Company lists · Data refreshed September 2026

Top 25 Investment companies based in Austin, United States

Name: Investment 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 20, 2026 112 companies tracked

RevenueBase identified 112 investment companies headquartered in Austin, United States as of September 2026 and tracks 1,496 professional contacts across them, including 560 with verified work emails. New York is the largest hub.

This list covers investment companies 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 20, 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 20, 2026 86% judged on-target in blind review

112Companies

1,496Contacts tracked

560Verified emails

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The 25 largest investment companies based in Austin, United States

Ranked by team size

Top 25 of 112 investment companies based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment companies: 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	Amherst	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1,001-5,000	756 contacts →
	Strong evidence “The Amherst Group ("Amherst") is a diversified data-driven investment management platform at the crossroads of global capital markets and U.S.” Source: RevenueBase Database · checked Sep 20, 2026
2	Lion Street	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	51-200	134 contacts →
	Indirect evidence “Lion Street is a leading national financial services company comprised of over 200 independent Firms that specialize in design and planning for high-net-worth and corporate…” Source: RevenueBase Database · checked Sep 20, 2026
3	Stonecrest Partners	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	51-200	42 contacts →
	Indirect evidence “Stonecrest Partners is the marketing name for affiliated financial firms Stonecrest Capital Markets, Stonecrest Advisors, Stonecrest Partners of Puerto Rico, Winlo Management…” Source: RevenueBase Database · checked Sep 20, 2026
4	Augment	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	51-200	40 contacts →
	Indirect evidence “Augment enables investors to buy and sell shares of pre-IPO tech companies for $5k to $100M in minutes.” Source: RevenueBase Database · checked Sep 20, 2026
5	IBN Investorbrandnetwork	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	51-200	39 contacts →
	Strong evidence “The InvestorBrandNetwork (IBN) consists of 50+ brands introduced to the investment public over a period of more than 15 years.” Source: RevenueBase Database · checked Sep 20, 2026
6	Noble Capital Group	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	30 contacts →
	Strong evidence “Noble Capital Group is an Austin-based financial institution with a primary interest in alternative investments and calculated private equity growth.” Source: RevenueBase Database · checked Sep 20, 2026
7	Richard P. Slaughter Associates, INC	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 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 20, 2026
8	Ionic Partners	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	22 contacts →
	Strong evidence “Ionic Partners is a global enterprise software investment firm led by seasoned operators, dedicated to acquiring and scaling enterprise software companies.” Source: RevenueBase Database · checked Sep 20, 2026
9	Centennial Advisors, LLC	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	21 contacts →
	Strong 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 20, 2026
10	Kestra Investment Management	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1,001-5,000	18 contacts →
	Strong evidence “Kestra Investment Management is a team of dedicated investment professionals with more than a century of combined experience, having managed assets for some of the industry’s most…” Source: RevenueBase Database · checked Sep 20, 2026
11	World Class Holdings	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	16 contacts →
	Indirect evidence “World Class is a multi-billion dollar holding company that owns a diverse portfolio of real estate and real estate, financial services, and credit businesses.” Source: RevenueBase Database · checked Sep 20, 2026
12	Raveum	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “Raveum provides secure access to institutional grade U.S.” Source: RevenueBase Database · checked Sep 20, 2026
13	Yacktman Asset Management LP	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 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 20, 2026
14	Storr Group	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Strong evidence “Storr Group is an operationally-focused investment firm that builds and scales industry-leading platforms.” Source: RevenueBase Database · checked Sep 20, 2026
15	Innealta Capital	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Strong evidence “Innealta Capital merges advanced academic research with efficient empirical implementation of financial techniques to help individuals reach their investment goals- Advisory…” Source: RevenueBase Database · checked Sep 20, 2026
16	Melange Capital Partners	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
17	Collective Advisors	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Strong evidence “Investment Advisory Services also offered through CWM, LLC, an SEC Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 20, 2026
18	Ironoak Wealth	Strong evidence	Austin, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Strong 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 20, 2026
19	Austin National Financial Services	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Strong evidence “Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.” Source: RevenueBase Database · checked Sep 20, 2026
20	Octagon Equity	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Strong evidence “Octagon Equity is a private investment firm formed by a team of entrepreneurs, business owners, and investors.” Source: RevenueBase Database · checked Sep 20, 2026
21	Optas Capital	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect 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 20, 2026
22	Enclave Advisors, LLC	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong evidence “Enclave is an independent, registered investment advisory firm serving a select group of families and non-profit organizations.” Source: RevenueBase Database · checked Sep 20, 2026
23	Ironbridge Private Wealth	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 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 20, 2026
24	AMG Wealth Advisors	Indirect evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Comprehensive wealth management and financial planning- Advisory Services offered through Waterloo Capital, L.P.” Source: RevenueBase Database · checked Sep 20, 2026
25	Finally Fund Admin	Strong evidence	Austin, TX, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong evidence “At Finally Admin, we are revolutionizing the way investment administration is done.” Source: RevenueBase Database · checked Sep 20, 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: investment companies. 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 investment companies.
Partial evidence: Its own public description names part of investment companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment companies. 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 112 investment companies based in Austin, United States

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Investment companies based in Austin, United States at a glance

As of Sep 20, 2026

37.4%Verified-email coverage

13.4Average contacts per company

1-10Median size (employees)

726.8%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 112 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 investment companies, 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 “investment companies”. 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 investment companies), 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 investment companies, 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, 560 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 20, 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.

Investment companies 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 investment companies, 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 investment companies are there based in Austin, United States?

RevenueBase identified 112 investment companies 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?

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

Which city has the most investment companies?

New York leads with 814 headquartered companies, followed by Dallas (215) and Chicago (214).

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 560 verified decision-maker contacts tracked across these 112 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 20, 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.