AI Adoption Leaderboard

AI Adoption Leaderboard — financial services in Texas

Top 134 AI-adopting companies: financial services in Texas. Average score: 69.

134

Companies Scored

Avg Adoption Score

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Top Stage

#	Company	Stage	Key Opportunity	Industry
1	Kestra Financial	Advanced	Automated Client Onboarding and Account Opening	financial services
2	ClientPay	Advanced	Automated Resolution of Payment Inquiries and Disputes	financial services
3	Ownwell	Advanced	Automated Client Onboarding and Document Verification	financial services
4	Equify Financial	Advanced	Automated Underwriting Document Review and Data Extraction	financial services
5	KE Andrews	Advanced	Automated Client Onboarding and Document Collection	financial services
6	Siepe	Advanced	Automated Client Onboarding and KYC Verification	financial services
7	Talus	Moderate	Automated Client Onboarding and KYC Verification	financial services
8	Vistra + iiPay	Moderate	Automated Client Onboarding and KYC Verification	financial services
9	Apex Capital	Moderate	Automated Client Onboarding and KYC Verification	financial services
10	Generational Equity	Moderate	Automated Client Onboarding and KYC Verification	financial services
11	APM Help	Moderate	Automated Client Onboarding and Document Verification	financial services
12	Quantum Capital Group	Moderate	Automated Client Onboarding and Document Verification	financial services
13	July Business Services	Moderate	Automated Client Onboarding and Document Verification	financial services
14	HD Vest Financial Services	Moderate	Automated Client Onboarding and Document Management	financial services
15	Arcadia Settlements Group	Moderate	Automated Claims and Payout Processing	financial services
16	Orchard Global	Moderate	Automated Client Onboarding and KYC Verification	financial services
17	LiftFund	Moderate	Automated Loan Application Pre-screening and Data Validation	financial services
18	AMR	Moderate	Automated Client Onboarding and Document Verification	financial services
19	GuideStone Financial Resources	Moderate	Automated Retirement Plan Onboarding and Enrollment	financial services
20	PrivoCorp	Moderate	Automated Client Onboarding and KYC Verification	financial services
21	RGS Financial	Moderate	Automated Client Onboarding and Document Verification	financial services
22	Mayatax	Moderate	Automated Client Onboarding and Document Collection	financial services
23	a360inc	Moderate	Automated Debt Collection Communication and Negotiation	financial services
24	Strategic Financial Group	Moderate	Automated Client Onboarding and Data Intake	financial services
25	Beaird Harris	Moderate	Automated Client Onboarding & Data Collection	financial services
26	BorrowWorks	Moderate	Automated Loan Application Pre-screening and Data Validation	financial services
27	Generational Group	Moderate	Automated Client Onboarding and Document Management	financial services
28	Banorte Wealth Management	Moderate	Automated Client Onboarding and Document Verification	financial services
29	The Fitzpatrick Group	Moderate	Automated Client Onboarding and KYC Verification	financial services
30	Sage Settlement Consulting	Moderate	Automated Client Onboarding and Document Verification	financial services
31	Clearview	Moderate	Automated Client Onboarding and Document Verification	financial services
32	Synergy	Moderate	Automated Client Onboarding and Document Verification	financial services
33	iA American Warranty Group	Moderate	Automated Claims Processing and Adjudication	financial services
34	Income Tax Consultant	Moderate	Automated Client Onboarding and Document Collection	financial services
35	Retirement Planners of America	Moderate	Automated Client Onboarding and Document Management	financial services
36	Merit Advisors	Moderate	Automated Client Onboarding and KYC Verification	financial services
37	Merchants' Choice Payment Solutions	Moderate	Automated Merchant Onboarding and Verification	financial services
38	GDS Link	Moderate	Automated Underwriting Document Review and Data Extraction	financial services
39	Nova 401 Associates	Moderate	Automated Client Onboarding and Document Processing	financial services
40	Markaaz	Moderate	Automated Client Onboarding and Document Verification	financial services
41	Kasasa	Moderate	Automated Loan Application Processing and Underwriting Support	financial services
42	Chargeback Gurus	Moderate	Automated fraud detection and dispute initiation	financial services
43	CAZ Investments	Moderate	Automated Client Onboarding and Document Management	financial services
44	Innovayte	Moderate	Automated KYC and AML compliance verification	financial services
45	Robertson Anschutz Vetters	Moderate	Automated Client Onboarding and Document Verification	financial services
46	DEVAL	Moderate	Automated Client Onboarding and Document Verification	financial services
47	Texas Financial Advisors	Moderate	Automated Client Onboarding & Document Management	financial services
48	Loan Science	Moderate	Automated Loan Application Pre-screening and Data Validation	financial services
49	World Wide Solutions	Moderate	Automated Client Onboarding and Document Verification	financial services
50	Numera	Moderate	Automated Customer Inquiry Triage and Routing	financial services
51	Tectonic Financial	Moderate	Automated Client Onboarding and Document Verification	financial services
52	FUTURE IT.COM	Moderate	Automated Client Onboarding and Document Verification	financial services
53	Smith Hamilton A Convergint Technologies Company	Moderate	Automated Customer Onboarding and KYC Verification	financial services
54	Team FESA	Moderate	Automated client onboarding and KYC verification	financial services
55	Roth&Co	Moderate	Automated Client Onboarding and Document Verification	financial services
56	Venturity	Basic	Automated Accounts Payable Invoice Processing	financial services
57	Source Advisors	Basic	Automated Client Onboarding and Data Verification	financial services
58	Canyon	Basic	Automated Client Onboarding and Document Verification	financial services
59	The Marshall Group	Basic	Automated Client Onboarding and KYC Verification	financial services
60	HUB Financial Services	Basic	Automated Client Onboarding and Document Verification	financial services
61	Clearpoint.org	Basic	Automated client onboarding and data verification	financial services
62	HighGround Advisors	Basic	Automated Client Onboarding and KYC Verification	financial services
63	Marquis	Basic	Automated Client Onboarding and Document Verification	financial services
64	Cain Watters & Associates	Basic	Automated Client Onboarding and Document Verification	financial services
65	Level Four Financial	Basic	Automated Client Onboarding and Document Verification	financial services
66	Money Management International	Basic	Automated Client Onboarding and Document Verification	financial services
67	Selene Finance LP	Basic	Automated Loan Application Pre-Screening and Data Validation	financial services
68	Prospera Financial	Basic	Automated Client Onboarding and Document Verification	financial services
69	Lee Financial	Basic	Automated Client Onboarding and Document Verification	financial services
70	Mortgage Financial Services	Basic	Automated Loan Application Pre-Screening and Data Verification	financial services
71	Elian Capital	Basic	Automated Client Onboarding and KYC Verification	financial services
72	RC Billing	Basic	Automated Client Onboarding and Document Verification	financial services
73	Summit Financial Group	Basic	Automated Client Onboarding and Document Verification	financial services
74	ALM First	Basic	Automated Client Onboarding and KYC Verification	financial services
75	ADVANTAGE powered by JMFA	Basic	Automated Loan Application Pre-Screening and Data Validation	financial services
76	Hilltop Securities	Basic	Automated Client Onboarding and KYC Verification	financial services
77	Freedom Equity Group	Basic	Automated Client Onboarding and KYC Verification	financial services
78	SAMCO Capital Markets	Basic	Automated Client Onboarding and KYC Verification	financial services
79	SouthWinds Financial Strategies	Basic	Automated Client Onboarding and Document Verification	financial services
80	Catalyst Corporate Federal Credit Union	Basic	Automated Member Inquiry Triage and Routing	financial services
81	FCTI	Basic	Automated Client Onboarding and Document Verification	financial services
82	AG FinTax	Basic	Automated Client Onboarding and Document Verification	financial services
83	Tucker Albin and Associates	Basic	Automated Accounts Receivable Follow-Up and Collections	financial services
84	Lion Street	Basic	Automated Client Onboarding and Data Verification	financial services
85	ABGi USA	Basic	Automated Client Onboarding and KYC Verification	financial services
86	vcfo	Basic	Automated Client Onboarding and KYC Verification	financial services
87	Opus Capital Markets Consultants	Basic	Automated Client Onboarding and KYC Verification	financial services
88	Revenew International	Basic	Automated Client Onboarding and KYC Verification	financial services
89	Arctos	Basic	Automated Client Onboarding and KYC Verification	financial services
90	Digital Matrix	Basic	Automated Client Onboarding and KYC Verification	financial services
91	Cornerstone Resources	Basic	Automated Client Onboarding and Document Verification	financial services
92	Capital Strategies Beyond Wealth	Basic	Automated Client Onboarding and Document Verification	financial services
93	DIMONT	Basic	Automated Loan Servicing Inquiry Response	financial services
94	Avidian Wealth Solutions	Basic	Automated Client Onboarding and Document Management	financial services
95	Wealth Design Group	Basic	Automated Client Onboarding and KYC Verification	financial services
96	Fisher\SMB™	Basic	Automated client onboarding and KYC verification	financial services
97	River City Federal Credit Union	Basic	Automated Member Inquiry Triage and Routing	financial services
98	Journey Business Solutions	Basic	Automated Client Onboarding and Document Verification	financial services
99	Roquemore & Roquemore	Basic	Automated Client Onboarding and Document Verification	financial services
100	Tolleson Wealth Management	Basic	Automated Client Onboarding and Document Management	financial services
101	Holistiplan	Basic	Automated Client Onboarding and Document Verification	financial services
102	Speedpay	Basic	Automated Customer Inquiry Triage and Routing	financial services
103	Allsec Financial Services	Basic	Automated Client Onboarding and Document Verification	financial services
104	Trade	Basic	Automated Client Onboarding and Document Verification	financial services
105	S3	Basic	Automated Client Onboarding and Document Verification	financial services
106	UPTIQ	Basic	Automated Client Onboarding and Document Verification	financial services
107	Bluecrest Financial Alliances	Basic	Automated Client Onboarding and Document Verification	financial services
108	Rethink Wealth	Basic	Automated Client Onboarding and Data Ingestion	financial services
109	Curiman Brokers Group	Basic	Automated Client Onboarding and Data Verification	financial services
110	MSI Credit Solutions	Basic	Automated Credit Report Analysis and Dispute Generation	financial services
111	BVA Group	Basic	Automated Client Onboarding and KYC Verification	financial services
112	Amerisource Business Capital	Basic	Automated Loan Application Pre-screening and Data Validation	financial services
113	Citizens National Bank	Basic	Automated Customer Inquiry Triage and Response	financial services
114	U.S. Capital Wealth	Basic	Automated Client Onboarding and Document Management	financial services
115	SeatonHill	Basic	Automated Client Onboarding and KYC Verification	financial services
116	University Finance Association	Basic	Automated Client Onboarding and Document Verification	financial services
117	Invoke Tax	Basic	Automated Client Onboarding and Document Verification	financial services
118	United Capital Financial Advisors	Basic	Automated Client Onboarding and Document Management	financial services
119	D. Hilton Associates	Basic	Automated Client Onboarding and Document Verification	financial services
120	NFP Advisor Services	Basic	Automated Client Onboarding and Document Management	financial services
121	Municipal Accounts & Consulting L.P	Basic	Automated Municipal Bond Issuance Document Review	financial services
122	Texas Stock Exchange	Basic	Automated Regulatory Compliance Monitoring and Reporting	financial services
123	Unity National Bank	Basic	Automated Customer Inquiry Triage and Resolution	financial services
124	CORD Financial Services	Basic	Automated Client Onboarding and Document Verification	financial services
125	Americana	Basic	Automated Client Onboarding and KYC Verification	financial services
126	LP Analyst	Basic	Automated Client Onboarding and KYC Verification	financial services
127	ISC Group	Basic	Automated Client Onboarding and Document Verification	financial services
128	Trinity Real Estate Solutions	Basic	Automated Loan Application Pre-screening and Data Validation	financial services
129	Redstone Payment Solutions	Basic	Automated Customer Inquiry Triage and Routing	financial services
130	AEGIS Hedging	Basic	Automated Client Onboarding and KYC Verification	financial services
131	Pickering Energy	Basic	Automated Client Onboarding and KYC Verification	financial services
132	Fund Services Group	Basic	Automated Client Onboarding and KYC Verification	financial services
133	Linscomb Wealth	Basic	Automated Client Onboarding and Document Management	financial services
134	MyFEDBenefits	Basic	Automated Client Onboarding and Data Verification	financial services

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