Company lists · Data refreshed September 2026
Top 19 Financial service providers based in Houston, United States
RevenueBase identified 45 company matches for financial service providers associated with Houston, United States as of September 2026 and tracks 4,853 professional contacts across them, including 1,239 with verified work emails. Across the United States, New York is the largest hub for this category (100 companies); Houston follows with 45.
This list covers company matches for financial service providers associated with Houston, 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 20, 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 19 largest financial service providers based in Houston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,263 contacts → | ||||
Exact match “American National Insurance Company, founded in Galveston, Texas, in 1905 and now headquartered in Houston, has successfully managed a broad portfolio of insurance and financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 205 contacts → | ||||
Exact match “Banorte Wealth Management serves as the corporate brand for Banorte Securities International Ltd, Banorte Asset Management, Inc, Banorte Enterprises Ltd, Banorte Ventures Ltd, and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 81 contacts → | ||||
Exact match “We are in the center of a dynamic and bustling business community that is highly diversified in its ethnicity and rich in culture.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 33 contacts → | ||||
Exact match “Unity National Bank is creating opportunities across Texas.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 30 contacts → | ||||
Exact match “At RIA Advisors, we focus on building, preserving, and protecting our clients’ wealth and guiding them to achieve their financial goals – now and into the future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 25 contacts → | ||||
Exact match “Incorporated in January 1992 with the objective of satisfying thoroughly and efficiently the international investment needs of our customers, Monex Securities, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 12 contacts → | ||||
Exact match “Reaching financial success doesn’t happen by accident.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “Unity National Bank Of Houston is a banking company based out of 2602 BLODGETT ST, Houston, Texas, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “INSURANCE SOLUTIONS FOR YOUR PERSONAL LIFE •Income and Wealth Protection •Estate Planning •Legacy Planning •Pre-Funeral and Memorial Service Planning •Final Expense Insurance…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “Our mission is to empower our clients to see infinite financial growth, in an infinitely changing world.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “At The AFP Group, LLC we understand that few things are as personal as your hopes for the future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Galene Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Delta Advisory Group are leaders in providing financial services including financial planning, investment opportunities and market updates.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “McDonald Financial is a financial services company based out of 1530 W River Rd N Ste 3, Elyria, Ohio, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “At Keyalo Capital, we serve Individual and Corporate Investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Atkinson Life & Legacy Solutions offers quality of life solutions through financial planning, investing, and life insurance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Price Capital provides financial planning and analysis, financial management, investment management, and portfolio management to corporate and non-profit clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Monk Financial Strategies Group was created to deliver boutique style financial services to the discerning client who desires to be more than a statistic.” Recorded in the RevenueBase company graph · Sep 20, 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 “financial service providers”. 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 19 of 45 financial service providers based in Houston, United States
See the full list, filter by size, metro and specialty, and access 1,239 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial service providers based in Houston, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 45 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 Houston, United States whose business descriptions match “financial service providers” 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 1,239 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 20, 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.
Financial service providers by metro in the United States
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 “financial service providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial service providers are there based in Houston, United States?
RevenueBase identified 45 company matches for financial service providers associated with Houston, 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?
American National 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 financial service providers?
New York leads the United States with 100 company records, followed by Houston (45) and Dallas (39).
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 1,239 professional contacts with verified work emails tracked across these 45 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 45 financial service providers based in Houston, United States. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 19 financial service providers based in Houston, 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 45 matching company records for financial service providers based in Houston, United States, with 4,853 tracked contacts and 1,239 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 19 financial service providers based in Houston, 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 |  American Nationalamericannational.comHQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 4,263 contacts → |
“American National Insurance Company, founded in Galveston, Texas, in 1905 and now headquartered in Houston, has successfully managed a broad portfolio of insurance and financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Banorte Wealth Managementbanortewealthmanagement.comHQ: Houston, TX, United StatesReported employees: Not recorded | Houston, TX, United States | Not recorded | Exact match | 205 contacts → |
“Banorte Wealth Management serves as the corporate brand for Banorte Securities International Ltd, Banorte Asset Management, Inc, Banorte Enterprises Ltd, Banorte Ventures Ltd, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Southwestern National Bankswnbk.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 81 contacts → |
“We are in the center of a dynamic and bustling business community that is highly diversified in its ethnicity and rich in culture.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Unity National Bankeventbrite.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 33 contacts → |
“Unity National Bank is creating opportunities across Texas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  RIA Advisorsrealinvestmentadvice.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 30 contacts → |
“At RIA Advisors, we focus on building, preserving, and protecting our clients’ wealth and guiding them to achieve their financial goals – now and into the future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Monex Securities, INCmonexsec.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 25 contacts → |
“Incorporated in January 1992 with the objective of satisfying thoroughly and efficiently the international investment needs of our customers, Monex Securities, Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Dawson Financialdoug-dawson.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 12 contacts → |
“Reaching financial success doesn’t happen by accident.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Unity National Bank Of Houstonunitybanktexas.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 10 contacts → |
“Unity National Bank Of Houston is a banking company based out of 2602 BLODGETT ST, Houston, Texas, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | C. Hicks Agency LLCchicksinsurance.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 4 contacts → |
“INSURANCE SOLUTIONS FOR YOUR PERSONAL LIFE •Income and Wealth Protection •Estate Planning •Legacy Planning •Pre-Funeral and Memorial Service Planning •Final Expense Insurance…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Precision Financial Planning Servicesprecision-fps.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 4 contacts → |
“Our mission is to empower our clients to see infinite financial growth, in an infinitely changing world.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | The AFP Group, LLCafpgroup.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 3 contacts → |
“At The AFP Group, LLC we understand that few things are as personal as your hopes for the future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Galene Financialgalenefinancial.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 3 contacts → |
“Galene Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Delta Advisory Group INCdeltaadvisory.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 3 contacts → |
“Delta Advisory Group are leaders in providing financial services including financial planning, investment opportunities and market updates.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Mcdonald Financialmcdonaldfinancial.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 2 contacts → |
“McDonald Financial is a financial services company based out of 1530 W River Rd N Ste 3, Elyria, Ohio, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Keyalo Capitalkeyalocapital.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“At Keyalo Capital, we serve Individual and Corporate Investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Atkinson Life & Legacy Solutionsatkinsonlls.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“Atkinson Life & Legacy Solutions offers quality of life solutions through financial planning, investing, and life insurance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Price Capital LLCpricecapitalcorp.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 1 contacts → |
“Price Capital provides financial planning and analysis, financial management, investment management, and portfolio management to corporate and non-profit clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Kaivani Wealth Strategies LLCkaivaniwealth.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 1 contacts → |
“I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Monk Financial Strategies Group LLCmonkfsg.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 1 contacts → |
“Monk Financial Strategies Group was created to deliver boutique style financial services to the discerning client who desires to be more than a statistic.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 45 company matches
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Financial service providers: dataset insights
September 20, 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
44 records in the displayed employee bands.
1 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 Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 45 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 20, 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 ↗
Financial service providers by metro in the United States
Questions about this company list
What does Exact match mean for financial service providers?
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 financial service providers did RevenueBase find based in Houston, United States?
The saved snapshot records 45 matching company records, 4,853 tracked contacts and 1,239 verified emails. The public preview displays 19 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 20, 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
Financial service providers by geography
- Financial service providers based in Bangalore, India
- Financial service providers based in Chennai, India
- Financial service providers based in Mumbai, India
- Financial service providers based in Pune, India
- Financial service providers based in Atlanta, United States
- Financial service providers based in Charlotte, United States
- Financial service providers based in Chicago, United States
- Financial service providers based in Dallas, United States
- Financial service providers based in Miami, United States
- Financial service providers based in New York, United States
- Financial service providers based in Argentina
- Financial service providers based in Australia
Cite this list
RevenueBase Data Team. Top 19 financial service providers based in Houston, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-service-providers/united-states/houston.
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
- Financial service providers based in Bangalore, India
- Financial service providers based in Chennai, India
- Financial service providers based in Mumbai, India
- Financial service providers based in Pune, India
- Financial service providers based in Atlanta, United States
- Financial service providers based in Charlotte, United States
Company intelligence · public preview
Top 19 financial service providers based in Houston, United States
RevenueBase records 45 matching company records for financial service providers based in Houston, United States, with 4,853 tracked contacts and 1,239 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 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 19 financial service providers based in Houston, 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 | American Nationalamericannational.com HQ: Houston, TX, United StatesReported employees: 1,001-5,000 | Houston, TX, United States | 1,001-5,000 | Exact match | 4,263 contacts → |
“American National Insurance Company, founded in Galveston, Texas, in 1905 and now headquartered in Houston, has successfully managed a broad portfolio of insurance and financial…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Banorte Wealth Managementbanortewealthmanagement.com HQ: Houston, TX, United StatesReported employees: Not recorded | Houston, TX, United States | Not recorded | Exact match | 205 contacts → |
“Banorte Wealth Management serves as the corporate brand for Banorte Securities International Ltd, Banorte Asset Management, Inc, Banorte Enterprises Ltd, Banorte Ventures Ltd, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Southwestern National Bankswnbk.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 81 contacts → |
“We are in the center of a dynamic and bustling business community that is highly diversified in its ethnicity and rich in culture.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Unity National Bankeventbrite.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 33 contacts → |
“Unity National Bank is creating opportunities across Texas.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | RIA Advisorsrealinvestmentadvice.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 30 contacts → |
“At RIA Advisors, we focus on building, preserving, and protecting our clients’ wealth and guiding them to achieve their financial goals – now and into the future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Monex Securities, INCmonexsec.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 25 contacts → |
“Incorporated in January 1992 with the objective of satisfying thoroughly and efficiently the international investment needs of our customers, Monex Securities, Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Dawson Financialdoug-dawson.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 12 contacts → |
“Reaching financial success doesn’t happen by accident.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Unity National Bank Of Houstonunitybanktexas.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 10 contacts → |
“Unity National Bank Of Houston is a banking company based out of 2602 BLODGETT ST, Houston, Texas, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | C. Hicks Agency LLCchicksinsurance.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 4 contacts → |
“INSURANCE SOLUTIONS FOR YOUR PERSONAL LIFE •Income and Wealth Protection •Estate Planning •Legacy Planning •Pre-Funeral and Memorial Service Planning •Final Expense Insurance…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Precision Financial Planning Servicesprecision-fps.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 4 contacts → |
“Our mission is to empower our clients to see infinite financial growth, in an infinitely changing world.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | The AFP Group, LLCafpgroup.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 3 contacts → |
“At The AFP Group, LLC we understand that few things are as personal as your hopes for the future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Galene Financialgalenefinancial.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 3 contacts → |
“Galene Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Delta Advisory Group INCdeltaadvisory.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 3 contacts → |
“Delta Advisory Group are leaders in providing financial services including financial planning, investment opportunities and market updates.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Mcdonald Financialmcdonaldfinancial.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 2 contacts → |
“McDonald Financial is a financial services company based out of 1530 W River Rd N Ste 3, Elyria, Ohio, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Keyalo Capitalkeyalocapital.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“At Keyalo Capital, we serve Individual and Corporate Investors.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Atkinson Life & Legacy Solutionsatkinsonlls.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 2 contacts → |
“Atkinson Life & Legacy Solutions offers quality of life solutions through financial planning, investing, and life insurance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Price Capital LLCpricecapitalcorp.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 1 contacts → |
“Price Capital provides financial planning and analysis, financial management, investment management, and portfolio management to corporate and non-profit clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Kaivani Wealth Strategies LLCkaivaniwealth.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 1 contacts → |
“I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Monk Financial Strategies Group LLCmonkfsg.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 1 contacts → |
“Monk Financial Strategies Group was created to deliver boutique style financial services to the discerning client who desires to be more than a statistic.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 45 company matches
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Financial service providers: dataset insights
September 20, 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
44 records in the displayed employee bands.
1 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 Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 45 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 20, 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 ↗
Financial service providers by metro in the United States
Questions about this company list
What does Exact match mean for financial service providers?
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 financial service providers did RevenueBase find based in Houston, United States?
The saved snapshot records 45 matching company records, 4,853 tracked contacts and 1,239 verified emails. The public preview displays 19 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 20, 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 19 financial service providers based in Houston, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-service-providers/united-states/houston.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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