Company lists · Data refreshed September 2026

Top 25 Digital portfolio advisors based in Austin, United States

Name: Digital portfolio advisors based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 55 companies tracked

RevenueBase identified 55 digital portfolio advisors headquartered in Austin, United States as of September 2026 and tracks 351 professional contacts across them, including 159 with verified work emails. New York is the largest hub.

This list covers digital portfolio advisors headquartered in Austin, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

55Companies

351Contacts tracked

159Verified emails

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The 25 largest digital portfolio advisors based in Austin, United States

Ranked by team size

Top 25 of 55 digital portfolio advisors based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to digital portfolio advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Century Management Financial Advisors	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	51 contacts →
	Indirect evidence “From humble beginnings, Arnold Van Den Berg, a Holocaust survivor, learned at an early age what it means to work hard, to sacrifice, and to help others.” Source: RevenueBase Database · checked Sep 19, 2026
2	Brevan Howard Digital	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1,001-5,000	46 contacts →
	Partial evidence “Brevan Howard Digital is the dedicated crypto and digital asset division of Brevan Howard, seeking to provide institutional investors access to the wide range of compelling…” Source: RevenueBase Database · checked Sep 19, 2026
3	Richard P. Slaughter Associates, INC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	27 contacts →
	Indirect evidence “Your Interests First and Foremost In early 1991, Richard Slaughter created a firm designed to provide clients with the best possible financial advice and asset management, free of…” Source: RevenueBase Database · checked Sep 19, 2026
4	Centennial Advisors, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence “Our mission is to help individuals and families work toward their investment goals through transparent, low-risk and objective-based asset management.” Source: RevenueBase Database · checked Sep 19, 2026
5	Yacktman Asset Management LP	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “Yacktman Asset Management LP is a financial services firm based in Austin, Texas, United States.” Source: RevenueBase Database · checked Sep 19, 2026
6	Innealta Capital	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Partial evidence “Innealta Capital merges advanced academic research with efficient empirical implementation of financial techniques to help individuals reach their investment goals- Advisory…” Source: RevenueBase Database · checked Sep 19, 2026
7	Melange Capital Partners	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
8	Skyline Wealth Strategies LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Source: RevenueBase Database · checked Sep 19, 2026
9	Ironoak Wealth	Indirect evidence	Austin, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Ironoak Wealth, LLC is a financial services firm that represents a diverse group of clients seeking to effectively engage in financial planning, Investment management.” Source: RevenueBase Database · checked Sep 19, 2026
10	Optas Capital	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Optas Capital is a forward-thinking wealth management and financial advisory firm dedicated to helping entrepreneurs, executives, and high-net-worth individuals achieve clarity…” Source: RevenueBase Database · checked Sep 19, 2026
11	Archer Investment Management	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “DO YOU NEED SOMEONE WHO MAKES MANAGING YOUR MONEY EASY & JARGON FREE?” Source: RevenueBase Database · checked Sep 19, 2026
12	Rembrandt Financial Group, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
13	Ironbridge Private Wealth	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “We offer clients forward-thinking portfolio strategies, principled advice, deep understanding of financial markets, and an innovative fee structure.” Source: RevenueBase Database · checked Sep 19, 2026
14	AMG Wealth Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Comprehensive wealth management and financial planning- Advisory Services offered through Waterloo Capital, L.P.” Source: RevenueBase Database · checked Sep 19, 2026
15	57 West Capital Advisors	Strong evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “At 57 West Capital Advisors, we design portfolios built to grow and preserve wealth.” Source: RevenueBase Database · checked Sep 19, 2026
16	Goalfusion Wealth Management	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “At GoalFusion Wealth Management our approach is to bring together the client’s goals and objectives through holistic financial planning and advice.” Source: RevenueBase Database · checked Sep 19, 2026
17	Strategic Capital	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Indirect evidence “We built Strategic Capital from the ground up to serve our clients with unbiased advice and unparalleled dedication.” Source: RevenueBase Database · checked Sep 19, 2026
18	Tradecraft Capital	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Tradecraft Capital is a multi-strategy digital asset manager.” Source: RevenueBase Database · checked Sep 19, 2026
19	Signal Wealth Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Signal Wealth Advisors was founded on the notion that all clients deserve a personal and tailored approach to their financial planning and investment management needs.” Source: RevenueBase Database · checked Sep 19, 2026
20	Kentor Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “The more money you have, the more people there are who want to tell you what to do with it.” Source: RevenueBase Database · checked Sep 19, 2026
21	Nest Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “The best investment you can make is in yourself.” Source: RevenueBase Database · checked Sep 19, 2026
22	Decca Private Wealth Management	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “DECCA Private Wealth Management, Inc.” Source: RevenueBase Database · checked Sep 19, 2026
23	Echelon Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Echelon Financial is an independent Austin-based firm helping clients build better relationships with their money, their family, their work, and their future.” Source: RevenueBase Database · checked Sep 19, 2026
24	Simplify Wealth Planning	Indirect evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Simplify Wealth Planning (SWP) was started because I've been exactly where you are: grinding through long days in a demanding corporate career, juggling my employer stock…” Source: RevenueBase Database · checked Sep 19, 2026
25	Blue Tower Asset Management LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Blue Tower Asset Management provides portfolio management services to individuals, financial advisers, and institutions.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: digital portfolio advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names digital portfolio advisors.
Partial evidence: Its own public description names part of digital portfolio advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name digital portfolio advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 55 digital portfolio advisors based in Austin, United States

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Digital portfolio advisors based in Austin, United States at a glance

As of Sep 19, 2026

45.3%Verified-email coverage

6.4Average contacts per company

1-10Median size (employees)

365.5%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 55 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among digital portfolio advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Austin, United States whose own description of what they do matches “digital portfolio advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names digital portfolio advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among digital portfolio advisors, and records with no verified work email. Companies headquartered outside Austin are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 159 across the full list. 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 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Digital portfolio advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names digital portfolio advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many digital portfolio advisors are there based in Austin, United States?

RevenueBase identified 55 digital portfolio advisors headquartered in Austin, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Century Management Financial Advisors, headquartered in Austin, tops this list with the largest team on record.

Which city has the most digital portfolio advisors?

New York leads with 201 headquartered companies, followed by Chicago (79) and San Francisco (69).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 159 verified decision-maker contacts tracked across these 55 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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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 Smart Search, 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.