Company lists · Data refreshed September 2026

Top 25 Fintech wealth advisors based in Austin, United States

Name: Fintech wealth 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 44 companies tracked

RevenueBase identified 44 fintech wealth advisors headquartered in Austin, United States as of September 2026 and tracks 745 professional contacts across them, including 293 with verified work emails. Across the United States, New York is the largest hub for this category (110 companies); Austin has 44.

This list covers fintech wealth 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

44Companies

745Contacts tracked

293Verified emails

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

Ranked by team size

Top 25 of 44 fintech wealth 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 wealth 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	Kestra Financial	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	201-500	446 contacts →
	Partial evidence “Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Source: RevenueBase Database · checked Sep 28, 2026
2	Century Management Financial Advisors	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	51 contacts →
	Indirect evidence “From humble beginnings, Arnold Van Den Berg, a Holocaust survivor, learned at an early age what it means to work hard, to sacrifice, and to help others.” Source: RevenueBase Database · checked Sep 28, 2026
3	Maslow Wealth Advisors	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Strong evidence “Maslow Wealth Advisors is a full-service Austin-based wealth planning and management fiduciary.” Source: RevenueBase Database · checked Sep 28, 2026
4	Skyline Wealth Strategies LLC	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Strong evidence “Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Source: RevenueBase Database · checked Sep 28, 2026
5	Fitbux	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial 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
6	Durbin Bennett	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Strong evidence “Durbin Bennett \| Private Wealth Management is an independent and privately owned Registered Investment Advisor dedicated to providing investment management and strategic wealth…” Source: RevenueBase Database · checked Sep 28, 2026
7	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
8	VIE	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “Vie is a fintech solution that leverages private capital and automated investment mechanisms to promote financial inclusion and wealth accumulation for underserved populations…” Source: RevenueBase Database · checked Sep 28, 2026
9	Optas Capital	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “Optas Capital is a forward-thinking wealth management and financial advisory firm dedicated to helping entrepreneurs, executives, and high-net-worth individuals achieve clarity…” Source: RevenueBase Database · checked Sep 28, 2026
10	Enzi Wealth	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “ENZI Wealth is a boutique wealth management firm based in Austin, Texas.” Source: RevenueBase Database · checked Sep 28, 2026
11	Seedsafe Financial LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial 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
12	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
13	AMG Wealth Advisors	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “Comprehensive wealth management and financial planning- Advisory Services offered through Waterloo Capital, L.P.” Source: RevenueBase Database · checked Sep 28, 2026
14	57 West Capital Advisors	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong 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	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial 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	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “The best investment you can make is in yourself.” Source: RevenueBase Database · checked Sep 28, 2026
20	Sharegro	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “shareGRO is a tailored wealth management platform built on simple yet powerful peer-to-peer sharing.” Source: RevenueBase Database · checked Sep 28, 2026
21	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
22	Simplify Wealth Planning	Partial evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial 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
23	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
24	Pinnacle Wealth Advisory	Strong evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “At Pinnacle Wealth Advisory, we combine decades of financial expertise with a personalized approach to help you navigate your financial journey with precision and insight.” Source: RevenueBase Database · checked Sep 28, 2026
25	The Santamaria Wealth Group	Indirect evidence	Austin, TX, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “We are a team dedicated to helping you enjoy life without financial worry.” 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 wealth 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 wealth advisors.
Partial evidence: Its own public description names part of fintech wealth advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech wealth 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 44 fintech wealth advisors based in Austin, United States

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

As of Sep 28, 2026

39.3%Verified-email coverage

16.9Average contacts per company

1-10Median size (employees)

Sep 28, 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 44 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 wealth 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 wealth 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 wealth 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 wealth 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, 293 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 wealth 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 wealth 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 wealth advisors are there based in Austin, United States?

RevenueBase identified 44 fintech wealth 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?

Kestra Financial, headquartered in Austin, tops this list with the largest team on record.

Which city in the United States has the most fintech wealth advisors?

New York leads the United States with 110 headquartered companies, followed by San Francisco (56) and Chicago (52). Austin has 44.

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 293 verified decision-maker contacts tracked across these 44 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.