Company lists · Data refreshed September 2026

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

Name: Women owned financial consulting firms based in Austin, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 37 companies tracked

RevenueBase identified 37 company matches for women owned financial consulting firms associated with 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 company matches for women owned financial consulting firms 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 29, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built

37Companies

184Contacts tracked

100Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 21 largest women owned financial consulting firms based in Austin, United States

Ranked by team size

Top 21 of 37 company matches for women owned financial consulting firms based in Austin, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	PER Stirling Capital Management, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	11-50	29 contacts →
	Exact match “Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	FMP Wealth Advisers	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	11-50	21 contacts →
	Exact match “At FMP, personal wealth management means combining a customized financial plan, investment management, and a personal relationship with the collective intent of helping you…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Adventum Funds & Advisory, LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	10 contacts →
	Exact match “Adventum Funds & Advisory, LLC is a minority and women led private equity investment and advisory firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Skyline Wealth Strategies LLC	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	8 contacts →
	Exact match “Skyline Wealth Strategies is a boutique wealth advisory firm located in Austin, Tx.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	TK Solutions	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “Tana passionately supports professional service providers and coaches in the women empowerment space by offering top-tier financial consulting.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Planwise Financial Group	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	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 29, 2026 · View company records in RevenueBase
7	Optas Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “Optas Capital is a forward-thinking wealth management and financial advisory firm dedicated to helping entrepreneurs, executives, and high-net-worth individuals achieve clarity…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Enzi Wealth	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “ENZI Wealth is a boutique wealth management firm based in Austin, Texas.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Ironbridge Private Wealth	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “We offer clients forward-thinking portfolio strategies, principled advice, deep understanding of financial markets, and an innovative fee structure.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Strategic Capital	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	11-50	5 contacts →
	Exact match “We built Strategic Capital from the ground up to serve our clients with unbiased advice and unparalleled dedication.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Himelick Financial Group	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	11-50	4 contacts →
	Exact match “At Himelick Financial Group, we do so much more than just investment and wealth management.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Signal Wealth Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Kentor Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “The more money you have, the more people there are who want to tell you what to do with it.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Reed Lake Private Wealth	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “We are a boutique firm that focuses on providing the highest level of service and integrity to our clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Money Positive	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Unscary Personal Finance for Everyone” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	J Cummins CPA	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Our J Cummins CPA professionals have the expertise, technology and experience to manage the unique needs of your business.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Douglas Capital Advisors	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Full-Service Financial Planning, Insurance, and Consulting firm Serving Individuals, Businesses and Institutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	By The Books	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “By The Books provides accounting and financial consulting services and guidance for small to mid-size businesses.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	III Financial	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Welcome to Financial, an Austin Texas-based firm specializing in helping divorced and widowed women get financial advice they can trust.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Wealth Solutions, RIA	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “Wealth Solutions helps clients build bridges to financial prosperity.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Pinnacle Wealth Advisory	Exact match	Austin, TX, United StatesHQ recorded Sep 29, 2026	1-10	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 29, 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 “women owned financial consulting firms”. 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 21 of 37 women owned financial consulting firms based in Austin, United States

See the full list, filter by size, metro and specialty, and access 100 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

11-50

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

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 “women owned financial consulting firms” 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 100 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 29, 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.

Women owned financial consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

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

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

RevenueBase identified 37 company matches for women owned financial consulting firms 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?

PER Stirling Capital Management, LLC 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 women owned financial consulting firms?

New York leads the United States with 125 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 100 professional contacts with verified work emails tracked across these 37 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 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 37 women owned financial consulting firms based in Austin, United States. Start with a free account, no credit card.

Download this list →

Related lists

Women owned financial consulting firms by geography

Browse the directory

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.