This article showcases our top picks for the best Texas based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Texas Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Cadence Bancorp
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Cadence Bancorp provides banking services.
Liveoak Technologies
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Liveoak is a computer software company that specializes in cloud-based platform.
Indyfin
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Indyfin empowers independent Financial Advisors to compete and win in a new era of wealth management
Texas Regional Bank
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Texas Regional Bank primarily provides personal and business banking solutions.
Central Bank
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Central Bank is a community bank that offers personal banking, business banking, and virtual banking services.
Captex Bank
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Captex Bank is a provider of personal banking, wealth management, safe deposit boxes, loans, and business banking-related services.
Financial Gravity
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Financial Gravity is a financial service company that brings together companies that create symbiotic advantages.
DRAFT
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Draft offers a modern suite of analytics and communication tools built to help wealth advisors win and retain assets.
HFS Wealth Management
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HFS Wealth Management is an insurance company that counsels affluent individuals, families, business owners, and institutions.
KDK Private Wealth Management
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KDK Private Wealth Management provides independent wealth planning and investment advice in a multi-family office environment.
U.S. Money Reserve
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The U.S. Money Reserve is one of the nation’s largest distributors of U.S. Government issued Gold, Silver, and Platinum Coins.
Ignite Sales
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Ignite Sales offers a software platform for financial solutions with regards to banking, insurance, treasury and wealth management.
SALI Fund Services
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SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds.
Broadway Bank
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Broadway Bank offers wealth management, private and business banking services to meet the needs of individuals and businesses.
Fintech Automation
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Fintech Automation offers family wealth, CRM, robotic process automation, acceleration cloud, artificial intelligence and managed services.
SMS Capital Management
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SMS Capital Management is provides practical, effective, personalized wealth management solutions to high-net-worth individuals families.
Callan Capital
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Callan Capital is a wealth management firm that provides financial planning and asset management services.
ZT Corporate
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ZT Corporate is a wealth management and equity investment firm.
True North Advisors
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True North Advisors is an independent investment advisor in Dallas, Texas that seeks to help its client live more fulfilled lives.
Psg Wealth Creator Fund
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PSG is an independent financial company, offering a value-oriented service from asset & wealth management to the financial needs of clients.
Texas Community Bank
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Texas Community Bank deals with banking, debit cards, fraud detection, foreign currency exchange and finance.
City Bank
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City Bank specializes in personal banking, mortgage lending, insurance, investments, indirect lending and private banking.
Noble Capital
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Noble Capital is a private equity firm that specializes in private lending, wealth management, residential investment services.
Sovereign
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Sovereign focuses on financial planning, insurance, retirement planning, wealth and investment management services.
CustomerServ
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CustomerServ evaluates and recommends the best call center outsourcing service and BPO service provider for your distinct business needs.
https://www.linkedin.com/company/insight-wealth-partners-llc/
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Insight Wealth Partners, LLC, is an independent, fee-only wealth management and advisory firm committed to providing financial planning
Eagle Global Advisors
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Eagle Global Advisors is a provider of investment advisory services.
Ameritax
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Ameritax is an accounting firm that provides auditing and tax preparation services.
Linscomb & Williams
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Linscomb & Williams offers financial planning and investment management strategies for families to build, preserve and manage wealth.
PartnersInWealth
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PartnersInWealth is an independent financial advisory firm in Houston, Texas, serving financially successful families.
Global Financial Services
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GFS Advisors operates as a wealth management firm provides investment management, asset allocation and financial planning.
Trinity Real Estate Solutions
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Trinity Real Estate Solutions is a financial management company that offers construction lending services, survey and appraisal services.
Optima Wealth Management
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Optima Wealth Management offers a wide range of financial products and services for individuals and business owners.
Edgar, Kiker & Cross, PC
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EKC provides Wealth Management Services, Financial Reporting, Business Taxation, and Consulting and Advisory Services.
Best Invest
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Best Invest specializes in financial planning, wealth management, retirement planning, financial advice and portfolio management services.
Gray & Associates
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Gray & Associates provides expert business planning, corporate secretary service, tax planning, and tax return preparation services.
TimingCube
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TimingCube provides an easy investment system that tells investors when to buy and sell stock market ETFs.
Creating & Managing Wealth
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Creating & Managing Wealth specializes in financial consulting services.
WJ Interests
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WJ Interests is an agency that specializes in wealth management, financial planning, retirement planning and advisory services.
Rogers Wealth Group
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Rogers Wealth Group involves in wealth management, retirement plans, consultation and employee stock ownership plan services.
Level Four Insurance
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Level Four Insurance Agency offers the most comprehensive services in the life insurance, annuity, and medicare marketplaces.
Sovereign Wealth Advisors
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Sovereign Wealth Advisors is an independent wealth management firm.
Echelon Investment
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Echelon Investment provides customized client investment counsel, based on their client’s business, wealth and retirement goals.
Venturi Wealth Management
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Venturi Wealth Management provides investment advisory and wealth management services.
Fayetteville Bank
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Fayetteville Bank offers variety of services includes Banking Services, Insurance Services, Wealth Management Services.
Ponterra Business Advisors
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Ponterra Business Advisors is an investment banking firm that provides M&A advisory, valuation and business advisory services for companies.
Framework Capital
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Framework Capital is a company which provides Engineering Operations, Chemical and Petrochemicals, and Government Operations services.
MGAM
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MGAM offers asset management and personalized investment planning solutions to families and large companies with a focus to procure returns.
Tectonic Advisors
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Tectonic Advisors deals with investment management, financial planning, risk management and insurance solutions for businesses.
NexTrend
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NexTrend specializes in real estate investment, estate planning, and tax planning.
Osborne Advisors
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Osborne Advisors is a wealth management company that provides investment advice as well as wealth management services.
Verdad
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Verdad is an asset management firm that advises investors about the way markets work.
The ValCap Group
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The ValCap Group renders real estate, property management, wealth management and consulting services.
Tailwind Advisors
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Tailwind serves as a multi-family office for families of significant wealth, offering sophisticated, independent wealth management services.
Bragg Financial
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Bragg Financial provides wealth management and investment advisory services.
Delos Capital Advisors
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Delos Capital Advisors renders wealth management, financial planning, investment management and outsourcing services.
Nachman Norwood & Parrott Inc
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Nachman Norwood & Parrott Inc is a Greenville, SC area wealth management consultancy.
Austin Asset
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Austin Asset is a wealth management firm that offers assistance with investment, wealth, life events and charitable planning services.
Theorem Wealth Management
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Theoremwm is an experienced wealth management firm designed to navigate the financial complexities faced at each phase of life.
Bumgardner Morrison
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Bumgardner Morrison offers accounting, auditing, tax and wealth management services.
The Bank & Trust
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The Bank & Trust is a financial firm that offers personal and business banking, loans, and wealth management services.
Lee Financial
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Lee Financial is an independent wealth management firm that provides financial advisory and portfolio management services.
Tannery & Company
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Tannery & Company is financial advisory & professional accounting firm that offers professional and investment services.
Intrua Financial
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Intrua Financial offers wealth management, retirement planning, and life insurance services.
Global Wealth Advisors
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Global Wealth Advisors is a financial advisor company that offers wealth management and financial planning services.
Inscription Capital
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Inscription Capital is an investment firm that provides private wealth management, financial and estate planning services.
Presidio Financial
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Presidio Financial is an independent financial planning and investment coaching firm based in Houston, Texas.
Erben Associates
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Erben Associates is a wealth management firm based in Austin, Texas.
Per Stirling
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Per Stirling expertise in portfolio management, investment, wealth management and financial planning services.
Placemark Investments
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Placemark Investments develops, implements, and supports wealth solutions,
Black Barn Financial
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Black Barn Financial offers financial planning, consulting, retirement, stock market, investment advice and wealth management services.
Carlton, Hofferkamp and Jenks
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Carlton, Hofferkamp and Jenks is a wealth management firm that offers investment, consulting, retirement planning and financial services.
World Financial Advisors
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World Financial Advisors specializes in wealth management, financial services, investment and tax strategies, and advisory services.
Robare & Jones
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Robare & Jones offers a full range of financial planning and asset management services to individuals, families, and businesses.
Aviation Retirement Strategies
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Aviation Retirement Strategies is a completely independent retirement wealth planning firm.
KeyCity Capital
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KeyCity Capital is a private equity, wealth acceleration, and real estate investment firm.
AltruVista
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AltruVista provides wealth management services for business owners, athletes, and individuals in need of a retirement plan.
Legacy Asset Management
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Legacy Asset Management provides wealth management, financial services and consultation.
Sendero Wealth Management
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Sendero Wealth Management offers investment advice, wealth management and personalized strategies for families.
Schneider Wealth Management
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Schneider Wealth Management specializes in wealth management, advanced tax, social security, retirement income and estate planning services.
Fort Wealth Management
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Fort Wealth Management is a boutique financial planning and wealth management firm.
Financial Synergies Wealth Advisors
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Financial Synergies Wealth Advisors offer insurance, tax planning, wealth and investment management services.
CR3 Capital
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CR3 Capital is an operationally-focused private equity firm that makes control equity investments in North American middle market companies.
Data Management Solutions
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Data Management Solutions is a company that uses their software to make natural gas distributors more profitable and efficient.
WorthPointe Financial Planners
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WorthPointe is a financial planning firm provide financial planning, investment consulting, tax planning, asset protection, & more.
Lombard Global
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Lombard Global is service provider involved in strategic investment bankers and management consultation.
Activer Securities
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Activer Securities offers wealth management solutions to institutional and private investors.
Ackerman Capital Management
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Ackerman Capital Management provides investment advisory and wealth management services.
E&G Advisors
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E&G Advisors is an asset and wealth management firm.
ProVision Brokerage
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ProVision Brokerage, LLC. is an insurance marketing firm that specializes in annuities, life insurance, financial planning, and marketing.
Verde Wealth Group
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Verde Wealth Group provides financial planning and advice services.
Surepath Wealth Management
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Surepath Wealth Management expertise in taxation, investment strategies, estate/financial planning and social security advisory services.
Intercontinental Wealth Advisors
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Intercontinental Wealth Advisors is an advisory firm that provides estate, wealth management, insurance and financial planning services.
Clear Rock Advisors
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Clear Rock Advisors provides a range of advisory services in financial planning, investments, portfolio and wealth management.
Garcia Hamilton & Associates
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Garcia Hamilton & Associates deals with financial services in investment banking and asset management.
Comstock
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Comstock is a wealth management and investment service provider company.
Williams, Steinert, Mask
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Williams, Steinert, Mask is a CPA firm that provides services like bookkeeping, accounting, taxation, audit and WCM Wealth services.
AdvTax
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AdvTax helps you complete Canada income tax return within 5 minutes.
Snow Garrett Wealth Management
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Snow Garrett Wealth Management offers wealth management and financial planning services.
