Company lists · Data refreshed October 2026
Top 15 Financial services support companies based in Dallas, United States
RevenueBase identified 37 company matches for financial services support companies associated with Dallas, United States as of October 2026 and tracks 14,879 professional contacts across them, including 4,199 with verified work emails. Across the United States, New York is the largest hub for this category (192 companies); Dallas has 37.
This list covers company matches for financial services support companies 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 October 12, 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 15 largest financial services support companies based in Dallas, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 10,338 contacts → | ||||
Exact match “Comerica Bank and Fifth Third Bank are now one company.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 2 | 2,203 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 · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 962 contacts → | ||||
Exact match “Powered by BOK Financial®.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 824 contacts → | ||||
Exact match “HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 5 | 175 contacts → | ||||
Exact match “ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 6 | 35 contacts → | ||||
Exact match “Established in 1990, Hext Financial Group caters to middle-market private companies through its three pillars: a CPA Firm, Investment Banking Firm, and Wealth Management Group.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 23 contacts → | ||||
Exact match “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match “At Davis Financial Services it is our purpose to provide you with comprehensive financial consulting services to meet your needs.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 2 contacts → | ||||
Exact match “MGI offers investment management and financial planning services to private investors.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “Single Family Wealth Management Firm” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “Hirzel Capital Management, L.L.C.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 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 support companies”. 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 15 of 37 financial services support companies based in Dallas, United States
See the full list, filter by size, metro and specialty, and access 4,199 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services support companies based in Dallas, United States at a glance
As of Oct 12, 2026Companies by employee count
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 37 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 support companies” 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 4,199 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 12, 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 support companies by metro in the United States
- Financial services support companies in New York192
- Financial services support companies in Atlanta39
- Financial services support companies in Los Angeles39
- Financial services support companies in Miami37
- Financial services support companies in Boston36
- Financial services support companies in Chicago36
- Financial services support companies in Houston33
- Financial services support companies in Charlotte27
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 support companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services support companies are there based in Dallas, United States?
RevenueBase identified 37 company matches for financial services support companies associated with Dallas, 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?
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 support companies?
New York leads the United States with 192 company records, followed by Atlanta (39) and Los Angeles (39). Dallas has 37.
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 4,199 professional contacts with verified work emails tracked across these 37 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 12, 2026.
Ready to reach these companies? Verified emails and direct dials for all 37 financial services support companies based in Dallas, United States. Start with a free account, no credit card.
Download this list →Related lists
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- Financial services support companies based in Bangalore, India
- Financial services support companies based in Chennai, India
- Financial services support companies based in Mumbai, India
- Financial services support companies based in New Delhi, India
- Financial services support companies based in Milan, Italy
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services support companies based in Buenos Aires, Argentina
- Financial services support companies based in Melbourne, Australia
- Financial services support companies based in Sydney, Australia
- Financial services support companies based in Sao Paulo, Brazil
- Financial services support companies based in Toronto, Canada
- Financial services support companies based in Paris, France
Company intelligence · public preview
Top 15 financial services support companies based in Dallas, 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 37 matching company records for financial services support companies based in Dallas, United States, with 14,879 tracked contacts and 4,199 verified work emails.
This public preview shows 15 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 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 15 financial services support companies based in Dallas, 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 |  Comerica Bankcomerica.comHQ: Dallas, TX, United StatesReported employees: 5,001-10,000 | Dallas, TX, United States | 5,001-10,000 | Exact match | 10,338 contacts → |
“Comerica Bank and Fifth Third Bank are now one company.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Texas Capitaltexascapitalbank.comHQ: Dallas, TX, United StatesReported employees: 1,001-5,000 | Dallas, TX, United States | 1,001-5,000 | Exact match | 2,203 contacts → |
“Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Bank Of Texasbankoftexas.comHQ: Dallas, TX, United StatesReported employees: 1,001-5,000 | Dallas, TX, United States | 1,001-5,000 | Exact match | 962 contacts → |
“Powered by BOK Financial®.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Hilltop Securities INChilltopsecurities.comHQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 824 contacts → |
“HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  ALM Firstalmfirst.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 175 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Hext Financial Group, LLChextfinancialgroup.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 35 contacts → |
“Established in 1990, Hext Financial Group caters to middle-market private companies through its three pillars: a CPA Firm, Investment Banking Firm, and Wealth Management Group.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  HFS Wealth Managementhfs-wm.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 23 contacts → |
“HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  IVY Wealthivy-wealth.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 9 contacts → |
“At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Loop Capitalloopcapital.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | Davis Financial Servicesdfsplan.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“At Davis Financial Services it is our purpose to provide you with comprehensive financial consulting services to meet your needs.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Miller Global Investmentsmillerglobalinvestments.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“MGI offers investment management and financial planning services to private investors.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Stallings Capital Groupstallingscapital.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 2 contacts → |
“Single Family Wealth Management Firm” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Concorde Investment Managementconcordeco.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 |  Hirzel Capital Managementhirzelcapital.comHQ: Dallas, United StatesReported employees: 1-10 | Dallas, United States | 1-10 | Exact match | 1 contacts → |
“Hirzel Capital Management, L.L.C.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Austerra Wealth Management LLCausterra.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 15 of 37 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
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Financial services support companies: dataset insights
October 12, 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
37 records in the displayed employee bands.
0 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 Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 37 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: October 12, 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 services support companies by metro in the United States
- Financial services support companies in New York192
- Financial services support companies in Atlanta39
- Financial services support companies in Los Angeles39
- Financial services support companies in Miami37
- Financial services support companies in Boston36
- Financial services support companies in Chicago36
- Financial services support companies in Houston33
- Financial services support companies in Charlotte27
Questions about this company list
What does Exact match mean for financial services support companies?
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 services support companies did RevenueBase find based in Dallas, United States?
The saved snapshot records 37 matching company records, 14,879 tracked contacts and 4,199 verified emails. The public preview displays 15 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: October 12, 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 services support companies by geography
- Financial services support companies based in Buenos Aires, Argentina
- Financial services support companies based in Melbourne, Australia
- Financial services support companies based in Sydney, Australia
- Financial services support companies based in Sao Paulo, Brazil
- Financial services support companies based in Toronto, Canada
- Financial services support companies based in Paris, France
- Financial services support companies based in Ahmedabad, India
- Financial services support companies based in Bangalore, India
- Financial services support companies based in Chennai, India
- Financial services support companies based in Mumbai, India
- Financial services support companies based in New Delhi, India
- Financial services support companies based in Milan, Italy
Cite this list
RevenueBase Data Team. Top 15 financial services support companies based in Dallas, United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-support-companies/united-states/dallas.
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 services support companies based in Buenos Aires, Argentina
- Financial services support companies based in Melbourne, Australia
- Financial services support companies based in Sydney, Australia
- Financial services support companies based in Sao Paulo, Brazil
- Financial services support companies based in Toronto, Canada
- Financial services support companies based in Paris, France
Company intelligence · public preview
Top 15 financial services support companies based in Dallas, United States
RevenueBase records 37 matching company records for financial services support companies based in Dallas, United States, with 14,879 tracked contacts and 4,199 verified work emails.
This public preview shows 15 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 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 15 financial services support companies based in Dallas, 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 | Comerica Bankcomerica.com HQ: Dallas, TX, United StatesReported employees: 5,001-10,000 | Dallas, TX, United States | 5,001-10,000 | Exact match | 10,338 contacts → |
“Comerica Bank and Fifth Third Bank are now one company.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Texas Capitaltexascapitalbank.com HQ: Dallas, TX, United StatesReported employees: 1,001-5,000 | Dallas, TX, United States | 1,001-5,000 | Exact match | 2,203 contacts → |
“Since our founding in 1998, Texas Capital remains impassioned by the spirit of entrepreneurship and innovation.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bank Of Texasbankoftexas.com HQ: Dallas, TX, United StatesReported employees: 1,001-5,000 | Dallas, TX, United States | 1,001-5,000 | Exact match | 962 contacts → |
“Powered by BOK Financial®.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Hilltop Securities INChilltopsecurities.com HQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 824 contacts → |
“HilltopSecurities helps advance the financial opportunities of communities, businesses, and individuals alike.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | ALM Firstalmfirst.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 175 contacts → |
“ALM First is a leading, trusted strategic partner for financial advisory services.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Hext Financial Group, LLChextfinancialgroup.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 35 contacts → |
“Established in 1990, Hext Financial Group caters to middle-market private companies through its three pillars: a CPA Firm, Investment Banking Firm, and Wealth Management Group.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HFS Wealth Managementhfs-wm.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 23 contacts → |
“HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | IVY Wealthivy-wealth.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 9 contacts → |
“At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Loop Capitalloopcapital.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | Davis Financial Servicesdfsplan.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“At Davis Financial Services it is our purpose to provide you with comprehensive financial consulting services to meet your needs.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Miller Global Investmentsmillerglobalinvestments.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“MGI offers investment management and financial planning services to private investors.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Stallings Capital Groupstallingscapital.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 2 contacts → |
“Single Family Wealth Management Firm” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Concorde Investment Managementconcordeco.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | Hirzel Capital Managementhirzelcapital.com HQ: Dallas, United StatesReported employees: 1-10 | Dallas, United States | 1-10 | Exact match | 1 contacts → |
“Hirzel Capital Management, L.L.C.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Austerra Wealth Management LLCausterra.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 15 of 37 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Financial services support companies: dataset insights
October 12, 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
37 records in the displayed employee bands.
0 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 Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 37 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: October 12, 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 services support companies by metro in the United States
- Financial services support companies in New York192
- Financial services support companies in Atlanta39
- Financial services support companies in Los Angeles39
- Financial services support companies in Miami37
- Financial services support companies in Boston36
- Financial services support companies in Chicago36
- Financial services support companies in Houston33
- Financial services support companies in Charlotte27
Questions about this company list
What does Exact match mean for financial services support companies?
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 services support companies did RevenueBase find based in Dallas, United States?
The saved snapshot records 37 matching company records, 14,879 tracked contacts and 4,199 verified emails. The public preview displays 15 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: October 12, 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 15 financial services support companies based in Dallas, United States. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-support-companies/united-states/dallas.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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