Company lists · Data refreshed September 2026

Top 25 Integrated wealth platforms based in Dallas, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 83 companies tracked

RevenueBase identified 83 company matches for integrated wealth platforms associated with Dallas, United States as of September 2026 and tracks 2,085 professional contacts across them, including 1,238 with verified work emails. Across the United States, New York is the largest hub for this category (243 companies); Dallas has 83.

This list covers company matches for integrated wealth platforms associated with Dallas, 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

83Companies

2,085Contacts tracked

1,238Verified emails

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The 25 largest integrated wealth platforms based in Dallas, United States

Ranked by team size

Top 25 of 83 company matches for integrated wealth platforms based in Dallas, 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	Apex Fintech Solutions	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	501-1,000	911 contacts →
	Exact match “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Tolleson Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	201-500	206 contacts →
	Exact match “At Tolleson, we're all about building relationships and strengthening financial futures.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Comerica Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	5,001-10,000	130 contacts →
	Exact match “Since 1849, Comerica has been raising the expectations of what a bank can be by delivering a higher level of wealth management that nurtures lifelong relationships with unwavering…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Quotient Wealth Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	51-200	62 contacts →
	Exact match “As an independent boutique firm, Quotient Wealth Partners is differentiated in the wealth management business because of how we strive to deliver the attention, solutions, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	LEE Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	44 contacts →
	Exact match “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	VRGL	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	31 contacts →
	Exact match “VRGL is the Growth Platform for Wealth Management Firms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Carter Financial Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	26 contacts →
	Exact match “Carter Financial Management is a multi-disciplinary financial organization serving the specialized planning and financial service needs of affluent individuals, families, business…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	HFS Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	22 contacts →
	Exact match “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Fusion Capital Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “Founded in 2011, Fusion Capital Management provides the technology that fits your process, the marketing that fits your value, the investment solutions that fit your clients, and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Frontier Investment Management Company	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	51-200	13 contacts →
	Exact match “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Beacon Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Faith Investor Services	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “A leading voice in global wealth, Faith Investor Services empowers investors to grow for the future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Requisite Capital Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	11 contacts →
	Exact match “Requisite Capital Management is a complete wealth management firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Perryman Financial Advisory, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Perryman Financial Advisory is a Dallas-based financial planning and investment firm serving a select number of individuals, families, and businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Triumph Financial Group	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Vaquero Private Wealth	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “Vaquero Private Wealth is an independent, fee-only Registered Investment Advisor based in Dallas, Texas, serving ultra-high-net-worth entrepreneurs, business owners, and family…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Ignite Investments, LLC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “Built on a foundation of 20 years of experience in growing wealth and mitigating risk, Ignite Investments, a subsidiary of Encore Enterprises, Inc, is an innovative platform that…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	IVY Wealth	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Delos Capital Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “Delos Capital Advisors is a dedicated wealth management service provider that designs investment programs tailored specifically to client goals and ambitions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Hartmann Taylor Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Hartmann Taylor is a wealth management firm that provides comprehensive financial strategy, implementation and oversight for high net worth individuals with complex asset…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Apeiron Planning Partners	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “The financial planning process we've developed helps families simplify their wealth journey.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Fluent Financial	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	6 contacts →
	Exact match “Fluent Financial is a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	LGT Financial Advisors	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “At LGT Financial Advisors, we serve founders, business owners, and multi-generational families whose financial lives demand precision, discretion, and coordination.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Lindus Advisors, INC	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Lindus Advisors Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Familywealth Advisers	Exact match	Dallas, TX, United StatesHQ recorded Sep 28, 2026	11-50	6 contacts →
	Exact match “FamilyWealth is a digital advisory firm that uses the right technology to enable advisers to have more time to do the human things clients expect and the little things they don't.” 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 “integrated wealth 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 83 integrated wealth platforms based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 1,238 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Integrated wealth platforms based in Dallas, United States at a glance

As of Sep 28, 2026

59.4%Verified-email coverage

25.1Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 83 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 Dallas, United States whose business descriptions match “integrated wealth 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 1,238 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.

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

How many integrated wealth platforms are there based in Dallas, United States?

RevenueBase identified 83 company matches for integrated wealth platforms associated with Dallas, 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?

Apex Fintech Solutions 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 integrated wealth platforms?

New York leads the United States with 243 company records, followed by Chicago (110) and Atlanta (102). Dallas has 83.

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 1,238 professional contacts with verified work emails tracked across these 83 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.