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Austin, Texas, has emerged as a thriving center for finance and innovation, attracting a range of investment firms serving both institutional and individual clients. Whether your focus is traditional wealth management, real estate development, or alternative asset strategies, the firms listed below each offer distinct approaches grounded in fiduciary care, transparency, and tailored financial guidance. Here are ten investment firms in Austin to consider.
MonoCoque Diversified Interests LLC
MonoCoque Diversified Interests (MDI) specializes in aviation asset management, with services that include leasing, repair, and revenue-sharing for commercial aircraft and engines. Through their PAX and Cargo programs, MDI delivers structured investment opportunities for aviation-focused portfolios.
Phone: 19797582376
Email: [email protected]
Address: 920 Congress Ave. #100, Austin, TX 78701
Website: mdi.aero
Proper Wealth of Apollon
Proper Wealth offers comprehensive financial planning for entrepreneurs and executives, incorporating investment strategies, estate planning, and tax optimization. The firm prioritizes clarity and collaboration to create evolving financial roadmaps tailored to client priorities.
Phone: 19176475740
Email: [email protected]
Address: 600 Congress Ave. STE 1400, Austin, TX 78701
Website: properguidance.com
Consero Global Solutions LLC
Consero delivers Finance as a Service (FaaS) to investor-backed businesses. Through integrated platforms like SIMPL, Consero replaces traditional in-house finance functions with scalable, technology-driven services for bookkeeping, FP&A, and CFO-level guidance.
Phone: 18665880495
Email: [email protected]
Address: 1717 W 6th St #410, Austin, TX 78703
Website: conseroglobal.com
Unchained
Unchained offers Bitcoin-native financial services, including multisignature vaults, inheritance solutions, and institutional loans. Their approach integrates open-source tools and emphasizes long-term asset control for clients serious about digital wealth management.
Phone: 18444862424
Email: [email protected]
Address: 601 Congress Ave. #200, Austin, TX 78701
Website: unchained.com
MY Company Funding
MCF Fund Corporation provides business financing solutions, including working capital, equipment loans, and project-based funding. Known for quick approvals and customizable lending options, the firm supports businesses across industries in achieving growth.
Phone: 18446233863
Email: [email protected]
Address: 2802 Flintrock Trace #204, Austin, OH 43231
Website: mycompanyfunding.com
ATX Capital
ATX Capital transforms raw land into shovel-ready development sites, investing in real estate funds across Texas. With a focus on entitlement, zoning, and investor returns, the firm operates at the intersection of urban planning and capital investment.
Phone: 18329872678
Email: [email protected]
Address: 500 W 2nd St Suite 1900, Austin, TX 78701
Website: atxcapital.com
Abraham Trading
Founded by Salem Abraham, this firm manages diversified portfolios through the Abraham Fortress Fund, which balances equities, fixed income, and alternative assets. Their fund aims to protect capital while pursuing long-term growth.
Phone: 18063238000
Email: [email protected]
Address: 100 Congress Ave. Suite 2000, Austin, TX 78701
Website: abrahamtrading.com
Archer Investment Management
Archer is a Certified B Corporation offering fee-only financial planning to high-achieving professionals. Their services span tax, retirement, estate planning, and investment management, designed to align with each client’s values and life goals.
Phone: 18008405946
Email: [email protected]
Address: 4411 Authentic Dr, Austin, TX 78759
Website: archerim.com
WorthPointe Financial Planners
WorthPointe is a fee-only wealth management firm providing personalized financial planning, investment management, and tax strategies. With offices in San Diego, Austin, and Dallas, their team of CERTIFIED FINANCIAL PLANNER™ professionals delivers fiduciary advice supported by a comprehensive client dashboard.
Phone: 1-800-620-4232
Email: [email protected]
Address: 6836 Bee Caves Rd #210, Austin, TX 78746
Website: worthpointeinvest.com
First Trust Portfolios
First Trust Portfolios L.P., founded in 1991 and based in Wheaton, IL, offers a broad suite of investment products including ETFs, UITs, mutual funds, and structured investments. Known for smart beta and thematic ETFs, First Trust provides transparent, long-term strategies tailored for financial advisors, institutions, and high-net-worth investors.
Phone: 1-800-621-9533
Email: [email protected]
Address: 500 W 5th St, Austin, TX 78701-3829
Website: ftportfolios.com
Austin continues to attract financial firms that blend traditional services with emerging opportunities. Whether you’re focused on digital assets, aviation, or long-term wealth strategies, these firms represent options worth exploring in your financial decision-making process.
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