Company lists · Data refreshed September 2026

Top 25 Fintech wealth platforms based in Austin, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 63 companies tracked

RevenueBase identified 63 fintech wealth platforms headquartered in Austin, United States as of September 2026 and tracks 458 professional contacts across them, including 208 with verified work emails. Across the United States, New York is the largest hub for this category (213 companies); Austin has 63.

This list covers fintech wealth platforms 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 14, 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 14, 2026 86% judged on-target in blind review

63Companies

458Contacts tracked

208Verified emails

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

Ranked by team size

Top 25 of 63 fintech wealth platforms based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to fintech wealth platforms: 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	Voyant	Partial evidence	Austin, TX, United StatesHQ checked Sep 14, 2026	51-200	78 contacts →
	Partial evidence “Voyant is revolutionizing the wealth client experience.” Source: RevenueBase Database · checked Sep 14, 2026
2	Expero	Indirect evidence	Austin, TX, United StatesHQ checked Sep 14, 2026	51-200	57 contacts →
	Indirect evidence “Expero delivers unforgettable user experiences for finance.” Source: RevenueBase Database · checked Sep 14, 2026
3	Century Management Financial Advisors	Indirect evidence	Austin, TX, United StatesHQ checked Sep 14, 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 14, 2026
4	Richard P. Slaughter Associates, INC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 14, 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 14, 2026
5	Centennial Advisors, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 14, 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 14, 2026
6	Yacktman Asset Management LP	Indirect evidence	Austin, TX, United StatesHQ checked Sep 14, 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 14, 2026
7	Unifimoney Tech	Indirect evidence	Austin, TX, United StatesHQ checked Sep 14, 2026	11-50	10 contacts →
	Indirect evidence “Offer a safe and easy way to invest-right from your trusted ecosystem.” Source: RevenueBase Database · checked Sep 14, 2026
8	Skyline Wealth Strategies LLC	Partial evidence	Austin, TX, United StatesHQ checked Sep 14, 2026	1-10	8 contacts →
	Partial evidence “Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Source: RevenueBase Database · checked Sep 14, 2026
9	Collective Advisors	Indirect evidence	Austin, TX, United StatesHQ checked Sep 14, 2026	1-10	8 contacts →
	Indirect evidence “Investment Advisory Services also offered through CWM, LLC, an SEC Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 14, 2026
10	Ironoak Wealth	Partial evidence	Austin, United StatesHQ checked Sep 14, 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 14, 2026
11	Austin National Financial Services	Indirect evidence	Austin, TX, United StatesHQ checked Sep 14, 2026	1-10	8 contacts →
	Indirect evidence “Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.” Source: RevenueBase Database · checked Sep 14, 2026
12	VIE	Strong evidence	Austin, TX, United StatesHQ checked Sep 14, 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 14, 2026
13	Optas Capital	Partial evidence	Austin, TX, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Partial 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 14, 2026
14	Archer Investment Management	Indirect evidence	Austin, TX, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Indirect evidence “DO YOU NEED SOMEONE WHO MAKES MANAGING YOUR MONEY EASY & JARGON FREE?” Source: RevenueBase Database · checked Sep 14, 2026
15	Rembrandt Financial Group, LLC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 14, 2026
16	Ironbridge Private Wealth	Indirect evidence	Austin, TX, United StatesHQ checked Sep 14, 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 14, 2026
17	WES Young & Associates	Indirect evidence	Austin, TX, United StatesHQ checked Sep 14, 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 14, 2026
18	Fina Money	Indirect evidence	Austin, TX, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Indirect evidence “Fina is the most flexible financial tracking tool in the world.” Source: RevenueBase Database · checked Sep 14, 2026
19	57 West Capital Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 14, 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 14, 2026
20	Goalfusion Wealth Management	Partial evidence	Austin, TX, United StatesHQ checked Sep 14, 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 14, 2026
21	Strategic Capital	Indirect evidence	Austin, TX, United StatesHQ checked Sep 14, 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 14, 2026
22	CAM Investor Solutions	Indirect evidence	Austin, TX, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “We provide comprehensive financial planning, investment management, retirement income strategies, and equity compensation advice to help business owners, corporate executives and…” Source: RevenueBase Database · checked Sep 14, 2026
23	Signal Wealth Advisors	Partial evidence	Austin, TX, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Partial 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 14, 2026
24	Kentor Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 14, 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 14, 2026
25	Nest Financial	Indirect evidence	Austin, TX, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “The best investment you can make is in yourself.” Source: RevenueBase Database · checked Sep 14, 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 platforms. 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 platforms.
Partial evidence: Its own public description names part of fintech wealth platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech wealth platforms. 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 63 fintech wealth platforms based in Austin, United States

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

As of Sep 14, 2026

45.4%Verified-email coverage

7.3Average contacts per company

1-10Median size (employees)

Sep 14, 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 63 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 platforms, 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 platforms”. 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 platforms), 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 platforms, 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, 208 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 14, 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 platforms 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 platforms, 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 platforms are there based in Austin, United States?

RevenueBase identified 63 fintech wealth platforms 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?

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

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

New York leads the United States with 213 headquartered companies, followed by San Francisco (95) and Atlanta (90). Austin has 63.

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 208 verified decision-maker contacts tracked across these 63 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 14, 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.