Company lists · Data refreshed October 2026

Top 25 Financial services consulting firms based in Austin, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 64 companies tracked

RevenueBase identified 64 company matches for financial services consulting firms associated with Austin, United States as of October 2026 and tracks 841 professional contacts across them, including 370 with verified work emails. Across the United States, New York is the largest hub for this category (469 companies); Austin has 64.

This list covers company matches for financial services consulting firms associated with Austin, 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 October 1, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 1, 2026 How this list was built

64Companies

841Contacts tracked

370Verified emails

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The 25 largest financial services consulting firms based in Austin, United States

Ranked by team size

Top 25 of 64 company matches for financial services consulting firms based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Bridgepoint Consulting	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	201-500	250 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Lion Street	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	51-200	134 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Edgile	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	51-200	119 contacts →
	Exact match “Edgile was founded in 2001 to deliver strategic cybersecurity and risk management services to the Fortune 500.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Sheshunoff Consulting Solutions	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	51-200	59 contacts →
	Exact match “For over 40 years, Sheshunoff Consulting + Solutions has been committed to helping financial institutions manage risk and drive financial improvement.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	E-Innosec Advisory And Consulting	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	28 contacts →
	Exact match “We live in a world where security is what we all strive for but struggle to find.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	3dglobal IT Consulting Private Limited	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	21 contacts →
	Exact match “Established in 2022, 3DGlobal IT Consulting Pvt Ltd was built upon the vision of assembling a team of extraordinary professionals who excel in their respective domains.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Excel Global Partners	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	12 contacts →
	Exact match “Service.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Hightower Austin	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	11 contacts →
	Exact match “Hightower Austin is a consulting group specializing in the disciplines of asset management, risk management and tax planning strategies.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	BFS Strategic Partners	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	11 contacts →
	Exact match “BFS provides business advisory, financial management and compliance services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Lucke Consulting Technology Services, LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	9 contacts →
	Exact match “LCTS strives to be a premier engineering and technology consultancy serving small and midsized businesses, capital project teams, financial institutes and government agencies…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Russell & Associates	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “Advisory Firm specializing in Corporate Governance, Risk Management and Regulatory Compliance.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Ironoak Wealth	Exact match	Austin, United StatesHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “Ironoak Wealth, LLC is a financial services firm that represents a diverse group of clients seeking to effectively engage in financial planning, Investment management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Wrightwood Advisory	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “Wrightwood Advisory serves the Institutional Insurance market with a focus on insurance companies and regional and community banks.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Sheshunoff & CO Investment Banking	Exact match	Austin, United StatesHQ recorded Oct 1, 2026	51-200	4 contacts →
	Exact match “With over 250 successful bank M&A transactions to date, Sheshunoff & Co.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	The Artisan Works Group	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	4 contacts →
	Exact match “The Artisan Works Group provides boutique consulting and advisory services for specialized risk management, insurance, alternative dispute resolution, claim solutions, related…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Fidelis Risk Advisory	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Fidelis Risk Advisory helps navigate the leadership challenges and complexity around building and managing information security programs.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Keystone Southwest Insurance Agency	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “15 minutes will save you 15%.NOT HERE!” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Ridgebow	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Ridgebow is an advisory and private capital firm focused on helping individuals, families, business owners, and organizations make informed decisions, strengthen operations, and…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Guidandt	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “We provide turnkey regulatory compliance, consulting, accounting and software services to the securities, derivatives and digital asset industry.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Solid Rock Industries	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	11-50	2 contacts →
	Exact match “At Solid Rock Industries, we specialize in helping businesses like yours succeed.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Douglas Capital Advisors	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Full-Service Financial Planning, Insurance, and Consulting firm Serving Individuals, Businesses and Institutions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Stonebridge Partners, LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Stonebridge Partners, LLC has significant experience building effective and cost efficient Risk, Compliance, Internal Control and AML programs in traditional and emerging payment…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Capital Bookkeeping And Consulting, LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Founded in 2011, Capital Bookkeeping and Consulting is a professional services firm that helps start-ups to growing mid-market companies.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Blue Orbit Group, LP	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Blue Orbit Group is a business and information technology consulting firm that delivers measurable value.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Clearroad Financial	Exact match	Austin, TX, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “ClearRoad Financial partners with growing businesses and nonprofits to bring clarity, structure, and strategy to their financial operations.” Recorded in the RevenueBase company graph · Oct 1, 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 services consulting firms”. 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 25 of 64 financial services consulting firms based in Austin, United States

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Financial services consulting firms based in Austin, United States at a glance

As of Oct 1, 2026

44.0%Verified-email coverage

13.1Average contacts per company

1-10Median size (employees)

Oct 1, 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 64 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 Austin, United States whose business descriptions match “financial services consulting firms” 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 370 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 October 1, 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 services consulting firms 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 services consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consulting firms are there based in Austin, United States?

RevenueBase identified 64 company matches for financial services consulting firms associated with Austin, United States as of October 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?

Bridgepoint Consulting 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 services consulting firms?

New York leads the United States with 469 company records, followed by Chicago (139) and Houston (132). Austin has 64.

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 370 professional contacts with verified work emails tracked across these 64 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 October 1, 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 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.