Company lists · Data refreshed September 2026

Top 22 Mutual funds companies based in Austin, United States

RevenueBase identified 30 mutual funds companies headquartered in Austin, United States as of September 2026 and tracks 165 professional contacts across them, including 89 with verified work emails. New York is the largest hub.

This list covers mutual funds 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 19, 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 19, 2026 86% judged on-target in blind review
30Companies
165Contacts tracked
89Verified emails
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The 22 largest mutual funds companies based in Austin, United States

Ranked by team size
Top 22 of 30 mutual funds companies based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to mutual funds 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 202611-5028 contacts →

Indirect evidence

“We are Waterloo Capital, an SEC registered investment advisory firm and fiduciary, always acting in the best interest of our clients.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 20261,001-5,00018 contacts →

Indirect 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 19, 2026
3Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 202611-5013 contacts →

Indirect evidence

“Yacktman Asset Management LP is a financial services firm based in Austin, Texas, United States.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 202611-5011 contacts →

Indirect evidence

“Our firm began in Austin, Texas, in 1985 as an independent, family-owned investment counseling business.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 202611-5010 contacts →

Indirect 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 19, 2026
6Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 20261-1010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“Investment Advisory Services also offered through CWM, LLC, an SEC Registered Investment Advisor.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceAustin, United StatesHQ checked Sep 19, 20261-108 contacts →

Indirect 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 19, 2026
9Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“DO YOU NEED SOMEONE WHO MAKES MANAGING YOUR MONEY EASY & JARGON FREE?”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 20261-106 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 19, 2026
12Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“At 57 West Capital Advisors, we design portfolios built to grow and preserve wealth.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“The best investment you can make is in yourself.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Richie Capital Group specializes in discretionary investment management services for Institutional Investors.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Xantos Labs is an SEC-registered investment adviser based in Austin TX.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“We understand the challenges both families and businesses face today.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Blue Tower Asset Management provides portfolio management services to individuals, financial advisers, and institutions.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“It is our commitment and desire to establish trust and a long lasting relationship with our clients.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Your success is not just a goal but a shared achievement, and we are dedicated to being by your side, supporting you every step of the way on your financial journey.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Wealth Solutions helps clients build bridges to financial prosperity.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Strategic Investment Management is a financial services company based out of 9600 N.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceAustin, TX, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“NR Capital Management is specializes in Portfolio Management, Analysis, Trading, Consulting, and Software Development.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 22 of 30 mutual funds companies based in Austin, United States

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Mutual funds companies based in Austin, United States at a glance

As of Sep 19, 2026
53.9%Verified-email coverage
5.5Average contacts per company
1-10Median size (employees)
576.7%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
25
11-50
4
1,001-5,000
1

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 30 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 mutual funds 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 “mutual funds 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 mutual funds 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 mutual funds 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, 89 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 19, 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.

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 mutual funds 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 mutual funds companies are there based in Austin, United States?

RevenueBase identified 30 mutual funds 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?

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

Which city has the most mutual funds companies?

New York leads with 173 headquartered companies, followed by Dallas (54) and Chicago (53).

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 89 verified decision-maker contacts tracked across these 30 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 19, 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.