Best Asset Management Companies in Austin, United States
The 44 best Asset Management companies in Austin, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Vida Capital.
Ranked: Best Asset Management companies in Austin
| # | Company | Employees | Disclosed funding | Last round | Stage | Founder | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Diversified investment management firm | 1,794 | — | — | Funding Raised | David Booth Founder | SitecoreMicrosoft ASP.NETVideoJS+11 | — |
| 2 | trusted capital group Trusted Capital Group provides wealth management, retirement planning, advisory, identity protection, and… | 250 | — | — | Acquired | — | WordPressMySQLPHP+35 | — |
| 3 | Lion Street Wealth management firm operating across the US | 148 | $7M | 86 mo ago | Acquired | Bob Carter Founder & CEO | — | — |
| 4 | Texas Municipal Retirement System Texas Municipal Retirement System: Providing retirement benefits for Texas city employees | 121 | — | — | Unfunded | David Gavia CEO & Executive Director | Craft CMSSite Search 360PHP+18 | 1 job opening · 1 award |
| 5 | Obra Obra Capital is a specialized alternative asset manager in the financial services industry. | 90 | — | 34 mo ago | Acquired | — | Squarespace CommerceSquarespaceTypeScript+20 | — |
| 6 | Avidian Wealth Solutions Provider of wealth management services | 48 48 → 61 (+27%) | — | — | Unfunded | Luke Patterson CEO | Cart FunctionalityTypeScriptGraphQL+25 | — |
| 7 | SALI Diversified investment management firm | 47 | — | 101 mo ago | Acquired | Thomas A Nieman CEO | WordPressMySQLPHP+15 | — |
| 8 | Far West Capital Provider of financial advisory services | 42 | — | — | Acquired | Don Stricklin Co-Founder | WordPress Block EditorWordPressMySQL+19 | — |
Top 10 Asset Management companies in Austin
#1
Series A · Austin, Texas · founded 2022$12.5Mraised▾
Provider of Bitcoin financial services built on multi-institution custody. It offers secure Bitcoin storage in a vault protected by multiple keys secured by multiple institutions. The company facilitates Bitcoin trading with access to rates and liquidity. It provides lending options, inheritance and estate planning, and Bitcoin IRA accounts. The company also offers investment fund through trust vehicles built on multi-institution custody.
- May 2026Series A$12.5M
- Seed—
- Series A—
#2
Acquired · Austin, Texas · founded 2009$150Mraised▾
Specialized alternative asset manager delivering differentiated risk-adjusted returns globally. The firm is a vertically integrated asset management firm with a specialized approach to alternative investing. It aims to achieve uncorrelated, asymmetric, and differentiated risk-adjusted returns by providing sophisticated, solutions-based structuring that focuses on quantifiable and manageable risk. The company offers customized investing opportunities through diversified strategies in insurance and credit. It engages with investors to customize opportunities and capital solutions that fit their mandates and risk profiles, seeking maximum return per unit of risk. The firm operates in less crowded and nuanced areas of the market, requiring a high level of expertise, flexibility, and focus. The company utilizes dedicated sourcing teams, advanced proprietary underwriting, and a comprehensive in-house servicing team to monitor each investment. The investment process focuses on relative value across risk in various forms and capital structures to deliver asymmetric returns via underwriting and active involvement in structuring, combining a fundamental bottom-up approach with a focus on str
- Mar 2018Conventional Debt$150M
#3
Series A · Austin, Texas · founded 2014 · 38 employees$7.8Mraised▾
Provider of 1031 exchange services and wealth management for investment properties. It facilitates the exchange of investment properties, allowing clients to defer capital gains taxes. The company also offers wealth management services, helping clients create diversified portfolios of commercial real estate investments to achieve their financial goals. These services include creating custom investment plans and providing access to a marketplace of Delaware Statutory Trusts (DSTs) and other investment options. Clients receive assistance in navigating the complexities of tax-deferred exchanges and building passive income streams. Risk disclosures are provided, emphasizing the inherent uncertainties in real estate investment.
- Oct 2023Series A$1.8M
- Sep 2019Series A$6M
#4
Series A · Austin, Texas · founded 2017$8.7Mraised▾
Provider of investment strategy and property management services
- Apr 2022Series A$8.7M
#5
Acquired · Austin, Texas · founded 2010 · 148 employees$7.3Mraised▾
Wealth management firm operating across the US
- Jun 2019Series B$4.2M
- Feb 2014Series A$3.1M
#6
Early Stage · Austin, Texas · founded 1992$131Kraised▾
Asset management firm
#7
Funding Raised · Austin, Texas · founded 1996—raised▾
Sage Advisory Services is an independent investment advisory firm that offers fixed-income asset management, tactical ETF strategies, and liability-driven solutions for institutional and private clients. They provide investment solutions to meet the unique needs of their clients and have a team of experienced professionals. Additionally, Sage offers business management software and solutions powered by AI and machine learning.
#8
Acquired · Austin, Texas · founded 2009 · 90 employees—raised▾
Obra Capital is a specialized alternative asset manager that focuses on insurance specializations. They offer financial services and have offices in Austin, Texas and New York.
- Oct 2023Seed—
#9
Seed · Austin, Texas · founded 2014 · 23 employees—raised▾
Provider of geothermal infrastructure and distributed energy resources for communities. They design infrastructure for new real estate developments and retrofit solutions for existing buildings. The company delivers turnkey carbon and energy reduction retrofits. They offer a platform for builders to craft affordable, net zero energy capable homes.
#10
Acquired · Austin, Texas · founded 2002 · 47 employees—raised▾
Diversified investment management firm
- Feb 2018Series A—
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Asset Management coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.