Company lists · Data refreshed September 2026

Top 23 AI advisory firms based in Charlotte, United States

RevenueBase identified 67 AI advisory firms headquartered in Charlotte, United States as of September 2026 and tracks 482 professional contacts across them, including 175 with verified work emails. New York is the largest hub.

This list covers AI advisory firms headquartered in Charlotte, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review
67Companies
482Contacts tracked
175Verified emails
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The 23 largest AI advisory firms based in Charlotte, United States

Ranked by team size
Top 23 of 67 AI advisory firms based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to AI advisory firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202651-20048 contacts →

Partial evidence

“Cabin is an AI and digital transformation consultancy built by senior strategists, designers, and engineers who've spent their careers at the leading edge of digital innovation.”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-5035 contacts →

Indirect evidence

“Bragg Financial has been helping families and institutions reach their financial goals and objectives for over 50 years.”

Source: RevenueBase Database · checked Sep 21, 2026
3Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202651-20029 contacts →

Partial evidence

“Syntelli’ means ‘SYNchronizing InTELLIgence with Data & AI’.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202651-20027 contacts →

Indirect evidence

“DataNova is your trusted partner in IT consulting and services.”

Source: RevenueBase Database · checked Sep 21, 2026
5Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-1021 contacts →

Partial evidence

“Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…”

Source: RevenueBase Database · checked Sep 21, 2026
6Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-5018 contacts →

Partial evidence

“Verum Partners is a fee-only, employee-owned, independent financial advisory firm focused on improving lives through true partnership.”

Source: RevenueBase Database · checked Sep 21, 2026
7Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-5017 contacts →

Partial evidence

“Founded in 2006, Worth Advisors seeks to deliver customized planning and money management solutions.”

Source: RevenueBase Database · checked Sep 21, 2026
8Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202651-20014 contacts →

Partial evidence

“Our mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning.”

Source: RevenueBase Database · checked Sep 21, 2026
9Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-5013 contacts →

Indirect evidence

“At SkyView Technology, we are dedicated to revolutionizing the landscape of business technology.”

Source: RevenueBase Database · checked Sep 21, 2026
10Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-509 contacts →

Indirect evidence

“Helping you thrive in your financial situation, with a local touch you won't find in national firms.”

Source: RevenueBase Database · checked Sep 21, 2026
11Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 202611-508 contacts →

Partial evidence

“IntegrationPath is a cost-effective Enterprise AI, Cloud & Integrations consulting and professional services company with a strong technical background, providing solutions and…”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“At Martin Sloane International (MSI), we are passionate about empowering organizations to achieve their full potential.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“Founded in 1988, Charlotte, North Carolina based Eastover Capital Management provides active portfolio management for individual and institutional clients throughout the United…”

Source: RevenueBase Database · checked Sep 21, 2026
14Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-104 contacts →

Partial evidence

“Capitalwize is a Fee-Only Registered Investment Advisory Firm.”

Source: RevenueBase Database · checked Sep 21, 2026
15Partial evidenceCharlotte, United StatesHQ checked Sep 21, 20261-104 contacts →

Partial evidence

“NextGenTek Consulting, LLC is a strategic IT consulting firm specializing in AI-powered solutions and cloud-native architectures.”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-103 contacts →

Indirect evidence

“Your financial goals, aspirations and investment needs are just that – yours.”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“We provide financial planning and investment management for individuals and businesses.”

Source: RevenueBase Database · checked Sep 21, 2026
18Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“Gouws Capital LLC is a Registered Investment Adviser with clients in ten states.”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“After years in the financial services industry, Sherman Wealth Solutions LLC was founded by Michael Sherman, CPA, CFP®, CPFA, CDFA® in 2022 to provide a customized approach to…”

Source: RevenueBase Database · checked Sep 21, 2026
20Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“A good investment policy is one that doesn't change regardless of market cycles or popular trends.”

Source: RevenueBase Database · checked Sep 21, 2026
21Partial evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“Buoyant Financial is a Registered Investment Advisor located in Charlotte, NC offering financial planning and portfolio management for individuals, families, and small businesses.”

Source: RevenueBase Database · checked Sep 21, 2026
22Strong evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-101 contacts →

Strong evidence

“Empowering innovative companies with cutting-edge AI, Software Development and Technical Advisory services.”

Source: RevenueBase Database · checked Sep 21, 2026
23Indirect evidenceCharlotte, NC, United StatesHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“Holistic Financial Planning”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 23 of 67 AI advisory firms based in Charlotte, United States

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AI advisory firms based in Charlotte, United States at a glance

As of Sep 21, 2026
36.3%Verified-email coverage
7.2Average contacts per company
1-10Median size (employees)
570.1%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
44
11-50
18
51-200
5

Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 67 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among AI advisory firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Charlotte, United States whose own description of what they do matches “AI advisory firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names AI advisory firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among AI advisory firms, and records with no verified work email. Companies headquartered outside Charlotte are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 175 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

AI advisory firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names AI advisory firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many AI advisory firms are there based in Charlotte, United States?

RevenueBase identified 67 AI advisory firms headquartered in Charlotte, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

CABIN, headquartered in Charlotte, tops this list with the largest team on record.

Which city has the most AI advisory firms?

New York leads with 382 headquartered companies, followed by San Francisco (192) and Austin (191).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 175 verified decision-maker contacts tracked across these 67 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.