Funded Financial Services Startups in Dallas
Among the 25 most recent funded Financial Services entries in Dallas, the largest disclosed round is Evergreen Residential’s $1.0B on 2024-11-19.
Among the 25 most recent funded Financial Services entries in Dallas, the largest disclosed round is Evergreen Residential’s $1.0B on 2024-11-19. That figure dwarfs the next-largest disclosed amounts in this table, including Solutions by Text’s $110M (2024-05-29) and Bestow’s $70M (2025-05-13), making one funding event an extreme size outlier relative to the rest of the disclosed range.
The geography is overwhelmingly Dallas: 23 of 25 rows list Dallas, with two exceptions (Highline Technologies in Dallas, North Carolina on 2022-08-22; Highline Technologies is the only non-Texas city). Temporally, the rounds span 2020-03-05 (Zabo) through 2025-10-11 (Yendo), with a mid-window cluster in 2022–2023 where many disclosed Seed and Debt/Series-A rounds appear. Stage information is also uneven: “Series Unknown” appears in 9 rows and “undisclosed” appears in 3 rows, indicating that classification and disclosure are incomplete for a meaningful share of the list.
Most recent rounds
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Frequently asked
What is the largest disclosed round in this Dallas Financial Services list, and how extreme is it versus the rest?
Evergreen Residential’s $1.0B (2024-11-19) is the only disclosed round in this table above $100M. The next-largest disclosed amounts are Solutions by Text at $110M (2024-05-29) and Bestow at $70M (2025-05-13), so the top disclosed deal is far above the rest of the disclosed range.
How concentrated are these companies in Dallas versus other geographies?
Dallas dominates the list: 23 of 25 rows list Dallas, Texas (e.g., Yendo on 2025-10-11; Bestow on 2025-05-13). The only non-Texas city entries are Highline Technologies in Dallas, North Carolina (2022-08-22) plus one other row that is not Dallas, Texas (based on the city field in the table).
Do most rounds cluster in a particular time window, or are they spread evenly from 2020 to 2025?
The date range is 2020-03-05 (Zabo) through 2025-10-11 (Yendo), but there is noticeable density in the 2022–2023 window: multiple Seed and Series A/B rounds appear across 2022 (e.g., Deposits.com $5M on 2022-08-23; Credit Mountain $3M on 2022-08-29) and 2023 (e.g., Take Command Health $25M on 2023-09-19; Amenities $6M on 2023-09-19).
What portion of the list uses incomplete stage/disclosure labels like “Series Unknown” and “undisclosed”?
“Series Unknown” appears in 9 of the 25 rows (e.g., Citation Capital on 2024-07-08; True North Advisors on 2024-01-24). “undisclosed” amounts appear in 3 rows (Citation Capital 2024-07-08; Obsidian Capital 2024-03-18; True North Advisors 2024-01-24), so a non-trivial share of records cannot be fully compared by amount or stage.
Which stage labels show up repeatedly, and do they suggest a particular funding mix?
Seed is a frequent labeled stage with multiple Dallas entries, such as WoodHouse $2M (2023-12-21), Credit Mountain $3M (2022-08-29), Deposits.com $5M (2022-08-23), and Quiltt $4M (2022-07-11). Series B also recurs (Yendo $50M on 2025-10-11; Take Command Health $25M on 2023-09-19), while higher later-stage rounds show up less often but include Bestow’s $70M (Series D, 2025-05-13).
Are there notable amount outliers besides the single $1.0B round?
Yes. Beyond Evergreen Residential’s $1.0B, there’s a small step-up to Solutions by Text at $110M (2024-05-29) and Bestow at $70M (2025-05-13), which sit far above many other disclosed rounds in the table (e.g., $9M Billee Technologies on 2025-07-16; $6M Amenities on 2023-09-19; multiple $3–$5M Seed rounds in 2021–2022).
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