Seed ·
$3.3M
D
Dallas, United States · Financial Services
Deposits brings the workplace into the future by partnering with brands, banks and businesses to deliver…
Seed ·
$5.0M
H
Dallas, United States · Financial Services
Highline is a new way to reduce credit risk and expand access. Customers can now pay bills directly from ADP,…
Series A ·
$13M
Q
Dallas, United States · Financial Services
Quiltt is the least demanding method for adding rich customer fintech encounters into any application.
Seed ·
$4.0M
B
Dallas, United States · Financial Services
Blockmetrix is a Bitcoin mining company that offers a peer-to-peer payment network that uses outside help to…
Debt Financing ·
$25M
A
Dallas, United States · Financial Services
Aurox is a cryptocurrency trading terminal designed to help traders accelerate their profits. Its technology…
Venture - Series Unknown ·
$5.0M
O
Dallas, United States · Financial Services
Leveraging modern technology to inform credit decisions that are agnostic of an individual's credit score,…
Seed ·
$4.0M
I
Dallas, United States · Financial Services
Indyfin empowers independent Financial Advisors to compete and win in a new era of wealth management
·
$3.0M
Z
Dallas, United States · Financial Services
Zabo connects any crypto wallet to any application in a few lines of code.
·
$2.5M

Funding stages of funded Financial Services startups in Dallas

How the last 24 months of funding rounds for funded Financial Services startups in Dallas break down by stage.

Stage
Rounds, last 24 months

A further 8 rounds in this period were announced without a stage label and are not ranked above.

About the FundedIQ Financial Services startup funding data in Dallas

FundedIQ tracks announced startup funding rounds and organises them by company, funding date, stage, amount, industry, location and investor. The dataset is refreshed weekly, and new rounds are normalised and de-duplicated before they are published, so the same round reported twice on different dates is recorded once.

Figures on this page cover the 31 funded Financial Services startups in Dallas currently tracked. Round counts, capital totals and the median round are computed over a trailing 24 months. Rounds whose amount was not disclosed (3 of 12 in that period) are counted as rounds but excluded from capital totals and from the median. The most recent round on record for funded Financial Services startups in Dallas is dated Jun 2026.

The table above shows the 31 most recently funded companies. Full funding histories, investor lists and founder contacts across the whole dataset open on a FundedIQ plan.

Frequently asked questions

How many funded Financial Services startups are there in Dallas?

FundedIQ tracks 31 funded Financial Services startups in Dallas. This page lists the 31 most recently funded of them, ordered by the date of their latest round, and the full set is available on a FundedIQ plan.

How much funding have Financial Services startups in Dallas raised?

Financial Services startups in Dallas tracked by FundedIQ have raised $1.5B in disclosed capital across 12 funding rounds over the last 24 months, including 9 rounds in the last 12 months. 9 of those 12 rounds disclosed an amount; undisclosed rounds are excluded from the capital total.

What is a typical funding round size for Financial Services startups in Dallas?

The median disclosed round over the last 24 months is $50M, and the middle half of rounds fall between $33M and $70M. Round sizes vary widely by stage, so the seed and later-stage bands sit well either side of that figure.

What is the most common funding stage for Financial Services startups in Dallas?

Pre-Seed is the most common labelled stage, with 1 rounds in the last 24 months, ahead of Seed (1) and Series B (1). A further 8 rounds were announced without a stage label and are not counted here.

How often is the Financial Services startup funding data in Dallas updated?

The dataset is refreshed weekly. New rounds are normalised and de-duplicated before they are published, and the most recent round currently on record for funded Financial Services startups in Dallas is dated Jun 2026. Counts and totals on this page are recomputed on every refresh.

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