Company lists · Data refreshed September 2026
Top 21 Wealth consolidation platforms based in Dallas, United States
RevenueBase identified 39 company matches for wealth consolidation platforms associated with Dallas, United States as of September 2026 and tracks 1,419 professional contacts across them, including 841 with verified work emails. Across the United States, New York is the largest hub for this category (137 companies); Dallas has 39.
This list covers company matches for wealth consolidation platforms associated with Dallas, 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 21 largest wealth consolidation platforms based in Dallas, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 911 contacts → | ||||
Exact match “Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 31 contacts → | ||||
Exact match “VRGL is the Growth Platform for Wealth Management Firms.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 18 contacts → | ||||
Exact match “Founded in 2011, Fusion Capital Management provides the technology that fits your process, the marketing that fits your value, the investment solutions that fit your clients, and…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 12 contacts → | ||||
Exact match “Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 11 contacts → | ||||
Exact match “Requisite Capital Management is a complete wealth management firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match “Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 6 contacts → | ||||
Exact match “FamilyWealth is a digital advisory firm that uses the right technology to enable advisers to have more time to do the human things clients expect and the little things they don't.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “Theorem aka The Optimal Retirement & Estate Management has a simple mission – design personalized retirement plans, investment strategies and client experiences that help remove…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 3 contacts → | ||||
Exact match “Belvin, Cleveland, & Associates is committed to helping our clients achieve financial certainty by cultivating a relationship of trust and respect.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match “After dedicating most of the last decade to serving the financial needs of families and businesses across North Texas and around the United States, Jimi Curry and Audra Fricke…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “Our mission is to analyze our client’s complex financial landscape and provide customized solutions that will help advance them toward accomplishing their financial goals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Since 1990, Capital Advisory Group has specialized in wealth management, tax protection, and comprehensive financial planning for high net worth individuals, families and closely…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “Founded in 2010, GM Wealth Group is a woman-owned and operated financial services firm committed to helping individuals manage all aspects of their financial lives.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Collins Financial is a comprehensive wealth management firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “International Research Securities provides impactful, dynamic, client-first financial planning for long term success.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Service Excellence As a team, both individually and collectively, we are devoted to providing a high-touch client service experience that is unparalleled and exceeds your…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Sloan Investment Management is a team of experienced professionals focused on meeting the unique investment objectives of each of our clients with the highest standards of…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Single Family Wealth Management Firm” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Prestonwood Capital Management, LLC is an independent investment management firm that provides customized investment advice and portfolio management services on a continuing basis…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Echelon Investment Management provides customized client investment counsel, based on our client’s business, wealth and retirement goals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match Recorded description not available. 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 “wealth consolidation 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 21 of 39 wealth consolidation platforms based in Dallas, United States
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Wealth consolidation platforms based in Dallas, 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 Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 39 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 Dallas, United States whose business descriptions match “wealth consolidation 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 841 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.
Wealth consolidation platforms by metro in the United States
- Wealth consolidation platforms in New York137
- Wealth consolidation platforms in Chicago47
- Wealth consolidation platforms in San Francisco47
- Wealth consolidation platforms in San Diego44
- Wealth consolidation platforms in Atlanta43
- Wealth consolidation platforms in Houston37
- Wealth consolidation platforms in Charlotte36
- Wealth consolidation platforms in Denver33
- Wealth consolidation platforms in Austin32
- Wealth consolidation platforms in Tampa30
- Wealth consolidation platforms in Scottsdale28
- Wealth consolidation platforms in Boston27
- Wealth consolidation platforms in Miami27
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 “wealth consolidation platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth consolidation platforms are there based in Dallas, United States?
RevenueBase identified 39 company matches for wealth consolidation platforms associated with Dallas, 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?
Apex Fintech Solutions 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 wealth consolidation platforms?
New York leads the United States with 137 company records, followed by Chicago (47) and San Francisco (47). Dallas has 39.
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 841 professional contacts with verified work emails tracked across these 39 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 39 wealth consolidation platforms based in Dallas, United States. Start with a free account, no credit card.
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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.
More company lists
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- Lists by location
- Lists A-Z
- New lists
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Company intelligence · public preview
Top 21 wealth consolidation platforms based in Dallas, 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 39 matching company records for wealth consolidation platforms based in Dallas, United States, with 1,419 tracked contacts and 841 verified work emails.
This public preview shows 21 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 21 wealth consolidation platforms based in Dallas, 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 |  Apex Fintech Solutionsapexfintechsolutions.comHQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 911 contacts → |
“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  VRGLvrglwealth.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 31 contacts → |
“VRGL is the Growth Platform for Wealth Management Firms.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Fusion Capital Managementfusioncm.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 18 contacts → |
“Founded in 2011, Fusion Capital Management provides the technology that fits your process, the marketing that fits your value, the investment solutions that fit your clients, and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Beacon Financial Groupbeaconfg.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 12 contacts → |
“Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Requisite Capital Managementrequisitecm.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 11 contacts → |
“Requisite Capital Management is a complete wealth management firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Triumph Financial Grouptriumph.nm.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 9 contacts → |
“Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Familywealth Advisersfamilywealth.usHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 6 contacts → |
“FamilyWealth is a digital advisory firm that uses the right technology to enable advisers to have more time to do the human things clients expect and the little things they don't.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Theorem Wealth An Mforce Capital Partnertheoremwm.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 6 contacts → |
“Theorem aka The Optimal Retirement & Estate Management has a simple mission – design personalized retirement plans, investment strategies and client experiences that help remove…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Belvin, Cleveland, & Associatesbca.nm.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“Belvin, Cleveland, & Associates is committed to helping our clients achieve financial certainty by cultivating a relationship of trust and respect.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Blue Fountain Capital Partnersbluefountainwealth.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“After dedicating most of the last decade to serving the financial needs of families and businesses across North Texas and around the United States, Jimi Curry and Audra Fricke…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Smith, Frank & Partners, L.L.Csmithfrank.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“Our mission is to analyze our client’s complex financial landscape and provide customized solutions that will help advance them toward accomplishing their financial goals.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Capital Advisory Group, INCcapitaladvisorygroup.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“Since 1990, Capital Advisory Group has specialized in wealth management, tax protection, and comprehensive financial planning for high net worth individuals, families and closely…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | GM Wealth Group LLCgmwealthllc.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Founded in 2010, GM Wealth Group is a woman-owned and operated financial services firm committed to helping individuals manage all aspects of their financial lives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Collins Financialcollinsfinancial.nm.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Collins Financial is a comprehensive wealth management firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  International Research Securitiesintlrs.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“International Research Securities provides impactful, dynamic, client-first financial planning for long term success.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Duke Wealth Managementdukewealthmanagement.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Service Excellence As a team, both individually and collectively, we are devoted to providing a high-touch client service experience that is unparalleled and exceeds your…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Sloan Investment Managementsloanim.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Sloan Investment Management is a team of experienced professionals focused on meeting the unique investment objectives of each of our clients with the highest standards of…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Stallings Capital Groupstallingscapital.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 2 contacts → |
“Single Family Wealth Management Firm” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Prestonwood Capital Management, LLCprestonwoodcapital.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
“Prestonwood Capital Management, LLC is an independent investment management firm that provides customized investment advice and portfolio management services on a continuing basis…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Echelon Investment Managementechelonim.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
“Echelon Investment Management provides customized client investment counsel, based on our client’s business, wealth and retirement goals.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Austerra Wealth Management LLCausterra.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 21 of 39 company matches
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Wealth consolidation 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
39 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 Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 39 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 ↗
Wealth consolidation platforms by metro in the United States
- Wealth consolidation platforms in New York137
- Wealth consolidation platforms in Chicago47
- Wealth consolidation platforms in San Francisco47
- Wealth consolidation platforms in San Diego44
- Wealth consolidation platforms in Atlanta43
- Wealth consolidation platforms in Houston37
- Wealth consolidation platforms in Charlotte36
- Wealth consolidation platforms in Denver33
- Wealth consolidation platforms in Austin32
- Wealth consolidation platforms in Tampa30
- Wealth consolidation platforms in Scottsdale28
- Wealth consolidation platforms in Boston27
- Wealth consolidation platforms in Miami27
Questions about this company list
What does Exact match mean for wealth consolidation 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 wealth consolidation platforms did RevenueBase find based in Dallas, United States?
The saved snapshot records 39 matching company records, 1,419 tracked contacts and 841 verified emails. The public preview displays 21 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
Wealth consolidation platforms by geography
- Wealth consolidation platforms based in Melbourne, Australia
- Wealth consolidation platforms based in Sydney, Australia
- Wealth consolidation platforms based in Sao Paulo, Brazil
- Wealth consolidation platforms based in Toronto, Canada
- Wealth consolidation platforms based in Paris, France
- Wealth consolidation platforms based in Bangalore, India
- Wealth consolidation platforms based in Mumbai, India
- Wealth consolidation platforms based in Pune, India
- Wealth consolidation platforms based in Singapore, Singapore
- Wealth consolidation platforms based in London, United Kingdom
- Wealth consolidation platforms based in Atlanta, United States
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Cite this list
RevenueBase Data Team. Top 21 wealth consolidation platforms based in Dallas, United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/wealth-consolidation-platforms/united-states/dallas.
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
- Wealth consolidation platforms based in Melbourne, Australia
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Company intelligence · public preview
Top 21 wealth consolidation platforms based in Dallas, United States
RevenueBase records 39 matching company records for wealth consolidation platforms based in Dallas, United States, with 1,419 tracked contacts and 841 verified work emails.
This public preview shows 21 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 21 wealth consolidation platforms based in Dallas, 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 | Apex Fintech Solutionsapexfintechsolutions.com HQ: Dallas, TX, United StatesReported employees: 501-1,000 | Dallas, TX, United States | 501-1,000 | Exact match | 911 contacts → |
“Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | VRGLvrglwealth.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 31 contacts → |
“VRGL is the Growth Platform for Wealth Management Firms.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Fusion Capital Managementfusioncm.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 18 contacts → |
“Founded in 2011, Fusion Capital Management provides the technology that fits your process, the marketing that fits your value, the investment solutions that fit your clients, and…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Beacon Financial Groupbeaconfg.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 12 contacts → |
“Beacon Financial Group - Wealth Management Services has been helping clients reach their financial goals since 1995.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Requisite Capital Managementrequisitecm.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 11 contacts → |
“Requisite Capital Management is a complete wealth management firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Triumph Financial Grouptriumph.nm.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 9 contacts → |
“Comprehensive Financial Planning & Wealth Management Firm Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Familywealth Advisersfamilywealth.us HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 6 contacts → |
“FamilyWealth is a digital advisory firm that uses the right technology to enable advisers to have more time to do the human things clients expect and the little things they don't.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Theorem Wealth An Mforce Capital Partnertheoremwm.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 6 contacts → |
“Theorem aka The Optimal Retirement & Estate Management has a simple mission – design personalized retirement plans, investment strategies and client experiences that help remove…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Belvin, Cleveland, & Associatesbca.nm.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“Belvin, Cleveland, & Associates is committed to helping our clients achieve financial certainty by cultivating a relationship of trust and respect.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Blue Fountain Capital Partnersbluefountainwealth.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“After dedicating most of the last decade to serving the financial needs of families and businesses across North Texas and around the United States, Jimi Curry and Audra Fricke…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Smith, Frank & Partners, L.L.Csmithfrank.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“Our mission is to analyze our client’s complex financial landscape and provide customized solutions that will help advance them toward accomplishing their financial goals.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Capital Advisory Group, INCcapitaladvisorygroup.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“Since 1990, Capital Advisory Group has specialized in wealth management, tax protection, and comprehensive financial planning for high net worth individuals, families and closely…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | GM Wealth Group LLCgmwealthllc.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Founded in 2010, GM Wealth Group is a woman-owned and operated financial services firm committed to helping individuals manage all aspects of their financial lives.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Collins Financialcollinsfinancial.nm.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Collins Financial is a comprehensive wealth management firm.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | International Research Securitiesintlrs.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“International Research Securities provides impactful, dynamic, client-first financial planning for long term success.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Duke Wealth Managementdukewealthmanagement.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Service Excellence As a team, both individually and collectively, we are devoted to providing a high-touch client service experience that is unparalleled and exceeds your…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Sloan Investment Managementsloanim.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Sloan Investment Management is a team of experienced professionals focused on meeting the unique investment objectives of each of our clients with the highest standards of…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Stallings Capital Groupstallingscapital.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 2 contacts → |
“Single Family Wealth Management Firm” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Prestonwood Capital Management, LLCprestonwoodcapital.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
“Prestonwood Capital Management, LLC is an independent investment management firm that provides customized investment advice and portfolio management services on a continuing basis…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Echelon Investment Managementechelonim.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
“Echelon Investment Management provides customized client investment counsel, based on our client’s business, wealth and retirement goals.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Austerra Wealth Management LLCausterra.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 21 of 39 company matches
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Wealth consolidation 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
39 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 Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 39 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 ↗
Wealth consolidation platforms by metro in the United States
- Wealth consolidation platforms in New York137
- Wealth consolidation platforms in Chicago47
- Wealth consolidation platforms in San Francisco47
- Wealth consolidation platforms in San Diego44
- Wealth consolidation platforms in Atlanta43
- Wealth consolidation platforms in Houston37
- Wealth consolidation platforms in Charlotte36
- Wealth consolidation platforms in Denver33
- Wealth consolidation platforms in Austin32
- Wealth consolidation platforms in Tampa30
- Wealth consolidation platforms in Scottsdale28
- Wealth consolidation platforms in Boston27
- Wealth consolidation platforms in Miami27
Questions about this company list
What does Exact match mean for wealth consolidation 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 wealth consolidation platforms did RevenueBase find based in Dallas, United States?
The saved snapshot records 39 matching company records, 1,419 tracked contacts and 841 verified emails. The public preview displays 21 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 21 wealth consolidation platforms based in Dallas, United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/wealth-consolidation-platforms/united-states/dallas.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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