Company lists · Data refreshed October 2026

Top 25 Life insurance planning firms based in Austin, United States

Name: Life insurance planning firms based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 63 companies tracked

RevenueBase identified 63 company matches for life insurance planning firms associated with Austin, United States as of October 2026 and tracks 1,691 professional contacts across them, including 299 with verified work emails. Across the United States, Houston is the largest hub for this category (113 companies); Austin has 63.

This list covers company matches for life insurance planning firms 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 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

63Companies

1,691Contacts tracked

299Verified emails

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The 25 largest life insurance planning firms based in Austin, United States

Ranked by team size

Top 25 of 63 company matches for life insurance planning firms based in Austin, 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	ETHOS	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	501-1,000	888 contacts →
	Exact match “Ethos makes getting life insurance instant and easy.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Citizens INC	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	201-500	497 contacts →
	Exact match “Citizens, Inc.(NYSE: CIA) is a insurance holding company serving the life insurance needs of individuals in the United States since 1969 and internationally since 1975.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Lifetrends	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	11-50	20 contacts →
	Exact match “LifeTrends® helps life insurance companies, IMOs, BGAs, and producer agencies price, research, and sell intelligently with accurate, meaningful data and information.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Southwest Business Consultants, INC	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	11-50	14 contacts →
	Exact match “For over 30 years, Southwest Business Consultants has been the trusted financial partner for business owners, executives, and individuals across Austin and Central Texas -…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Insurance 360	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	11-50	13 contacts →
	Exact match “Since 1983, Scott Harper, Founder and Owner of Insurance 360, has been writing insurance policies based on personal, one-on-one service.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Physician's Resource Services	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	11-50	12 contacts →
	Exact match “We’re proud to be one of the nation’s largest presences in physician residency programs, providing disability insurance and resources for residents, fellows and practicing…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Southerland & Associates	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	1-10	11 contacts →
	Exact match “Southerland & Associates is an independent insurance agency in that will help you protect everything under the sun with your best interest at heart.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Integrated Wealth Strategies, LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	11-50	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 · Oct 17, 2026 · View company records in RevenueBase
9	Texas Service Life Insurance CO	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	11-50	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Securico Life Insurance Company	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	1-10	7 contacts →
	Exact match “We put our hearts into everything we do.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Blue Skye Financial	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	1-10	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 · Oct 17, 2026 · View company records in RevenueBase
12	Archer Investment Management	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 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 · Oct 17, 2026 · View company records in RevenueBase
13	Texas Republic Life Insurance	Exact match	Austin, United StatesHQ recorded Oct 17, 2026	11-50	4 contacts →
	Exact match “Texas Republic Life Insurance Company creates certainty in an uncertain world.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Lion Street Financial, LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 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 · Oct 17, 2026 · View company records in RevenueBase
15	Harbor Life Brokerage	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	11-50	3 contacts →
	Exact match “Harbor Life Brokerage is a recognized leader in the life settlement industry.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	AMT Lifetime Financial, LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “AMT Lifetime Financial, LLC is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Reed Lake Private Wealth	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “We are a boutique firm that focuses on providing the highest level of service and integrity to our clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Mike Goldberg And Associates, INC	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	11-50	3 contacts →
	Exact match “Personal & Business Life Insurance While many companies offer life insurance, few have the experience, resources and knowledge that you will find at Goldberg & Associates.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Texas Republic Life Solutions	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “With over 150 years of combined insurance experience, we’re here to help educate and support your journey to achieving financial security.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Foster Partners & Coaching	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Foster Partners and Coaching LLC is an independent national insurance advisor resource program designed to help growth-minded advisors build their business through coaching…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Forum Financial Group	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “We understand the challenges both families and businesses face today.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	The Lambert Agency	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “TheLambertAgency.com has been successfully meeting the needs of our clients since 2015.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	Capstar Financial	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Capstar Financial, LLC offers highly personalized, comprehensive services to help you plan for your financial future.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Bulldog Financial Group, LLC	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “We specialize in helping individuals, families, and small businesses with tax-free retirement strategies, wealth preservation, estate planning, executive bonus packages, buy-sell…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Douglas Capital Advisors	Exact match	Austin, TX, United StatesHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match “Full-Service Financial Planning, Insurance, and Consulting firm Serving Individuals, Businesses and Institutions.” 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 “life insurance planning 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 25 of 63 life insurance planning firms based in Austin, United States

See the full list, filter by size, metro and specialty, and access 299 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Life insurance planning firms based in Austin, United States at a glance

As of Oct 17, 2026

17.7%Verified-email coverage

26.8Average contacts per company

1-10Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 63 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 “life insurance planning 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 299 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.

Life insurance planning 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 “life insurance planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many life insurance planning firms are there based in Austin, United States?

RevenueBase identified 63 company matches for life insurance planning firms associated with Austin, 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?

ETHOS 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 life insurance planning firms?

Houston leads the United States with 113 company records, followed by New York (101) and Dallas (100). Austin has 63.

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 299 professional contacts with verified work emails tracked across these 63 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.