This article showcases our top picks for the best Dallas 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 Dallas Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Indyfin
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Indyfin empowers independent Financial Advisors to compete and win in a new era of wealth management
HFS Wealth Management
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HFS Wealth Management is an insurance company that counsels affluent individuals, families, business owners, and institutions.
Ignite Sales
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Ignite Sales offers a software platform for financial solutions with regards to banking, insurance, treasury and wealth management.
Fintech Automation
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Fintech Automation offers family wealth, CRM, robotic process automation, acceleration cloud, artificial intelligence and managed services.
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.
Ameritax
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Ameritax is an accounting firm that provides auditing and tax preparation services.
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.
Level Four Insurance
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Level Four Insurance Agency offers the most comprehensive services in the life insurance, annuity, and medicare marketplaces.
Echelon Investment
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Echelon Investment provides customized client investment counsel, based on their client’s business, wealth and retirement goals.
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.
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.
Delos Capital Advisors
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Delos Capital Advisors renders wealth management, financial planning, investment management and outsourcing 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.
Lee Financial
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Lee Financial is an independent wealth management firm that provides financial advisory and portfolio 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.
Ackerman Capital Management
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Ackerman Capital Management provides investment advisory and wealth management services.
ProVision Brokerage
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ProVision Brokerage, LLC. is an insurance marketing firm that specializes in annuities, life insurance, financial planning, and marketing.
NVC Fund Trust
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NVC Fund Trust provides wealth management, investment banking, advisory, research, family office and asset management services.
Beaird Harris & Co
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Beaird Harris & Co is a certified public accounting firm that specializes in wealth management and taxation services.
ICMC
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ICMC provides financial services like investment strategies, advisory, risk and wealth management.
Chessman Wealth Strategies
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Chessman Wealth Strategies is a financial wealth management firm.
Leap Wealth Management
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Leap Wealth Management is an investment adviser that helps individuals and families build wealth and achieve financial security.
Level Four Wealth Management
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Level Four Wealth Management provides wealth management, financial services, risk management, and advisory services.
Attacca International
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Attacca International is an financial firm that specializes in strategic corporate development and advisory services.
Afferent Provider Solutions
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Afferent Provider Solutions is the single source for education and life management services.
Smith Anglin Financial
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Smith Anglin Financial is a wealth management and financial advisory firm.
Holly C Roundtree
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Holly C Roundtree offers assistance with tax, financial planning, estate planning, accounting and business consulting services.
Think818
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Think818 is an investment firm that provides financial, retirement plans, investment strategies, life insurance & estate planning services.
Howard Financial Services
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Howard Financial Services provides comprehensive financial planning and investment management services.
Clifton Capital Partners
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Clifton Capital Partners offers a wide range of financial services like portfolio management, financial, business planning and advisory.
Brownlie & Braden Advisors
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Brownlie & Braden Advisors provides wealth management services like tax, asset protection planning, life insurance and risk management.
LS Wealth Strategies
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LS Wealth Strategies provides a wealth management advisory service.
Atlas Wealth Advisors
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Atlas Wealth Advisors provides an investment advisory services.
Generational Capital Markets
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Generational Capital Markets offers wealth management, financial, business valuation and revenue advisory services to businesses.
Cravens Brothers Wealth Advisors
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Cravens Brothers Wealth Advisors believes our knowledge and experience in capital markets and wealth management is deep.
RelyOn Wealth Management
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RelyOn Wealth Management focuses on financial advice, investment management and educational planning services.
FullCircle Wealth
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FullCircle Wealth is a wealth management firm that provides investment management, consulting, tax and financial planning services.
Strategic Wealth Planning
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Strategic Wealth Planning works with business owners and individuals to help them focus their financial plans.
Fireside Capital Advisors
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Fireside Capital Advisors is a financial solutions firm that offers wealth management and investment consultation services.
D.R. Saur Financial
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D.R. Saur Financial offers financial consultation services regarding investment, insurance, wealth management & asset protection solutions.
FCM
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FCM is a provider of investment management, retirement financial planning and portfolio construction services.
Requisite Capital Management
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Requisite Capital Management is a wealth management firm that offers tax planning, balance sheet, and asset allocation strategy services.
The Gardner Group
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The Gardner Group offers asset allocation, risk analysis, financial planning, cash management, tax planning, and consulting services.
Greenfield Seitz Capital Management
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Greenfield Seitz Capital is a company which provides & manages separate accounts with a focus on large-cap equities.
360 Wealth Management
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360 Wealth Management provides various types of Wealth Management & Financial Services.
Mara Poling
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Mara Poling provides real estate investment advisory services.
