At Best Startup Texas we track over 100,000 Texan startups and over 500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 70 Wealth Management companies in Austin, Texas. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Wealth Management Companies & Startups (Austin, Texas)
Liveoak Technologies
Liveoak is a computer software company that specializes in cloud-based platform.
Founder(s): Alex Hardy, Andy Ambrose, Peter Rung
Location: Austin, Texas, United States
Industries: Banking, Collaboration, Digital Signage, Identity Management, Insurance, Real Time, Retirement, Software, Wealth Management
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DRAFT
Draft offers a modern suite of analytics and communication tools built to help wealth advisors win and retain assets.
Founder(s): Brad Lawler, Jason St Peter
Location: Austin, Texas, United States
Industries: Analytics, FinTech, Information Technology, Personal Finance, Software, Wealth Management
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U.S. Money Reserve
The U.S. Money Reserve is one of the nation’s largest distributors of U.S. Government issued Gold, Silver, and Platinum Coins.
Founder(s):
Location: Austin, Texas, United States
Industries: Retail, Retirement, Wealth Management
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SALI Fund Services
SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds.
Founder(s):
Location: Austin, Texas, United States
Industries: Hedge Funds, Wealth Management
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Noble Capital
Noble Capital is a private equity firm that specializes in private lending, wealth management, residential investment services.
Founder(s):
Location: Austin, Texas, United States
Industries: Finance, Financial Services, Real Estate Investment, Wealth Management
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DeltaCore Capital
DeltaCore Capital is a hedge fund focused on digital assets.
Founder(s):
Location: Austin, Texas, United States
Industries: Asset Management, Financial Services, Wealth Management
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Venturi Wealth Management
Venturi Wealth Management provides investment advisory and wealth management services.
Founder(s): George Clark, Russ Norwood
Location: Austin, Texas, United States
Industries: Finance, Financial Services, Wealth Management
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Texas Community Bank
Texas Community Bank deals with banking, debit cards, fraud detection, foreign currency exchange and finance.
Founder(s):
Location: Austin, Texas, United States
Industries: Banking, Debit Cards, Financial Services, Wealth Management
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Callan Capital
Callan Capital is a wealth management firm that provides financial planning and asset management services.
Founder(s):
Location: Austin, Texas, United States
Industries: Asset Management, Finance, Financial Services, Professional Services, Wealth Management
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Orchard Financial Group
Independent, Fee-Only financial advisor specializing in Equity Recipients, LGBT Couples & Families, and Socially Responsible Investments.
Founder(s): Brad Coleman, Leah Coleman
Location: Austin, Texas, United States
Industries: Finance, Financial Services, Impact Investing, Personal Finance, Wealth Management
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Atheena Inc.
Mobile app for tech-savvy investors
Founder(s): Weston Sabattus
Location: Austin, Texas, United States
Industries: Financial Services, FinTech, Wealth Management
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Per Stirling
Per Stirling expertise in portfolio management, investment, wealth management and financial planning services.
Founder(s):
Location: Austin, Texas, United States
Industries: Finance, Financial Services, Wealth Management
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Durbin Bennett
Durbin Bennett is an investment advisor that offers investment management and strategic wealth planning.
Founder(s):
Location: Austin, Texas, United States
Industries: Asset Management, Financial Services, Professional Services, Wealth Management
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Black Barn Financial
Black Barn Financial offers financial planning, consulting, retirement, stock market, investment advice and wealth management services.
Founder(s):
Location: Austin, Texas, United States
Industries: Advice, Consulting, Financial Services, Retirement, Wealth Management
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Austin National Financial Services
Austin National Financial Services offers investment management, wealth allocation, advisory, and portfolio planning solutions.
Founder(s): James A. Cook
Location: Austin, Texas, United States
Industries: Advice, Financial Services, Impact Investing, Professional Services, Wealth Management
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Brainard Capital Management
Brainard Capital Management is an advisory firm that provides innovative investment solutions along with advice to individuals and families.
Founder(s): Owen Brainard
Location: Austin, Texas, United States
Industries: Advice, Financial Services, Wealth Management
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Austin Asset
Austin Asset is a wealth management firm that offers assistance with investment, wealth, life events and charitable planning services.
Founder(s): John Henry McDonald
Location: Austin, Texas, United States
Industries: Asset Management, Financial Services, Wealth Management
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Oakwell Private Wealth Management
Oakwell Private Wealth Management offers capital management and financial planning services for individuals, families, and businesses.
Founder(s):
Location: Austin, Texas, United States
Industries: Advice, Financial Services, Wealth Management
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Oxbow Advisors
Oxbow Advisors is a financial company that specializes in investment and wealth management services.
Founder(s): Ted Oakley
Location: Austin, Texas, United States
Industries: Advice, Financial Services, Impact Investing, Wealth Management
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WorthPointe Financial Planners
WorthPointe is a financial planning firm provide financial planning, investment consulting, tax planning, asset protection, & more.
Founder(s):
Location: Austin, Texas, United States
Industries: Consulting, Financial Services, Wealth Management
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Hamilton Financial Planning
Hamilton Financial Planning offers investment management, wealth management, risk management, tax, estate and retirement planning services.
Founder(s):
Location: Austin, Texas, United States
Industries: Financial Services, Retirement, Risk Management, Wealth Management
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Richard P. Slaughter Associates
Richard P. Slaughter Associates is a financial planning and wealth management firm.
Founder(s):
Location: Austin, Texas, United States
Industries: Financial Services, Professional Services, Wealth Management
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Stone Wealth Management
Stone Wealth Management offers wealth management, financial advice and financial planning services.
Founder(s):
Location: Austin, Texas, United States
Industries: Financial Services, Service Industry, Wealth Management
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Cypress Creek Partners
Cypress Creek Partners provides wealth and asset management, portfolio construction, and investments advisory services.
Founder(s):
Location: Austin, Texas, United States
Industries: Advice, Asset Management, Financial Services, Wealth Management
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Austin Trust Company
Austin Trust Company offers estate administration, employee benefits, life insurance, investment management, and asset management services.
Founder(s):
Location: Austin, Texas, United States
Industries: Asset Management, Employee Benefits, Financial Services, Life Insurance, Wealth Management
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TimingCube
TimingCube provides an easy investment system that tells investors when to buy and sell stock market ETFs.
Founder(s):
Location: Austin, Texas, United States
Industries: Financial Services, Wealth Management
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Proper Wealth Management
Proper Wealth Management provides investment advisory and financial planning services to individuals, nonprofits and more.
Founder(s):
Location: Austin, Texas, United States
Industries: Advice, Consulting, Financial Services, Wealth Management
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REAP Financial
REAP Financial is a consulting firm that offers retirement planning and wealth management services to individuals and businesses.
Founder(s): Hannah Heerlein, Sandra Newman
Location: Austin, Texas, United States
Industries: Financial Services, Retirement, Wealth Management
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Enclave Advisors
Enclave Advisors specializes in wealth management, investment advisory, asset protection, trust and estate planning services.
Founder(s): J. Craig Falls
Location: Austin, Texas, United States
Industries: Advice, Financial Services, Wealth Management
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Origin Wealth Advisers
Origin Wealth Advisers specializes in investment, retirement, estate, tax planning, portfolio review, advisory, and consulting services.
Founder(s): Morgen Rochard
Location: Austin, Texas, United States
Industries: Advice, Financial Services, Professional Services, Wealth Management
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Turner Wealth Management
Turner Wealth Management provides financial planning, wealth management, estate, life, disability, and long-term insurance services.
Founder(s):
Location: Austin, Texas, United States
Industries: Financial Services, Insurance, Life Insurance, Wealth Management
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Asset Exchange Strategies
Asset Exchange Strategies provides Real Estate self detected IRA solutions.
Founder(s):
Location: Austin, Texas, United States
Industries: Advice, Financial Services, Wealth Management
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FMP Wealth Advisers
FMP WA is a fee-only financial planning and investment advisory firm that provides solutions to financial planning, investment manage.
Founder(s): Milton Hixson
Location: Austin, Texas, United States
Industries: Finance, Financial Services, Wealth Management
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Clear Rock Advisors
Clear Rock Advisors provides a range of advisory services in financial planning, investments, portfolio and wealth management.
Founder(s):
Location: Austin, Texas, United States
Industries: Advice, Employee Benefits, Financial Services, Risk Management, Wealth Management
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Fort Wealth Management
Fort Wealth Management is a boutique financial planning and wealth management firm.
Founder(s):
Location: Austin, Texas, United States
Industries: Consulting, Financial Services, Wealth Management
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AtlasMark
AtlasMark offers financial and retirement planning, investment and wealth management services to retirees, physicians and business owners.
Founder(s):
Location: Austin, Texas, United States
Industries: Finance, Financial Services, Retirement, Risk Management, Wealth Management
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994 Group
994 Group provides tailored wealth management and financial planning services that empower clients to experience the richness of life.
Founder(s): Kristen LeClair, Pete Markovich, Ted LeClair
Location: Austin, Texas, United States
Industries: Advice, Financial Services, Wealth Management
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Erben Associates
Erben Associates is a wealth management firm based in Austin, Texas.
Founder(s):
Location: Austin, Texas, United States
Industries: Asset Management, Financial Services, Wealth Management
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PlanningWork$
PlanningWork$ provides an array of wealth management, retirement planning and investment advisory services to individuals and businesses.
Founder(s):
Location: Austin, Texas, United States
Industries: Advice, Finance, Financial Services, Retirement, Wealth Management
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Forefront Wealth Partners
Forefront Wealth Partners specializes in offering financial planning, investment management and advisory services.
Founder(s):
Location: Austin, Texas, United States
Industries: Advice, Finance, Financial Services, Wealth Management
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Palermo Wealth Management
Palermo Wealth Management is an investment advisory firm.
Founder(s):
Location: Austin, Texas, United States
Industries: Asset Management, Financial Services, Wealth Management
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Integrated Wealth Strategies
Integrated Wealth Strategies is a financial advisory firm that specializes in insurance, retirement solutions and legacy planning.
Founder(s):
Location: Austin, Texas, United States
Industries: Asset Management, Financial Services, Insurance, Retirement, Wealth Management
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NexTrend
NexTrend specializes in real estate investment, estate planning, and tax planning.
Founder(s):
Location: Austin, Texas, United States
Industries: Consulting, Real Estate Investment, Wealth Management
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Faykus Financial
Faykus Financial offers investment portfolio management, family wealth management, advanced planning, and asset protection services.
Founder(s): Susan R. Faykus
Location: Austin, Texas, United States
Industries: Consulting, Financial Services, Professional Services, Wealth Management
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Outprfrm
Helping retail investors make profitable trades in equities and crypto markets
Founder(s): McEwen Hardy
Location: Austin, Texas, United States
Industries: Cryptocurrency, Finance, Financial Services, FinTech, Wealth Management
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Intrua Financial
Intrua Financial offers wealth management, retirement planning, and life insurance services.
Founder(s):
Location: Austin, Texas, United States
Industries: Financial Services, Life Insurance, Retirement, Wealth Management
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Gindler Chappell & Morrison
Gindler Chappell & Morrison offers cash flow management, payroll, accounting, business valuation, taxation and estate planning services.
Founder(s):
Location: Austin, Texas, United States
Industries: Accounting, Consulting, Financial Services, Wealth Management
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Quartz Financial
Quartz Financial is a wealth management firm.
Founder(s): David Rust, Shane Moore
Location: Austin, Texas, United States
Industries: Advice, Finance, Legal, Wealth Management
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Coordinated Financial Group
Coordinated Financial Group is an accounting firm that specializes in investments, insurance, wealth management and retirement planning.
Founder(s):
Location: Austin, Texas, United States
Industries: Accounting, Finance, Financial Services, Retirement, Wealth Management
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Allfluent Wealth Management
Allfluent Wealth Management specializes in taxation, risk management, accumulation, estate planning and retirement planning services.
Founder(s):
Location: Austin, Texas, United States
Industries: Financial Services, Retirement, Risk Management, Wealth Management
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Strada Wealth Management
Strada Wealth Management is a financial solutions company that provides consultation, asset and divorce planning.
Founder(s):
Location: Austin, Texas, United States
Industries: Consulting, Financial Services, Wealth Management
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Austin Private Wealth
Austin Private Wealth offers financial planning, wealth management, and advisory services.
Founder(s): Raoul Celerier
Location: Austin, Texas, United States
Industries: Advice, Financial Services, Wealth Management
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Shift Evolution
Shift Evolution specializes in promoting financial literacy and helping people better understand modern financial strategies.
Founder(s): Paul W. Haarman
Location: Austin, Texas, United States
Industries: Advice, Consulting, Financial Services, Wealth Management
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Mangold Anker Phillips
Mangold Anker Phillips provides financial services in management, business valuation, taxation, accounting and litigation consulting.
Founder(s):
Location: Austin, Texas, United States
Industries: Accounting, Financial Services, Wealth Management
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Finlyte
Finlyte is a traditional accounting and finance model that provides companies and investors a financial alternative.
Founder(s):
Location: Austin, Texas, United States
Industries: Accounting, Financial Services, Wealth Management
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Living Wealthy Financial Group
Living Wealthy Financial Group offers banking, retirement planning, estate planning, annuities, wealth, and retirement income strategies.
Founder(s):
Location: Austin, Texas, United States
Industries: Banking, Financial Services, Retirement, Wealth Management
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Astoria Strategic Wealth
Astoria Strategic Wealth is an advisory firm that offers comprehensive financial planning, investment and wealth management services.
Founder(s):
Location: Austin, Texas, United States
Industries: Advice, Financial Services, Wealth Management
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Sire Line Capital Management
Sire Line Capital Management investment management boutique that provides investment management services for all types of investors.
Founder(s): Daren Taylor
Location: Austin, Texas, United States
Industries: Financial Services, Impact Investing, Wealth Management
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Avondale Wealth Management
Avondale Wealth Management is an independent wealth management firm that provides comprehensive financial consulting services.
Founder(s):
Location: Austin, Texas, United States
Industries: Advice, Consulting, Financial Services, Wealth Management
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Equistar Wealth Management
Equistar Wealth Management provides transition assistance, financial advice for women, investment management and planning services.
Founder(s):
Location: Austin, Texas, United States
Industries: Advice, Financial Services, Wealth Management
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Halbert Wealth Management
Halbert Wealth Management specializes in investment management strategies and investment advisory services.
Founder(s): Debi Halbert, Gary D. Halbert
Location: Austin, Texas, United States
Industries: Advice, Financial Services, Wealth Management
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PBL Wealth Management
PBL Wealth Management provides financial and income tax planning, risk management, portfolio strategies and investment advisory services.
Founder(s): Adam Broughton
Location: Austin, Texas, United States
Industries: Accounting, Advice, Financial Services, Wealth Management
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Weinheimer Wealth Management
Weinheimer Wealth Management provides financial planning strategies and investment advisory services for individuals and businesses.
Founder(s):
Location: Austin, Texas, United States
Industries: Advice, Consulting, Financial Services, Wealth Management
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Century Management
Century Management provides financial services.
Founder(s):
Location: Austin, Texas, United States
Industries: Banking, Finance, Financial Services, Wealth Management
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Hopkins Tax & Accounting
Hopkins Tax & Accounting specializes in bookkeeping, outsourced CFO, tax preparation, wealth management, and business consulting services.
Founder(s): Charles Hopkins
Location: Austin, Texas, United States
Industries: Accounting, Consulting, Wealth Management
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Integra Asset Advisors
Integra Asset Advisors provides tailored investment strategies, portfolio management, financial advisory and wealth management services.
Founder(s):
Location: Austin, Texas, United States
Industries: Advice, Finance, Financial Services, Wealth Management
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BirdRock Asset Management
BirdRock Asset Management offers financial planning, asset allocation, portfolio management and retirement planning services.
Founder(s):
Location: Austin, Texas, United States
Industries: Advice, Finance, Financial Services, Wealth Management
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Coyle Capital
Coyle Capital is an investment firm that offers wealth management, portfolio consulting, acquisitions, and financial planning services.
Founder(s):
Location: Austin, Texas, United States
Industries: Asset Management, Financial Services, Professional Services, Wealth Management
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Smith Wealth Advisors
Smith Wealth Advisors provides financial planning, taxation, retirement planning, 401(k), portfolio management & wealth management services.
Founder(s):
Location: Austin, Texas, United States
Industries: Financial Services, Retirement, Wealth Management
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Resource Consulting Group
Resource Consulting Group provides wealth management, consulting, and financial planning, services.
Founder(s):
Location: Austin, Texas, United States
Industries: Consulting, Financial Services, Wealth Management
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