Company lists · Data refreshed September 2026

Top 25 Hybrid advisory software companies based in Austin, United States

Name: Hybrid advisory software companies 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 51 companies tracked

RevenueBase identified 51 company matches for hybrid advisory software companies associated with Austin, United States as of September 2026 and tracks 962 professional contacts across them, including 416 with verified work emails. Across the United States, New York is the largest hub for this category (169 companies); Austin has 51.

This list covers company matches for hybrid advisory software companies 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 September 28, 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 Sep 28, 2026 How this list was built

51Companies

962Contacts tracked

416Verified emails

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The 25 largest hybrid advisory software companies based in Austin, United States

Ranked by team size

Top 25 of 51 company matches for hybrid advisory software companies based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Kestra Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	201-500	446 contacts →
	Exact match “Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Voyant	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	51-200	78 contacts →
	Exact match “Voyant is revolutionizing the wealth client experience.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Kestra Holdings	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1,001-5,000	70 contacts →
	Exact match “Kestra Holdings is an ecosystem of financial firms united in their commitment to deliver a full end-to-end suite of wealth management solutions for independent financial…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Expero	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	51-200	57 contacts →
	Exact match “Expero delivers unforgettable user experiences for finance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Century Management Financial Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	51 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Razorhorse Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	38 contacts →
	Exact match “Razorhorse is a software buy-side advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	PER Stirling Capital Management, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	29 contacts →
	Exact match “Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Athena Advisory INC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Agentic financial AI” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Connected Vision Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “M&A Advisory focusing on Artificial Intelligence (AI), Computer Vision, Semiconductor Ecosystems and IoT.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Ironoak Wealth	Exact match	Austin, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “Ironoak Wealth, LLC is a financial services firm that represents a diverse group of clients seeking to effectively engage in financial planning, Investment management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Optas Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
12	Archer Investment Management	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
13	57 West Capital Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “At 57 West Capital Advisors, we design portfolios built to grow and preserve wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Goalfusion Wealth Management	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	5 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 · Sep 28, 2026 · View company records in RevenueBase
15	Strategic Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	5 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 · Sep 28, 2026 · View company records in RevenueBase
16	Forefront Advisor Network	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “Imagine your drive to succeed backed by extraordinary resources.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Griffin Financial Group	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Liquid	Exact match	Austin, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Liquid is an A.I.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Signal Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
20	Kentor Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “The more money you have, the more people there are who want to tell you what to do with it.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Nest Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “The best investment you can make is in yourself.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Lion Street Financial, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	11-50	3 contacts →
	Exact match “Lion Street Financial is a leading financial planning and insurance distribution platform leveraging a comprehensive network of sophisticated financial advisors who focus on the…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Austin Dale Group	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Austin Dale Group is a technology M&A advisory firm and business broker for software, IT service, and cloud computing companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	II Technology	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “At II Technology, we are dedicated to creating innovative solutions that simplify and enhance investment management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Simplify Wealth Planning	Exact match	Austin, TX, United StatesHQ recorded Sep 28, 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 · Sep 28, 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 “hybrid advisory software companies”. 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 51 hybrid advisory software companies based in Austin, United States

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Hybrid advisory software companies based in Austin, United States at a glance

As of Sep 28, 2026

43.2%Verified-email coverage

18.9Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 51 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 “hybrid advisory software companies” 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 416 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 September 28, 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.

Hybrid advisory software companies 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 “hybrid advisory software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many hybrid advisory software companies are there based in Austin, United States?

RevenueBase identified 51 company matches for hybrid advisory software companies associated with Austin, United States as of September 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?

Kestra Financial 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 hybrid advisory software companies?

New York leads the United States with 169 company records, followed by Chicago (70) and Atlanta (62). Austin has 51.

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 416 professional contacts with verified work emails tracked across these 51 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 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 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.