Company lists · Data refreshed September 2026

Top 13 Financial services companies based in Austin, United States

The Austin financial services companies directory contains 30 companies and 373 contacts, including 171 email addresses. New York is the single most-represented city among the companies on the list, and the directory was updated in September 2026.

Financial services companies provide financial products or services such as banking, lending, payments, investment, insurance, and wealth management. This list covers companies that provide financial products or services to consumers, businesses, institutions, or other organizations. Ranked by team size, largest first. Data current as of September 6, 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 6, 2026 86% judged on-target in blind review
30Companies
373Contacts tracked
171Verified emails
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The 13 largest financial services companies based in Austin, United States

Ranked by team size
Top 13 of 30 financial services companies based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 6, 2026. RevenueBase Smart Search rates how each company's information relates to financial services companies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceAustin, TX, United StatesHQ checked Sep 6, 202651-200134 contacts →

“Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…”

Source: company website · checked Sep 6, 2026
2Indirect evidenceAustin, TX, United StatesHQ checked Sep 6, 202651-200125 contacts →

“At Horizon Bank, we pride ourselves on creating lifelong customer relationships and business partnerships in our communities, from our headquarters in Austin, Texas, and beyond.”

Source: company website · checked Sep 6, 2026
3Strong evidenceAustin, TX, United StatesHQ checked Sep 6, 202611-5013 contacts →

“Yacktman Asset Management LP is a financial services firm based in Austin, Texas, United States.”

Source: company website · checked Sep 6, 2026
4Strong evidenceAustin, United StatesHQ checked Sep 6, 20261-108 contacts →

“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: company website · checked Sep 6, 2026
5Strong evidenceAustin, TX, United StatesHQ checked Sep 6, 20261-108 contacts →

“Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.”

Source: company website · checked Sep 6, 2026
6Indirect evidenceAustin, TX, United StatesHQ checked Sep 6, 20261-106 contacts →

“DO YOU NEED SOMEONE WHO MAKES MANAGING YOUR MONEY EASY & JARGON FREE?”

Source: company website · checked Sep 6, 2026
7Strong evidenceAustin, TX, United StatesHQ checked Sep 6, 20261-104 contacts →

“AMT Lifetime Financial, LLC is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.”

Source: company website · checked Sep 6, 2026
8Indirect evidenceAustin, TX, United StatesHQ checked Sep 6, 20261-104 contacts →

“The best investment you can make is in yourself.”

Source: company website · checked Sep 6, 2026
9Indirect evidenceAustin, TX, United StatesHQ checked Sep 6, 20261-103 contacts →

“We specialize in helping individuals, families, and small businesses with tax-free retirement strategies, wealth preservation, estate planning, executive bonus packages, buy-sell…”

Source: company website · checked Sep 6, 2026
10Strong evidenceAustin, TX, United StatesHQ checked Sep 6, 20261-102 contacts →

“Full-Service Financial Planning, Insurance, and Consulting firm Serving Individuals, Businesses and Institutions.”

Source: company website · checked Sep 6, 2026
11Indirect evidenceAustin, TX, United StatesHQ checked Sep 6, 20261-102 contacts →

“We understand the challenges both families and businesses face today.”

Source: company website · checked Sep 6, 2026
12Strong evidenceAustin, TX, United StatesHQ checked Sep 6, 20261-101 contacts →

“Fortus empowers clients with the knowledge and insight to make informed and educated decisions about their financial future and well-being.”

Source: company website · checked Sep 6, 2026
13Strong evidenceAustin, TX, United StatesHQ checked Sep 6, 20261-101 contacts →

“Strategic Investment Management is a financial services company based out of 9600 N.”

Source: company website · checked Sep 6, 2026

Showing 13 of 30 financial services companies based in Austin, United States

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Financial services companies based in Austin, United States at a glance

As of Sep 6, 2026
45.8%Verified-email coverage
12.4Average contacts per company
1-10Median size (employees)
583.3%Largest-city concentration · New York
Sep 6, 2026Page data refreshed

Companies by employee count

1-10
23
11-50
5
51-200
2

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 30 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 services companies, 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 services companies”. 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 services companies), 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 services companies, 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, 171 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 6, 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.

Frequently asked

How many financial services companies are in the directory?

The directory contains 30 financial services companies based in Austin, United States.

Where are the financial services companies located?

The directory covers financial services companies based in Austin, United States; New York is the single most-represented city among the companies on the list.

How many contacts and email addresses are available for financial services companies?

The directory includes 373 contacts and 171 email addresses for financial services companies.

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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.