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30 Best Austin Based Wealth Management Startups and Companies 2021

This article showcases our top picks for the best Austin 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 Austin Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Liveoak Technologies

Liveoak Technologies

Crunchbase Website Twitter Facebook Linkedin

Liveoak is a computer software company that specializes in cloud-based platform.

DRAFT

DRAFT

Crunchbase Website Twitter Facebook Linkedin

Draft offers a modern suite of analytics and communication tools built to help wealth advisors win and retain assets.

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U.S. Money Reserve

Crunchbase Website Twitter Facebook Linkedin

The U.S. Money Reserve is one of the nation’s largest distributors of U.S. Government issued Gold, Silver, and Platinum Coins.

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SALI Fund Services

Crunchbase Website Twitter Facebook Linkedin

SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds.

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Atheena Inc.

Crunchbase Website Twitter Facebook Linkedin

Mobile app for tech-savvy investors

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Callan Capital

Crunchbase Website Twitter Facebook Linkedin

Callan Capital is a wealth management firm that provides financial planning and asset management services.

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Texas Community Bank

Crunchbase Website Twitter Facebook Linkedin

Texas Community Bank deals with banking, debit cards, fraud detection, foreign currency exchange and finance.

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Noble Capital

Crunchbase Website Twitter Facebook Linkedin

Noble Capital is a private equity firm that specializes in private lending, wealth management, residential investment services.

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TimingCube

Crunchbase Website Twitter Facebook Linkedin

TimingCube provides an easy investment system that tells investors when to buy and sell stock market ETFs.

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Venturi Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Venturi Wealth Management provides investment advisory and wealth management services.

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NexTrend

Crunchbase Website Twitter Facebook Linkedin

NexTrend specializes in real estate investment, estate planning, and tax planning.

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Austin Asset

Crunchbase Website Twitter Facebook Linkedin

Austin Asset is a wealth management firm that offers assistance with investment, wealth, life events and charitable planning services.

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Intrua Financial

Crunchbase Website Twitter Facebook Linkedin

Intrua Financial offers wealth management, retirement planning, and life insurance services.

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Erben Associates

Crunchbase Website Twitter Facebook Linkedin

Erben Associates is a wealth management firm based in Austin, Texas.

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Per Stirling

Crunchbase Website Twitter Facebook Linkedin

Per Stirling expertise in portfolio management, investment, wealth management and financial planning services.

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Black Barn Financial

Crunchbase Website Twitter Facebook Linkedin

Black Barn Financial offers financial planning, consulting, retirement, stock market, investment advice and wealth management services.

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Fort Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Fort Wealth Management is a boutique financial planning and wealth management firm.

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WorthPointe Financial Planners

Crunchbase Website Twitter Facebook Linkedin

WorthPointe is a financial planning firm provide financial planning, investment consulting, tax planning, asset protection, & more.

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Surepath Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Surepath Wealth Management expertise in taxation, investment strategies, estate/financial planning and social security advisory services.

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Clear Rock Advisors

Crunchbase Website Twitter Facebook Linkedin

Clear Rock Advisors provides a range of advisory services in financial planning, investments, portfolio and wealth management.

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Astoria Strategic Wealth

Crunchbase Website Twitter Facebook Linkedin

Astoria Strategic Wealth is an advisory firm that offers comprehensive financial planning, investment and wealth management services.

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Mangold Anker Phillips

Crunchbase Website Twitter Facebook Linkedin

Mangold Anker Phillips provides financial services in management, business valuation, taxation, accounting and litigation consulting.

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Avondale Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Avondale Wealth Management is an independent wealth management firm that provides comprehensive financial consulting services.

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Coordinated Financial Group

Crunchbase Website Twitter Facebook Linkedin

Coordinated Financial Group is an accounting firm that specializes in investments, insurance, wealth management and retirement planning.

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BirdRock Asset Management

Crunchbase Website Twitter Facebook Linkedin

BirdRock Asset Management offers financial planning, asset allocation, portfolio management and retirement planning services.

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Asset Exchange Strategies

Crunchbase Website Twitter Facebook Linkedin

Asset Exchange Strategies provides Real Estate self detected IRA solutions.

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FMP Wealth Advisers

Crunchbase Website Twitter Facebook Linkedin

FMP WA is a fee-only financial planning and investment advisory firm that provides solutions to financial planning, investment manage.

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Allfluent Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Allfluent Wealth Management specializes in taxation, risk management, accumulation, estate planning and retirement planning services.

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Equistar Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Equistar Wealth Management provides transition assistance, financial advice for women, investment management and planning services.

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Strada Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Strada Wealth Management is a financial solutions company that provides consultation, asset and divorce planning.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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