Company lists · Data refreshed September 2026
Top 23 Wealth transfer specialists based in Austin, United States
RevenueBase identified 38 company matches for wealth transfer specialists associated with Austin, United States as of September 2026 and tracks 246 professional contacts across them, including 108 with verified work emails. Across the United States, New York is the largest hub for this category (97 companies); Austin has 38.
This list covers company matches for wealth transfer specialists 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 22, 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 23 largest wealth transfer specialists based in Austin, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 30 contacts → | ||||
Exact match “Welcome to Socha Capital, a premier consultancy specializing in wealth strategies.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 26 contacts → | ||||
Exact match “At REAP Financial, we understand that everyone’s financial circumstances and goals are unique, so we create a comprehensive strategy to fit your specific needs.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 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 22, 2026 · View company records in RevenueBase | |||||
| 4 | 12 contacts → | ||||
Exact match “Ripp Grossman & Fitte was established to provide lasting, trusted counsel to the families and organizations we serve.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 10 contacts → | ||||
Exact match “With more than thirty years' experience and relationships spanning the globe, the Elizabeth Morgan and Associates is a leader in the field of international tax, estate, business…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 8 contacts → | ||||
Exact match “Founded in 1987, Durbin Bennett Tax Advisors is a tax and financial consulting firm providing tax planning and compliance services to high wealth individuals, their estate…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 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 22, 2026 · View company records in RevenueBase | |||||
| 8 | 6 contacts → | ||||
Exact match “We are a boutique firm that focuses on providing the highest level of service to our clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “G&A delivers highly-personalized legal and non-legal wealth preservation, tax, estate planning, and business-related services to the high net worth and closely held business…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “AtlasMark provides retirement plan and wealth management services to employers and individuals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 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 22, 2026 · View company records in RevenueBase | |||||
| 12 | 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 22, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Personalized Service Capstar Financial, LLC offers highly personalized, comprehensive services to help you plan for your financial future.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “The services we offer at Graystone Financial are designed with you in mind.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “DECCA Private Wealth Management, Inc.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “GFGR delivers highly-personalized legal and non-legal wealth preservation, tax, and estate planning services to the high net worth community in the United States and abroad.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “FWM is a wealth management firm located in Austin, TX.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “Faykus Financial, LLC is a values-driven wealth management firm headquartered in Austin, TX.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Tax-intelligent financial planning & investment management to help high performers avoid costly mistakes and confidently navigate the journey from high income to High Net Worth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “Echelon Financial is an independent Austin-based firm helping clients build better relationships with their money, their family, their work, and their future.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 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 22, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “At Pinnacle Wealth Advisory, we combine decades of financial expertise with a personalized approach to help you navigate your financial journey with precision and insight.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 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 transfer specialists”. 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 23 of 38 wealth transfer specialists based in Austin, United States
See the full list, filter by size, metro and specialty, and access 108 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth transfer specialists based in Austin, United States at a glance
As of Sep 22, 2026Companies by employee count
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 38 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 transfer specialists” 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 108 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 22, 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 transfer specialists by metro in the United States
- Wealth transfer specialists in New York97
- Wealth transfer specialists in San Diego56
- Wealth transfer specialists in Atlanta54
- Wealth transfer specialists in Dallas45
- Wealth transfer specialists in Houston41
- Wealth transfer specialists in Chicago40
- Wealth transfer specialists in Scottsdale37
- Wealth transfer specialists in Boston35
- Wealth transfer specialists in Boca Raton34
- Wealth transfer specialists in Denver33
- Wealth transfer specialists in Los Angeles33
- Wealth transfer specialists in Miami33
- Wealth transfer specialists in San Francisco31
- Wealth transfer specialists in Irvine26
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 transfer specialists”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth transfer specialists are there based in Austin, United States?
RevenueBase identified 38 company matches for wealth transfer specialists 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?
Socha Capital tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most wealth transfer specialists?
New York leads the United States with 97 company records, followed by San Diego (56) and Atlanta (54). Austin has 38.
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 108 professional contacts with verified work emails tracked across these 38 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 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 38 wealth transfer specialists based in Austin, United States. Start with a free account, no credit card.
Download this list →Related lists
Wealth transfer specialists by geography
- Wealth transfer specialists based in Calgary, Canada
- Wealth transfer specialists based in Toronto, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
- Wealth transfer specialists based in Lyon, France
- Wealth transfer specialists based in Paris, France
- Wealth transfer specialists based in Toulouse, France
- Wealth transfer specialists based in Geneva, Switzerland
- Wealth transfer specialists based in Zurich, Switzerland
- Wealth transfer specialists based in Atlanta, United States
- Wealth transfer specialists based in Boca Raton, United States
- Wealth transfer specialists based in Boston, 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 transfer specialists based in Calgary, Canada
- Wealth transfer specialists based in Toronto, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
- Wealth transfer specialists based in Lyon, France
- Wealth transfer specialists based in Paris, France
Company intelligence · public preview
Top 23 wealth transfer specialists based in Austin, 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 38 matching company records for wealth transfer specialists based in Austin, United States, with 246 tracked contacts and 108 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 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 23 wealth transfer specialists based in Austin, 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 |  Socha Capitalsochacapital.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 30 contacts → |
“Welcome to Socha Capital, a premier consultancy specializing in wealth strategies.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Reap Financialreapfinancial.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 26 contacts → |
“At REAP Financial, we understand that everyone’s financial circumstances and goals are unique, so we create a comprehensive strategy to fit your specific needs.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Oakwell Private Wealth Management LLCoakwellpwm.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 14 contacts → |
“At Oakwell Private Wealth, we believe our client’s situation is more complex than basic money management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Ripp Grossman & Fitte LLPrgfllp.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 12 contacts → |
“Ripp Grossman & Fitte was established to provide lasting, trusted counsel to the families and organizations we serve.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Elizabeth Morgan And Associatesemalegal.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 10 contacts → |
“With more than thirty years' experience and relationships spanning the globe, the Elizabeth Morgan and Associates is a leader in the field of international tax, estate, business…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Durbin Bennett TAX Advisors, INCdurbinbennetttax.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 8 contacts → |
“Founded in 1987, Durbin Bennett Tax Advisors is a tax and financial consulting firm providing tax planning and compliance services to high wealth individuals, their estate…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Integrated Wealth Strategies, LLCintegratedwealthstrategies.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 7 contacts → |
“At IWS, we identify and protect what is most important to you, your business, and your family.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Planwise Financial Groupplanwisefin.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“We are a boutique firm that focuses on providing the highest level of service to our clients.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Giordani & Associates Pllcgiordanilaw.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 5 contacts → |
“G&A delivers highly-personalized legal and non-legal wealth preservation, tax, estate planning, and business-related services to the high net worth and closely held business…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Atlasmarkatlasmark.comHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 5 contacts → |
“AtlasMark provides retirement plan and wealth management services to employers and individuals.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Carlin Wealth Management Groupcarlinwmg.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 4 contacts → |
“Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Quartz Financialquartzfinancial.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 4 contacts → |
“Quartz Financial is a client-focused comprehensive wealth management firm specializing in Sudden Wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Capstar Financial, LLCcapstarfinancial.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 3 contacts → |
“Personalized Service Capstar Financial, LLC offers highly personalized, comprehensive services to help you plan for your financial future.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Graystone Financial Servicesgraystonefinancialservices.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 3 contacts → |
“The services we offer at Graystone Financial are designed with you in mind.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Decca Private Wealth Managementdeccapwm.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 3 contacts → |
“DECCA Private Wealth Management, Inc.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Giordani Fitte Grossman & Ripp LLPgfgrlaw.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 2 contacts → |
“GFGR delivers highly-personalized legal and non-legal wealth preservation, tax, and estate planning services to the high net worth community in the United States and abroad.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Fort Wealth Management, INCfortwm.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“FWM is a wealth management firm located in Austin, TX.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Faykus Financial, LLCfaykusfinancial.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“Faykus Financial, LLC is a values-driven wealth management firm headquartered in Austin, TX.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | PBL Wealth Management, LLCpblwealth.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“Tax-intelligent financial planning & investment management to help high performers avoid costly mistakes and confidently navigate the journey from high income to High Net Worth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Echelon Financialechelonfinancial.comHQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“Echelon Financial is an independent Austin-based firm helping clients build better relationships with their money, their family, their work, and their future.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Simplify Wealth Planningsimplifywealthplanning.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Pinnacle Wealth Advisorypnwadvisory.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 1 contacts → |
“At Pinnacle Wealth Advisory, we combine decades of financial expertise with a personalized approach to help you navigate your financial journey with precision and insight.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | LAW Office Of Cameron Grabercamerongraber.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 23 of 38 company matches
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Wealth transfer specialists: dataset insights
September 22, 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
38 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 Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 38 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 22, 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 transfer specialists by metro in the United States
- Wealth transfer specialists in New York97
- Wealth transfer specialists in San Diego56
- Wealth transfer specialists in Atlanta54
- Wealth transfer specialists in Dallas45
- Wealth transfer specialists in Houston41
- Wealth transfer specialists in Chicago40
- Wealth transfer specialists in Scottsdale37
- Wealth transfer specialists in Boston35
- Wealth transfer specialists in Boca Raton34
- Wealth transfer specialists in Denver33
- Wealth transfer specialists in Los Angeles33
- Wealth transfer specialists in Miami33
- Wealth transfer specialists in San Francisco31
- Wealth transfer specialists in Irvine26
Questions about this company list
What does Exact match mean for wealth transfer specialists?
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 transfer specialists did RevenueBase find based in Austin, United States?
The saved snapshot records 38 matching company records, 246 tracked contacts and 108 verified emails. The public preview displays 23 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 22, 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 transfer specialists by geography
- Wealth transfer specialists based in Calgary, Canada
- Wealth transfer specialists based in Toronto, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
- Wealth transfer specialists based in Lyon, France
- Wealth transfer specialists based in Paris, France
- Wealth transfer specialists based in Toulouse, France
- Wealth transfer specialists based in Geneva, Switzerland
- Wealth transfer specialists based in Zurich, Switzerland
- Wealth transfer specialists based in Atlanta, United States
- Wealth transfer specialists based in Boca Raton, United States
- Wealth transfer specialists based in Boston, United States
Cite this list
RevenueBase Data Team. Top 23 wealth transfer specialists based in Austin, United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/wealth-transfer-specialists/united-states/austin.
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 transfer specialists based in Calgary, Canada
- Wealth transfer specialists based in Toronto, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
- Wealth transfer specialists based in Lyon, France
- Wealth transfer specialists based in Paris, France
Company intelligence · public preview
Top 23 wealth transfer specialists based in Austin, United States
RevenueBase records 38 matching company records for wealth transfer specialists based in Austin, United States, with 246 tracked contacts and 108 verified work emails.
This public preview shows 23 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 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 23 wealth transfer specialists based in Austin, 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 | Socha Capitalsochacapital.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 30 contacts → |
“Welcome to Socha Capital, a premier consultancy specializing in wealth strategies.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Reap Financialreapfinancial.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 26 contacts → |
“At REAP Financial, we understand that everyone’s financial circumstances and goals are unique, so we create a comprehensive strategy to fit your specific needs.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Oakwell Private Wealth Management LLCoakwellpwm.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 14 contacts → |
“At Oakwell Private Wealth, we believe our client’s situation is more complex than basic money management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Ripp Grossman & Fitte LLPrgfllp.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 12 contacts → |
“Ripp Grossman & Fitte was established to provide lasting, trusted counsel to the families and organizations we serve.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Elizabeth Morgan And Associatesemalegal.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 10 contacts → |
“With more than thirty years' experience and relationships spanning the globe, the Elizabeth Morgan and Associates is a leader in the field of international tax, estate, business…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Durbin Bennett TAX Advisors, INCdurbinbennetttax.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 8 contacts → |
“Founded in 1987, Durbin Bennett Tax Advisors is a tax and financial consulting firm providing tax planning and compliance services to high wealth individuals, their estate…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Integrated Wealth Strategies, LLCintegratedwealthstrategies.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 7 contacts → |
“At IWS, we identify and protect what is most important to you, your business, and your family.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Planwise Financial Groupplanwisefin.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 6 contacts → |
“We are a boutique firm that focuses on providing the highest level of service to our clients.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Giordani & Associates Pllcgiordanilaw.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 5 contacts → |
“G&A delivers highly-personalized legal and non-legal wealth preservation, tax, estate planning, and business-related services to the high net worth and closely held business…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Atlasmarkatlasmark.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 5 contacts → |
“AtlasMark provides retirement plan and wealth management services to employers and individuals.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Carlin Wealth Management Groupcarlinwmg.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 4 contacts → |
“Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Quartz Financialquartzfinancial.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 4 contacts → |
“Quartz Financial is a client-focused comprehensive wealth management firm specializing in Sudden Wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Capstar Financial, LLCcapstarfinancial.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 3 contacts → |
“Personalized Service Capstar Financial, LLC offers highly personalized, comprehensive services to help you plan for your financial future.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Graystone Financial Servicesgraystonefinancialservices.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 3 contacts → |
“The services we offer at Graystone Financial are designed with you in mind.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Decca Private Wealth Managementdeccapwm.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 3 contacts → |
“DECCA Private Wealth Management, Inc.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Giordani Fitte Grossman & Ripp LLPgfgrlaw.com HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 2 contacts → |
“GFGR delivers highly-personalized legal and non-legal wealth preservation, tax, and estate planning services to the high net worth community in the United States and abroad.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Fort Wealth Management, INCfortwm.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“FWM is a wealth management firm located in Austin, TX.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Faykus Financial, LLCfaykusfinancial.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“Faykus Financial, LLC is a values-driven wealth management firm headquartered in Austin, TX.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | PBL Wealth Management, LLCpblwealth.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“Tax-intelligent financial planning & investment management to help high performers avoid costly mistakes and confidently navigate the journey from high income to High Net Worth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Echelon Financialechelonfinancial.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“Echelon Financial is an independent Austin-based firm helping clients build better relationships with their money, their family, their work, and their future.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Simplify Wealth Planningsimplifywealthplanning.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 2 contacts → |
“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 description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Pinnacle Wealth Advisorypnwadvisory.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 1 contacts → |
“At Pinnacle Wealth Advisory, we combine decades of financial expertise with a personalized approach to help you navigate your financial journey with precision and insight.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | LAW Office Of Cameron Grabercamerongraber.com HQ: Austin, TX, United StatesReported employees: 1-10 | Austin, TX, United States | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
Showing 23 of 38 company matches
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Wealth transfer specialists: dataset insights
September 22, 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
38 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 Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 38 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 22, 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 transfer specialists by metro in the United States
- Wealth transfer specialists in New York97
- Wealth transfer specialists in San Diego56
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- Wealth transfer specialists in Dallas45
- Wealth transfer specialists in Houston41
- Wealth transfer specialists in Chicago40
- Wealth transfer specialists in Scottsdale37
- Wealth transfer specialists in Boston35
- Wealth transfer specialists in Boca Raton34
- Wealth transfer specialists in Denver33
- Wealth transfer specialists in Los Angeles33
- Wealth transfer specialists in Miami33
- Wealth transfer specialists in San Francisco31
- Wealth transfer specialists in Irvine26
Questions about this company list
What does Exact match mean for wealth transfer specialists?
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 transfer specialists did RevenueBase find based in Austin, United States?
The saved snapshot records 38 matching company records, 246 tracked contacts and 108 verified emails. The public preview displays 23 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 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 23 wealth transfer specialists based in Austin, United States. Snapshot: September 22, 2026. https://revenuebase.ai/companies/wealth-transfer-specialists/united-states/austin.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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