Best Services for Investment Industry Companies in Austin, United States
The 37 best Services for Investment Industry companies in Austin, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Eventus.
Ranked: Best Services for Investment Industry companies in Austin
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Eventus Provider of financial services | $48M | 32 mo ago | Acquired | Travis Schwab CEO | 2015 | WordPressMySQLPHP+37 | — |
| 2 | Right Click Save Ventures Provider of investment services | $90K | 51 mo ago | Seed | Mitch Morales Co-Founder | 2022 | — | — |
| 3 | Executive Council Network Provider of fund investment services | $20K | 41 mo ago | Funding Raised | Wendy Howell CEO | 2021 | — | — |
| 4 | Camino Partners Values-driven investment firm partnering with pioneering consumer-focused companies | — | 11 mo ago | Funding Raised | Daniel Lubetzky Founder | 2018 | — | — |
| 5 | Hart Financial Group Provider of investment consulting services | — | 70 mo ago | Funding Raised | Corey L Hart Founder & Partner | 1990 | — | — |
| 6 | Alpha Capital Management Alpha Capital Management | Investment Management | Austin, TX | — | — | Unfunded | — | — | — | — |
| 7 | Aurum Governance Diversified asset management firm | — | — | Unfunded | Jody Flaws Co-Founder | 2019 | — | — |
| 8 | Austin Private Wealth Provider of financial advisory services | — | — | Unfunded | — | 2019 | — | — |
Top 5 Services for Investment Industry companies in Austin
#1
Acquired · Austin, Texas · founded 2015 · 96 employees$48.5Mraised▾
Provider of financial services
- Jan 2024Conventional Debt$5.3M
- Sep 2021Series B$30M
- Feb 2020Series A$10.5M
- Oct 2018Series A$648.8K
#2
Seed · Austin, Texas · founded 2022$90Kraised▾
Provider of investment services
- Jun 2022Seed$90K
#3
Funding Raised · Austin, Texas · founded 2021 · 66 employees$20Kraised▾
Operator of an executive network club intended to elevate members through world-class summits, executive elevation, and angel opportunities. The company is an invitation-only network for senior corporate leaders and startup innovators who believe in the power of partnerships and thus it helps in boosting Fortune executives through summits, refined digital presence, and executive angel opportunities.
- Apr 2023Conventional Debt$20K
#4
Funding Raised · Austin, Texas · founded 2018—raised▾
Values-driven investment firm partnering with pioneering consumer-focused companies. They invest in and partner with leaders to build enduring enterprise value, emphasizing entrepreneurialism, open communication, and integrity. The firm provides bespoke strategic partnership, acting as trusted thought partners for companies solving meaningful consumer problems and charting a clear pathway to scalable, sustainable growth. They focus on companies enhancing consumers' lives, demonstrating commercial traction, and exhibiting best-in-class unit economics. Their approach is values-aligned and success-oriented, supporting businesses in the consumer packaged goods, health and wellness, and food and beverage sectors. They look for opportunities to create social impact through their investments.
#5
Funding Raised · Austin, Texas · founded 1990 · 12 employees—raised▾
Operator of a financial advisory firm serving business owners, executives and multi-generational families. The company provides wealth management services focusing on financial planning, asset management, risk management and tax-planning strategies.
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Services for Investment Industry coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising