Company lists · Data refreshed September 2026
Top 23 AI wealth management platforms based in Austin, United States
RevenueBase identified 36 company matches for AI wealth management platforms associated with Austin, United States as of September 2026 and tracks 859 professional contacts across them, including 369 with verified work emails. Across the United States, New York is the largest hub for this category (199 companies); Austin has 36.
This list covers company matches for AI wealth management platforms associated with Austin, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 23 largest AI wealth management platforms based in Austin, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 446 contacts → | ||||
Exact match “Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 78 contacts → | ||||
Exact match “Voyant is revolutionizing the wealth client experience.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 70 contacts → | ||||
Exact match “Kestra Holdings is an ecosystem of financial firms united in their commitment to deliver a full end-to-end suite of wealth management solutions for independent financial…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 57 contacts → | ||||
Exact match “Expero delivers unforgettable user experiences for finance.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 36 contacts → | ||||
Exact match “Expanding the Universe of Successful Investors Nirvana Systems has been building systematic trading and investment solutions since 1987.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 20 contacts → | ||||
Exact match “Realized® bridges the gap between investment property and traditional wealth management through a WealthTech platform built for financial advisors and their clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “tradeInsightAI_ is a generative AI platform transforming raw, complex data into clear, actionable market intelligence, no finance background required.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “Agentic financial AI” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 8 contacts → | ||||
Exact match “Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “FitBUX takes the concept of a family office for wealthy people and makes it accessible for all.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “Durbin Bennett | Private Wealth Management is an independent and privately owned Registered Investment Advisor dedicated to providing investment management and strategic wealth…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “Maintaining and improving your standard of living, preparing for monetary independence in retirement; as well as helping to preserve your estate - these are the goals and the very…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “AtlasMark provides retirement plan and wealth management services to employers and individuals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “Rewbix takes the guesswork out of investing.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “Masterpiece Capital, LLC is a boutique Registered Investment Advisory services firm comprises of a top team of financial services professional, led by Carlos H.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “Lion Street Financial is a leading financial planning and insurance distribution platform leveraging a comprehensive network of sophisticated financial advisors who focus on the…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Meet Kniru - the Tireless AI-powered financial advisor that lives in your pocket!” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “DECCA Private Wealth Management, Inc.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “Acclivity focuses on systematic equity strategies driven by rigorous quantitative research.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Devil Mountain Investment Management is a wealth management and financial planning firm based in Austin, TX Devil Mountain Investment Management employs a strategy of financial…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “Blue Tower Asset Management provides portfolio management services to individuals, financial advisers, and institutions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “AI wealth management platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 23 of 36 AI wealth management platforms based in Austin, United States
See the full list, filter by size, metro and specialty, and access 369 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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AI wealth management platforms based in Austin, United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 36 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Austin, United States whose business descriptions match “AI wealth management platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 369 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
AI wealth management platforms by metro in the United States
- AI wealth management platforms in New York199
- AI wealth management platforms in San Francisco84
- AI wealth management platforms in Chicago54
- AI wealth management platforms in Boston51
- AI wealth management platforms in Miami43
- AI wealth management platforms in San Diego39
- AI wealth management platforms in Atlanta33
- AI wealth management platforms in Los Angeles30
- AI wealth management platforms in Dallas29
- AI wealth management platforms in Houston27
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “AI wealth management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many AI wealth management platforms are there based in Austin, United States?
RevenueBase identified 36 company matches for AI wealth management platforms associated with Austin, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Kestra Financial tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most AI wealth management platforms?
New York leads the United States with 199 company records, followed by San Francisco (84) and Chicago (54). Austin has 36.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 369 professional contacts with verified work emails tracked across these 36 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 36 AI wealth management platforms based in Austin, United States. Start with a free account, no credit card.
Download this list →Related lists
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI wealth management platforms based in Calgary, Canada
- AI wealth management platforms based in Montreal, Canada
- AI wealth management platforms based in Toronto, Canada
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Company intelligence · public preview
Top 23 AI wealth management platforms based in Austin, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 36 matching company records for AI wealth management platforms based in Austin, United States, with 859 tracked contacts and 369 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 23 AI wealth management platforms based in Austin, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Kestra Financialkestrafinancial.comHQ: Austin, TX, United StatesReported employees: 201-500 | Austin, TX, United States | 201-500 | Exact match | 446 contacts → |
“Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Voyantplanwithvoyant.comHQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 78 contacts → |
“Voyant is revolutionizing the wealth client experience.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Kestra Holdingskestraholdings.com HQ: Austin, TX, United StatesReported employees: 1,001-5,000 | Austin, TX, United States | 1,001-5,000 | Exact match | 70 contacts → |
“Kestra Holdings is an ecosystem of financial firms united in their commitment to deliver a full end-to-end suite of wealth management solutions for independent financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Experoexperoinc.comHQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 57 contacts → |
“Expero delivers unforgettable user experiences for finance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Nirvana Systemsnirvanasystems.comHQ: Austin, United StatesReported employees: 11-50 | Austin, United States | 11-50 | Exact match | 36 contacts → |
“Expanding the Universe of Successful Investors Nirvana Systems has been building systematic trading and investment solutions since 1987.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Realizedrealized1031.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 20 contacts → |
“Realized® bridges the gap between investment property and traditional wealth management through a WealthTech platform built for financial advisors and their clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Tradeinsightaitradeinsight.aiHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 12 contacts → |
“tradeInsightAI_ is a generative AI platform transforming raw, complex data into clear, actionable market intelligence, no finance background required.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Athena Advisory INCadvicebyathena.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 10 contacts → |
“Agentic financial AI” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Skyline Wealth Strategies LLCskylinewealth.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 8 contacts → |
“Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Austin National Financial Servicesaustinnational.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 8 contacts → |
“Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Fitbuxfitbux.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 8 contacts → |
“FitBUX takes the concept of a family office for wealthy people and makes it accessible for all.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Durbin Bennettdurbinbennettwealth.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 7 contacts → |
“Durbin Bennett | Private Wealth Management is an independent and privately owned Registered Investment Advisor dedicated to providing investment management and strategic wealth…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Rembrandt Financial Group, LLCrembrandtfinancialgroup.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“Maintaining and improving your standard of living, preparing for monetary independence in retirement; as well as helping to preserve your estate - these are the goals and the very…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Atlasmarkatlasmark.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 5 contacts → |
“AtlasMark provides retirement plan and wealth management services to employers and individuals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Rewbixrewbix.comHQ: Austin, United StatesReported employees: 1-10 | Austin, United States | 1-10 | Exact match | 5 contacts → |
“Rewbix takes the guesswork out of investing.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Masterpiece Capital, LLCmasterpiececap.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 4 contacts → |
“Masterpiece Capital, LLC is a boutique Registered Investment Advisory services firm comprises of a top team of financial services professional, led by Carlos H.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lion Street Financial, LLClionstreet.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 3 contacts → |
“Lion Street Financial is a leading financial planning and insurance distribution platform leveraging a comprehensive network of sophisticated financial advisors who focus on the…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  KNIRUkniru.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 3 contacts → |
“Meet Kniru - the Tireless AI-powered financial advisor that lives in your pocket!” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | GAP Financial Servicesgapfinancialservices.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 |  Decca Private Wealth Managementdeccapwm.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 3 contacts → |
“DECCA Private Wealth Management, Inc.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Acclivity Investment Researchacclivityresearch.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 2 contacts → |
“Acclivity focuses on systematic equity strategies driven by rigorous quantitative research.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Devil Mountain Investment Managementdevilmtn.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“Devil Mountain Investment Management is a wealth management and financial planning firm based in Austin, TX Devil Mountain Investment Management employs a strategy of financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Blue Tower Asset Management LLCbluetowerasset.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“Blue Tower Asset Management provides portfolio management services to individuals, financial advisers, and institutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 36 company matches
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AI wealth management platforms: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
36 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 36 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
AI wealth management platforms by metro in the United States
- AI wealth management platforms in New York199
- AI wealth management platforms in San Francisco84
- AI wealth management platforms in Chicago54
- AI wealth management platforms in Boston51
- AI wealth management platforms in Miami43
- AI wealth management platforms in San Diego39
- AI wealth management platforms in Atlanta33
- AI wealth management platforms in Los Angeles30
- AI wealth management platforms in Dallas29
- AI wealth management platforms in Houston27
Questions about this company list
What does Exact match mean for AI wealth management platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many AI wealth management platforms did RevenueBase find based in Austin, United States?
The saved snapshot records 36 matching company records, 859 tracked contacts and 369 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
AI wealth management platforms by geography
- AI wealth management platforms based in Calgary, Canada
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- AI wealth management platforms based in Toronto, Canada
- AI wealth management platforms based in Vancouver, Canada
- AI wealth management platforms based in Ahmedabad, India
- AI wealth management platforms based in Bangalore, India
- AI wealth management platforms based in Hyderabad, India
- AI wealth management platforms based in Kolkata, India
- AI wealth management platforms based in Mumbai, India
- AI wealth management platforms based in New Delhi, India
- AI wealth management platforms based in Pune, India
- AI wealth management platforms based in Atlanta, United States
Cite this list
RevenueBase Data Team. Top 23 AI wealth management platforms based in Austin, United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/ai-wealth-management-platforms/united-states/austin.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI wealth management platforms based in Calgary, Canada
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Company intelligence · public preview
Top 23 AI wealth management platforms based in Austin, United States
RevenueBase records 36 matching company records for AI wealth management platforms based in Austin, United States, with 859 tracked contacts and 369 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 23 AI wealth management platforms based in Austin, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Kestra Financialkestrafinancial.com HQ: Austin, TX, United StatesReported employees: 201-500 | Austin, TX, United States | 201-500 | Exact match | 446 contacts → |
“Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Voyantplanwithvoyant.com HQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 78 contacts → |
“Voyant is revolutionizing the wealth client experience.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Kestra Holdingskestraholdings.com HQ: Austin, TX, United StatesReported employees: 1,001-5,000 | Austin, TX, United States | 1,001-5,000 | Exact match | 70 contacts → |
“Kestra Holdings is an ecosystem of financial firms united in their commitment to deliver a full end-to-end suite of wealth management solutions for independent financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Experoexperoinc.com HQ: Austin, TX, United StatesReported employees: 51-200 | Austin, TX, United States | 51-200 | Exact match | 57 contacts → |
“Expero delivers unforgettable user experiences for finance.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Nirvana Systemsnirvanasystems.com HQ: Austin, United StatesReported employees: 11-50 | Austin, United States | 11-50 | Exact match | 36 contacts → |
“Expanding the Universe of Successful Investors Nirvana Systems has been building systematic trading and investment solutions since 1987.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Realizedrealized1031.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 20 contacts → |
“Realized® bridges the gap between investment property and traditional wealth management through a WealthTech platform built for financial advisors and their clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Tradeinsightaitradeinsight.ai HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 12 contacts → |
“tradeInsightAI_ is a generative AI platform transforming raw, complex data into clear, actionable market intelligence, no finance background required.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Athena Advisory INCadvicebyathena.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 10 contacts → |
“Agentic financial AI” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Skyline Wealth Strategies LLCskylinewealth.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 8 contacts → |
“Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Austin National Financial Servicesaustinnational.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 8 contacts → |
“Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Fitbuxfitbux.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 8 contacts → |
“FitBUX takes the concept of a family office for wealthy people and makes it accessible for all.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Durbin Bennettdurbinbennettwealth.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 7 contacts → |
“Durbin Bennett | Private Wealth Management is an independent and privately owned Registered Investment Advisor dedicated to providing investment management and strategic wealth…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Rembrandt Financial Group, LLCrembrandtfinancialgroup.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“Maintaining and improving your standard of living, preparing for monetary independence in retirement; as well as helping to preserve your estate - these are the goals and the very…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Atlasmarkatlasmark.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 5 contacts → |
“AtlasMark provides retirement plan and wealth management services to employers and individuals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Rewbixrewbix.com HQ: Austin, United StatesReported employees: 1-10 | Austin, United States | 1-10 | Exact match | 5 contacts → |
“Rewbix takes the guesswork out of investing.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Masterpiece Capital, LLCmasterpiececap.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 4 contacts → |
“Masterpiece Capital, LLC is a boutique Registered Investment Advisory services firm comprises of a top team of financial services professional, led by Carlos H.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lion Street Financial, LLClionstreet.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 3 contacts → |
“Lion Street Financial is a leading financial planning and insurance distribution platform leveraging a comprehensive network of sophisticated financial advisors who focus on the…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | KNIRUkniru.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 3 contacts → |
“Meet Kniru - the Tireless AI-powered financial advisor that lives in your pocket!” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | GAP Financial Servicesgapfinancialservices.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Decca Private Wealth Managementdeccapwm.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 3 contacts → |
“DECCA Private Wealth Management, Inc.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Acclivity Investment Researchacclivityresearch.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 2 contacts → |
“Acclivity focuses on systematic equity strategies driven by rigorous quantitative research.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Devil Mountain Investment Managementdevilmtn.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“Devil Mountain Investment Management is a wealth management and financial planning firm based in Austin, TX Devil Mountain Investment Management employs a strategy of financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Blue Tower Asset Management LLCbluetowerasset.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“Blue Tower Asset Management provides portfolio management services to individuals, financial advisers, and institutions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 23 of 36 company matches
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AI wealth management platforms: dataset insights
September 27, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
36 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 36 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 27, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
AI wealth management platforms by metro in the United States
- AI wealth management platforms in New York199
- AI wealth management platforms in San Francisco84
- AI wealth management platforms in Chicago54
- AI wealth management platforms in Boston51
- AI wealth management platforms in Miami43
- AI wealth management platforms in San Diego39
- AI wealth management platforms in Atlanta33
- AI wealth management platforms in Los Angeles30
- AI wealth management platforms in Dallas29
- AI wealth management platforms in Houston27
Questions about this company list
What does Exact match mean for AI wealth management platforms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many AI wealth management platforms did RevenueBase find based in Austin, United States?
The saved snapshot records 36 matching company records, 859 tracked contacts and 369 verified emails. The public preview displays 23 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 27, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 23 AI wealth management platforms based in Austin, United States. Snapshot: September 27, 2026. https://revenuebase.ai/companies/ai-wealth-management-platforms/united-states/austin.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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