> Enrich.chat gives AI agents verified work emails and mobiles. To use it from an agent, read https://enrich.chat/agents.md . This is the Markdown version of https://enrich.chat/companies-in/plano-tx/financial-services/ # Financial Services Companies in Plano, TX The bigger financial services companies headquartered in Plano, TX, with what they do, their sizes and how to reach their people. By Enrich.chat Editorial. Updated October 22, 2026. **Short answer:** Among the financial services companies counted in Plano, TX, the biggest by headcount range include Fisher Investments, Alkami Technology and Benchmark Mortgage Nmls 2143. They are mostly very small: 63% have 50 or fewer employees. ## Which financial services companies are in Plano? Among the companies whose public profile lists Financial Services as their industry and Plano, TX as their headquarters, the biggest by headcount range include Fisher Investments, Alkami Technology, Benchmark Mortgage Nmls 2143, The Cmi Group and Chargeback Gurus. Names link to a company profile where we have one. | Company | Employees | | --- | --- | | Fisher Investments | 5,001 to 10,000 | | Alkami Technology | 501 to 1,000 | | Benchmark Mortgage Nmls 2143 | 501 to 1,000 | | The Cmi Group | 501 to 1,000 | | Chargeback Gurus | 201 to 500 | | Fortis | 201 to 500 | | Optimal Blue | 201 to 500 | | Marquis | 201 to 500 | | Guardian Mortgage | 201 to 500 | | First United Mortgage Group | 201 to 500 | | Countryplace Mortgage, Ltd Nmls 2124 | 201 to 500 | | Premier Nationwide Lending | 201 to 500 | | Tapcheck | 51 to 200 | | Cornerstone Resources | 51 to 200 | | Mantl | 51 to 200 | | Katapult | 51 to 200 | | Connexpay | 51 to 200 | | Mytaxfiler | 51 to 200 | | Money Matters With Ken Moraif | 51 to 200 | | Truly Title | 51 to 200 | | Cre Credit Services | 51 to 200 | | Fcti | 51 to 200 | | Peak American Investment Advisors | 51 to 200 | | Retirement Planners Of America | 51 to 200 | | Eleven Mortgage Nmls 2143 | 51 to 200 | The table shows the 25 biggest by headcount range, with ties broken by audience size. The charts and percentages below cover every company counted for this page, not just these 25, and companies with fewer than 11 employees are not counted. Headquarters is the location on each company's public profile. ## What do financial services companies in Plano do? Financial Services is a broad label. The most common NAICS codes among them are 541511 (25%), 522292 (12%) and 541611 (12%). **Figure: What financial services companies in Plano do.** Bars for the share of counted financial services companies with each code: 541511 25%, 522292 12%, 541611 12%, 513210 6%, 522291 6%, 522299 6%, 522310 6%. *Share of counted financial services companies in Plano by their NAICS code.* [NAICS 541511](https://enrich.chat/naics/541511/)[NAICS 522292](https://enrich.chat/naics/522292/)[NAICS 513210](https://enrich.chat/naics/513210/)[NAICS 522291](https://enrich.chat/naics/522291/)[NAICS 522310](https://enrich.chat/naics/522310/) ## How big are they? 63% of the financial services companies counted in Plano have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. **Figure: Size of financial services companies in Plano.** Seven columns for the share of counted financial services companies in Plano in each employee range: 11 to 50 63%, 51 to 200 23%, 201 to 500 9%, 501 to 1,000 3%, 1,001 to 5,000 0%, 5,001 to 10,000 1%, 10,001+ 0%. *Share of counted financial services companies in Plano in each employee range.* ## How old are they? Most were founded in the 2010s (38%), then the 2000s (17%). **Figure: When financial services companies in Plano were founded.** Eight columns for the share of counted financial services companies in Plano founded in each era: Before 1960 3%, 1960s 2%, 1970s 5%, 1980s 8%, 1990s 14%, 2000s 17%, 2010s 38%, 2020s 13%. *Share of counted financial services companies in Plano by the era they were founded in, for the ones that list a founding year.* ## How financial services companies compare - 63% of financial services companies in Plano have 50 or fewer employees, against 71% across other cities on this site. ## How do you reach the people at financial services companies in Plano? The people to talk to are usually finance, operations and technology leaders. Build the list in three prompts to your AI agent. ### 1. Count them (free) Counting who matches never uses credits. ```text Use www.enrich.chat to count the financial services companies in Plano, TX ``` ### 2. Find the people (5 credits per person) Name the roles you sell to. Each person returned is 5 credits, and name, title and company are included. ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in Plano, TX, with their titles ``` ### 3. Get their work emails (10 credits each) An email is 10 credits only when one is found. Every email comes with a status: verified, catch-all or unknown. ```text Use www.enrich.chat to find the work emails for these people and tell me which ones are verified ``` ## More to explore Other industries in Plano: [IT Services Companies](https://enrich.chat/companies-in/plano-tx/it-services-and-it-consulting/)[Software Companies](https://enrich.chat/companies-in/plano-tx/software-development/)[Real Estate Companies](https://enrich.chat/companies-in/plano-tx/real-estate/)[Hospitals and Health Care Organizations](https://enrich.chat/companies-in/plano-tx/hospitals-and-health-care/)[Construction Companies](https://enrich.chat/companies-in/plano-tx/construction/)[Advertising Agencies](https://enrich.chat/companies-in/plano-tx/advertising-services/)[Staffing and Recruiting Firms](https://enrich.chat/companies-in/plano-tx/staffing-and-recruiting/)[Telecommunications Companies](https://enrich.chat/companies-in/plano-tx/telecommunications/)[Consulting Firms](https://enrich.chat/companies-in/plano-tx/business-consulting-and-services/)[Insurance Companies](https://enrich.chat/companies-in/plano-tx/insurance/)[All of Plano](https://enrich.chat/companies-in/plano-tx/) Financial Services Companies in other cities: [New York, NY](https://enrich.chat/companies-in/new-york-ny/financial-services/)[Miami, FL](https://enrich.chat/companies-in/miami-fl/financial-services/)[Chicago, IL](https://enrich.chat/companies-in/chicago-il/financial-services/)[San Francisco, CA](https://enrich.chat/companies-in/san-francisco-ca/financial-services/)[Los Angeles, CA](https://enrich.chat/companies-in/los-angeles-ca/financial-services/)[Houston, TX](https://enrich.chat/companies-in/houston-tx/financial-services/)[Atlanta, GA](https://enrich.chat/companies-in/atlanta-ga/financial-services/)[Dallas, TX](https://enrich.chat/companies-in/dallas-tx/financial-services/)[Austin, TX](https://enrich.chat/companies-in/austin-tx/financial-services/)[San Diego, CA](https://enrich.chat/companies-in/san-diego-ca/financial-services/) ## Frequently asked questions ### Which are the biggest financial services companies in Plano? Among those counted, they include Fisher Investments, Alkami Technology, Benchmark Mortgage Nmls 2143, The Cmi Group and Chargeback Gurus, ranked by headcount range. ### How big are financial services companies in Plano? 63% of those counted have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. ### Which companies count as financial services? Companies whose public profile lists Financial Services as their industry and whose headquarters are in Plano, TX. ## Try this prompt Find the people at financial services companies in Plano ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in Plano, TX, with titles and verified work emails ``` ## Related - [Companies using a technology](https://enrich.chat/companies-using/) - [IT Services Companies in Plano](https://enrich.chat/companies-in/plano-tx/it-services-and-it-consulting/) - [Software Companies in Plano](https://enrich.chat/companies-in/plano-tx/software-development/) - [Real Estate Companies in Plano](https://enrich.chat/companies-in/plano-tx/real-estate/) - [Hospitals and Health Care Organizations in Plano](https://enrich.chat/companies-in/plano-tx/hospitals-and-health-care/) - [Financial Services Companies in New York](https://enrich.chat/companies-in/new-york-ny/financial-services/) - [Financial Services Companies in Miami](https://enrich.chat/companies-in/miami-fl/financial-services/) - [Financial Services Companies in Chicago](https://enrich.chat/companies-in/chicago-il/financial-services/) - [Financial Services Companies in San Francisco](https://enrich.chat/companies-in/san-francisco-ca/financial-services/) - [Tech stack lookup](https://enrich.chat/tools/tech-stack-lookup/)