Company lists · Data refreshed October 2026

Top 19 IT support companies for wealth management firms based in Dallas, United States

Name: IT support companies for wealth management firms based in Dallas, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 31 companies tracked

RevenueBase identified 31 company matches for IT support companies for wealth management firms associated with Dallas, United States as of October 2026 and tracks 547 professional contacts across them, including 303 with verified work emails. Across the United States, New York is the largest hub for this category (107 companies); Dallas has 31.

This list covers company matches for IT support companies for wealth management firms 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 October 17, 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 Oct 17, 2026 How this list was built

31Companies

547Contacts tracked

303Verified emails

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The 19 largest IT support companies for wealth management firms based in Dallas, United States

Ranked by team size

Top 19 of 31 company matches for IT support companies for wealth management firms based in Dallas, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 17, 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	Tolleson Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	201-500	217 contacts →
	Exact match “At Tolleson, we're all about building relationships and strengthening financial futures.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Comerica Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	5,001-10,000	114 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 · Oct 17, 2026 · View company records in RevenueBase
3	LEE Financial	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	49 contacts →
	Exact match “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Trust Management Network	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	39 contacts →
	Exact match “At Trust Management Network, we believe that trust organizations deserve the best.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	HFS Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	23 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 · Oct 17, 2026 · View company records in RevenueBase
6	Frontier Investment Management Company	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	51-200	12 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 · Oct 17, 2026 · View company records in RevenueBase
7	Dallas IT Company Velocity IT	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	10 contacts →
	Exact match “Welcome to Velocity IT, your premier Dallas IT Company dedicated to delivering cutting-edge solutions and unparalleled IT services.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Vaquero Private Wealth	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 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 · Oct 17, 2026 · View company records in RevenueBase
9	IVY Wealth	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	9 contacts →
	Exact match “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Lindus Advisors, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	6 contacts →
	Exact match “Lindus Advisors Inc.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Katalism Cybersecurity	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	4 contacts →
	Exact match “Katalism Technology is a leading IT consulting and Managed Services Provider (MSP) serving America’s successful SMBs.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Intricate INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	3 contacts →
	Exact match “Intricate services & solutions let your business focus on getting more done while lowering costs, not cutting corners.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Roserock Wealth Management	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “RoseRock Wealth Management is focused on helping our clients create wiser wealth and live more fulfilling lives.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Capital Advisory Group, INC	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Since 1990, Capital Advisory Group has specialized in wealth management, tax protection, and comprehensive financial planning for high net worth individuals, families and closely…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	HFA Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “HFA is a boutique consultancy specializing in providing Financial Technology Services to Investment Managers.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Collins Financial	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Collins Financial is a comprehensive wealth management firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Stallings Capital Group	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	11-50	2 contacts →
	Exact match “Single Family Wealth Management Firm” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Blue Fountain Capital Partners	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “After dedicating most of the last decade to serving the financial needs of families and businesses across North Texas and around the United States, Jimi Curry and Audra Fricke…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Benchmark Private Wealth Management, LLC	Exact match	Dallas, TX, United StatesHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match “Benchmark Private Wealth Management, LLC products are not FDIC insured, may lose value and are not Bank guaranteed.* At Benchmark Private Wealth Management, we pride ourselves on…” Recorded in the RevenueBase company graph · Oct 17, 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 “IT support companies for wealth management firms”. 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 19 of 31 IT support companies for wealth management firms based in Dallas, United States

See the full list, filter by size, metro and specialty, and access 303 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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IT support companies for wealth management firms based in Dallas, United States at a glance

As of Oct 17, 2026

55.4%Verified-email coverage

17.6Average contacts per company

1-10Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 31 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 “IT support companies for wealth management firms” 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 303 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 October 17, 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.

IT support companies for wealth management firms 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 “IT support companies for wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many IT support companies for wealth management firms are there based in Dallas, United States?

RevenueBase identified 31 company matches for IT support companies for wealth management firms associated with Dallas, United States as of October 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?

Tolleson Wealth Management 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 IT support companies for wealth management firms?

New York leads the United States with 107 company records, followed by Chicago (38) and Atlanta (31). Dallas has 31.

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 303 professional contacts with verified work emails tracked across these 31 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 October 17, 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.