Business Directory

Other Financial Investment Activities
 
Primera Companies, Inc.
8400 Belleview Drive
Suite 130
Plano, TX 75204
Phone: (214) 855-2730
Map
Primera is a privately held company that develops state-of-the-art industrial real estate in the Dallas/Ft. Worth metroplex.
Member Since: 1992
Health Wildcatters
3000 Pegasus Park Dr
Suite 1330
Dallas, TX 75247
Phone: (214) 799-1450
Map
Member Since: 2014
American Trust Co.
14850 Montfort Drive
Suite 267
Dallas, TX 75254-6759
Phone: (972) 386-8581
Map
Member Since: 1988

See Also Other Financial Investment Activities - Other Financial Investment Activities
PFM Financial Advisors
750 N Saint Paul Street
Suite 540
Dallas, TX 75201
Phone: 512-614-5320
Map
At PFM, asset managers, financial advisors and budget consultants partner with clients to provide superior financial advice to build, power, mobilize and educate.
Member Since: 2019
Ashford
14185 Dallas Pkwy.
Suite 1100
Dallas, TX 75254
Phone: (214) 697-6006
Map

Ashford Hospitality Trust is a real estate investment trust (REIT) focused on investing opportunistically in the hospitality industry in upper upscale, full service hotels.

Member Since: 2019

See Also Other Financial Investment Activities - Other Financial Investment Activities, Real Estate Services - Activities Related to Real Estate
BFS Advisory Group
8201 Preston Road
Suite 400
Dallas, TX 75225
Phone: (214) 764-1964
Map

Wealth management; Tax Estate and Philanthropic Planning; Small Business Consulting; Investment Management; Financial Planning

Member Since: 2013

See Also Other Financial Investment Activities - Other Financial Investment Activities
Sixth Street
2100 McKinney Ave.
Suite 1500
Dallas, TX 75201
Phone: (469) 621-2047
Map

Global investors developing themes and offering solutions to companies across all stages of growth.

Member Since: 2024
BNY Mellon
6150 Sherry Lane
Dallas, TX 75225
Phone: (214) 239-6443
Map

The Bank of New York Mellon Corporation focuses on helping clients manage and service their financial assets throughout the investment lifecycle, providing financial services for institutions, corporations or individual investors.

Member Since: 2022

See Also Other Financial Investment Activities - Other Financial Investment Activities
True North Advisors, LLC
3131 Turtle Creek Blvd.
Suite 1300
Dallas, TX 75219
Phone: (214) 360-7300
Map

A wealth management team with one purpose:FULFILLING LIVES™

Member Since: 2022
LD Lowe Sr. Wealth Advisory, Cole Ave
4809 Cole Ave.
Suite 330
Dallas, TX 75025
Phone: (972) 335-2523
Map
Member Since: 2008
Labora Group
400 S Record Street
Suite 1600
Dallas, TX 75202
Phone: (214) 812-9075
Map
Member Since: 2022
Options Clearing Corporation
9111 Cypress Waters Blvd.
Suite 400
Dallas, TX 75019
Phone: (817) 562-3474
Map

OCC specialises in equity derivatives clearing, providing central counterparty (CCP) clearing and settlement services to 15 exchanges. Instruments include options, financial and commodity futures, security futures and securities lending transactions.

Member Since: 2017
NexPoint
300 Crescent Court
Suite 700
Dallas, TX 75201

Map

NexPoint is a leading, multibillion-dollar alternative investment platform in Dallas, Texas. It is comprised of a group of advisers and sponsors, a broker-dealer, and a suite of related investment vehicles. Our team of experts specialize in real estate across a range of property types, among other areas, to serve retail and institutional investors worldwide.  

Member Since: 2022
Toronto Stock Exchange and TSX Venture Exchange
100 Adelaide Street
Toronto, ON m5h1s3
Phone: (347) 558-0514
Map

Toronto Stock Exchange (TSX) and TSX Venture Exchange (TSXV) provide companies with access to equity capital and the benefits of being listed on a leading global exchange with integrity, liquidity and opportunity.

Member Since: 2022
Carter Financial Management
12222 Merit Drive
Suite 1800
Dallas, TX 75251
Phone: (214) 363-4200
Map
financial planning
Member Since: 1990
Luther King Capital Management
301 Commerce Street
Suite 1600
Fort Worth, TX 76102
Phone: (817) 332-3235
Map
Member Since: 1988
TechStars
4845 Pearl East Cir
Suite 118
Boulder, CO 80301

Map

At Techstars we have invested in more than 3,500 early-stage startups. As one of the largest pre-seed investors in the world, our portfolio is as diversified as our 7,300 founders are unique - from HealthTech and FinTech, to Web3 and CleanTech; from Miami and Silicon Valley to Lagos and London. We support many of the world's best entrepreneurs with access to capital, mentoring, finding customers, hiring talent, choosing the right infrastructure, and much more!

Member Since: 2023
Westwood Holdings Group
200 Crescent Court
Suite 1200
Dallas, TX 75201
Phone: (214) 756-6900
Map
Asset Management, Trust Company, Private Wealth Management
Member Since: 1990
Fidelity Investments
One Destiny Way
W 131 A
Westlake, TX 76262

Phone: (817) 474-8234
Map
Fidelity Investments is one of the world's largest providers of financial services. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm.
Member Since: 1983