Company lists · Data refreshed November 2026
Top 16 Legacy planning services based in Austin, United States
RevenueBase identified 37 company matches for legacy planning services associated with Austin, United States as of November 2026 and tracks 270 professional contacts across them, including 162 with verified work emails. Across the United States, New York is the largest hub for this category (77 companies); Austin has 37.
This list covers company matches for legacy planning services 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 November 6, 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.
The 16 largest legacy planning services based in Austin, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 57 contacts → | ||||
Exact match “Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 27 contacts → | ||||
Exact match “Hardie Alcozer was founded on the principle that legal services do not have to be that complicated.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 12 contacts → | ||||
Exact match “Ripp Grossman & Fitte was established to provide lasting, trusted counsel to the families and organizations we serve.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 8 contacts → | ||||
Exact match “At IWS, we identify and protect what is most important to you, your business, and your family.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 7 contacts → | ||||
Exact match “At Blue Skye Financial, we believe the American Dream isn’t broken because people stopped working hard-it’s because the system stopped working for them.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 6 contacts → | ||||
Exact match “Elder Texans and their families face increasingly complex decisions about legal and financial matters.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 5 contacts → | ||||
Exact match “G&A delivers highly-personalized legal and non-legal wealth preservation, tax, estate planning, and business-related services to the high net worth and closely held business…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 5 contacts → | ||||
Exact match “Personalized Service Capstar Financial, LLC offers highly personalized, comprehensive services to help you plan for your financial future.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “Award-Winning Lawyers Practicing Family Law and Estate Planning in the Austin, Texas Area” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “Hundredfold Financial is a financial services and wealth advisory company dedicated to empowering purpose-driven families to craft their financial masterplan and build a legacy of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “GFGR delivers highly-personalized legal and non-legal wealth preservation, tax, and estate planning services to the high net worth community in the United States and abroad.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Multi-medium content platform spanning family legacy planning to luxury lifestyle experiences, services, and estate management to Educate, Empower, Engage, Connect.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “Faykus Financial, LLC is a values-driven wealth management firm headquartered in Austin, TX.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “Estate Planning and Probate Attorney Focusing on Wills, Trusts, Estate and Gift Tax, and Estate Administration” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 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 “legacy planning services”. 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 16 of 37 legacy planning services based in Austin, United States
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Legacy planning services based in Austin, United States at a glance
As of Nov 6, 2026Companies by employee count
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 37 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 “legacy planning services” 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 162 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 November 6, 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.
Legacy planning services by metro in the United States
- Legacy planning services in New York77
- Legacy planning services in Atlanta50
- Legacy planning services in Chicago46
- Legacy planning services in San Diego45
- Legacy planning services in Houston42
- Legacy planning services in Dallas41
- Legacy planning services in Scottsdale41
- Legacy planning services in Denver36
- Legacy planning services in Phoenix30
- Legacy planning services in Charlotte26
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 “legacy planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many legacy planning services are there based in Austin, United States?
RevenueBase identified 37 company matches for legacy planning services associated with Austin, United States as of November 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?
Bluespring Wealth Partners 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 legacy planning services?
New York leads the United States with 77 company records, followed by Atlanta (50) and Chicago (46). Austin has 37.
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 162 professional contacts with verified work emails tracked across these 37 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 37 legacy planning services based in Austin, United States. Start with a free account, no credit card.
Download this list →Related lists
Legacy planning services by geography
- Legacy planning services based in Toronto, Canada
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- Legacy planning services based in Chicago, United States
- Legacy planning services based in Dallas, United States
- Legacy planning services based in Denver, United States
- Legacy planning services based in Houston, United States
- Legacy planning services based in New York, United States
- Legacy planning services based in Phoenix, United States
- Legacy planning services based in San Diego, United States
- Legacy planning services based in Scottsdale, United States
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.
More company lists
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- Legacy planning services based in Toronto, Canada
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Company intelligence · public preview
Top 16 legacy planning services based in Austin, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 37 matching company records for legacy planning services based in Austin, United States, with 270 tracked contacts and 162 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 16 legacy planning services based in Austin, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Bluespring Wealth Partnersbluespringwealth.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 57 contacts → |
“Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Hardie Alcozerhardiealcozer.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 27 contacts → |
“Hardie Alcozer was founded on the principle that legal services do not have to be that complicated.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Ripp Grossman & Fitte LLPrgfllp.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 12 contacts → |
“Ripp Grossman & Fitte was established to provide lasting, trusted counsel to the families and organizations we serve.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Integrated Wealth Strategies, LLCintegratedwealthstrategies.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 8 contacts → |
“At IWS, we identify and protect what is most important to you, your business, and your family.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Blue Skye Financialblueskyefinancial.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 7 contacts → |
“At Blue Skye Financial, we believe the American Dream isn’t broken because people stopped working hard-it’s because the system stopped working for them.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Farrell & Johnson Pllctxelderlaw.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“Elder Texans and their families face increasingly complex decisions about legal and financial matters.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Giordani & Associates Pllcgiordanilaw.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 5 contacts → |
“G&A delivers highly-personalized legal and non-legal wealth preservation, tax, estate planning, and business-related services to the high net worth and closely held business…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Capstar Financial, LLCcapstarfinancial.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 5 contacts → |
“Personalized Service Capstar Financial, LLC offers highly personalized, comprehensive services to help you plan for your financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Hailey-Petty & Associates, Pllchaileypettylaw.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 |  Smith & Bledsoe Family LAWsmithfamilylawfirm.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 5 contacts → |
“Award-Winning Lawyers Practicing Family Law and Estate Planning in the Austin, Texas Area” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Hundredfold Financiallivehundredfold.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 3 contacts → |
“Hundredfold Financial is a financial services and wealth advisory company dedicated to empowering purpose-driven families to craft their financial masterplan and build a legacy of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Giordani Fitte Grossman & Ripp LLPgfgrlaw.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 2 contacts → |
“GFGR delivers highly-personalized legal and non-legal wealth preservation, tax, and estate planning services to the high net worth community in the United States and abroad.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Succession Advisorssuccessionadvisors.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“Multi-medium content platform spanning family legacy planning to luxury lifestyle experiences, services, and estate management to Educate, Empower, Engage, Connect.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Faykus Financial, LLCfaykusfinancial.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 1 contacts → |
“Faykus Financial, LLC is a values-driven wealth management firm headquartered in Austin, TX.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Elizabeth Daniel Law, Pllcelizdaniellaw.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 1 contacts → |
“Estate Planning and Probate Attorney Focusing on Wills, Trusts, Estate and Gift Tax, and Estate Administration” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | LAW Office Of Cameron Grabercamerongraber.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 16 of 37 company matches
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Legacy planning services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
37 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 37 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Legacy planning services by metro in the United States
- Legacy planning services in New York77
- Legacy planning services in Atlanta50
- Legacy planning services in Chicago46
- Legacy planning services in San Diego45
- Legacy planning services in Houston42
- Legacy planning services in Dallas41
- Legacy planning services in Scottsdale41
- Legacy planning services in Denver36
- Legacy planning services in Phoenix30
- Legacy planning services in Charlotte26
Questions about this company list
What does Exact match mean for legacy planning services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many legacy planning services did RevenueBase find based in Austin, United States?
The saved snapshot records 37 matching company records, 270 tracked contacts and 162 verified emails. The public preview displays 16 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Legacy planning services by geography
- Legacy planning services based in Toronto, Canada
- Legacy planning services based in London, United Kingdom
- Legacy planning services based in Atlanta, United States
- Legacy planning services based in Charlotte, United States
- Legacy planning services based in Chicago, United States
- Legacy planning services based in Dallas, United States
- Legacy planning services based in Denver, United States
- Legacy planning services based in Houston, United States
- Legacy planning services based in New York, United States
- Legacy planning services based in Phoenix, United States
- Legacy planning services based in San Diego, United States
- Legacy planning services based in Scottsdale, United States
Cite this list
RevenueBase Data Team. Top 16 legacy planning services based in Austin, United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-services/united-states/austin.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Legacy planning services based in Toronto, Canada
- Legacy planning services based in London, United Kingdom
- Legacy planning services based in Atlanta, United States
- Legacy planning services based in Charlotte, United States
- Legacy planning services based in Chicago, United States
- Legacy planning services based in Dallas, United States
Company intelligence · public preview
Top 16 legacy planning services based in Austin, United States
RevenueBase records 37 matching company records for legacy planning services based in Austin, United States, with 270 tracked contacts and 162 verified work emails.
This public preview shows 16 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 16 legacy planning services based in Austin, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Bluespring Wealth Partnersbluespringwealth.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 57 contacts → |
“Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Hardie Alcozerhardiealcozer.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 27 contacts → |
“Hardie Alcozer was founded on the principle that legal services do not have to be that complicated.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ripp Grossman & Fitte LLPrgfllp.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 12 contacts → |
“Ripp Grossman & Fitte was established to provide lasting, trusted counsel to the families and organizations we serve.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Integrated Wealth Strategies, LLCintegratedwealthstrategies.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 8 contacts → |
“At IWS, we identify and protect what is most important to you, your business, and your family.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Blue Skye Financialblueskyefinancial.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 7 contacts → |
“At Blue Skye Financial, we believe the American Dream isn’t broken because people stopped working hard-it’s because the system stopped working for them.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Farrell & Johnson Pllctxelderlaw.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“Elder Texans and their families face increasingly complex decisions about legal and financial matters.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Giordani & Associates Pllcgiordanilaw.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 5 contacts → |
“G&A delivers highly-personalized legal and non-legal wealth preservation, tax, estate planning, and business-related services to the high net worth and closely held business…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Capstar Financial, LLCcapstarfinancial.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 5 contacts → |
“Personalized Service Capstar Financial, LLC offers highly personalized, comprehensive services to help you plan for your financial future.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Hailey-Petty & Associates, Pllchaileypettylaw.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 5 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | Smith & Bledsoe Family LAWsmithfamilylawfirm.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 5 contacts → |
“Award-Winning Lawyers Practicing Family Law and Estate Planning in the Austin, Texas Area” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Hundredfold Financiallivehundredfold.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 3 contacts → |
“Hundredfold Financial is a financial services and wealth advisory company dedicated to empowering purpose-driven families to craft their financial masterplan and build a legacy of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Giordani Fitte Grossman & Ripp LLPgfgrlaw.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 2 contacts → |
“GFGR delivers highly-personalized legal and non-legal wealth preservation, tax, and estate planning services to the high net worth community in the United States and abroad.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Succession Advisorssuccessionadvisors.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“Multi-medium content platform spanning family legacy planning to luxury lifestyle experiences, services, and estate management to Educate, Empower, Engage, Connect.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Faykus Financial, LLCfaykusfinancial.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 1 contacts → |
“Faykus Financial, LLC is a values-driven wealth management firm headquartered in Austin, TX.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Elizabeth Daniel Law, Pllcelizdaniellaw.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 1 contacts → |
“Estate Planning and Probate Attorney Focusing on Wills, Trusts, Estate and Gift Tax, and Estate Administration” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | LAW Office Of Cameron Grabercamerongraber.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 16 of 37 company matches
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Legacy planning services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
37 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 37 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Legacy planning services by metro in the United States
- Legacy planning services in New York77
- Legacy planning services in Atlanta50
- Legacy planning services in Chicago46
- Legacy planning services in San Diego45
- Legacy planning services in Houston42
- Legacy planning services in Dallas41
- Legacy planning services in Scottsdale41
- Legacy planning services in Denver36
- Legacy planning services in Phoenix30
- Legacy planning services in Charlotte26
Questions about this company list
What does Exact match mean for legacy planning services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many legacy planning services did RevenueBase find based in Austin, United States?
The saved snapshot records 37 matching company records, 270 tracked contacts and 162 verified emails. The public preview displays 16 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Legacy planning services by geography
- Legacy planning services based in Toronto, Canada
- Legacy planning services based in London, United Kingdom
- Legacy planning services based in Atlanta, United States
- Legacy planning services based in Charlotte, United States
- Legacy planning services based in Chicago, United States
- Legacy planning services based in Dallas, United States
- Legacy planning services based in Denver, United States
- Legacy planning services based in Houston, United States
- Legacy planning services based in New York, United States
- Legacy planning services based in Phoenix, United States
- Legacy planning services based in San Diego, United States
- Legacy planning services based in Scottsdale, United States
Cite this list
RevenueBase Data Team. Top 16 legacy planning services based in Austin, United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-services/united-states/austin.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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