Houston’s robust economy and global reach make it a prime location for investment firms offering diverse financial solutions. Whether your needs involve mergers and acquisitions, real estate investments, or specialized financial planning, Houston provides a wide range of reputable firms. Here are 10 investment firms based in Houston to consider.
1. Acquest Advisors
Acquest Advisors is a boutique investment banking firm specializing in mergers and acquisitions, capital raising, and strategic advisory services for energy and chemical sector clients.
- Phone: 19178602084
- Email: sstoughton@acquestadvisors.com
- Address: 1221 McKinney St # 3250, Houston, TX 77010
- Website: acquestadvisors.com
2. BSBCON America
Black Sheep Business Consulting (BSBCON) offers strategic business planning and consulting services, helping startups and established companies achieve long-term success.
- Phone: 18888801898
- Email: info@bsbcon.com
- Address: 440 Louisiana St #900, Houston, TX 77002
- Website: bsbcon.com
3. accelytics inc
Accelytics specializes in enterprise performance management and connected planning solutions, assisting businesses in optimizing processes across finance, supply chain, and sales.
- Phone: 18772117551
- Email: insights@accelytics.com
- Address: 2437 Bay Area Blvd, Houston, TX 77058
- Website: accelytics.com
4. Houston Equity Partners
Houston Equity Partners focuses on private real estate investments, offering accredited investors access to strategically located income-producing assets across the Greater Houston area.
- Phone: 18449295966
- Email: sbergida@madisontrust.com
- Address: 2313 W Sam Houston Pkwy N, Houston, TX 77043
- Website: hepinvestments.com
5. New Heights Planning
New Heights Planning provides comprehensive financial planning and investment management, specializing in serving professionals in the oil and gas industry.
- Phone: 18327871912
- Email: trevor.winter@newheightsplanning.com
- Address: 540 Heights Blvd suite 207, Houston, TX 77007
- Website: newheightsplanning.com
6. Alliance Insurance
Alliance Insurance Group delivers personalized insurance solutions, offering a wide range of coverage options for individuals and businesses alike.
- Phone: 18328340976
- Email: sizundu21@gmail.com
- Address: 5959 Westheimer Rd Ste 210, Houston, TX 77057
- Website: alliancinsurance.com
7. Provident Oak Financial LLC
Provident Oak Financial specializes in faith-driven financial advisory services, providing values-based investing and financial planning aligned with clients’ personal beliefs.
- Phone: 18328362459
- Email: scott@providentoak.com
- Address: 1322 Space Park Dr Suite B165, Houston, TX 77058
- Website: providentoakfinancial.com
8. Race Rock
Race Rock Group invests in lower middle-market businesses, focusing on long-term value creation across multiple sectors including specialty rental equipment and industrial services.
- Phone: 18329201276
- Email: info@racerockgroup.com
- Address: 1980 Post Oak Blvd, Houston, TX 77056
- Website: racerockgroup.com
9. BNY Wealth Houston TX
BNY Wealth Management’s Houston office offers comprehensive wealth management services, including private banking, investment management, and family office solutions.
- Phone: 18329410888
- Email: jessica.greaney@bnymellon.com
- Address: 2229 San Felipe St 15th floor, Houston, TX 77019
- Website: bny.com
10. Recurrent Investment Advisors
Recurrent Investment Advisors manages over $1.2 billion in assets, specializing in public equity investments within the natural resources and energy infrastructure sectors.
- Phone: 18322415900
- Email: info@recurrentadvisors.com
- Address: 3801 Kirby Dr Suite 654, Houston, TX 77098
- Website: recurrentadvisors.com
Houston’s investment landscape offers a wealth of opportunities across sectors and strategies. Whether you seek expertise in real estate, financial planning, or private equity investments, these Houston-based firms provide tailored solutions to support your financial goals.
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