Company lists · Data refreshed September 2026

Top 21 Women owned financial consulting firms based in Austin, United States

RevenueBase identified 37 women owned financial consulting firms headquartered in Austin, United States as of September 2026 and tracks 184 professional contacts across them, including 100 with verified work emails. Across the United States, New York is the largest hub for this category (125 companies); Austin has 37.

This list covers women owned financial consulting firms headquartered in Austin, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026.

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

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
37Companies
184Contacts tracked
100Verified emails
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The 21 largest women owned financial consulting firms based in Austin, United States

Ranked by team size
Top 21 of 37 women owned financial consulting firms based in Austin, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to women owned financial consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceAustin, TX, United StatesHQ checked Sep 29, 202611-5029 contacts →

Indirect evidence

“Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas.”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceAustin, TX, United StatesHQ checked Sep 29, 202611-5021 contacts →

Partial evidence

“At FMP, personal wealth management means combining a customized financial plan, investment management, and a personal relationship with the collective intent of helping you…”

Source: RevenueBase Database · checked Sep 29, 2026
3Partial evidenceAustin, TX, United StatesHQ checked Sep 29, 20261-1010 contacts →

Partial evidence

“Adventum Funds & Advisory, LLC is a minority and women led private equity investment and advisory firm.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceAustin, TX, United StatesHQ checked Sep 29, 20261-108 contacts →

Indirect evidence

“Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.”

Source: RevenueBase Database · checked Sep 29, 2026
5Strong evidenceAustin, TX, United StatesHQ checked Sep 29, 20261-107 contacts →

Strong evidence

“Tana passionately supports professional service providers and coaches in the women empowerment space by offering top-tier financial consulting.”

Source: RevenueBase Database · checked Sep 29, 2026
6Indirect evidenceAustin, TX, United StatesHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

“We are a boutique firm that focuses on providing the highest level of service to our clients.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceAustin, TX, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“Optas Capital is a forward-thinking wealth management and financial advisory firm dedicated to helping entrepreneurs, executives, and high-net-worth individuals achieve clarity…”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceAustin, TX, United StatesHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

“ENZI Wealth is a boutique wealth management firm based in Austin, Texas.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceAustin, TX, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“We offer clients forward-thinking portfolio strategies, principled advice, deep understanding of financial markets, and an innovative fee structure.”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceAustin, TX, United StatesHQ checked Sep 29, 202611-505 contacts →

Indirect evidence

“We built Strategic Capital from the ground up to serve our clients with unbiased advice and unparalleled dedication.”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceAustin, TX, United StatesHQ checked Sep 29, 202611-504 contacts →

Partial evidence

“At Himelick Financial Group, we do so much more than just investment and wealth management.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceAustin, TX, United StatesHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“Signal Wealth Advisors was founded on the notion that all clients deserve a personal and tailored approach to their financial planning and investment management needs.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceAustin, TX, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“The more money you have, the more people there are who want to tell you what to do with it.”

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceAustin, TX, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“We are a boutique firm that focuses on providing the highest level of service and integrity to our clients.”

Source: RevenueBase Database · checked Sep 29, 2026
15Indirect evidenceAustin, TX, United StatesHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Unscary Personal Finance for Everyone”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceAustin, TX, United StatesHQ checked Sep 29, 20261-102 contacts →

Indirect evidence

“Our J Cummins CPA professionals have the expertise, technology and experience to manage the unique needs of your business.”

Source: RevenueBase Database · checked Sep 29, 2026
17Strong evidenceAustin, TX, United StatesHQ checked Sep 29, 20261-102 contacts →

Strong evidence

“Full-Service Financial Planning, Insurance, and Consulting firm Serving Individuals, Businesses and Institutions.”

Source: RevenueBase Database · checked Sep 29, 2026
18Strong evidenceAustin, TX, United StatesHQ checked Sep 29, 20261-102 contacts →

Strong evidence

“By The Books provides accounting and financial consulting services and guidance for small to mid-size businesses.”

Source: RevenueBase Database · checked Sep 29, 2026
19Strong evidenceAustin, TX, United StatesHQ checked Sep 29, 20261-102 contacts →

Strong evidence

“Welcome to Financial, an Austin Texas-based firm specializing in helping divorced and widowed women get financial advice they can trust.”

Source: RevenueBase Database · checked Sep 29, 2026
20Partial evidenceAustin, TX, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“Wealth Solutions helps clients build bridges to financial prosperity.”

Source: RevenueBase Database · checked Sep 29, 2026
21Partial evidenceAustin, TX, United StatesHQ checked Sep 29, 20261-101 contacts →

Partial evidence

“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.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 21 of 37 women owned financial consulting firms based in Austin, United States

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Women owned financial consulting firms based in Austin, United States at a glance

As of Sep 29, 2026
54.3%Verified-email coverage
5.0Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
31
11-50
6

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 37 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among women owned financial consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Austin, United States whose own description of what they do matches “women owned financial consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names women owned financial consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among women owned financial consulting firms, and records with no verified work email. Companies headquartered outside Austin are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 100 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names women owned financial consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many women owned financial consulting firms are there based in Austin, United States?

RevenueBase identified 37 women owned financial consulting firms headquartered in Austin, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

PER Stirling Capital Management, LLC, headquartered in Austin, tops this list with the largest team on record.

Which city in the United States has the most women owned financial consulting firms?

New York leads the United States with 125 headquartered companies, followed by Atlanta (71) and Chicago (65). Austin has 37.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 100 verified decision-maker contacts tracked across these 37 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, 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.