Company lists · Data refreshed September 2026
Top 18 Personal finance coaching platforms based in Austin, United States
RevenueBase identified 44 company matches for personal finance coaching platforms associated with Austin, United States as of September 2026 and tracks 132 professional contacts across them, including 52 with verified work emails. Across the United States, New York is the largest hub for this category (97 companies); Austin has 44.
This list covers company matches for personal finance coaching platforms 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 29, 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 18 largest personal finance coaching platforms based in Austin, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 8 contacts → | ||||
Exact match “FitBUX takes the concept of a family office for wealthy people and makes it accessible for all.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 7 contacts → | ||||
Exact match “Tana passionately supports professional service providers and coaches in the women empowerment space by offering top-tier financial consulting.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 6 contacts → | ||||
Exact match “We work with tech professionals and entrepreneurs as a financial coach and confidant, helping you grow your wealth.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 6 contacts → | ||||
Exact match “DO YOU NEED SOMEONE WHO MAKES MANAGING YOUR MONEY EASY & JARGON FREE?” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 6 contacts → | ||||
Exact match “While there may be hundreds of great planning strategies, there are only a handful that are relevant to personally where you are and what you are trying to accomplish in a given…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 6 contacts → | ||||
Exact match “Avant Financial Advisors is a fee-only financial planning firm located in Austin, TX and serving clients throughout the United States.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match “Fina is the most flexible financial tracking tool in the world.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 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 29, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “The best investment you can make is in yourself.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “The Credit Brothers is a thriving and multifaceted consulting company that focuses on teaching people about credit through our social media channels (TikTok, Instagram etc.) and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “shareGRO is a tailored wealth management platform built on simple yet powerful peer-to-peer sharing.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Meet Kniru - the Tireless AI-powered financial advisor that lives in your pocket!” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “We are NOT your father's financial planner.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “How much closer would you be to scaling your virtual advisor business if you could answer one simple question with confidence- “What makes you stand out?".” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “We teach live online classes and speaking events to help women in their 20s and 30s take charge of their financial futures.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “It is our commitment and desire to establish trust and a long lasting relationship with our clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “How can we help you take the next step- What are your financial goals- Do you want to be able to save for retirement- Do you want to save for a car- When could I afford to…” Recorded in the RevenueBase company graph · Sep 29, 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 “personal finance coaching platforms”. 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 18 of 44 personal finance coaching platforms based in Austin, United States
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Personal finance coaching platforms based in Austin, United States at a glance
As of Sep 29, 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 44 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 “personal finance coaching platforms” 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 52 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 29, 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.
Personal finance coaching platforms by metro in the United States
- Personal finance coaching platforms in New York97
- Personal finance coaching platforms in Atlanta58
- Personal finance coaching platforms in Houston49
- Personal finance coaching platforms in San Francisco49
- Personal finance coaching platforms in Chicago43
- Personal finance coaching platforms in Dallas37
- Personal finance coaching platforms in Los Angeles35
- Personal finance coaching platforms in San Diego33
- Personal finance coaching platforms in Boston31
- Personal finance coaching platforms in Charlotte31
- Personal finance coaching platforms in Seattle31
- Personal finance coaching platforms in Denver25
- Personal finance coaching platforms in Scottsdale25
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 “personal finance coaching platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many personal finance coaching platforms are there based in Austin, United States?
RevenueBase identified 44 company matches for personal finance coaching platforms 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?
Fitbux 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 personal finance coaching platforms?
New York leads the United States with 97 company records, followed by Atlanta (58) and Houston (49). Austin has 44.
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 52 professional contacts with verified work emails tracked across these 44 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 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 44 personal finance coaching platforms based in Austin, United States. Start with a free account, no credit card.
Download this list →Related lists
Personal finance coaching platforms by geography
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- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India
- Personal finance coaching platforms based in Mumbai, India
- Personal finance coaching platforms based in Pune, India
- Personal finance coaching platforms based in Auckland, New Zealand
- Personal finance coaching platforms based in Cape Town, South Africa
- Personal finance coaching platforms based in Dubai, United Arab Emirates
- Personal finance coaching platforms based in London, United Kingdom
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Personal finance coaching platforms based in Melbourne, Australia
- Personal finance coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India
Company intelligence · public preview
Top 18 personal finance coaching platforms 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 44 matching company records for personal finance coaching platforms based in Austin, United States, with 132 tracked contacts and 52 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 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 18 personal finance coaching platforms 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 |  Fitbuxfitbux.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 8 contacts → |
“FitBUX takes the concept of a family office for wealthy people and makes it accessible for all.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  TK Solutionstanakramer.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 7 contacts → |
“Tana passionately supports professional service providers and coaches in the women empowerment space by offering top-tier financial consulting.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Seedsafe Financial LLCseedsafefinancial.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“We work with tech professionals and entrepreneurs as a financial coach and confidant, helping you grow your wealth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Archer Investment Managementarcherim.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“DO YOU NEED SOMEONE WHO MAKES MANAGING YOUR MONEY EASY & JARGON FREE?” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  WES Young & Associateswesleyyoung.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“While there may be hundreds of great planning strategies, there are only a handful that are relevant to personally where you are and what you are trying to accomplish in a given…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Avant Financial Advisorsavantfinancialadvisors.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“Avant Financial Advisors is a fee-only financial planning firm located in Austin, TX and serving clients throughout the United States.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fina Moneyfina.moneyHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“Fina is the most flexible financial tracking tool in the world.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Goalfusion Wealth Managementgoalfusion.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 5 contacts → |
“At GoalFusion Wealth Management our approach is to bring together the client’s goals and objectives through holistic financial planning and advice.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Wealth Strategies, INCwealthstrategiesinc.usHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 |  Nest Financialnestfinancial.netHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 4 contacts → |
“The best investment you can make is in yourself.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  The Credit Brothersthecreditbrothers.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 4 contacts → |
“The Credit Brothers is a thriving and multifaceted consulting company that focuses on teaching people about credit through our social media channels (TikTok, Instagram etc.) and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Sharegrosharegro.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 3 contacts → |
“shareGRO is a tailored wealth management platform built on simple yet powerful peer-to-peer sharing.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  KNIRUkniru.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 3 contacts → |
“Meet Kniru - the Tireless AI-powered financial advisor that lives in your pocket!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  GEN Y Planninggenyplanning.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“We are NOT your father's financial planner.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Advisor Elevatedadvisorelevated.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“How much closer would you be to scaling your virtual advisor business if you could answer one simple question with confidence- “What makes you stand out?".” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HER Personal Financeherpersonalfinance.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 1 contacts → |
“We teach live online classes and speaking events to help women in their 20s and 30s take charge of their financial futures.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Legacies Today, LLClegaciestoday.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 1 contacts → |
“It is our commitment and desire to establish trust and a long lasting relationship with our clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Enry Financial Coachingenryfinancialcoaching.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 1 contacts → |
“How can we help you take the next step- What are your financial goals- Do you want to be able to save for retirement- Do you want to save for a car- When could I afford to…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 44 company matches
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Personal finance coaching platforms: dataset insights
September 29, 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
44 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 44 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: September 29, 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 ↗
Personal finance coaching platforms by metro in the United States
- Personal finance coaching platforms in New York97
- Personal finance coaching platforms in Atlanta58
- Personal finance coaching platforms in Houston49
- Personal finance coaching platforms in San Francisco49
- Personal finance coaching platforms in Chicago43
- Personal finance coaching platforms in Dallas37
- Personal finance coaching platforms in Los Angeles35
- Personal finance coaching platforms in San Diego33
- Personal finance coaching platforms in Boston31
- Personal finance coaching platforms in Charlotte31
- Personal finance coaching platforms in Seattle31
- Personal finance coaching platforms in Denver25
- Personal finance coaching platforms in Scottsdale25
Questions about this company list
What does Exact match mean for personal finance coaching platforms?
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 personal finance coaching platforms did RevenueBase find based in Austin, United States?
The saved snapshot records 44 matching company records, 132 tracked contacts and 52 verified emails. The public preview displays 18 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: September 29, 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
Personal finance coaching platforms by geography
- Personal finance coaching platforms based in Melbourne, Australia
- Personal finance coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India
- Personal finance coaching platforms based in Mumbai, India
- Personal finance coaching platforms based in Pune, India
- Personal finance coaching platforms based in Auckland, New Zealand
- Personal finance coaching platforms based in Cape Town, South Africa
- Personal finance coaching platforms based in Dubai, United Arab Emirates
- Personal finance coaching platforms based in London, United Kingdom
Cite this list
RevenueBase Data Team. Top 18 personal finance coaching platforms based in Austin, United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/personal-finance-coaching-platforms/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
- Personal finance coaching platforms based in Melbourne, Australia
- Personal finance coaching platforms based in Sydney, Australia
- Personal finance coaching platforms based in Sao Paulo, Brazil
- Personal finance coaching platforms based in Toronto, Canada
- Personal finance coaching platforms based in Paris, France
- Personal finance coaching platforms based in Bangalore, India
Company intelligence · public preview
Top 18 personal finance coaching platforms based in Austin, United States
RevenueBase records 44 matching company records for personal finance coaching platforms based in Austin, United States, with 132 tracked contacts and 52 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 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 18 personal finance coaching platforms 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 | Fitbuxfitbux.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 8 contacts → |
“FitBUX takes the concept of a family office for wealthy people and makes it accessible for all.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | TK Solutionstanakramer.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 7 contacts → |
“Tana passionately supports professional service providers and coaches in the women empowerment space by offering top-tier financial consulting.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Seedsafe Financial LLCseedsafefinancial.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“We work with tech professionals and entrepreneurs as a financial coach and confidant, helping you grow your wealth.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Archer Investment Managementarcherim.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“DO YOU NEED SOMEONE WHO MAKES MANAGING YOUR MONEY EASY & JARGON FREE?” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | WES Young & Associateswesleyyoung.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“While there may be hundreds of great planning strategies, there are only a handful that are relevant to personally where you are and what you are trying to accomplish in a given…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Avant Financial Advisorsavantfinancialadvisors.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“Avant Financial Advisors is a fee-only financial planning firm located in Austin, TX and serving clients throughout the United States.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fina Moneyfina.money HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“Fina is the most flexible financial tracking tool in the world.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Goalfusion Wealth Managementgoalfusion.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 5 contacts → |
“At GoalFusion Wealth Management our approach is to bring together the client’s goals and objectives through holistic financial planning and advice.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Wealth Strategies, INCwealthstrategiesinc.us HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | Nest Financialnestfinancial.net HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 4 contacts → |
“The best investment you can make is in yourself.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | The Credit Brothersthecreditbrothers.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 4 contacts → |
“The Credit Brothers is a thriving and multifaceted consulting company that focuses on teaching people about credit through our social media channels (TikTok, Instagram etc.) and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Sharegrosharegro.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 3 contacts → |
“shareGRO is a tailored wealth management platform built on simple yet powerful peer-to-peer sharing.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | KNIRUkniru.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 3 contacts → |
“Meet Kniru - the Tireless AI-powered financial advisor that lives in your pocket!” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | GEN Y Planninggenyplanning.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“We are NOT your father's financial planner.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Advisor Elevatedadvisorelevated.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“How much closer would you be to scaling your virtual advisor business if you could answer one simple question with confidence- “What makes you stand out?".” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HER Personal Financeherpersonalfinance.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 1 contacts → |
“We teach live online classes and speaking events to help women in their 20s and 30s take charge of their financial futures.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Legacies Today, LLClegaciestoday.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 1 contacts → |
“It is our commitment and desire to establish trust and a long lasting relationship with our clients.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Enry Financial Coachingenryfinancialcoaching.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 1 contacts → |
“How can we help you take the next step- What are your financial goals- Do you want to be able to save for retirement- Do you want to save for a car- When could I afford to…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 44 company matches
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Personal finance coaching platforms: dataset insights
September 29, 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
44 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 44 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: September 29, 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 ↗
Personal finance coaching platforms by metro in the United States
- Personal finance coaching platforms in New York97
- Personal finance coaching platforms in Atlanta58
- Personal finance coaching platforms in Houston49
- Personal finance coaching platforms in San Francisco49
- Personal finance coaching platforms in Chicago43
- Personal finance coaching platforms in Dallas37
- Personal finance coaching platforms in Los Angeles35
- Personal finance coaching platforms in San Diego33
- Personal finance coaching platforms in Boston31
- Personal finance coaching platforms in Charlotte31
- Personal finance coaching platforms in Seattle31
- Personal finance coaching platforms in Denver25
- Personal finance coaching platforms in Scottsdale25
Questions about this company list
What does Exact match mean for personal finance coaching platforms?
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 personal finance coaching platforms did RevenueBase find based in Austin, United States?
The saved snapshot records 44 matching company records, 132 tracked contacts and 52 verified emails. The public preview displays 18 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: September 29, 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.
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Cite this list
RevenueBase Data Team. Top 18 personal finance coaching platforms based in Austin, United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/personal-finance-coaching-platforms/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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