Company lists · Data refreshed September 2026

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

Name: Financial strategy 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 Sep 30, 2026 114 companies tracked

RevenueBase identified 114 financial strategy consulting firms headquartered in Austin, United States as of September 2026 and tracks 736 professional contacts across them, including 272 with verified work emails. Across the United States, New York is the largest hub for this category (608 companies); Austin has 114.

This list covers financial strategy consulting firms 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 30, 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 30, 2026 86% judged on-target in blind review

114Companies

736Contacts tracked

272Verified emails

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

Ranked by team size

Top 25 of 114 financial strategy consulting firms based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial strategy consulting firms: 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	Capital Strategies, Beyond Wealth	Partial evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	51-200	107 contacts →
	Partial evidence “Knowledge is the key to a successful financial future.” Source: RevenueBase Database · checked Sep 30, 2026
2	Sheshunoff Consulting Solutions	Strong evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	51-200	59 contacts →
	Strong 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 30, 2026
3	Madison Street Capital	Partial evidence	Austin, TX, United StatesHQ checked Sep 30, 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 30, 2026
4	Socha Capital	Partial evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	11-50	30 contacts →
	Partial evidence “Welcome to Socha Capital, a premier consultancy specializing in wealth strategies.” Source: RevenueBase Database · checked Sep 30, 2026
5	Richard P. Slaughter Associates, INC	Partial evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	11-50	27 contacts →
	Partial evidence “Your Interests First and Foremost In early 1991, Richard Slaughter created a firm designed to provide clients with the best possible financial advice and asset management, free of…” Source: RevenueBase Database · checked Sep 30, 2026
6	Reap Financial	Strong evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	11-50	26 contacts →
	Strong evidence “At REAP Financial, we understand that everyone’s financial circumstances and goals are unique, so we create a comprehensive strategy to fit your specific needs.” Source: RevenueBase Database · checked Sep 30, 2026
7	Centennial Advisors, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	11-50	21 contacts →
	Indirect evidence “Our mission is to help individuals and families work toward their investment goals through transparent, low-risk and objective-based asset management.” Source: RevenueBase Database · checked Sep 30, 2026
8	General Ledger Partners, LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	11-50	14 contacts →
	Partial evidence “General Ledger Partners is an advisory firm that delivers financial confidence to businesses and their supporting institutional investors.” Source: RevenueBase Database · checked Sep 30, 2026
9	Excel Global Partners	Indirect evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	11-50	12 contacts →
	Indirect evidence “Service.” Source: RevenueBase Database · checked Sep 30, 2026
10	Hightower Austin	Strong evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	11-50	11 contacts →
	Strong evidence “Hightower Austin is a consulting group specializing in the disciplines of asset management, risk management and tax planning strategies.” Source: RevenueBase Database · checked Sep 30, 2026
11	BFS Strategic Partners	Partial evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	11-50	11 contacts →
	Partial evidence “BFS provides business advisory, financial management and compliance services.” Source: RevenueBase Database · checked Sep 30, 2026
12	Innealta Capital	Partial evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	11-50	10 contacts →
	Partial evidence “Innealta Capital merges advanced academic research with efficient empirical implementation of financial techniques to help individuals reach their investment goals- Advisory…” Source: RevenueBase Database · checked Sep 30, 2026
13	Versal	Indirect evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	1-10	8 contacts →
	Indirect evidence “Versal was founded in 2022 by seasoned industry leaders Bill Bellomy, Michael Johnson and Hugh Horne.” Source: RevenueBase Database · checked Sep 30, 2026
14	Ironoak Wealth	Partial evidence	Austin, United StatesHQ checked Sep 30, 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 30, 2026
15	Good Merger	Indirect evidence	Austin, TX, United StatesHQ checked Sep 30, 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 30, 2026
16	TK Solutions	Strong evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	1-10	7 contacts →
	Strong 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 30, 2026
17	Black Barn Financial LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	1-10	6 contacts →
	Partial evidence “Established in 2014, we're a homegrown financial planning firm serving clients with a growth mindset.” Source: RevenueBase Database · checked Sep 30, 2026
18	Mortgage Banking Solutions & Doctor Schell The Profit Doctor	Indirect evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	11-50	6 contacts →
	Indirect evidence “MBS provides Advisory Services in the most complex and essential areas of Mortgage Finance across the country and around the world.” Source: RevenueBase Database · checked Sep 30, 2026
19	Ironbridge Private Wealth	Strong evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	1-10	6 contacts →
	Strong evidence “We offer clients forward-thinking portfolio strategies, principled advice, deep understanding of financial markets, and an innovative fee structure.” Source: RevenueBase Database · checked Sep 30, 2026
20	WES Young & Associates	Partial evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	1-10	6 contacts →
	Partial 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 30, 2026
21	Mastodon Ventures, INC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026
22	Wrightwood Advisory	Indirect evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	1-10	5 contacts →
	Indirect evidence “Wrightwood Advisory serves the Institutional Insurance market with a focus on insurance companies and regional and community banks.” Source: RevenueBase Database · checked Sep 30, 2026
23	Greenhouse Business Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	1-10	5 contacts →
	Partial evidence “As CFO’s, we partner with owners of 8-figure companies to anticipate hurdles, build/execute financial plans, and exceed financial targets.” Source: RevenueBase Database · checked Sep 30, 2026
24	Sheshunoff & CO Investment Banking	Indirect evidence	Austin, United StatesHQ checked Sep 30, 2026	51-200	4 contacts →
	Indirect evidence “With over 250 successful bank M&A transactions to date, Sheshunoff & Co.” Source: RevenueBase Database · checked Sep 30, 2026
25	Griffin Financial Group	Partial evidence	Austin, TX, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Partial evidence “At Griffin Financial Group, Our goal is to help our clients make mindful and informed financial decisions, and give them the peace of mind to enjoy life.” Source: RevenueBase Database · checked Sep 30, 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 strategy consulting firms. 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 strategy consulting firms.
Partial evidence: Its own public description names part of financial strategy consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial strategy consulting firms. 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 114 financial strategy consulting firms based in Austin, United States

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

As of Sep 30, 2026

37.0%Verified-email coverage

6.5Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 114 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 strategy consulting firms, 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 strategy consulting firms”. 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 strategy consulting firms), 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 strategy consulting firms, 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, 272 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 30, 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 strategy consulting firms 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 strategy consulting firms, 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 strategy consulting firms are there based in Austin, United States?

RevenueBase identified 114 financial strategy consulting firms 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?

Capital Strategies, Beyond Wealth, headquartered in Austin, tops this list with the largest team on record.

Which city in the United States has the most financial strategy consulting firms?

New York leads the United States with 608 headquartered companies, followed by Houston (190) and Atlanta (183). Austin has 114.

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 272 verified decision-maker contacts tracked across these 114 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 30, 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.