Company lists · Data refreshed November 2026

Top 25 Fintech wealth management platforms based in Austin, United States

Name: Fintech wealth management platforms based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 5, 2026 49 companies tracked

RevenueBase identified 49 company matches for fintech wealth management platforms associated with Austin, United States as of November 2026 and tracks 1,410 professional contacts across them, including 777 with verified work emails. Across the United States, New York is the largest hub for this category (198 companies); Austin has 49.

This list covers company matches for fintech wealth management platforms associated with Austin, 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 November 5, 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 Nov 5, 2026 How this list was built

49Companies

1,410Contacts tracked

777Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest fintech wealth management platforms based in Austin, United States

Ranked by team size

Top 25 of 49 company matches for fintech wealth management platforms based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 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	Voyant	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	51-200	88 contacts →
	Exact match “Voyant is revolutionizing the wealth client experience.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2	Expero	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	51-200	54 contacts →
	Exact match “Expero delivers unforgettable user experiences for finance.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3	Yacktman Asset Management LP	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	11-50	15 contacts →
	Exact match “Yacktman Asset Management LP is a financial services firm based in Austin, Texas, United States.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4	Athena Advisory INC	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	9 contacts →
	Exact match “Agentic financial AI” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5	Enzi Wealth	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	7 contacts →
	Exact match “ENZI Wealth is a boutique wealth management firm based in Austin, Texas.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6	Skyline Wealth Strategies LLC	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	7 contacts →
	Exact match “Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7	Fitbux	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	7 contacts →
	Exact match “FitBUX takes the concept of a family office for wealthy people and makes it accessible for all.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8	VIE	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	7 contacts →
	Exact match “Vie is a fintech solution that leverages private capital and automated investment mechanisms to promote financial inclusion and wealth accumulation for underserved populations…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9	Austin National Financial Services	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	7 contacts →
	Exact match “Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10	Optas Capital	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	6 contacts →
	Exact match “Optas Capital is a forward-thinking wealth management and financial advisory firm dedicated to helping entrepreneurs, executives, and high-net-worth individuals achieve clarity…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11	Archer Investment Management	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	6 contacts →
	Exact match “DO YOU NEED SOMEONE WHO MAKES MANAGING YOUR MONEY EASY & JARGON FREE?” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12	Strategic Capital	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	11-50	6 contacts →
	Exact match “We built Strategic Capital from the ground up to serve our clients with unbiased advice and unparalleled dedication.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13	Fina Money	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	6 contacts →
	Exact match “Fina is the most flexible financial tracking tool in the world.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14	Finally Fund Admin	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	5 contacts →
	Exact match “At Finally Admin, we are revolutionizing the way investment administration is done.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15	57 West Capital Advisors	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	5 contacts →
	Exact match “At 57 West Capital Advisors, we design portfolios built to grow and preserve wealth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16	Rewbix	Exact match	Austin, United StatesHQ recorded Nov 5, 2026	1-10	5 contacts →
	Exact match “Rewbix takes the guesswork out of investing.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17	Goalfusion Wealth Management	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	4 contacts →
	Exact match “At GoalFusion Wealth Management our approach is to bring together the client’s goals and objectives through holistic financial planning and advice.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18	Signal Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	4 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19	Rembrandt Financial Group, LLC	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	4 contacts →
	Exact match “Maintaining and improving your standard of living, preparing for monetary independence in retirement; as well as helping to preserve your estate - these are the goals and the very…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20	Nest Financial	Exact match	Austin, United StatesHQ recorded Nov 5, 2026	1-10	4 contacts →
	Exact match “The best investment you can make is in yourself.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21	Simplify Wealth Planning	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22	Sharegro	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	2 contacts →
	Exact match “shareGRO is a tailored wealth management platform built on simple yet powerful peer-to-peer sharing.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23	Blue Tower Asset Management LLC	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	2 contacts →
	Exact match “Blue Tower Asset Management provides portfolio management services to individuals, financial advisers, and institutions.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24	NR Capital Management, LLC	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	1 contacts →
	Exact match “NR Capital Management is specializes in Portfolio Management, Analysis, Trading, Consulting, and Software Development.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
25	Pinnacle Wealth Advisory	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	1-10	1 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 5, 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 “fintech wealth management platforms”. 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 49 fintech wealth management platforms based in Austin, United States

See the full list, filter by size, metro and specialty, and access 777 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Fintech wealth management platforms based in Austin, United States at a glance

As of Nov 5, 2026

55.1%Verified-email coverage

28.8Average contacts per company

1-10Median size (employees)

Nov 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 49 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 Austin, United States whose business descriptions match “fintech wealth management platforms” 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 777 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 November 5, 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.

Fintech wealth management platforms 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 “fintech wealth management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fintech wealth management platforms are there based in Austin, United States?

RevenueBase identified 49 company matches for fintech wealth management platforms associated with Austin, United States as of November 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?

Voyant 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 fintech wealth management platforms?

New York leads the United States with 198 company records, followed by San Francisco (77) and Boston (50). Austin has 49.

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 777 professional contacts with verified work emails tracked across these 49 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 November 5, 2026.

Ready to reach these companies? Verified emails and direct dials for all 49 fintech wealth management platforms based in Austin, United States. Start with a free account, no credit card.

Download this list →

Related lists

Fintech wealth management platforms by geography

Browse the directory

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.