Best Asset Management Companies in Texas, United States
The 221 best Asset Management companies in Texas, 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 Texas
| # | Company | Disclosed funding | Last round | Employees | Founder | Tech stack | Web popularity | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Vida Capital Specialized alternative asset manager delivering differentiated risk-adjusted returns globally | $150M | 99 mo ago | — | David Gussmann Senior Managing Director | — | — | — |
| 2 | Eckard Enterprises Wealth management firm | $73M | 1 mo ago | 60 | — | WordPress Block EditorWordPressApple iCloud Mail+32 | Top 5M | — |
| 3 | Madera Residential Provider of investment management services | $63M | 47 mo ago | 392 | Dave Gilles CEO | WordPressApple iCloud MailGoogle Workspace+18 | Top 5M | — |
| 4 | Crestline Investment management firm | $40M | 230 mo ago | 128 128 → 210 (+64%) | — | WordPressMySQLPHP+17 | Top 5M | — |
| 5 | Ashford Provider of asset management and hospitality services | $35M | 99 mo ago | 7,700 | Jack Bennett CEO | — | — | — |
| 6 | Wingspan Advisors Limited information available | $32M | 139 mo ago | 180 | — | — | — | — |
| 7 | BitNile Metaverse Diversified investment management firm | $27M | 89 mo ago | 23 | Randy May CEO | — | — | — |
| 8 | RLJ Companies Group of companies focused in investment & financial services | $16M | 164 mo ago | 98 | Robert Johnson Founder | WordPressMySQLPHP+11 | Top 50M | — |
| 9 | Onramp Bitcoin Provider of Bitcoin financial services built on multi-institution custody | $12M | 1 mo ago | — | Michael Tanguma Co-Founder & CEO | SanityNode.jsRadix UI+24 | Top 10M | — |
| 10 | Keener Investments Provider of real estate investment advisory services | $12M | 50 mo ago | — | Stephen Smith Founder & CEO & Managing Director | — | — | — |
| 11 | Crossroads Impact Company focused on investing in businesses that promote economic vitality and community development | $10M | 146 mo ago | 5 | Eric Donnelly CEO | WordPressMySQLPHP+19 | Top 10M | — |
| 12 | Capview Partners Diversified asset management firm | $10M | 33 mo ago | 8 | — | — | — | — |
| 13 | GVA Provider of investment strategy and property management services | $9M | 50 mo ago | — | — | WordPressMySQLPHP+20 | Top 50M | — |
| 14 | Realized 1031 Provider of 1031 exchange services and wealth management for investment properties | $8M | 32 mo ago | 38 | David Wieland Founder & CEO | HubSpot CMS HubSalesforceIntercom+15 | Top 5M | — |
| 15 | Lion Street Wealth management firm operating across the US | $7M | 84 mo ago | 148 | Bob Carter Founder & CEO | — | — | 1 launch |
| 16 | Clarity Financial Group Provider of retirement planning and financial services | $5M | 28 mo ago | 4 | — | — | — | — |
| 17 | P10 Holdings Diversified investment management firm | $5M | 109 mo ago | — | Clark Webb Co-Founder & Co-CEO | — | — | — |
| 18 | Indyfin Matching investors with vetted financial advisors for personalized financial guidance | $2M | 57 mo ago | 2 | Akshay Singh Co-Founder & CEO | WordPressMySQLPHP+28 | Top 5M | — |
| 19 | Credit Mountain Online platform for credit repair | $2M | 24 mo ago | 21 | — | Webflow EcommerceWebflowAmazon Web Services+11 | Top 50M | — |
| 20 | Ashland Greene Capital Provider of investment opportunities for accredited and sophisticated investors | $1M | 15 mo ago | 57 | — | — | — | — |
| 21 | CONTI Capital Real estate firm focused on multiple strategies | $750K | 205 mo ago | — | Carlos Vaz CEO | WordPressApple iCloud MailUnbounce+31 | Top 50M | — |
| 22 | Truuli Environmental Provider of carbon trading, advisory, asset management, and environmental consultancy services | $200K | 37 mo ago | — | Livio Stan CEO | — | — | — |
| 23 | Kensington Asset Management Asset management firm | $131K | 35 mo ago | — | Bruce DeLaurentis Founder | — | — | — |
Top 12 Asset Management companies in Texas
#1
Series B · Allen, Texas · founded 2010 · 60 employees$72.9Mraised▾
Eckard Enterprises, LLC ("Eckard") is a family-owned and operated energy asset management firm, focused on the U.S. oil and gas industry. Our managed assets include water rights, oil and gas mineral rights, exploration and production, steel fabrication, natural gas and crude oil pipelines, and other natural resource related opportunities.
- Apr 2026Series B$13M
- Sep 2025Conventional Debt$5.6M
- Sep 2025Series A$3.9M
- May 2025Series A$22.2M
#2
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—
#3
Seed · Dallas, Texas · founded 2021 · 57 employees$1.3Mraised▾
Ashland Greene is a DFW-based, vertically integrated, owner/operator of multifamily real estate focused on value-add workforce housing. With a total transaction value of $1B+ consisting of 6,100+ units, the diverse company continues to deliver an impressive ROI to investors.\n\nAshland Greene Capital provides investment opportunities for accredited and sophisticated investors in the commercial real estate market, specifically within the multi-family asset class in Dallas, Texas. Our strategically curated portfolio reflects top-quality assets that are projected to generate both current income and equity growth.
- Feb 2025Seed$1.3M
#4
Series C · Lubbock, Texas · founded 2008 · 392 employees$62.8Mraised▾
Provider of investment management services
- Jun 2022Series C$62.8M
#5
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
#6
Series A · Dallas, Texas · founded 2010 · 8 employees$9.7Mraised▾
Diversified asset management firm
- Sep 2023Series A$9.7M
- Sep 2023Conventional Debt—
#7
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
#8
Series A · Fort Worth, Texas · founded 2004 · 4 employees$5Mraised▾
Clarity Financial Group is an independent financial services company that aims to educate clients about financial concepts and products. They provide services related to investing, insurance, estate conservation, and retirement planning.
#9
Seed · Richardson, Texas · founded 2020 · 21 employees$1.5Mraised▾
Online platform for credit repair. It offers credit repairing services that enable users to apply for new personal or mortgage loans. Users can avail the services by opting for a suitable subscription plan. It also offers financing options from multiple lenders for the subscription plan.
- Jun 2024Seed—
- Aug 2021Seed$1.5M
#10
Series B · Friendswood, Texas · founded 2015$11.7Mraised▾
Provider of real estate investment advisory services
- Apr 2022Series B$11.7M
#11
Deadpooled · Dallas, Texas · founded 2008 · 180 employees$31.8Mraised▾
Wingspan Portfolio Advisors was a provider of diversified mortgage services to lenders, servicers, investors, mortgage insurers and attorneys. The company's mortgage services utilized a proprietary, detail-oriented approach and apply advanced servicing techniques to turn non-performing loans into reperforming assets. It was based in Dallas, Texas.
- Oct 2014Series B$3M
- Dec 2013Series B$2.2M
- Jan 2013Series B$4.5M
- Sep 2012Series B$22.1M
#12
Public · Dallas, Texas · founded 2014 · 7700 employees$35Mraised▾
Provider of asset management and hospitality services. It offers asset management and related services to companies within the hospitality industry. The company advises real estate investment trusts and strategically invests in operating companies that service the hospitality sector, acting as an accelerator for their growth. This includes providing investment management and related services to the real estate and hospitality sectors. A key focus is on supporting and growing these operating companies through various channels.
- Mar 2018Conventional Debt$35M
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
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.