Company lists · Data refreshed September 2026

Top 25 Stock portfolio companies based in Austin, United States

Name: Stock portfolio 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 19, 2026 44 companies tracked

RevenueBase identified 44 company matches for stock portfolio companies associated with Austin, United States as of September 2026 and tracks 250 professional contacts across them, including 139 with verified work emails. Across the United States, New York is the largest hub for this category (235 companies); Austin has 44.

This list covers company matches for stock portfolio 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 19, 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 19, 2026 How this list was built

44Companies

250Contacts tracked

139Verified emails

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The 25 largest stock portfolio companies based in Austin, United States

Ranked by team size

Top 25 of 44 company matches for stock portfolio companies based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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	Waterloo Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	28 contacts →
	Exact match “We are Waterloo Capital, an SEC registered investment advisory firm and fiduciary, always acting in the best interest of our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Richard P. Slaughter Associates, INC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	27 contacts →
	Exact match “Your Interests First and Foremost In early 1991, Richard Slaughter created a firm designed to provide clients with the best possible financial advice and asset management, free of…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Centennial Advisors, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	21 contacts →
	Exact match “Our mission is to help individuals and families work toward their investment goals through transparent, low-risk and objective-based asset management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Kestra Investment Management	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1,001-5,000	18 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Yacktman Asset Management LP	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
6	Terry Mcdaniel & Company Investment Counsel	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	11 contacts →
	Exact match “Our firm began in Austin, Texas, in 1985 as an independent, family-owned investment counseling business.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Innealta Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “Innealta Capital merges advanced academic research with efficient empirical implementation of financial techniques to help individuals reach their investment goals- Advisory…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Melange Capital Partners	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Collective Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Investment Advisory Services also offered through CWM, LLC, an SEC Registered Investment Advisor.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Ironoak Wealth	Exact match	Austin, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Ironoak Wealth, LLC is a financial services firm that represents a diverse group of clients seeking to effectively engage in financial planning, Investment management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Fifth Lane Capital, LP	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Fifth Lane Capital, LP is a Registered Investment Advisor in the State of Texas.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Enclave Advisors, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Enclave is an independent, registered investment advisory firm serving a select group of families and non-profit organizations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Ironbridge Private Wealth	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “We offer clients forward-thinking portfolio strategies, principled advice, deep understanding of financial markets, and an innovative fee structure.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	57 West Capital Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
15	Strategic Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	5 contacts →
	Exact match “We built Strategic Capital from the ground up to serve our clients with unbiased advice and unparalleled dedication.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Signal Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
17	Kentor Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “The more money you have, the more people there are who want to tell you what to do with it.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Nest Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “The best investment you can make is in yourself.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Decca Private Wealth Management	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “DECCA Private Wealth Management, Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Richie Capital Group	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Richie Capital Group specializes in discretionary investment management services for Institutional Investors.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Xantos	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Xantos Labs is an SEC-registered investment adviser based in Austin TX.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Forum Financial Group	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “We understand the challenges both families and businesses face today.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Blue Tower Asset Management LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Blue Tower Asset Management provides portfolio management services to individuals, financial advisers, and institutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Simplify Wealth Planning	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Simplify Wealth Planning (SWP) was started because I've been exactly where you are: grinding through long days in a demanding corporate career, juggling my employer stock…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Legacies Today, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	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 19, 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 “stock portfolio 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 44 stock portfolio companies based in Austin, United States

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Stock portfolio companies based in Austin, United States at a glance

As of Sep 19, 2026

55.6%Verified-email coverage

5.7Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 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 “stock portfolio 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 139 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 19, 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.

Stock portfolio 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 “stock portfolio companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many stock portfolio companies are there based in Austin, United States?

RevenueBase identified 44 company matches for stock portfolio 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?

Waterloo 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 stock portfolio companies?

New York leads the United States with 235 company records, followed by Chicago (70) and Boston (68). 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 139 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 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 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.