Company lists · Data refreshed September 2026
Top 24 Wealth management software providers based in Dallas, United States
RevenueBase identified 34 company matches for wealth management software providers associated with Dallas, United States as of September 2026 and tracks 531 professional contacts across them, including 324 with verified work emails. Across the United States, New York is the largest hub for this category (105 companies); Dallas has 34.
This list covers company matches for wealth management software providers 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 14, 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 24 largest wealth management software providers based in Dallas, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 206 contacts → | ||||
Exact match “At Tolleson, we're all about building relationships and strengthening financial futures.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 2 | 130 contacts → | ||||
Exact match “Since 1849, Comerica has been raising the expectations of what a bank can be by delivering a higher level of wealth management that nurtures lifelong relationships with unwavering…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 3 | 44 contacts → | ||||
Exact match “Lee Financial is an independent wealth management firm based in Dallas, Texas.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 4 | 22 contacts → | ||||
Exact match “HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 5 | 13 contacts → | ||||
Exact match “Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 6 | 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 14, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “Requisite Capital Management is a complete wealth management firm.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “Vaquero Private Wealth is an independent, fee-only Registered Investment Advisor based in Dallas, Texas, serving ultra-high-net-worth entrepreneurs, business owners, and family…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 9 | 8 contacts → | ||||
Exact match “At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 10 | 8 contacts → | ||||
Exact match “Delos Capital Advisors is a dedicated wealth management service provider that designs investment programs tailored specifically to client goals and ambitions.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “Hartmann Taylor is a wealth management firm that provides comprehensive financial strategy, implementation and oversight for high net worth individuals with complex asset…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “Fluent Financial is a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “Lindus Advisors Inc.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “Lexington Hill Partners was founded in 2019 as a private wealth management and multi-family office firm that offers individually tailored solutions that empower families to…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 15 | 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 14, 2026 · View company records in RevenueBase | |||||
| 16 | 4 contacts → | ||||
Exact match “Wisniewski Wealth Management is a leader in Wealth Management Solutions.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 17 | 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 14, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “RoseRock Wealth Management is focused on helping our clients create wiser wealth and live more fulfilling lives.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 19 | 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 14, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Collins Financial is a comprehensive wealth management firm.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 21 | 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 14, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Single Family Wealth Management Firm” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “Paratus Financial is a wealth management firm providing a wide array of services including income tax planning, investment planning, risk management, estate planning, retirement…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Benchmark Private Wealth Management, LLC products are not FDIC insured, may lose value and are not Bank guaranteed.* At Benchmark Private Wealth Management, we pride ourselves on…” Recorded in the RevenueBase company graph · Sep 14, 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 software 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 24 of 34 wealth management software providers based in Dallas, United States
See the full list, filter by size, metro and specialty, and access 324 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Wealth management software providers based in Dallas, United States at a glance
As of Sep 14, 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 34 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 management software 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 324 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 14, 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 software providers by metro in the United States
- Wealth management software providers in New York105
- Wealth management software providers in Chicago38
- Wealth management software providers in San Diego36
- Wealth management software providers in Atlanta33
- Wealth management software providers in Houston33
- Wealth management software providers in Boston32
- Wealth management software providers in San Francisco26
- Wealth management software providers in Denver25
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 software providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth management software providers are there based in Dallas, United States?
RevenueBase identified 34 company matches for wealth management software providers 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?
Tolleson 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 software providers?
New York leads the United States with 105 company records, followed by Chicago (38) and San Diego (36). Dallas has 34.
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 324 professional contacts with verified work emails tracked across these 34 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 14, 2026.
Ready to reach these companies? Verified emails and direct dials for all 34 wealth management software providers based in Dallas, United States. Start with a free account, no credit card.
Download this list →Related lists
Wealth management software providers by geography
- Wealth management software providers based in Bangalore, India
- Wealth management software providers based in Mumbai, India
- Wealth management software providers based in New Delhi, India
- Wealth management software providers based in Pune, India
- Wealth management software providers based in Atlanta, United States
- Wealth management software providers based in Boston, United States
- Wealth management software providers based in Chicago, United States
- Wealth management software providers based in Denver, United States
- Wealth management software providers based in Houston, United States
- Wealth management software providers based in New York, United States
- Wealth management software providers based in San Diego, United States
- Wealth management software providers based in San Francisco, United States
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Wealth management software providers based in Bangalore, India
- Wealth management software providers based in Mumbai, India
- Wealth management software providers based in New Delhi, India
- Wealth management software providers based in Pune, India
- Wealth management software providers based in Atlanta, United States
- Wealth management software providers based in Boston, United States
Company intelligence · public preview
Top 24 wealth management software providers 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 34 matching company records for wealth management software providers based in Dallas, United States, with 531 tracked contacts and 324 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 14, 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 24 wealth management software providers 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 |  Tolleson Wealth Managementtollesonwealth.comHQ: Dallas, TX, United StatesReported employees: 201-500 | Dallas, TX, United States | 201-500 | Exact match | 206 contacts → |
“At Tolleson, we're all about building relationships and strengthening financial futures.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Comerica Wealth Managementcomerica.comHQ: Dallas, TX, United StatesReported employees: 5,001-10,000 | Dallas, TX, United States | 5,001-10,000 | Exact match | 130 contacts → |
“Since 1849, Comerica has been raising the expectations of what a bank can be by delivering a higher level of wealth management that nurtures lifelong relationships with unwavering…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  LEE Financialleefin.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 44 contacts → |
“Lee Financial is an independent wealth management firm based in Dallas, Texas.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  HFS Wealth Managementhfs-wm.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 22 contacts → |
“HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Frontier Investment Management Companyfrontierinvest.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 13 contacts → |
“Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Vaquero Private Wealthvaquerowealth.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 9 contacts → |
“Vaquero Private Wealth is an independent, fee-only Registered Investment Advisor based in Dallas, Texas, serving ultra-high-net-worth entrepreneurs, business owners, and family…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  IVY Wealthivy-wealth.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 8 contacts → |
“At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Delos Capital Advisorsdelosca.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 8 contacts → |
“Delos Capital Advisors is a dedicated wealth management service provider that designs investment programs tailored specifically to client goals and ambitions.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Hartmann Taylor Wealth Managementhartmanntaylor.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 6 contacts → |
“Hartmann Taylor is a wealth management firm that provides comprehensive financial strategy, implementation and oversight for high net worth individuals with complex asset…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Fluent Financialfluentfinancial.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 6 contacts → |
“Fluent Financial is a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Lindus Advisors, INClindusadvisors.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 6 contacts → |
“Lindus Advisors Inc.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Lexington Hilllexingtonhillpartners.comHQ: Dallas, United StatesReported employees: 1-10 | Dallas, United States | 1-10 | Exact match | 6 contacts → |
“Lexington Hill Partners was founded in 2019 as a private wealth management and multi-family office firm that offers individually tailored solutions that empower families to…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  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 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wisniewski Wealth Managementwi-wm.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 4 contacts → |
“Wisniewski Wealth Management is a leader in Wealth Management Solutions.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  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 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Roserock Wealth Managementroserockwealth.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“RoseRock Wealth Management is focused on helping our clients create wiser wealth and live more fulfilling lives.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | 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 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | 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 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  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 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Paratus Financial, INCparatusfinancial.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Paratus Financial is a wealth management firm providing a wide array of services including income tax planning, investment planning, risk management, estate planning, retirement…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Benchmark Private Wealth Management, LLCbenchmarkpwm.comHQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
“Benchmark Private Wealth Management, LLC products are not FDIC insured, may lose value and are not Bank guaranteed.* At Benchmark Private Wealth Management, we pride ourselves on…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 34 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Wealth management software providers: dataset insights
September 14, 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
34 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 34 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 14, 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 software providers by metro in the United States
- Wealth management software providers in New York105
- Wealth management software providers in Chicago38
- Wealth management software providers in San Diego36
- Wealth management software providers in Atlanta33
- Wealth management software providers in Houston33
- Wealth management software providers in Boston32
- Wealth management software providers in San Francisco26
- Wealth management software providers in Denver25
Questions about this company list
What does Exact match mean for wealth management software providers?
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 software providers did RevenueBase find based in Dallas, United States?
The saved snapshot records 34 matching company records, 531 tracked contacts and 324 verified emails. The public preview displays 24 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 14, 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 software providers by geography
- Wealth management software providers based in Bangalore, India
- Wealth management software providers based in Mumbai, India
- Wealth management software providers based in New Delhi, India
- Wealth management software providers based in Pune, India
- Wealth management software providers based in Atlanta, United States
- Wealth management software providers based in Boston, United States
- Wealth management software providers based in Chicago, United States
- Wealth management software providers based in Denver, United States
- Wealth management software providers based in Houston, United States
- Wealth management software providers based in New York, United States
- Wealth management software providers based in San Diego, United States
- Wealth management software providers based in San Francisco, United States
Cite this list
RevenueBase Data Team. Top 24 wealth management software providers based in Dallas, United States. Snapshot: September 14, 2026. https://revenuebase.ai/companies/wealth-management-software-providers/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 management software providers based in Bangalore, India
- Wealth management software providers based in Mumbai, India
- Wealth management software providers based in New Delhi, India
- Wealth management software providers based in Pune, India
- Wealth management software providers based in Atlanta, United States
- Wealth management software providers based in Boston, United States
Company intelligence · public preview
Top 24 wealth management software providers based in Dallas, United States
RevenueBase records 34 matching company records for wealth management software providers based in Dallas, United States, with 531 tracked contacts and 324 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 14, 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 24 wealth management software providers 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 | Tolleson Wealth Managementtollesonwealth.com HQ: Dallas, TX, United StatesReported employees: 201-500 | Dallas, TX, United States | 201-500 | Exact match | 206 contacts → |
“At Tolleson, we're all about building relationships and strengthening financial futures.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Comerica Wealth Managementcomerica.com HQ: Dallas, TX, United StatesReported employees: 5,001-10,000 | Dallas, TX, United States | 5,001-10,000 | Exact match | 130 contacts → |
“Since 1849, Comerica has been raising the expectations of what a bank can be by delivering a higher level of wealth management that nurtures lifelong relationships with unwavering…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | LEE Financialleefin.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 44 contacts → |
“Lee Financial is an independent wealth management firm based in Dallas, Texas.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HFS Wealth Managementhfs-wm.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 22 contacts → |
“HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Frontier Investment Management Companyfrontierinvest.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 13 contacts → |
“Founded in 1994, Frontier Investment Management Company provides a deeply resourced suite of wealth management solutions.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Vaquero Private Wealthvaquerowealth.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 9 contacts → |
“Vaquero Private Wealth is an independent, fee-only Registered Investment Advisor based in Dallas, Texas, serving ultra-high-net-worth entrepreneurs, business owners, and family…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | IVY Wealthivy-wealth.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 8 contacts → |
“At Ivy Wealth, we help clients with their wealth management and financial planning needs.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Delos Capital Advisorsdelosca.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 8 contacts → |
“Delos Capital Advisors is a dedicated wealth management service provider that designs investment programs tailored specifically to client goals and ambitions.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Hartmann Taylor Wealth Managementhartmanntaylor.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 6 contacts → |
“Hartmann Taylor is a wealth management firm that provides comprehensive financial strategy, implementation and oversight for high net worth individuals with complex asset…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Fluent Financialfluentfinancial.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 6 contacts → |
“Fluent Financial is a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Lindus Advisors, INClindusadvisors.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 6 contacts → |
“Lindus Advisors Inc.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Lexington Hilllexingtonhillpartners.com HQ: Dallas, United StatesReported employees: 1-10 | Dallas, United States | 1-10 | Exact match | 6 contacts → |
“Lexington Hill Partners was founded in 2019 as a private wealth management and multi-family office firm that offers individually tailored solutions that empower families to…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 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 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wisniewski Wealth Managementwi-wm.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 4 contacts → |
“Wisniewski Wealth Management is a leader in Wealth Management Solutions.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | 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 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Roserock Wealth Managementroserockwealth.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 3 contacts → |
“RoseRock Wealth Management is focused on helping our clients create wiser wealth and live more fulfilling lives.” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | 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 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | 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 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | 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 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Paratus Financial, INCparatusfinancial.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 2 contacts → |
“Paratus Financial is a wealth management firm providing a wide array of services including income tax planning, investment planning, risk management, estate planning, retirement…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Benchmark Private Wealth Management, LLCbenchmarkpwm.com HQ: Dallas, TX, United StatesReported employees: 1-10 | Dallas, TX, United States | 1-10 | Exact match | 1 contacts → |
“Benchmark Private Wealth Management, LLC products are not FDIC insured, may lose value and are not Bank guaranteed.* At Benchmark Private Wealth Management, we pride ourselves on…” Recorded description excerpt · September 14, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 34 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Wealth management software providers: dataset insights
September 14, 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
34 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 34 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 14, 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 software providers by metro in the United States
- Wealth management software providers in New York105
- Wealth management software providers in Chicago38
- Wealth management software providers in San Diego36
- Wealth management software providers in Atlanta33
- Wealth management software providers in Houston33
- Wealth management software providers in Boston32
- Wealth management software providers in San Francisco26
- Wealth management software providers in Denver25
Questions about this company list
What does Exact match mean for wealth management software providers?
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 software providers did RevenueBase find based in Dallas, United States?
The saved snapshot records 34 matching company records, 531 tracked contacts and 324 verified emails. The public preview displays 24 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 14, 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 software providers by geography
- Wealth management software providers based in Bangalore, India
- Wealth management software providers based in Mumbai, India
- Wealth management software providers based in New Delhi, India
- Wealth management software providers based in Pune, India
- Wealth management software providers based in Atlanta, United States
- Wealth management software providers based in Boston, United States
- Wealth management software providers based in Chicago, United States
- Wealth management software providers based in Denver, United States
- Wealth management software providers based in Houston, United States
- Wealth management software providers based in New York, United States
- Wealth management software providers based in San Diego, United States
- Wealth management software providers based in San Francisco, United States
Cite this list
RevenueBase Data Team. Top 24 wealth management software providers based in Dallas, United States. Snapshot: September 14, 2026. https://revenuebase.ai/companies/wealth-management-software-providers/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 management software providers based in Bangalore, India
- Wealth management software providers based in Mumbai, India
- Wealth management software providers based in New Delhi, India
- Wealth management software providers based in Pune, India
- Wealth management software providers based in Atlanta, United States
- Wealth management software providers based in Boston, United States