Company lists · Data refreshed September 2026
Top 17 Financial coaching services based in Austin, United States
RevenueBase identified 57 financial coaching services headquartered in Austin, United States as of September 2026 and tracks 196 professional contacts across them, including 51 with verified work emails. New York is the largest hub.
This list covers financial coaching services 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.
The 17 largest financial coaching services based in Austin, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 11 contacts → | ||||
Partial evidence “We are a fee-only financial planning firm, helping individuals and small businesses accomplish financial objectives.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 7 contacts → | ||||
Partial evidence “Tana passionately supports professional service providers and coaches in the women empowerment space by offering top-tier financial consulting.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 6 contacts → | ||||
Partial evidence “Established in 2014, we're a homegrown financial planning firm serving clients with a growth mindset.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 6 contacts → | ||||
Partial evidence “We work with tech professionals and entrepreneurs as a financial coach and confidant, helping you grow your wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 6 contacts → | ||||
Indirect evidence “While there may be hundreds of great planning strategies, there are only a handful that are relevant to personally where you are and what you are trying to accomplish in a given…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 5 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 4 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Indirect evidence “The best investment you can make is in yourself.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “The Credit Brothers is a thriving and multifaceted consulting company that focuses on teaching people about credit through our social media channels (TikTok, Instagram etc.) and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Partial evidence “We offer fractional CFO services, financial planning & analysis, budgets & forecasts, financial modeling, business strategy and capital fundraising services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Partial evidence “We are NOT your father's financial planner.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Indirect evidence “It is our commitment and desire to establish trust and a long lasting relationship with our clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Partial evidence “ClearRoad Financial partners with growing businesses and nonprofits to bring clarity, structure, and strategy to their financial operations.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence “Trusted advisors to individuals, families and non-profits.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Partial evidence “How can we help you take the next step- What are your financial goals- Do you want to be able to save for retirement- Do you want to save for a car- When could I afford to…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “Caddie CFO provides business owners with the strategic and tactical support they need to improve their bottom lines and achieve their business goals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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: financial coaching services. 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 financial coaching services.
- Partial evidence
- Its own public description names part of financial coaching services, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial coaching services. 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 17 of 57 financial coaching services based in Austin, United States
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Financial coaching services based in Austin, United States at a glance
As of Sep 19, 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 57 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 financial coaching services, 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 “financial coaching services”. 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 financial coaching services), 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 financial coaching services, 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, 51 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.
Financial coaching services by metro in the United States
- Financial coaching services in New York91
- Financial coaching services in Atlanta73
- Financial coaching services in Houston68
- Financial coaching services in Austin57
- Financial coaching services in Dallas51
- Financial coaching services in Denver47
- Financial coaching services in Charlotte45
- Financial coaching services in Chicago44
- Financial coaching services in Los Angeles43
- Financial coaching services in Phoenix42
- Financial coaching services in San Diego37
- Financial coaching services in Tampa33
- Financial coaching services in San Francisco32
- Financial coaching services in Seattle29
- Financial coaching services in Washington29
- Financial coaching services in Columbus27
- Financial coaching services in Cincinnati26
- Financial coaching services in Columbia25
- Financial coaching services in Portland25
- Financial coaching services in Scottsdale25
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 financial coaching services, 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 financial coaching services are there based in Austin, United States?
RevenueBase identified 57 financial coaching services 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?
Pioneer Wealth Management Group, headquartered in Austin, tops this list with the largest team on record.
Which city has the most financial coaching services?
New York leads with 91 headquartered companies, followed by Atlanta (73) and Houston (68).
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 51 verified decision-maker contacts tracked across these 57 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.
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