Company lists · Data refreshed September 2026

Top 25 Financial services consultancies based in Austin, United States

Name: Financial services consultancies based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 56 companies tracked

RevenueBase identified 56 financial services consultancies headquartered in Austin, United States as of September 2026 and tracks 683 professional contacts across them, including 330 with verified work emails. Across the United States, New York is the largest hub for this category (405 companies); Austin has 56.

This list covers financial services consultancies 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 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

56Companies

683Contacts tracked

330Verified emails

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The 25 largest financial services consultancies based in Austin, United States

Ranked by team size

Top 25 of 56 financial services consultancies based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial services consultancies: 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	Bridgepoint Consulting	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	201-500	250 contacts →
	Indirect evidence “Bridgepoint Consulting, an Addison Group company, is a leading management consulting firm that offers a full suite of services and solutions to help companies navigate the…” Source: RevenueBase Database · checked Sep 28, 2026
2	Lion Street	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	51-200	134 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 28, 2026
3	Sheshunoff Consulting Solutions	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	51-200	59 contacts →
	Partial evidence “For over 40 years, Sheshunoff Consulting + Solutions has been committed to helping financial institutions manage risk and drive financial improvement.” Source: RevenueBase Database · checked Sep 28, 2026
4	Madison Street Capital	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	51-200	47 contacts →
	Partial evidence “MADISON STREET CAPITAL, is an international investment banking firm committed to the highest standards of integrity and service in providing corporate financial advisory services…” Source: RevenueBase Database · checked Sep 28, 2026
5	BFS Strategic Partners	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Partial evidence “BFS provides business advisory, financial management and compliance services.” Source: RevenueBase Database · checked Sep 28, 2026
6	Lucke Consulting Technology Services, LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “LCTS strives to be a premier engineering and technology consultancy serving small and midsized businesses, capital project teams, financial institutes and government agencies…” Source: RevenueBase Database · checked Sep 28, 2026
7	Russell & Associates	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “Advisory Firm specializing in Corporate Governance, Risk Management and Regulatory Compliance.” Source: RevenueBase Database · checked Sep 28, 2026
8	Ironoak Wealth	Partial evidence	Austin, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 28, 2026
9	Good Merger	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “We are a team of dedicated brokers focused on providing excellence in our transactions.” Source: RevenueBase Database · checked Sep 28, 2026
10	TK Solutions	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	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 28, 2026
11	WES Young & Associates	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	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 28, 2026
12	Sheshunoff & CO Investment Banking	Indirect evidence	Austin, United StatesHQ checked Sep 28, 2026	51-200	4 contacts →
	Indirect evidence “With over 250 successful bank M&A transactions to date, Sheshunoff & Co.” Source: RevenueBase Database · checked Sep 28, 2026
13	Fundare Finance	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Indirect evidence “We contribute with companies to strengthen their finances and to help them grow.” Source: RevenueBase Database · checked Sep 28, 2026
14	Saadi Group	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “The Saadi Group provides consulting and technology services that help clients derive real business value from their investment.” Source: RevenueBase Database · checked Sep 28, 2026
15	Ridgebow	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Ridgebow is an advisory and private capital firm focused on helping individuals, families, business owners, and organizations make informed decisions, strengthen operations, and…” Source: RevenueBase Database · checked Sep 28, 2026
16	Axys Capital Management	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “AXYS CAPITAL MANAGEMENT is a management consulting company based out of 1613 South Capital of Texas Highway, Suite 300, Austin, TX 78746.” Source: RevenueBase Database · checked Sep 28, 2026
17	Guidandt	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “We provide turnkey regulatory compliance, consulting, accounting and software services to the securities, derivatives and digital asset industry.” Source: RevenueBase Database · checked Sep 28, 2026
18	Solid Rock Industries	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Indirect evidence “At Solid Rock Industries, we specialize in helping businesses like yours succeed.” Source: RevenueBase Database · checked Sep 28, 2026
19	Douglas Capital Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Full-Service Financial Planning, Insurance, and Consulting firm Serving Individuals, Businesses and Institutions.” Source: RevenueBase Database · checked Sep 28, 2026
20	Capital Bookkeeping And Consulting, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Founded in 2011, Capital Bookkeeping and Consulting is a professional services firm that helps start-ups to growing mid-market companies.” Source: RevenueBase Database · checked Sep 28, 2026
21	Clearroad Financial	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	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 28, 2026
22	CFO Support Services	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “CFO Support Services is a full service accounting and financial management consulting firm.” Source: RevenueBase Database · checked Sep 28, 2026
23	Merrill Management LTD	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Merrill Lynch is one of the world's leading financial management and advisory companies, providing financial advice and investment banking services.” Source: RevenueBase Database · checked Sep 28, 2026
24	Henkel Analytics LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Henkel Analytics LLC was formed to help financial institutions improve how they manage risk through data-driven analytics and digital transformation.” Source: RevenueBase Database · checked Sep 28, 2026
25	Caddie CFO	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	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 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: financial services consultancies. 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 services consultancies.
Partial evidence: Its own public description names part of financial services consultancies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services consultancies. 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 56 financial services consultancies based in Austin, United States

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

As of Sep 28, 2026

48.3%Verified-email coverage

12.2Average contacts per company

1-10Median size (employees)

Sep 28, 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 Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 56 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 consultancies, 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 consultancies”. 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 consultancies), 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 consultancies, 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, 330 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.

Financial services consultancies 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 financial services consultancies, 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 services consultancies are there based in Austin, United States?

RevenueBase identified 56 financial services consultancies 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?

Bridgepoint Consulting, headquartered in Austin, tops this list with the largest team on record.

Which city in the United States has the most financial services consultancies?

New York leads the United States with 405 headquartered companies, followed by Chicago (113) and Houston (98). Austin has 56.

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 330 verified decision-maker contacts tracked across these 56 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.

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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.