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Investment Firms in Houston to Consider

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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.

2. BSBCON America

Black Sheep Business Consulting (BSBCON) offers strategic business planning and consulting services, helping startups and established companies achieve long-term success.

3. accelytics inc

Accelytics specializes in enterprise performance management and connected planning solutions, assisting businesses in optimizing processes across finance, supply chain, and sales.

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.

5. New Heights Planning

New Heights Planning provides comprehensive financial planning and investment management, specializing in serving professionals in the oil and gas industry.

6. Alliance Insurance

Alliance Insurance Group delivers personalized insurance solutions, offering a wide range of coverage options for individuals and businesses alike.

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.

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.

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.

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.

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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