Company lists · Data refreshed September 2026

Top 25 Embedded wealth management platforms based in Dallas, United States

Name: Embedded wealth management platforms based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 102 companies tracked

RevenueBase identified 102 embedded wealth management platforms headquartered in Dallas, United States as of September 2026 and tracks 2,232 professional contacts across them, including 1,321 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Dallas has 102.

This list covers embedded wealth management platforms headquartered in Dallas, 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 28, 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 28, 2026 86% judged on-target in blind review

102Companies

2,232Contacts tracked

1,321Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest embedded wealth management platforms based in Dallas, United States

Ranked by team size

Top 25 of 102 embedded wealth management platforms based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to embedded wealth management platforms: 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	Apex Fintech Solutions	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	501-1,000	911 contacts →
	Indirect evidence “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Source: RevenueBase Database · checked Sep 28, 2026
2	Tolleson Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	201-500	206 contacts →
	Indirect evidence “At Tolleson, we're all about building relationships and strengthening financial futures.” Source: RevenueBase Database · checked Sep 28, 2026
3	Comerica Wealth Management	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	5,001-10,000	130 contacts →
	Strong evidence “Since 1849, Comerica has been raising the expectations of what a bank can be by delivering a higher level of wealth management that nurtures lifelong relationships with unwavering…” Source: RevenueBase Database · checked Sep 28, 2026
4	True North Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	80 contacts →
	Partial evidence “True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Source: RevenueBase Database · checked Sep 28, 2026
5	Quotient Wealth Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	62 contacts →
	Strong evidence “As an independent boutique firm, Quotient Wealth Partners is differentiated in the wealth management business because of how we strive to deliver the attention, solutions, and…” Source: RevenueBase Database · checked Sep 28, 2026
6	LEE Financial	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	44 contacts →
	Strong evidence “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 28, 2026
7	VRGL	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Strong evidence “VRGL is the Growth Platform for Wealth Management Firms.” Source: RevenueBase Database · checked Sep 28, 2026
8	Carter Financial Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Partial evidence “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Source: RevenueBase Database · checked Sep 28, 2026
9	HFS Wealth Management	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Strong evidence “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Source: RevenueBase Database · checked Sep 28, 2026
10	Strata Wealth Advisors, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Strong evidence “Strata Wealth Advisors is an independent wealth management firm that specializes in navigating the many layers of estate and financial complexity faced by affluent individuals and…” Source: RevenueBase Database · checked Sep 28, 2026
11	J.K. Financial, INC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	21 contacts →
	Strong evidence “Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm.” Source: RevenueBase Database · checked Sep 28, 2026
12	Fusion Capital Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “Founded in 2011, Fusion Capital Management provides the technology that fits your process, the marketing that fits your value, the investment solutions that fit your clients, and…” Source: RevenueBase Database · checked Sep 28, 2026
13	Frontier Investment Management Company	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	51-200	13 contacts →
	Strong evidence “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Source: RevenueBase Database · checked Sep 28, 2026
14	Beacon Financial Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Strong evidence “Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Source: RevenueBase Database · checked Sep 28, 2026
15	Requisite Capital Management	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	11 contacts →
	Strong evidence “Requisite Capital Management is a complete wealth management firm.” Source: RevenueBase Database · checked Sep 28, 2026
16	Perryman Financial Advisory, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Indirect evidence “Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses.” Source: RevenueBase Database · checked Sep 28, 2026
17	Triumph Financial Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Strong evidence “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Source: RevenueBase Database · checked Sep 28, 2026
18	Vaquero Private Wealth	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Vaquero Private Wealth is an independent, fee-only Registered Investment Advisor based in Dallas, Texas, serving ultra-high-net-worth entrepreneurs, business owners, and family…” Source: RevenueBase Database · checked Sep 28, 2026
19	IVY Wealth	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong evidence “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Source: RevenueBase Database · checked Sep 28, 2026
20	Delos Capital Advisors	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong evidence “Delos Capital Advisors is a dedicated wealth management service provider that designs investment programs tailored specifically to client goals and ambitions.” Source: RevenueBase Database · checked Sep 28, 2026
21	Riggs Asset Management CO INC	Indirect evidence	Dallas, PA, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Your worth transcends generations.” Source: RevenueBase Database · checked Sep 28, 2026
22	Hartmann Taylor Wealth Management	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “Hartmann Taylor is a wealth management firm that provides comprehensive financial strategy, implementation and oversight for high net worth individuals with complex asset…” Source: RevenueBase Database · checked Sep 28, 2026
23	Apeiron Planning Partners	Partial evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “The financial planning process we've developed helps families simplify their wealth journey.” Source: RevenueBase Database · checked Sep 28, 2026
24	Fluent Financial	Strong evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Strong evidence “Fluent Financial is a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services.” Source: RevenueBase Database · checked Sep 28, 2026
25	LGT Financial Advisors	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “At LGT Financial Advisors, we serve founders, business owners, and multi-generational families whose financial lives demand precision, discretion, and coordination.” Source: RevenueBase Database · checked Sep 28, 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: embedded wealth management platforms. 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 embedded wealth management platforms.
Partial evidence: Its own public description names part of embedded wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name embedded wealth management platforms. 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 102 embedded wealth management platforms based in Dallas, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,321 reachable decision-makers.

Free signup · no credit card

View the full list →

Embedded wealth management platforms based in Dallas, United States at a glance

As of Sep 28, 2026

59.2%Verified-email coverage

21.9Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 102 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 embedded wealth management platforms, 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 Dallas, United States whose own description of what they do matches “embedded wealth management platforms”. 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 embedded wealth management platforms), 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 embedded wealth management platforms, and records with no verified work email. Companies headquartered outside Dallas 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, 1,321 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 28, 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.

Embedded wealth management platforms 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 embedded wealth management platforms, 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 embedded wealth management platforms are there based in Dallas, United States?

RevenueBase identified 102 embedded wealth management platforms headquartered in Dallas, 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?

Apex Fintech Solutions, headquartered in Dallas, tops this list with the largest team on record.

Which city in the United States has the most embedded wealth management platforms?

New York leads the United States with 317 headquartered companies, followed by Chicago (127) and Atlanta (117). Dallas has 102.

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 1,321 verified decision-maker contacts tracked across these 102 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 28, 2026.

Ready to reach these companies? Verified emails and direct dials for all 102 embedded wealth management platforms based in Dallas, United States. Start with a free account, no credit card.

Download this list →

Related lists

Embedded wealth management platforms by geography

Browse the directory

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.