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48 Best Dallas Based Wealth Management Startups and Companies 2021

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

Indyfin

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

HFS Wealth Management

HFS Wealth Management

Crunchbase Website Twitter Facebook Linkedin

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

HFS Wealth Management

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.

HFS Wealth Management

Fintech Automation

Crunchbase Website Twitter Facebook Linkedin

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

HFS Wealth Management

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.

HFS Wealth Management

Ameritax

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

HFS Wealth Management

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.

HFS Wealth Management

Level Four Insurance

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

HFS Wealth Management

Echelon Investment

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

HFS Wealth Management

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.

HFS Wealth Management

Osborne Advisors

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

HFS Wealth Management

Verdad

Crunchbase Website Twitter Facebook Linkedin

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

HFS Wealth Management

The ValCap Group

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

HFS Wealth Management

Delos Capital Advisors

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

HFS Wealth Management

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.

HFS Wealth Management

Lee Financial

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

HFS Wealth Management

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.

HFS Wealth Management

Ackerman Capital Management

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Ackerman Capital Management provides investment advisory and wealth management services.

HFS Wealth Management

ProVision Brokerage

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

HFS Wealth Management

NVC Fund Trust

Crunchbase Website Twitter Facebook Linkedin

NVC Fund Trust provides wealth management, investment banking, advisory, research, family office and asset management services.

HFS Wealth Management

Beaird Harris & Co

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Beaird Harris & Co is a certified public accounting firm that specializes in wealth management and taxation services.

HFS Wealth Management

ICMC

Crunchbase Website Twitter Facebook Linkedin

ICMC provides financial services like investment strategies, advisory, risk and wealth management.

HFS Wealth Management

Chessman Wealth Strategies

Crunchbase Website Twitter Facebook Linkedin

Chessman Wealth Strategies is a financial wealth management firm.

HFS Wealth Management

Leap Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Leap Wealth Management is an investment adviser that helps individuals and families build wealth and achieve financial security.

HFS Wealth Management

Level Four Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Level Four Wealth Management provides wealth management, financial services, risk management, and advisory services.

HFS Wealth Management

Attacca International

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Attacca International is an financial firm that specializes in strategic corporate development and advisory services.

HFS Wealth Management

Afferent Provider Solutions

Crunchbase Website Twitter Facebook Linkedin

Afferent Provider Solutions is the single source for education and life management services.

HFS Wealth Management

Smith Anglin Financial

Crunchbase Website Twitter Facebook Linkedin

Smith Anglin Financial is a wealth management and financial advisory firm.

HFS Wealth Management

Holly C Roundtree

Crunchbase Website Twitter Facebook Linkedin

Holly C Roundtree offers assistance with tax, financial planning, estate planning, accounting and business consulting services.

HFS Wealth Management

Think818

Crunchbase Website Twitter Facebook Linkedin

Think818 is an investment firm that provides financial, retirement plans, investment strategies, life insurance & estate planning services.

HFS Wealth Management

Howard Financial Services

Crunchbase Website Twitter Facebook Linkedin

Howard Financial Services provides comprehensive financial planning and investment management services.

HFS Wealth Management

Clifton Capital Partners

Crunchbase Website Twitter Facebook Linkedin

Clifton Capital Partners offers a wide range of financial services like portfolio management, financial, business planning and advisory.

HFS Wealth Management

Brownlie & Braden Advisors

Crunchbase Website Twitter Facebook Linkedin

Brownlie & Braden Advisors provides wealth management services like tax, asset protection planning, life insurance and risk management.

HFS Wealth Management

LS Wealth Strategies

Crunchbase Website Twitter Facebook Linkedin

LS Wealth Strategies provides a wealth management advisory service.

HFS Wealth Management

Atlas Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Atlas Wealth Advisors provides an investment advisory services.

HFS Wealth Management

Generational Capital Markets

Crunchbase Website Twitter Facebook Linkedin

Generational Capital Markets offers wealth management, financial, business valuation and revenue advisory services to businesses.

HFS Wealth Management

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.

HFS Wealth Management

RelyOn Wealth Management

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RelyOn Wealth Management focuses on financial advice, investment management and educational planning services.

HFS Wealth Management

FullCircle Wealth

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FullCircle Wealth is a wealth management firm that provides investment management, consulting, tax and financial planning services.

HFS Wealth Management

Strategic Wealth Planning

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Strategic Wealth Planning works with business owners and individuals to help them focus their financial plans.

HFS Wealth Management

Fireside Capital Advisors

Crunchbase Website Twitter Facebook Linkedin

Fireside Capital Advisors is a financial solutions firm that offers wealth management and investment consultation services.

HFS Wealth Management

D.R. Saur Financial

Crunchbase Website Twitter Facebook Linkedin

D.R. Saur Financial offers financial consultation services regarding investment, insurance, wealth management & asset protection solutions.

HFS Wealth Management

FCM

Crunchbase Website Twitter Facebook Linkedin

FCM is a provider of investment management, retirement financial planning and portfolio construction services.

HFS Wealth Management

Requisite Capital Management

Crunchbase Website Twitter Facebook Linkedin

Requisite Capital Management is a wealth management firm that offers tax planning, balance sheet, and asset allocation strategy services.

HFS Wealth Management

The Gardner Group

Crunchbase Website Twitter Facebook Linkedin

The Gardner Group offers asset allocation, risk analysis, financial planning, cash management, tax planning, and consulting services.

HFS Wealth Management

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.

HFS Wealth Management

360 Wealth Management

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360 Wealth Management provides various types of Wealth Management & Financial Services.

HFS Wealth Management

Mara Poling

Crunchbase Website Twitter Facebook Linkedin

Mara Poling provides real estate investment advisory 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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