Company lists · Data refreshed September 2026

Top 25 Fintech investment advisors based in Austin, United States

Name: Fintech investment advisors 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 47 companies tracked

RevenueBase identified 47 fintech investment advisors headquartered in Austin, United States as of September 2026 and tracks 386 professional contacts across them, including 182 with verified work emails. Across the United States, New York is the largest hub for this category (156 companies); Austin has 47.

This list covers fintech investment advisors 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

47Companies

386Contacts tracked

182Verified emails

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The 25 largest fintech investment advisors based in Austin, United States

Ranked by team size

Top 25 of 47 fintech investment advisors 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 fintech investment advisors: 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	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	51-200	107 contacts →
	Indirect evidence “Knowledge is the key to a successful financial future.” Source: RevenueBase Database · checked Sep 28, 2026
2	Expero	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	51-200	57 contacts →
	Indirect evidence “Expero delivers unforgettable user experiences for finance.” Source: RevenueBase Database · checked Sep 28, 2026
3	Richard P. Slaughter Associates, INC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	27 contacts →
	Indirect 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 28, 2026
4	Yacktman Asset Management LP	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect evidence “Yacktman Asset Management LP is a financial services firm based in Austin, Texas, United States.” Source: RevenueBase Database · checked Sep 28, 2026
5	Innealta Capital	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Strong 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 28, 2026
6	Athena Advisory INC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	10 contacts →
	Indirect evidence “Agentic financial AI” Source: RevenueBase Database · checked Sep 28, 2026
7	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
8	Fitbux	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence “FitBUX takes the concept of a family office for wealthy people and makes it accessible for all.” Source: RevenueBase Database · checked Sep 28, 2026
9	Proton Partners	Strong evidence	Austin, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “We invest in and provide specialized strategy and advisory services to FinTech and CommerceTech companies around the world to help them (1) Uniquely position (and execute) their…” Source: RevenueBase Database · checked Sep 28, 2026
10	Seedsafe Financial LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “We work with tech professionals and entrepreneurs as a financial coach and confidant, helping you grow your wealth.” Source: RevenueBase Database · checked Sep 28, 2026
11	Archer Investment Management	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “DO YOU NEED SOMEONE WHO MAKES MANAGING YOUR MONEY EASY & JARGON FREE?” Source: RevenueBase Database · checked Sep 28, 2026
12	Ironbridge Private Wealth	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect 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 28, 2026
13	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
14	57 West Capital Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “At 57 West Capital Advisors, we design portfolios built to grow and preserve wealth.” Source: RevenueBase Database · checked Sep 28, 2026
15	Goalfusion Wealth Management	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “At GoalFusion Wealth Management our approach is to bring together the client’s goals and objectives through holistic financial planning and advice.” Source: RevenueBase Database · checked Sep 28, 2026
16	Strategic Capital	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Indirect evidence “We built Strategic Capital from the ground up to serve our clients with unbiased advice and unparalleled dedication.” Source: RevenueBase Database · checked Sep 28, 2026
17	Signal Wealth Advisors	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “Signal Wealth Advisors was founded on the notion that all clients deserve a personal and tailored approach to their financial planning and investment management needs.” Source: RevenueBase Database · checked Sep 28, 2026
18	Kentor Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “The more money you have, the more people there are who want to tell you what to do with it.” Source: RevenueBase Database · checked Sep 28, 2026
19	Nest Financial	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “The best investment you can make is in yourself.” Source: RevenueBase Database · checked Sep 28, 2026
20	KNIRU	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Partial evidence “Meet Kniru - the Tireless AI-powered financial advisor that lives in your pocket!” Source: RevenueBase Database · checked Sep 28, 2026
21	Simplify Wealth Planning	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Simplify Wealth Planning (SWP) was started because I've been exactly where you are: grinding through long days in a demanding corporate career, juggling my employer stock…” Source: RevenueBase Database · checked Sep 28, 2026
22	U.S. Capital Wealth Advisors, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	51-200	1 contacts →
	Indirect evidence “At US Capital Wealth, we focus on the long term, applying measured and consistent discipline to help you achieve your financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
23	Austin First Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “Austin First Financial was founded in September 1997 by current president Scott Campbell.” Source: RevenueBase Database · checked Sep 28, 2026
24	Legacies Today, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “It is our commitment and desire to establish trust and a long lasting relationship with our clients.” Source: RevenueBase Database · checked Sep 28, 2026
25	WIV Ventures	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “A company focused on Fintech start ups” 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: fintech investment advisors. 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 fintech investment advisors.
Partial evidence: Its own public description names part of fintech investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech investment advisors. 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 47 fintech investment advisors based in Austin, United States

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Fintech investment advisors based in Austin, United States at a glance

As of Sep 28, 2026

47.2%Verified-email coverage

8.2Average contacts per company

1-10Median size (employees)

Sep 28, 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 47 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 fintech investment advisors, 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 “fintech investment advisors”. 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 fintech investment advisors), 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 fintech investment advisors, 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, 182 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.

Fintech investment advisors 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 fintech investment advisors, 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 fintech investment advisors are there based in Austin, United States?

RevenueBase identified 47 fintech investment advisors 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 fintech investment advisors?

New York leads the United States with 156 headquartered companies, followed by San Francisco (68) and Houston (56). Austin has 47.

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 182 verified decision-maker contacts tracked across these 47 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.