Company lists · Data refreshed September 2026

Top 25 Millennial wealth management companies based in Austin, United States

Name: Millennial wealth management 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 17, 2026 67 companies tracked

RevenueBase identified 67 company matches for millennial wealth management companies associated with Austin, United States as of September 2026 and tracks 389 professional contacts across them, including 169 with verified work emails. Across the United States, New York is the largest hub for this category (204 companies); Austin has 67.

This list covers company matches for millennial wealth management companies 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 September 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 Sep 17, 2026 How this list was built

67Companies

389Contacts tracked

169Verified emails

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The 25 largest millennial wealth management companies based in Austin, United States

Ranked by team size

Top 25 of 67 company matches for millennial wealth management companies based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 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	Socha Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	11-50	30 contacts →
	Exact match “Welcome to Socha Capital, a premier consultancy specializing in wealth strategies.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	PER Stirling Capital Management, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	11-50	29 contacts →
	Exact match “Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Austin Asset	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	11-50	29 contacts →
	Exact match “Investment decisions are as much about deciding how to manage your wealth as they are about deciding who should manage your wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Reap Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	11-50	26 contacts →
	Exact match “At REAP Financial, we understand that everyone’s financial circumstances and goals are unique, so we create a comprehensive strategy to fit your specific needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Oakwell Private Wealth Management LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	14 contacts →
	Exact match “At Oakwell Private Wealth, we believe our client’s situation is more complex than basic money management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Yacktman Asset Management LP	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “Yacktman Asset Management LP is a financial services firm based in Austin, Texas, United States.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Skyline Wealth Strategies LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Austin National Financial Services	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Integrated Wealth Strategies, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	11-50	7 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 · Sep 17, 2026 · View company records in RevenueBase
10	Optas Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Optas Capital is a forward-thinking wealth management and financial advisory firm dedicated to helping entrepreneurs, executives, and high-net-worth individuals achieve clarity…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Enzi Wealth	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “ENZI Wealth is a boutique wealth management firm based in Austin, Texas.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Archer Investment Management	Exact match	Austin, TX, United StatesHQ recorded Sep 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 · Sep 17, 2026 · View company records in RevenueBase
13	57 West Capital Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “At 57 West Capital Advisors, we design portfolios built to grow and preserve wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Goalfusion Wealth Management	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “At GoalFusion Wealth Management our approach is to bring together the client’s goals and objectives through holistic financial planning and advice.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Atlasmark	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	11-50	5 contacts →
	Exact match “AtlasMark provides retirement plan and wealth management services to employers and individuals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Himelick Financial Group	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	11-50	4 contacts →
	Exact match “At Himelick Financial Group, we do so much more than just investment and wealth management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Masterpiece Capital, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Masterpiece Capital, LLC is a boutique Registered Investment Advisory services firm comprises of a top team of financial services professional, led by Carlos H.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Carlin Wealth Management Group	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Quartz Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Quartz Financial is a client-focused comprehensive wealth management firm specializing in Sudden Wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Signal Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Signal Wealth Advisors was founded on the notion that all clients deserve a personal and tailored approach to their financial planning and investment management needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Decca Private Wealth Management	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “DECCA Private Wealth Management, Inc.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Brownstone Capital Investments	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “It can be hard to prepare for your family’s future.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	GEN Y Planning	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “We are NOT your father's financial planner.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	KM Capital Management	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “KM Capital Management, Ltd.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Fort Wealth Management, INC	Exact match	Austin, TX, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “FWM is a wealth management firm located in Austin, TX.” Recorded in the RevenueBase company graph · Sep 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 “millennial wealth management companies”. 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 67 millennial wealth management companies based in Austin, United States

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Millennial wealth management companies based in Austin, United States at a glance

As of Sep 17, 2026

43.4%Verified-email coverage

5.8Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 67 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 “millennial wealth management companies” 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 169 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 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.

Millennial wealth management companies 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 “millennial wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many millennial wealth management companies are there based in Austin, United States?

RevenueBase identified 67 company matches for millennial wealth management companies associated with Austin, 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?

Socha Capital 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 millennial wealth management companies?

New York leads the United States with 204 company records, followed by Atlanta (103) and Houston (83). Austin has 67.

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 169 professional contacts with verified work emails tracked across these 67 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 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.