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48 Best Houston Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

Cadence Bancorp

Cadence Bancorp

Crunchbase Website Twitter Facebook Linkedin

Cadence Bancorp provides banking services.

Central Bank

Central Bank

Crunchbase Website Twitter Facebook Linkedin

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

Central Bank

KDK Private Wealth Management

Crunchbase Website Twitter Facebook Linkedin

KDK Private Wealth Management provides independent wealth planning and investment advice in a multi-family office environment.

Central Bank

HNW

Crunchbase Website Twitter Facebook Linkedin

HNW is an Advertising company.

Central Bank

ZT Corporate

Crunchbase Website Twitter Facebook Linkedin

ZT Corporate is a wealth management and equity investment firm.

Central Bank

Sovereign

Crunchbase Website Twitter Facebook Linkedin

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

Central Bank

Eagle Global Advisors

Crunchbase Website Twitter Facebook Linkedin

Eagle Global Advisors is a provider of investment advisory services.

Central Bank

Linscomb & Williams

Crunchbase Website Twitter Facebook Linkedin

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

Central Bank

PartnersInWealth

Crunchbase Website Twitter Facebook Linkedin

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

Central Bank

Global Financial Services

Crunchbase Website Twitter Facebook Linkedin

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

Central Bank

Sovereign Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Sovereign Wealth Advisors is an independent wealth management firm.

Central Bank

Framework Capital

Crunchbase Website Twitter Facebook Linkedin

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

Central Bank

Tectonic Advisors

Crunchbase Website Twitter Facebook Linkedin

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

Central Bank

Inscription Capital

Crunchbase Website Twitter Facebook Linkedin

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

Central Bank

Presidio Financial

Crunchbase Website Twitter Facebook Linkedin

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

Central Bank

World Financial Advisors

Crunchbase Website Twitter Facebook Linkedin

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

Central Bank

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.

Central Bank

Aviation Retirement Strategies

Crunchbase Website Twitter Facebook Linkedin

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

Central Bank

AltruVista

Crunchbase Website Twitter Facebook Linkedin

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

Central Bank

Legacy Asset Management

Crunchbase Website Twitter Facebook Linkedin

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

Central Bank

Financial Synergies Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

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

Central Bank

Activer Securities

Crunchbase Website Twitter Facebook Linkedin

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

Central Bank

E&G Advisors

Crunchbase Website Twitter Facebook Linkedin

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

Central Bank

Verde Wealth Group

Crunchbase Website Twitter Facebook Linkedin

Verde Wealth Group provides financial planning and advice services.

Central Bank

Garcia Hamilton & Associates

Crunchbase Website Twitter Facebook Linkedin

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

Central Bank

Comstock

Crunchbase Website Twitter Facebook Linkedin

Comstock is a wealth management and investment service provider company.

Central Bank

Pacific Strategic Investors

Crunchbase Website Twitter Facebook Linkedin

Pacific Strategic Investors is a private investment firm that allocates assets to a limited group of long-term value managers.

Central Bank

Westwood

Crunchbase Website Twitter Facebook Linkedin

Westwood Holdings Group is an investment management firm that also offers wealth and asset management as well as insights & estate planning.

Central Bank

InsurMark

Crunchbase Website Twitter Facebook Linkedin

InsurMark is an advisor development organization that specializes in retirement and asset protection financial solutions.

Central Bank

Tanglewood

Crunchbase Website Twitter Facebook Linkedin

Tanglewood offers wealth management and financial services to individuals and businesses.

Central Bank

Benton Duroy & Ivey

Crunchbase Website Twitter Facebook Linkedin

Benton Duroy & Ivey is an accounting firm that offers taxation, auditing, quickbooks, trust planning and financial advisory services.

Central Bank

Hourglass Capital

Crunchbase Website Twitter Facebook Linkedin

Hourglass Capital is an investment advisory firm that offers strategies such as fixed income, investment, value & growth equity.

Central Bank

Tri- Star advisors

Crunchbase Website Twitter Facebook Linkedin

Tri-Star Advisors are a financial management firm that provides financial planning, retirement income and investment advisory services.

Central Bank

Avidian Wealth Solutions

Crunchbase Website Twitter Facebook Linkedin

Avidian Wealth Solutions provides financial planning, investment, and insurance services.

Central Bank

Top Tax Defenders

Crunchbase Website Twitter Facebook Linkedin

Top Tax Defenders expertise in tax preparation, audit and payroll tax services.

Central Bank

Investec Wealth Strategies

Crunchbase Website Twitter Facebook Linkedin

Investec Wealth Strategies renders retirement planning, education funding, taxation, financial advisory and wealth management services.

Central Bank

FCA Corp

Crunchbase Website Twitter Facebook Linkedin

FCA Corp is a wealth management firm that provides customized estate and financial planning services.

Central Bank

Bainbridge Financial Services

Crunchbase Website Twitter Facebook Linkedin

Bainbridge Financial Services is a wealth management company that offers financial advisory and lending solutions.

Central Bank

Haven Wealth Group

Crunchbase Website Twitter Facebook Linkedin

Haven Wealth Group is an advisory company that assists in financial planning and investment management.

Central Bank

Goodpasture Gray

Crunchbase Website Twitter Facebook Linkedin

Goodpasture Gray dedicated to providing comprehensive wealth management service with a keen focus on investment advice.

Central Bank

Silver Oak Financial Group

Crunchbase Website Twitter Facebook Linkedin

Silver Oak Financial Group provides wealth management, investment consultation and insurance services.

Central Bank

Real Investment Advice

Crunchbase Website Twitter Facebook Linkedin

Real Investment Advice an investment advisory firm based in Houston that offers financial tools, advisory and financial services.

Central Bank

Semita Asset Management

Crunchbase Website Twitter Facebook Linkedin

Semita Asset Management provides investment, financial consulting, accounting, retirement, insurance, wealth and risk management services.

Central Bank

KM Johnson PC

Crunchbase Website Twitter Facebook Linkedin

KM Johnson provides tax planning, IRA investing, property management, retirement, accounting and business valuation services.

Central Bank

Branson, Fowlkes & Company

Crunchbase Website Twitter Facebook Linkedin

Branson, Fowlkes & Company is a financial service company that provides wealth management, investment management, and planning strategies.

Central Bank

Post Oak Investment Management

Crunchbase Website Twitter Facebook Linkedin

Post Oak Investment Management offers investment, wealth management, asset allocation, financial solution & investment advisory services.

Central Bank

HighTower Private Client

Crunchbase Website Twitter Facebook Linkedin

HighTower Private Client offers a comprehensive and holistic approach to wealth management for individuals, families and foundations.

Central Bank

Robertson Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Robertson Wealth Management provides investment management services and bespoke solutions to families, foundations and global institutions.

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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