Company lists · Data refreshed September 2026

Top 18 Wealth management api providers based in Austin, United States

Name: Wealth management api providers based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 32 companies tracked

RevenueBase identified 32 company matches for wealth management api providers associated with Austin, United States as of September 2026 and tracks 746 professional contacts across them, including 327 with verified work emails. Across the United States, New York is the largest hub for this category (119 companies); Austin has 32.

This list covers company matches for wealth management api providers associated with Austin, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

32Companies

746Contacts tracked

327Verified emails

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The 18 largest wealth management api providers based in Austin, United States

Ranked by team size

Top 18 of 32 company matches for wealth management api providers based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Kestra Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	201-500	446 contacts →
	Exact match “Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Voyant	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	51-200	78 contacts →
	Exact match “Voyant is revolutionizing the wealth client experience.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Expero	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	51-200	57 contacts →
	Exact match “Expero delivers unforgettable user experiences for finance.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Oakwell Private Wealth Management LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	14 contacts →
	Exact match “At Oakwell Private Wealth, we believe our client’s situation is more complex than basic money management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Skyline Wealth Strategies LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Austin National Financial Services	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Austin National Financial Services offers financial planning and investment management services to individuals, trusts, and retirement plans.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Integrated Wealth Strategies, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	7 contacts →
	Exact match “At IWS, we identify and protect what is most important to you, your business, and your family.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Optas Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Optas Capital is a forward-thinking wealth management and financial advisory firm dedicated to helping entrepreneurs, executives, and high-net-worth individuals achieve clarity…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Enzi Wealth	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “ENZI Wealth is a boutique wealth management firm based in Austin, Texas.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Atlasmark	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	11-50	5 contacts →
	Exact match “AtlasMark provides retirement plan and wealth management services to employers and individuals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Carlin Wealth Management Group	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Quartz Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Quartz Financial is a client-focused comprehensive wealth management firm specializing in Sudden Wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Nest Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “The best investment you can make is in yourself.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Decca Private Wealth Management	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “DECCA Private Wealth Management, Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	KM Capital Management	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “KM Capital Management, Ltd.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Devil Mountain Investment Management	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Devil Mountain Investment Management is a wealth management and financial planning firm based in Austin, TX Devil Mountain Investment Management employs a strategy of financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Simplify Wealth Planning	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Simplify Wealth Planning (SWP) was started because I've been exactly where you are: grinding through long days in a demanding corporate career, juggling my employer stock…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Brazos Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Brazos Capital is a Private Portfolio Manager that seeks to empower private and institutional clients with the direction to build their wealth for every stage by turning…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “wealth management api providers”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 18 of 32 wealth management api providers based in Austin, United States

See the full list, filter by size, metro and specialty, and access 327 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management api providers based in Austin, United States at a glance

As of Sep 19, 2026

43.8%Verified-email coverage

23.3Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 32 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Austin, United States whose business descriptions match “wealth management api providers” 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 327 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Wealth management api providers by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “wealth management api providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management api providers are there based in Austin, United States?

RevenueBase identified 32 company matches for wealth management api providers associated with Austin, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Kestra Financial 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 api providers?

New York leads the United States with 119 company records, followed by San Diego (41) and Dallas (38). Austin has 32.

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 327 professional contacts with verified work emails tracked across these 32 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.