Company lists · Data refreshed October 2026
Top 25 Wealth management all-in-one advisor desktop platform companies based in Houston, United States
RevenueBase identified 86 company matches for wealth management all-in-one advisor desktop platform companies associated with Houston, United States as of October 2026 and tracks 1,109 professional contacts across them, including 355 with verified work emails. Across the United States, New York is the largest hub for this category (265 companies); Houston has 86.
This list covers company matches for wealth management all-in-one advisor desktop platform companies associated with Houston, 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 October 20, 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 25 largest wealth management all-in-one advisor desktop platform companies based in Houston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 209 contacts → | ||||
Exact match “Banorte Wealth Management serves as the corporate brand for Banorte Securities International Ltd, Banorte Asset Management, Inc, Banorte Enterprises Ltd, Banorte Ventures Ltd, and…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 2 | 162 contacts → | ||||
Exact match “NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 3 | 93 contacts → | ||||
Exact match “LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 4 | 89 contacts → | ||||
Exact match “At IMG Financial Group, Inc, we are more than just wealth managers; we are architects of financial empowerment, committed to guiding individuals, families, and business owners…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 5 | 85 contacts → | ||||
Exact match “Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 6 | 47 contacts → | ||||
Exact match “Linscomb Wealth (LW) is a fee-only, wealth management firm, offering holistic investment and financial planning services.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 7 | 40 contacts → | ||||
Exact match “Intrua Financial is an independent wealth management firm committed to being involved beyond the expected and provide extensive financial solutions and expertise.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 8 | 28 contacts → | ||||
Exact match “A totality is a whole and superior to its elements.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 9 | 23 contacts → | ||||
Exact match “Significant wealth creates additional complexity, requiring the proper investments.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 10 | 20 contacts → | ||||
Exact match “Inscription Capital delivers a bespoke multi-family office experience with a highly sophisticated, robust and forward-thinking platform.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 11 | 16 contacts → | ||||
Exact match “Tanglewood Total Wealth Management is an award-winning wealth management rm that has been serving the quietly wealthy since 1979.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 12 | 14 contacts → | ||||
Exact match “Big financial decisions rarely come at the perfect time.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 13 | 13 contacts → | ||||
Exact match “Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 14 | 12 contacts → | ||||
Exact match “As an independent wealth advisory firm, we work closely with select families and individuals who want to simplify their approach to managing their wealth.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 15 | 11 contacts → | ||||
Exact match “The first All-in-One CRM Platform for RIAs.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 16 | 11 contacts → | ||||
Exact match “Revolutionizing Investment Management with Advanced Automation At Amassing Investment, we simplify the complexities of managing substantial investment portfolios by automating…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “Segment Wealth Management is a leading financial advisory firm founded on the belief that low fees, tax efficiency, and maintaining a long-term perspective are key to financial…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 18 | 8 contacts → | ||||
Exact match “For over three decades, we've worked side-by-side with individuals, families, and business owners to deliver wealth management solutions that remove the evolving complexity from…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “Experience the difference of working with a firm that empowers your life and focuses on what matters most: you.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “KDK PWM is a trusted partner to a community of families in Texas and across the nation, providing independent and highly-tailored wealth planning and investment advice in a…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “At Aspire Wealth Advisors, we seek first to understand who you love, how you wish to care for them, and the life you aspire to live.” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Robare and Jones Financial Advisors is a financial service firm based in Houston, Texas serving clients all around the world (and we really mean that)!” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “OakStreet Capital Management Advancing Your Financial Pursuits: At OakStreet Capital Management, our foundation is a unique blend of financial strength, deep industry knowledge…” Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 20, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “At Seren Wealth, we believe that financial independence is achievable.” Recorded in the RevenueBase company graph · Oct 20, 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 management all-in-one advisor desktop platform 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 86 wealth management all-in-one advisor desktop platform companies based in Houston, United States
See the full list, filter by size, metro and specialty, and access 355 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth management all-in-one advisor desktop platform companies based in Houston, United States at a glance
As of Oct 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 86 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 Houston, United States whose business descriptions match “wealth management all-in-one advisor desktop platform 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 355 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 October 20, 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 management all-in-one advisor desktop platform companies by metro in the United States
- Wealth management all-in-one advisor desktop platform companies in New York265
- Wealth management all-in-one advisor desktop platform companies in Chicago98
- Wealth management all-in-one advisor desktop platform companies in Atlanta91
- Wealth management all-in-one advisor desktop platform companies in Miami81
- Wealth management all-in-one advisor desktop platform companies in San Diego79
- Wealth management all-in-one advisor desktop platform companies in Dallas78
- Wealth management all-in-one advisor desktop platform companies in San Francisco77
- Wealth management all-in-one advisor desktop platform companies in Boston67
- Wealth management all-in-one advisor desktop platform companies in Austin65
- Wealth management all-in-one advisor desktop platform companies in Denver65
- Wealth management all-in-one advisor desktop platform companies in Charlotte57
- Wealth management all-in-one advisor desktop platform companies in Scottsdale56
- Wealth management all-in-one advisor desktop platform companies in Los Angeles52
- Wealth management all-in-one advisor desktop platform companies in Newport Beach42
- Wealth management all-in-one advisor desktop platform companies in Tampa41
- Wealth management all-in-one advisor desktop platform companies in St. Louis39
- Wealth management all-in-one advisor desktop platform companies in Minneapolis37
- Wealth management all-in-one advisor desktop platform companies in Cincinnati36
- Wealth management all-in-one advisor desktop platform companies in Seattle36
- Wealth management all-in-one advisor desktop platform companies in Irvine34
- Wealth management all-in-one advisor desktop platform companies in Overland Park34
- Wealth management all-in-one advisor desktop platform companies in Raleigh34
- Wealth management all-in-one advisor desktop platform companies in Portland32
- Wealth management all-in-one advisor desktop platform companies in Columbus31
- Wealth management all-in-one advisor desktop platform companies in Indianapolis31
- Wealth management all-in-one advisor desktop platform companies in Boca Raton30
- Wealth management all-in-one advisor desktop platform companies in Greenwood Village30
- Wealth management all-in-one advisor desktop platform companies in Columbia29
- Wealth management all-in-one advisor desktop platform companies in Omaha29
- Wealth management all-in-one advisor desktop platform companies in Bellevue28
- Wealth management all-in-one advisor desktop platform companies in San Antonio28
- Wealth management all-in-one advisor desktop platform companies in Wilmington28
- Wealth management all-in-one advisor desktop platform companies in Birmingham27
- Wealth management all-in-one advisor desktop platform companies in Las Vegas27
- Wealth management all-in-one advisor desktop platform companies in Richmond27
- Wealth management all-in-one advisor desktop platform companies in Naples26
- Wealth management all-in-one advisor desktop platform companies in Pittsburgh26
- Wealth management all-in-one advisor desktop platform companies in Nashville25
- Wealth management all-in-one advisor desktop platform companies in Rochester25
- Wealth management all-in-one advisor desktop platform companies in Sarasota25
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 management all-in-one advisor desktop platform companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth management all-in-one advisor desktop platform companies are there based in Houston, United States?
RevenueBase identified 86 company matches for wealth management all-in-one advisor desktop platform companies associated with Houston, United States as of October 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?
Banorte Wealth Management 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 management all-in-one advisor desktop platform companies?
New York leads the United States with 265 company records, followed by Chicago (98) and Atlanta (91). Houston has 86.
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 355 professional contacts with verified work emails tracked across these 86 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 October 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 86 wealth management all-in-one advisor desktop platform companies based in Houston, 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.
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Company intelligence · public preview
Top 25 wealth management all-in-one advisor desktop platform companies based in Houston, 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 86 matching company records for wealth management all-in-one advisor desktop platform companies based in Houston, United States, with 1,109 tracked contacts and 355 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 20, 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 25 wealth management all-in-one advisor desktop platform companies based in Houston, 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 |  Banorte Wealth Managementbanortewealthmanagement.comHQ: Houston, TX, United StatesReported employees: Not recorded | Houston, TX, United States | Not recorded | Exact match | 209 contacts → |
“Banorte Wealth Management serves as the corporate brand for Banorte Securities International Ltd, Banorte Asset Management, Inc, Banorte Enterprises Ltd, Banorte Ventures Ltd, and…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Next Financial Grouplpl.comHQ: Houston, TX, United StatesReported employees: Not recorded | Houston, TX, United States | Not recorded | Exact match | 162 contacts → |
“NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  LKJ Financiallkjfinancial.comHQ: Houston, TX, United StatesReported employees: Not recorded | Houston, TX, United States | Not recorded | Exact match | 93 contacts → |
“LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  IMG Financial Group, INCimgfinancialgroup.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 89 contacts → |
“At IMG Financial Group, Inc, we are more than just wealth managers; we are architects of financial empowerment, committed to guiding individuals, families, and business owners…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Americana Partnersamericanapartners.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 85 contacts → |
“Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Linscomb Wealthlinscombwealth.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 47 contacts → |
“Linscomb Wealth (LW) is a fee-only, wealth management firm, offering holistic investment and financial planning services.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Intrua Financialintrua.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 40 contacts → |
“Intrua Financial is an independent wealth management firm committed to being involved beyond the expected and provide extensive financial solutions and expertise.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Totus Wealth Managementtotuswm.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 28 contacts → |
“A totality is a whole and superior to its elements.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Icon Wealth Partnersiconwp.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 23 contacts → |
“Significant wealth creates additional complexity, requiring the proper investments.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Inscription Capital And Family Officeinscriptioncapital.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 20 contacts → |
“Inscription Capital delivers a bespoke multi-family office experience with a highly sophisticated, robust and forward-thinking platform.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Tanglewood Total Wealth Managementtanglewoodwealth.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 16 contacts → |
“Tanglewood Total Wealth Management is an award-winning wealth management rm that has been serving the quietly wealthy since 1979.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Concenture Wealth Managementconcenturewealth.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 14 contacts → |
“Big financial decisions rarely come at the perfect time.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Paul Comstock Partnerspaulcomstockpartners.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 13 contacts → |
“Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Skyward Financial, LLCskywardfin.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 12 contacts → |
“As an independent wealth advisory firm, we work closely with select families and individuals who want to simplify their approach to managing their wealth.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  leadcenter.aileadcenter.aiHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 11 contacts → |
“The first All-in-One CRM Platform for RIAs.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Amassing Investmentamassinginvestment.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 11 contacts → |
“Revolutionizing Investment Management with Advanced Automation At Amassing Investment, we simplify the complexities of managing substantial investment portfolios by automating…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Segment Wealth Management, LLCsegmentwm.comHQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 10 contacts → |
“Segment Wealth Management is a leading financial advisory firm founded on the belief that low fees, tax efficiency, and maintaining a long-term perspective are key to financial…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | The Clarus Group, INCclaruswealthgroup.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 8 contacts → |
“For over three decades, we've worked side-by-side with individuals, families, and business owners to deliver wealth management solutions that remove the evolving complexity from…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | RHP Wealth Managementroyalharborpartners.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 8 contacts → |
“Experience the difference of working with a firm that empowers your life and focuses on what matters most: you.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | KDK Private Wealth Managementkdkpwm.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“KDK PWM is a trusted partner to a community of families in Texas and across the nation, providing independent and highly-tailored wealth planning and investment advice in a…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Aspire Wealth Advisorsaspirewealthadvisors.nm.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 6 contacts → |
“At Aspire Wealth Advisors, we seek first to understand who you love, how you wish to care for them, and the life you aspire to live.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Robare & Jonesrobare-jones.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“Robare and Jones Financial Advisors is a financial service firm based in Houston, Texas serving clients all around the world (and we really mean that)!” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Oakstreet Capital Managementoakstreetcapital.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“OakStreet Capital Management Advancing Your Financial Pursuits: At OakStreet Capital Management, our foundation is a unique blend of financial strength, deep industry knowledge…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Henry Bragg & COhenrybraggco.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Seren Wealth Advisors, LLCserenwealth.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 4 contacts → |
“At Seren Wealth, we believe that financial independence is achievable.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 86 company matches
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Wealth management all-in-one advisor desktop platform companies: dataset insights
October 20, 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
86 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 Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 86 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: October 20, 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 management all-in-one advisor desktop platform companies by metro in the United States
- Wealth management all-in-one advisor desktop platform companies in New York265
- Wealth management all-in-one advisor desktop platform companies in Chicago98
- Wealth management all-in-one advisor desktop platform companies in Atlanta91
- Wealth management all-in-one advisor desktop platform companies in Miami81
- Wealth management all-in-one advisor desktop platform companies in San Diego79
- Wealth management all-in-one advisor desktop platform companies in Dallas78
- Wealth management all-in-one advisor desktop platform companies in San Francisco77
- Wealth management all-in-one advisor desktop platform companies in Boston67
- Wealth management all-in-one advisor desktop platform companies in Austin65
- Wealth management all-in-one advisor desktop platform companies in Denver65
- Wealth management all-in-one advisor desktop platform companies in Charlotte57
- Wealth management all-in-one advisor desktop platform companies in Scottsdale56
- Wealth management all-in-one advisor desktop platform companies in Los Angeles52
- Wealth management all-in-one advisor desktop platform companies in Newport Beach42
- Wealth management all-in-one advisor desktop platform companies in Tampa41
- Wealth management all-in-one advisor desktop platform companies in St. Louis39
- Wealth management all-in-one advisor desktop platform companies in Minneapolis37
- Wealth management all-in-one advisor desktop platform companies in Cincinnati36
- Wealth management all-in-one advisor desktop platform companies in Seattle36
- Wealth management all-in-one advisor desktop platform companies in Irvine34
- Wealth management all-in-one advisor desktop platform companies in Overland Park34
- Wealth management all-in-one advisor desktop platform companies in Raleigh34
- Wealth management all-in-one advisor desktop platform companies in Portland32
- Wealth management all-in-one advisor desktop platform companies in Columbus31
- Wealth management all-in-one advisor desktop platform companies in Indianapolis31
- Wealth management all-in-one advisor desktop platform companies in Boca Raton30
- Wealth management all-in-one advisor desktop platform companies in Greenwood Village30
- Wealth management all-in-one advisor desktop platform companies in Columbia29
- Wealth management all-in-one advisor desktop platform companies in Omaha29
- Wealth management all-in-one advisor desktop platform companies in Bellevue28
- Wealth management all-in-one advisor desktop platform companies in San Antonio28
- Wealth management all-in-one advisor desktop platform companies in Wilmington28
- Wealth management all-in-one advisor desktop platform companies in Birmingham27
- Wealth management all-in-one advisor desktop platform companies in Las Vegas27
- Wealth management all-in-one advisor desktop platform companies in Richmond27
- Wealth management all-in-one advisor desktop platform companies in Naples26
- Wealth management all-in-one advisor desktop platform companies in Pittsburgh26
- Wealth management all-in-one advisor desktop platform companies in Nashville25
- Wealth management all-in-one advisor desktop platform companies in Rochester25
- Wealth management all-in-one advisor desktop platform companies in Sarasota25
Questions about this company list
What does Exact match mean for wealth management all-in-one advisor desktop platform companies?
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 management all-in-one advisor desktop platform companies did RevenueBase find based in Houston, United States?
The saved snapshot records 86 matching company records, 1,109 tracked contacts and 355 verified emails. The public preview displays 25 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: October 20, 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 management all-in-one advisor desktop platform companies by geography
- Wealth management all-in-one advisor desktop platform companies based in Melbourne, Australia
- Wealth management all-in-one advisor desktop platform companies based in Sydney, Australia
- Wealth management all-in-one advisor desktop platform companies based in Rio De Janeiro, Brazil
- Wealth management all-in-one advisor desktop platform companies based in Sao Paulo, Brazil
- Wealth management all-in-one advisor desktop platform companies based in Calgary, Canada
- Wealth management all-in-one advisor desktop platform companies based in Montreal, Canada
- Wealth management all-in-one advisor desktop platform companies based in Toronto, Canada
- Wealth management all-in-one advisor desktop platform companies based in Vancouver, Canada
- Wealth management all-in-one advisor desktop platform companies based in Winnipeg, Canada
- Wealth management all-in-one advisor desktop platform companies based in Lyon, France
- Wealth management all-in-one advisor desktop platform companies based in Paris, France
- Wealth management all-in-one advisor desktop platform companies based in Toulouse, France
Cite this list
RevenueBase Data Team. Top 25 wealth management all-in-one advisor desktop platform companies based in Houston, United States. Snapshot: October 20, 2026. https://revenuebase.ai/companies/wealth-management-all-in-one-advisor-desktop-platform-companies/united-states/houston.
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 management all-in-one advisor desktop platform companies based in Melbourne, Australia
- Wealth management all-in-one advisor desktop platform companies based in Sydney, Australia
- Wealth management all-in-one advisor desktop platform companies based in Rio De Janeiro, Brazil
- Wealth management all-in-one advisor desktop platform companies based in Sao Paulo, Brazil
- Wealth management all-in-one advisor desktop platform companies based in Calgary, Canada
- Wealth management all-in-one advisor desktop platform companies based in Montreal, Canada
Company intelligence · public preview
Top 25 wealth management all-in-one advisor desktop platform companies based in Houston, United States
RevenueBase records 86 matching company records for wealth management all-in-one advisor desktop platform companies based in Houston, United States, with 1,109 tracked contacts and 355 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 20, 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 25 wealth management all-in-one advisor desktop platform companies based in Houston, 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 | Banorte Wealth Managementbanortewealthmanagement.com HQ: Houston, TX, United StatesReported employees: Not recorded | Houston, TX, United States | Not recorded | Exact match | 209 contacts → |
“Banorte Wealth Management serves as the corporate brand for Banorte Securities International Ltd, Banorte Asset Management, Inc, Banorte Enterprises Ltd, Banorte Ventures Ltd, and…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Next Financial Grouplpl.com HQ: Houston, TX, United StatesReported employees: Not recorded | Houston, TX, United States | Not recorded | Exact match | 162 contacts → |
“NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | LKJ Financiallkjfinancial.com HQ: Houston, TX, United StatesReported employees: Not recorded | Houston, TX, United States | Not recorded | Exact match | 93 contacts → |
“LKJ Financial is a full service wealth management firm that takes a comprehensive approach to delivering financial plans.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | IMG Financial Group, INCimgfinancialgroup.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 89 contacts → |
“At IMG Financial Group, Inc, we are more than just wealth managers; we are architects of financial empowerment, committed to guiding individuals, families, and business owners…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Americana Partnersamericanapartners.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 85 contacts → |
“Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Linscomb Wealthlinscombwealth.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 47 contacts → |
“Linscomb Wealth (LW) is a fee-only, wealth management firm, offering holistic investment and financial planning services.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Intrua Financialintrua.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 40 contacts → |
“Intrua Financial is an independent wealth management firm committed to being involved beyond the expected and provide extensive financial solutions and expertise.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Totus Wealth Managementtotuswm.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 28 contacts → |
“A totality is a whole and superior to its elements.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Icon Wealth Partnersiconwp.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 23 contacts → |
“Significant wealth creates additional complexity, requiring the proper investments.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Inscription Capital And Family Officeinscriptioncapital.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 20 contacts → |
“Inscription Capital delivers a bespoke multi-family office experience with a highly sophisticated, robust and forward-thinking platform.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Tanglewood Total Wealth Managementtanglewoodwealth.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 16 contacts → |
“Tanglewood Total Wealth Management is an award-winning wealth management rm that has been serving the quietly wealthy since 1979.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Concenture Wealth Managementconcenturewealth.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 14 contacts → |
“Big financial decisions rarely come at the perfect time.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Paul Comstock Partnerspaulcomstockpartners.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 13 contacts → |
“Comstock has been providing independent, objective advice to individuals and families for 40 years.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Skyward Financial, LLCskywardfin.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 12 contacts → |
“As an independent wealth advisory firm, we work closely with select families and individuals who want to simplify their approach to managing their wealth.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | leadcenter.aileadcenter.ai HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 11 contacts → |
“The first All-in-One CRM Platform for RIAs.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Amassing Investmentamassinginvestment.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 11 contacts → |
“Revolutionizing Investment Management with Advanced Automation At Amassing Investment, we simplify the complexities of managing substantial investment portfolios by automating…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Segment Wealth Management, LLCsegmentwm.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 10 contacts → |
“Segment Wealth Management is a leading financial advisory firm founded on the belief that low fees, tax efficiency, and maintaining a long-term perspective are key to financial…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | The Clarus Group, INCclaruswealthgroup.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 8 contacts → |
“For over three decades, we've worked side-by-side with individuals, families, and business owners to deliver wealth management solutions that remove the evolving complexity from…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | RHP Wealth Managementroyalharborpartners.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 8 contacts → |
“Experience the difference of working with a firm that empowers your life and focuses on what matters most: you.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | KDK Private Wealth Managementkdkpwm.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 6 contacts → |
“KDK PWM is a trusted partner to a community of families in Texas and across the nation, providing independent and highly-tailored wealth planning and investment advice in a…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Aspire Wealth Advisorsaspirewealthadvisors.nm.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 6 contacts → |
“At Aspire Wealth Advisors, we seek first to understand who you love, how you wish to care for them, and the life you aspire to live.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Robare & Jonesrobare-jones.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“Robare and Jones Financial Advisors is a financial service firm based in Houston, Texas serving clients all around the world (and we really mean that)!” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Oakstreet Capital Managementoakstreetcapital.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 5 contacts → |
“OakStreet Capital Management Advancing Your Financial Pursuits: At OakStreet Capital Management, our foundation is a unique blend of financial strength, deep industry knowledge…” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Henry Bragg & COhenrybraggco.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 25 | Seren Wealth Advisors, LLCserenwealth.com HQ: Houston, TX, United StatesReported employees: 1-10 | Houston, TX, United States | 1-10 | Exact match | 4 contacts → |
“At Seren Wealth, we believe that financial independence is achievable.” Recorded description excerpt · October 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 86 company matches
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Wealth management all-in-one advisor desktop platform companies: dataset insights
October 20, 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
86 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 Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 86 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: October 20, 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 management all-in-one advisor desktop platform companies by metro in the United States
- Wealth management all-in-one advisor desktop platform companies in New York265
- Wealth management all-in-one advisor desktop platform companies in Chicago98
- Wealth management all-in-one advisor desktop platform companies in Atlanta91
- Wealth management all-in-one advisor desktop platform companies in Miami81
- Wealth management all-in-one advisor desktop platform companies in San Diego79
- Wealth management all-in-one advisor desktop platform companies in Dallas78
- Wealth management all-in-one advisor desktop platform companies in San Francisco77
- Wealth management all-in-one advisor desktop platform companies in Boston67
- Wealth management all-in-one advisor desktop platform companies in Austin65
- Wealth management all-in-one advisor desktop platform companies in Denver65
- Wealth management all-in-one advisor desktop platform companies in Charlotte57
- Wealth management all-in-one advisor desktop platform companies in Scottsdale56
- Wealth management all-in-one advisor desktop platform companies in Los Angeles52
- Wealth management all-in-one advisor desktop platform companies in Newport Beach42
- Wealth management all-in-one advisor desktop platform companies in Tampa41
- Wealth management all-in-one advisor desktop platform companies in St. Louis39
- Wealth management all-in-one advisor desktop platform companies in Minneapolis37
- Wealth management all-in-one advisor desktop platform companies in Cincinnati36
- Wealth management all-in-one advisor desktop platform companies in Seattle36
- Wealth management all-in-one advisor desktop platform companies in Irvine34
- Wealth management all-in-one advisor desktop platform companies in Overland Park34
- Wealth management all-in-one advisor desktop platform companies in Raleigh34
- Wealth management all-in-one advisor desktop platform companies in Portland32
- Wealth management all-in-one advisor desktop platform companies in Columbus31
- Wealth management all-in-one advisor desktop platform companies in Indianapolis31
- Wealth management all-in-one advisor desktop platform companies in Boca Raton30
- Wealth management all-in-one advisor desktop platform companies in Greenwood Village30
- Wealth management all-in-one advisor desktop platform companies in Columbia29
- Wealth management all-in-one advisor desktop platform companies in Omaha29
- Wealth management all-in-one advisor desktop platform companies in Bellevue28
- Wealth management all-in-one advisor desktop platform companies in San Antonio28
- Wealth management all-in-one advisor desktop platform companies in Wilmington28
- Wealth management all-in-one advisor desktop platform companies in Birmingham27
- Wealth management all-in-one advisor desktop platform companies in Las Vegas27
- Wealth management all-in-one advisor desktop platform companies in Richmond27
- Wealth management all-in-one advisor desktop platform companies in Naples26
- Wealth management all-in-one advisor desktop platform companies in Pittsburgh26
- Wealth management all-in-one advisor desktop platform companies in Nashville25
- Wealth management all-in-one advisor desktop platform companies in Rochester25
- Wealth management all-in-one advisor desktop platform companies in Sarasota25
Questions about this company list
What does Exact match mean for wealth management all-in-one advisor desktop platform companies?
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 management all-in-one advisor desktop platform companies did RevenueBase find based in Houston, United States?
The saved snapshot records 86 matching company records, 1,109 tracked contacts and 355 verified emails. The public preview displays 25 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: October 20, 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 management all-in-one advisor desktop platform companies by geography
- Wealth management all-in-one advisor desktop platform companies based in Melbourne, Australia
- Wealth management all-in-one advisor desktop platform companies based in Sydney, Australia
- Wealth management all-in-one advisor desktop platform companies based in Rio De Janeiro, Brazil
- Wealth management all-in-one advisor desktop platform companies based in Sao Paulo, Brazil
- Wealth management all-in-one advisor desktop platform companies based in Calgary, Canada
- Wealth management all-in-one advisor desktop platform companies based in Montreal, Canada
- Wealth management all-in-one advisor desktop platform companies based in Toronto, Canada
- Wealth management all-in-one advisor desktop platform companies based in Vancouver, Canada
- Wealth management all-in-one advisor desktop platform companies based in Winnipeg, Canada
- Wealth management all-in-one advisor desktop platform companies based in Lyon, France
- Wealth management all-in-one advisor desktop platform companies based in Paris, France
- Wealth management all-in-one advisor desktop platform companies based in Toulouse, France
Cite this list
RevenueBase Data Team. Top 25 wealth management all-in-one advisor desktop platform companies based in Houston, United States. Snapshot: October 20, 2026. https://revenuebase.ai/companies/wealth-management-all-in-one-advisor-desktop-platform-companies/united-states/houston.
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 management all-in-one advisor desktop platform companies based in Melbourne, Australia
- Wealth management all-in-one advisor desktop platform companies based in Sydney, Australia
- Wealth management all-in-one advisor desktop platform companies based in Rio De Janeiro, Brazil
- Wealth management all-in-one advisor desktop platform companies based in Sao Paulo, Brazil
- Wealth management all-in-one advisor desktop platform companies based in Calgary, Canada
- Wealth management all-in-one advisor desktop platform companies based in Montreal, Canada