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101 Best Texas Based Wealth Management Startups and Companies 2021

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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

Cadence Bancorp

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Cadence Bancorp provides banking services.

Liveoak Technologies

Liveoak Technologies

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

Liveoak Technologies

Indyfin

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Indyfin empowers independent Financial Advisors to compete and win in a new era of wealth management

Liveoak Technologies

Texas Regional Bank

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Texas Regional Bank primarily provides personal and business banking solutions.

Liveoak Technologies

Central Bank

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Central Bank is a community bank that offers personal banking, business banking, and virtual banking services.

Liveoak Technologies

Captex Bank

Crunchbase Website Twitter Facebook Linkedin

Captex Bank is a provider of personal banking, wealth management, safe deposit boxes, loans, and business banking-related services.

Liveoak Technologies

Financial Gravity

Crunchbase Website Twitter Facebook Linkedin

Financial Gravity is a financial service company that brings together companies that create symbiotic advantages.

Liveoak Technologies

DRAFT

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

Liveoak Technologies

HFS Wealth Management

Crunchbase Website Twitter Facebook Linkedin

HFS Wealth Management is an insurance company that counsels affluent individuals, families, business owners, and institutions.

Liveoak Technologies

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.

Liveoak Technologies

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.

Liveoak Technologies

Ignite Sales

Crunchbase Website Twitter Facebook Linkedin

Ignite Sales offers a software platform for financial solutions with regards to banking, insurance, treasury and wealth management.

Liveoak Technologies

HNW

Crunchbase Website Twitter Facebook Linkedin

HNW is an Advertising company.

Liveoak Technologies

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.

Liveoak Technologies

Broadway Bank

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Broadway Bank offers wealth management, private and business banking services to meet the needs of individuals and businesses.

Liveoak Technologies

Atheena Inc.

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Mobile app for tech-savvy investors

Liveoak Technologies

Fintech Automation

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Fintech Automation offers family wealth, CRM, robotic process automation, acceleration cloud, artificial intelligence and managed services.

Liveoak Technologies

SMS Capital Management

Crunchbase Website Twitter Facebook Linkedin

SMS Capital Management is provides practical, effective, personalized wealth management solutions to high-net-worth individuals families.

Liveoak Technologies

Callan Capital

Crunchbase Website Twitter Facebook Linkedin

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

Liveoak Technologies

ZT Corporate

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ZT Corporate is a wealth management and equity investment firm.

Liveoak Technologies

True North Advisors

Crunchbase Website Twitter Facebook Linkedin

True North Advisors is an independent investment advisor in Dallas, Texas that seeks to help its client live more fulfilled lives.

Liveoak Technologies

Psg Wealth Creator Fund

Crunchbase Website Twitter Facebook Linkedin

PSG is an independent financial company, offering a value-oriented service from asset & wealth management to the financial needs of clients.

Liveoak Technologies

Texas Community Bank

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

Liveoak Technologies

City Bank

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City Bank specializes in personal banking, mortgage lending, insurance, investments, indirect lending and private banking.

Liveoak Technologies

Noble Capital

Crunchbase Website Twitter Facebook Linkedin

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

Liveoak Technologies

Sovereign

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Sovereign focuses on financial planning, insurance, retirement planning, wealth and investment management services.

Liveoak Technologies

CustomerServ

Crunchbase Website Twitter Facebook Linkedin

CustomerServ evaluates and recommends the best call center outsourcing service and BPO service provider for your distinct business needs.

Liveoak Technologies

https://www.linkedin.com/company/insight-wealth-partners-llc/

Crunchbase Website Twitter Facebook Linkedin

Insight Wealth Partners, LLC, is an independent, fee-only wealth management and advisory firm committed to providing financial planning

Liveoak Technologies

Eagle Global Advisors

Crunchbase Website Twitter Facebook Linkedin

Eagle Global Advisors is a provider of investment advisory services.

Liveoak Technologies

Ameritax

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Ameritax is an accounting firm that provides auditing and tax preparation services.

Liveoak Technologies

Linscomb & Williams

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Linscomb & Williams offers financial planning and investment management strategies for families to build, preserve and manage wealth.

Liveoak Technologies

PartnersInWealth

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PartnersInWealth is an independent financial advisory firm in Houston, Texas, serving financially successful families.

Liveoak Technologies

Global Financial Services

Crunchbase Website Twitter Facebook Linkedin

GFS Advisors operates as a wealth management firm provides investment management, asset allocation and financial planning.

Liveoak Technologies

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.

Liveoak Technologies

Optima Wealth Management

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Optima Wealth Management offers a wide range of financial products and services for individuals and business owners.

Liveoak Technologies

Edgar, Kiker & Cross, PC

Crunchbase Website Twitter Facebook Linkedin

EKC provides Wealth Management Services, Financial Reporting, Business Taxation, and Consulting and Advisory Services.

Liveoak Technologies

Best Invest

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Best Invest specializes in financial planning, wealth management, retirement planning, financial advice and portfolio management services.

Liveoak Technologies

Gray & Associates

Crunchbase Website Twitter Facebook Linkedin

Gray & Associates provides expert business planning, corporate secretary service, tax planning, and tax return preparation services.

Liveoak Technologies

TimingCube

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

Liveoak Technologies

Creating & Managing Wealth

Crunchbase Website Twitter Facebook Linkedin

Creating & Managing Wealth specializes in financial consulting services.

Liveoak Technologies

WJ Interests

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WJ Interests is an agency that specializes in wealth management, financial planning, retirement planning and advisory services.

Liveoak Technologies

Rogers Wealth Group

Crunchbase Website Twitter Facebook Linkedin

Rogers Wealth Group involves in wealth management, retirement plans, consultation and employee stock ownership plan services.

Liveoak Technologies

Level Four Insurance

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Level Four Insurance Agency offers the most comprehensive services in the life insurance, annuity, and medicare marketplaces.

Liveoak Technologies

Sovereign Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Sovereign Wealth Advisors is an independent wealth management firm.

Liveoak Technologies

Echelon Investment

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Echelon Investment provides customized client investment counsel, based on their client’s business, wealth and retirement goals.

Liveoak Technologies

Venturi Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Venturi Wealth Management provides investment advisory and wealth management services.

Liveoak Technologies

Fayetteville Bank

Crunchbase Website Twitter Facebook Linkedin

Fayetteville Bank offers variety of services includes Banking Services, Insurance Services, Wealth Management Services.

Liveoak Technologies

Ponterra Business Advisors

Crunchbase Website Twitter Facebook Linkedin

Ponterra Business Advisors is an investment banking firm that provides M&A advisory, valuation and business advisory services for companies.

Liveoak Technologies

Framework Capital

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Framework Capital is a company which provides Engineering Operations, Chemical and Petrochemicals, and Government Operations services.

Liveoak Technologies

MGAM

Crunchbase Website Twitter Facebook Linkedin

MGAM offers asset management and personalized investment planning solutions to families and large companies with a focus to procure returns.

Liveoak Technologies

Tectonic Advisors

Crunchbase Website Twitter Facebook Linkedin

Tectonic Advisors deals with investment management, financial planning, risk management and insurance solutions for businesses.

Liveoak Technologies

NexTrend

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

Liveoak Technologies

Osborne Advisors

Crunchbase Website Twitter Facebook Linkedin

Osborne Advisors is a wealth management company that provides investment advice as well as wealth management services.

Liveoak Technologies

Verdad

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Verdad is an asset management firm that advises investors about the way markets work.

Liveoak Technologies

The ValCap Group

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The ValCap Group renders real estate, property management, wealth management and consulting services.

Liveoak Technologies

Tailwind Advisors

Crunchbase Website Twitter Facebook Linkedin

Tailwind serves as a multi-family office for families of significant wealth, offering sophisticated, independent wealth management services.

Liveoak Technologies

Bragg Financial

Crunchbase Website Twitter Facebook Linkedin

Bragg Financial provides wealth management and investment advisory services.

Liveoak Technologies

Delos Capital Advisors

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Delos Capital Advisors renders wealth management, financial planning, investment management and outsourcing services.

Liveoak Technologies

Nachman Norwood & Parrott Inc

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Nachman Norwood & Parrott Inc is a Greenville, SC area wealth management consultancy.

Liveoak Technologies

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.

Liveoak Technologies

Theorem Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Theoremwm is an experienced wealth management firm designed to navigate the financial complexities faced at each phase of life.

Liveoak Technologies

Bumgardner Morrison

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Bumgardner Morrison offers accounting, auditing, tax and wealth management services.

Liveoak Technologies

The Bank & Trust

Crunchbase Website Twitter Facebook Linkedin

The Bank & Trust is a financial firm that offers personal and business banking, loans, and wealth management services.

Liveoak Technologies

Lee Financial

Crunchbase Website Twitter Facebook Linkedin

Lee Financial is an independent wealth management firm that provides financial advisory and portfolio management services.

Liveoak Technologies

Tannery & Company

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Tannery & Company is financial advisory & professional accounting firm that offers professional and investment services.

Liveoak Technologies

Intrua Financial

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

Liveoak Technologies

Global Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Global Wealth Advisors is a financial advisor company that offers wealth management and financial planning services.

Liveoak Technologies

Inscription Capital

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Inscription Capital is an investment firm that provides private wealth management, financial and estate planning services.

Liveoak Technologies

Presidio Financial

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Presidio Financial is an independent financial planning and investment coaching firm based in Houston, Texas.

Liveoak Technologies

Erben Associates

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

Liveoak Technologies

Per Stirling

Crunchbase Website Twitter Facebook Linkedin

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

Liveoak Technologies

Placemark Investments

Crunchbase Website Twitter Facebook Linkedin

Placemark Investments develops, implements, and supports wealth solutions,

Liveoak Technologies

Black Barn Financial

Crunchbase Website Twitter Facebook Linkedin

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

Liveoak Technologies

Carlton, Hofferkamp and Jenks

Crunchbase Website Twitter Facebook Linkedin

Carlton, Hofferkamp and Jenks is a wealth management firm that offers investment, consulting, retirement planning and financial services.

Liveoak Technologies

World Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

World Financial Advisors specializes in wealth management, financial services, investment and tax strategies, and advisory services.

Liveoak Technologies

Robare & Jones

Crunchbase Website Twitter Facebook Linkedin

Robare & Jones offers a full range of financial planning and asset management services to individuals, families, and businesses.

Liveoak Technologies

Aviation Retirement Strategies

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Aviation Retirement Strategies is a completely independent retirement wealth planning firm.

Liveoak Technologies

KeyCity Capital

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KeyCity Capital is a private equity, wealth acceleration, and real estate investment firm.

Liveoak Technologies

AltruVista

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AltruVista provides wealth management services for business owners, athletes, and individuals in need of a retirement plan.

Liveoak Technologies

Legacy Asset Management

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Legacy Asset Management provides wealth management, financial services and consultation.

Liveoak Technologies

Sendero Wealth Management

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Sendero Wealth Management offers investment advice, wealth management and personalized strategies for families.

Liveoak Technologies

Schneider Wealth Management

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Schneider Wealth Management specializes in wealth management, advanced tax, social security, retirement income and estate planning services.

Liveoak Technologies

Fort Wealth Management

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

Liveoak Technologies

Financial Synergies Wealth Advisors

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Financial Synergies Wealth Advisors offer insurance, tax planning, wealth and investment management services.

Liveoak Technologies

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.

Liveoak Technologies

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.

Liveoak Technologies

WorthPointe Financial Planners

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

Liveoak Technologies

Lombard Global

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Lombard Global is service provider involved in strategic investment bankers and management consultation.

Liveoak Technologies

Activer Securities

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Activer Securities offers wealth management solutions to institutional and private investors.

Liveoak Technologies

Ackerman Capital Management

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Ackerman Capital Management provides investment advisory and wealth management services.

Liveoak Technologies

E&G Advisors

Crunchbase Website Twitter Facebook Linkedin

E&G Advisors is an asset and wealth management firm.

Liveoak Technologies

ProVision Brokerage

Crunchbase Website Twitter Facebook Linkedin

ProVision Brokerage, LLC. is an insurance marketing firm that specializes in annuities, life insurance, financial planning, and marketing.

Liveoak Technologies

Verde Wealth Group

Crunchbase Website Twitter Facebook Linkedin

Verde Wealth Group provides financial planning and advice services.

Liveoak Technologies

Surepath Wealth Management

Crunchbase Website Twitter Facebook Linkedin

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

Liveoak Technologies

Intercontinental Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Intercontinental Wealth Advisors is an advisory firm that provides estate, wealth management, insurance and financial planning services.

Liveoak Technologies

Clear Rock Advisors

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

Liveoak Technologies

Garcia Hamilton & Associates

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Garcia Hamilton & Associates deals with financial services in investment banking and asset management.

Liveoak Technologies

Comstock

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Comstock is a wealth management and investment service provider company.

Liveoak Technologies

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.

Liveoak Technologies

AdvTax

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AdvTax helps you complete Canada income tax return within 5 minutes.

Liveoak Technologies

Snow Garrett Wealth Management

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Snow Garrett Wealth Management offers wealth management and financial planning services.

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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