Company lists · Data refreshed September 2026

Top 25 Financial services executives based in Dallas, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 77 companies tracked

RevenueBase identified 77 company matches for financial services executives associated with Dallas, United States as of September 2026 and tracks 16,681 professional contacts across them, including 5,113 with verified work emails. Across the United States, New York is the largest hub for this category (240 companies); Dallas follows with 77.

This list covers company matches for financial services executives associated with Dallas, 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 16, 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 Sep 16, 2026 How this list was built

77Companies

16,681Contacts tracked

5,113Verified emails

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The 25 largest financial services executives based in Dallas, United States

Ranked by team size

Top 25 of 77 company matches for financial services executives based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 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	Comerica Bank	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	5,001-10,000	10,620 contacts →
	Exact match “Comerica Bank and Fifth Third Bank are now one company.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Texas Capital	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1,001-5,000	2,118 contacts →
	Exact match “Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Bank Of Texas	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1,001-5,000	934 contacts →
	Exact match “Powered by BOK Financial®.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Sunflower Bank, N.A	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1,001-5,000	832 contacts →
	Exact match “Operating as Sunflower Bank and First National 1870, Sunflower Bank, N.A.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Hilltop Securities INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	501-1,000	785 contacts →
	Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	M Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	201-500	285 contacts →
	Exact match “With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's leading financial services design and distribution companies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Summit Financial Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	51-200	144 contacts →
	Exact match “The firm offers tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare, working alongside clients to protect what…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Level Four Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	201-500	136 contacts →
	Exact match “Level Four Group is comprised of a group of specialized divisions dedicated to providing tailored solutions for our valued clients and financial professionals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Bluecrest Financial Alliances	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	51-200	81 contacts →
	Exact match “Register for Bluecrest Financial Forum: &…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	First National 1870	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1,001-5,000	41 contacts →
	Exact match “Operating as Sunflower Bank, First National 1870 and Guardian Mortgage, Sunflower Bank, N.A.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Lemnis Capital	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	51-200	35 contacts →
	Exact match “We exist to help empower clients, their families, and our community to pursue their best futures so they may live a life of harmony and build a legacy to last generations.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Martin Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	31 contacts →
	Exact match “Martin Financial Group is a comprehensive and independent financial services firm headquartered in Dallas, Texas - with additional offices in Tyler, Texas.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Turtle Creek Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	18 contacts →
	Exact match “Turtle Creek Financial Group provides an open platform to support seasoned professionals in the Financial Services industry throughout the Metroplex.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Apexium Financial LP	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	9 contacts →
	Exact match “Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Triumph Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	9 contacts →
	Exact match “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	IVY Wealth	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1-10	8 contacts →
	Exact match “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	TNA Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1-10	8 contacts →
	Exact match “Helping individuals, families, and businesses become debt-free, retire with dignity, get money when you need it most, secure your income and build wealth.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Nexus Advisors LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “Nexus Advisors connects your life’s work with your family’s future.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	TSG Financial Strategies, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “At TSG, our goal is for clients to be confident about their finances, no matter what life brings.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Worth Financial Group INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Service Academy Capital Management, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “Service Academy Capital Management, LLC is an investment management company based out of 3838 Oak Lawn Dr, Dallas, Texas, United States.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Loop Capital	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	11-50	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Johnson Financial Strategies	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “At Johnson Financial Strategies, we understand that every client is unique.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	Cloud Wealth Strategies, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “Caleb Loud, with Cloud Wealth, provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Mpact Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “We earn your trust through a thoughtful, step-by-step planning process designed to bring clarity and confidence to your financial life.” Recorded in the RevenueBase company graph · Sep 16, 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 executives”. 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 77 financial services executives based in Dallas, United States

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Financial services executives based in Dallas, United States at a glance

As of Sep 16, 2026

30.7%Verified-email coverage

216.6Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 77 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 Dallas, United States whose business descriptions match “financial services executives” 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 5,113 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 16, 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 executives 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 executives”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services executives are there based in Dallas, United States?

RevenueBase identified 77 company matches for financial services executives associated with Dallas, 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?

Comerica Bank 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 executives?

New York leads the United States with 240 company records, followed by Dallas (77) and Houston (65).

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 5,113 professional contacts with verified work emails tracked across these 77 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 16, 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.