Company lists · Data refreshed September 2026

Top 25 Family offices investing in startups based in Dallas, United States

Name: Family offices investing in startups based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 73 companies tracked

RevenueBase identified 73 family offices investing in startups headquartered in Dallas, United States as of September 2026 and tracks 851 professional contacts across them, including 406 with verified work emails. New York is the largest hub.

This list covers family offices investing in startups 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 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

73Companies

851Contacts tracked

406Verified emails

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The 25 largest family offices investing in startups based in Dallas, United States

Ranked by team size

Top 25 of 73 family offices investing in startups based in Dallas, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to family offices investing in startups: 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	Tolleson Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	201-500	206 contacts →
	Indirect evidence “At Tolleson, we're all about building relationships and strengthening financial futures.” Source: RevenueBase Database · checked Sep 19, 2026
2	Bonanza Capital	Indirect evidence	Dallas, United StatesHQ checked Sep 19, 2026	n/a	94 contacts →
	Indirect evidence “Bernay Box is the CEO of Bonanza Capital, Ltd, a private investment fund based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 19, 2026
3	True North Advisors	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	80 contacts →
	Strong evidence “True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.” Source: RevenueBase Database · checked Sep 19, 2026
4	The Arnold Companies	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	47 contacts →
	Strong evidence “TAC – The Arnold Companies is a family office investment and holding company with a diversified portfolio of investment in private and public companies.” Source: RevenueBase Database · checked Sep 19, 2026
5	LEE Financial	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	44 contacts →
	Indirect evidence “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Source: RevenueBase Database · checked Sep 19, 2026
6	HFS Wealth Management	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	22 contacts →
	Partial 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 19, 2026
7	Strata Wealth Advisors, LLC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect 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 19, 2026
8	Frontier Investment Management Company	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	51-200	13 contacts →
	Indirect evidence “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Source: RevenueBase Database · checked Sep 19, 2026
9	Lang Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Strong evidence “Lang Partners is a real estate development firm, general contractor, and family office investor focusing on long-term value creation across a portfolio spanning diverse industry…” Source: RevenueBase Database · checked Sep 19, 2026
10	Requisite Capital Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “Requisite Capital Management is a complete wealth management firm.” Source: RevenueBase Database · checked Sep 19, 2026
11	Vaquero Private Wealth	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 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 19, 2026
12	Saddock Companies	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Strong evidence “Saddock’s affiliated entities serve as a leading fiduciary managed family office for select high net worth clients.” Source: RevenueBase Database · checked Sep 19, 2026
13	Anchor Partners, LLC	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Strong evidence “Anchor Partners is a family office with a specialization in manufacturing and metal fabrication.” Source: RevenueBase Database · checked Sep 19, 2026
14	Mcgowangroup Asset Management, INC	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced asset management and personalized investment planning solutions to high…” Source: RevenueBase Database · checked Sep 19, 2026
15	Miramar Equity Partners	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Strong evidence “Miramar Equity Partners is a Dallas-based family office investment firm that partners with passionate executives and operators to invest in industry-leading mid-sized businesses.” Source: RevenueBase Database · checked Sep 19, 2026
16	Hartmann Taylor Wealth Management	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect 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 19, 2026
17	LGT Financial Advisors	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial 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 19, 2026
18	Lexington Hill	Strong evidence	Dallas, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “Lexington Hill Partners was founded in 2019 as a private wealth management and multi-family office firm that offers individually tailored solutions that empower families to…” Source: RevenueBase Database · checked Sep 19, 2026
19	Sefo Holdings	Indirect evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
20	Timber Creek Capital, LP	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “Timber Creek Capital, LP is a family office, specializing in turning the dreams of passionate entrepreneurs into sought after, revenue-generating products and services.” Source: RevenueBase Database · checked Sep 19, 2026
21	Gupta Capital Group	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	11-50	5 contacts →
	Strong evidence “Gupta Capital Group is a single family office engaged in sustainably growing a diversified portfolio of operating businesses and other investments.” Source: RevenueBase Database · checked Sep 19, 2026
22	Orchid Advisory	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Orchid Advisory is a multi-family office based in Dallas, TX working with a small number of multi-generational families.” Source: RevenueBase Database · checked Sep 19, 2026
23	Patterson Thoma Family Office	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong evidence “Patterson Thoma Family Office is a privately held family investment company founded in 1982.” Source: RevenueBase Database · checked Sep 19, 2026
24	Carson Private Capital	Strong evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong evidence “Carson Private Capital is a private investment firm in its twenty-seventh year of providing a select group of qualified high net worth individuals and family offices access to…” Source: RevenueBase Database · checked Sep 19, 2026
25	Optima Asset Management, INC	Partial evidence	Dallas, TX, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “A trusted partner to successful individuals and families navigating financial complexity-offering personalized guidance and protection to help with long-term stability…” 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: family offices investing in startups. 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 family offices investing in startups.
Partial evidence: Its own public description names part of family offices investing in startups, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family offices investing in startups. 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 73 family offices investing in startups based in Dallas, United States

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Family offices investing in startups based in Dallas, United States at a glance

As of Sep 19, 2026

47.7%Verified-email coverage

11.7Average contacts per company

1-10Median size (employees)

308.2%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 73 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 family offices investing in startups, 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 “family offices investing in startups”. 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 family offices investing in startups), 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 family offices investing in startups, 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, 406 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.

Family offices investing in startups 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 family offices investing in startups, 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 family offices investing in startups are there based in Dallas, United States?

RevenueBase identified 73 family offices investing in startups 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?

Tolleson Wealth Management, headquartered in Dallas, tops this list with the largest team on record.

Which city has the most family offices investing in startups?

New York leads with 225 headquartered companies, followed by Miami (76) and Chicago (74).

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 406 verified decision-maker contacts tracked across these 73 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.