Company lists · Data refreshed October 2026
Top 22 Banking and financial services consultants based in Charlotte, United States
RevenueBase identified 41 company matches for banking and financial services consultants associated with Charlotte, United States as of October 2026 and tracks 26,907 professional contacts across them, including 7,714 with verified work emails. Across the United States, New York is the largest hub for this category (291 companies); Charlotte has 41.
This list covers company matches for banking and financial services consultants associated with Charlotte, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 8, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 22 largest banking and financial services consultants based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 15,554 contacts → | ||||
Exact match “From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 2 | 10,440 contacts → | ||||
Exact match “We’d love to stay connected with you!” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 3 | 733 contacts → | ||||
Exact match “From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world."Bank of America” and "BofA Securities"…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 4 | 41 contacts → | ||||
Exact match “From strategy to results, Lodestar Consulting provides support to our client's most challenging issues.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 5 | 17 contacts → | ||||
Exact match “Zivanta Analytics is a management consulting firm serving the niche financial services & social sectors across diverse domains of analytics.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 6 | 16 contacts → | ||||
Exact match “Vance Flouhouse and Garges is a premier tax, accounting and consulting firm headquartered in the Ballantyne area of Charlotte.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 7 | 13 contacts → | ||||
Exact match “7 Mile Advisors provides Investment Banking & Advisory Services to the Business Services and Technology Industries globally.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “We at Tobin & Company Investment Banking Group, together with our subsidiary Tobin & Company Securities, offer a wide range of investment banking services to our constituents.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match “Greenway Solutions provides business strategy and strategic consulting services.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 10 | 6 contacts → | ||||
Exact match “Since 1988, R88 has been on the cutting edge of technological innovation for banking and financial services, through all aspects of retail and commercial banking, including…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “Here at Executive Financial Partners (EFP), relationships define our passion, period.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “We help businesses financially flourish by simplifying complex financial decisions.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Ulysses Partners is a results-focused specialist consulting firm.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Business Advisory Solutions Group (BASG) is a relationship-based Consulting Firm founded on three core values: • Serving our Clients with integrity, commitment, and expertise •…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Northwestern Capital Partners, LLC is a uniquely diversified merchant banking and advisory firm.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Versapien is a specialized consulting firm committed to strengthening financial services risk and compliance.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “We provide customized analytics, research and consulting services to financial services firms.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Experienced, trusted advisory and operational capabilities on a bespoke basis to the financial crime, risk, and compliance technology ecosystems.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “We collaborate with community banks, credit unions, and retailers to build foundational analysis and infuse a fresh perspective to guide key delivery channel decisions that…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “My mission and purpose is to utilize my expertise, knowledge and education to help owners, CEOs and Presidents of small to midsize privately held companies develop solutions to…” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “A full service consulting firm providing technology consulting and advice to community banks and credit unions throughout the United States.” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “What’s next for the future of your business?” Recorded in the RevenueBase company graph · Oct 8, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “banking and financial services consultants”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 22 of 41 banking and financial services consultants based in Charlotte, United States
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Banking and financial services consultants based in Charlotte, United States at a glance
As of Oct 8, 2026Companies by employee count
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 41 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Charlotte, United States whose business descriptions match “banking and financial services consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 7,714 professional contacts with verified work emails across the full matched dataset. 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 October 8, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Banking and financial services consultants by metro in the United States
- Banking and financial services consultants in New York291
- Banking and financial services consultants in Miami81
- Banking and financial services consultants in Chicago68
- Banking and financial services consultants in Dallas63
- Banking and financial services consultants in Houston60
- Banking and financial services consultants in Atlanta59
- Banking and financial services consultants in Washington54
- Banking and financial services consultants in Los Angeles48
- Banking and financial services consultants in San Francisco43
- Banking and financial services consultants in Boston42
- Banking and financial services consultants in Tampa26
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “banking and financial services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many banking and financial services consultants are there based in Charlotte, United States?
RevenueBase identified 41 company matches for banking and financial services consultants associated with Charlotte, United States as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Bank Of America Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most banking and financial services consultants?
New York leads the United States with 291 company records, followed by Miami (81) and Chicago (68). Charlotte has 41.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 7,714 professional contacts with verified work emails tracked across these 41 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 8, 2026.
Ready to reach these companies? Verified emails and direct dials for all 41 banking and financial services consultants based in Charlotte, United States. Start with a free account, no credit card.
Download this list →Related lists
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- Banking and financial services consultants based in Porto Alegre, Brazil
- Banking and financial services consultants based in Rio De Janeiro, Brazil
- Banking and financial services consultants based in Sao Paulo, Brazil
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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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Banking and financial services consultants based in Buenos Aires, Argentina
- Banking and financial services consultants based in Brisbane, Australia
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Company intelligence · public preview
Top 22 banking and financial services consultants based in Charlotte, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 41 matching company records for banking and financial services consultants based in Charlotte, United States, with 26,907 tracked contacts and 7,714 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 8, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 22 banking and financial services consultants based in Charlotte, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Bank Of America Merrill Lynchbofaml.comHQ: Charlotte, NC, United StatesReported employees: 10001+ | Charlotte, NC, United States | 10001+ | Exact match | 15,554 contacts → |
“From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Suntrusttruist.comHQ: Charlotte, NC, United StatesReported employees: 10001+ | Charlotte, NC, United States | 10001+ | Exact match | 10,440 contacts → |
“We’d love to stay connected with you!” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Bank Of America Businessbofa.comHQ: Charlotte, NC, United StatesReported employees: 10001+ | Charlotte, NC, United States | 10001+ | Exact match | 733 contacts → |
“From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world."Bank of America” and "BofA Securities"…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Lodestar Consulting, INClodestarcs.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 41 contacts → |
“From strategy to results, Lodestar Consulting provides support to our client's most challenging issues.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Zivanta Analyticszivanta-analytics.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 17 contacts → |
“Zivanta Analytics is a management consulting firm serving the niche financial services & social sectors across diverse domains of analytics.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Vance Flouhouse & Garges, Pllcvfgcpa.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 16 contacts → |
“Vance Flouhouse and Garges is a premier tax, accounting and consulting firm headquartered in the Ballantyne area of Charlotte.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  7 Mile Advisors7mileadvisors.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 13 contacts → |
“7 Mile Advisors provides Investment Banking & Advisory Services to the Business Services and Technology Industries globally.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Tobin & Company Investment Banking Group LLCtobinandcompany.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 11 contacts → |
“We at Tobin & Company Investment Banking Group, together with our subsidiary Tobin & Company Securities, offer a wide range of investment banking services to our constituents.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Greenway Solutionsgreenway-solutions.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 10 contacts → |
“Greenway Solutions provides business strategy and strategic consulting services.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  R88, INCr88inc.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 6 contacts → |
“Since 1988, R88 has been on the cutting edge of technological innovation for banking and financial services, through all aspects of retail and commercial banking, including…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Executive Financial Partners, LLCexecutivefinancialpartners.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
“Here at Executive Financial Partners (EFP), relationships define our passion, period.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Finteam Business Consultingthefinteam.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“We help businesses financially flourish by simplifying complex financial decisions.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ulysses Partnersulysses-partners.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“Ulysses Partners is a results-focused specialist consulting firm.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Business Advisory Solutions Group, LLCbasgllc.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 2 contacts → |
“Business Advisory Solutions Group (BASG) is a relationship-based Consulting Firm founded on three core values: • Serving our Clients with integrity, commitment, and expertise •…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Northwestern Capital Partners LLCnorthwesterncapital.netHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Northwestern Capital Partners, LLC is a uniquely diversified merchant banking and advisory firm.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Versapienversapien.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“Versapien is a specialized consulting firm committed to strengthening financial services risk and compliance.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Lehns Capital Advisory, LLClehnscap.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“We provide customized analytics, research and consulting services to financial services firms.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  C6 Intelligencec6intel.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“Experienced, trusted advisory and operational capabilities on a bespoke basis to the financial crime, risk, and compliance technology ecosystems.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  The Maclean Groupthemacleangroup.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“We collaborate with community banks, credit unions, and retailers to build foundational analysis and infuse a fresh perspective to guide key delivery channel decisions that…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Aetucker Consultingaetuckerconsulting.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“My mission and purpose is to utilize my expertise, knowledge and education to help owners, CEOs and Presidents of small to midsize privately held companies develop solutions to…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  L Michael Wofford Consultants And Advisorsmichaelwofford.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“A full service consulting firm providing technology consulting and advice to community banks and credit unions throughout the United States.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Advisor Consulting HUBadvisorconsultinghub.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“What’s next for the future of your business?” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 41 company matches
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Banking and financial services consultants: dataset insights
October 8, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
41 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 41 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 8, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Banking and financial services consultants by metro in the United States
- Banking and financial services consultants in New York291
- Banking and financial services consultants in Miami81
- Banking and financial services consultants in Chicago68
- Banking and financial services consultants in Dallas63
- Banking and financial services consultants in Houston60
- Banking and financial services consultants in Atlanta59
- Banking and financial services consultants in Washington54
- Banking and financial services consultants in Los Angeles48
- Banking and financial services consultants in San Francisco43
- Banking and financial services consultants in Boston42
- Banking and financial services consultants in Tampa26
Questions about this company list
What does Exact match mean for banking and financial services consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many banking and financial services consultants did RevenueBase find based in Charlotte, United States?
The saved snapshot records 41 matching company records, 26,907 tracked contacts and 7,714 verified emails. The public preview displays 22 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 8, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Banking and financial services consultants by geography
- Banking and financial services consultants based in Buenos Aires, Argentina
- Banking and financial services consultants based in Brisbane, Australia
- Banking and financial services consultants based in Melbourne, Australia
- Banking and financial services consultants based in Sydney, Australia
- Banking and financial services consultants based in Brussels, Belgium
- Banking and financial services consultants based in Belo Horizonte, Brazil
- Banking and financial services consultants based in Campinas, Brazil
- Banking and financial services consultants based in Curitiba, Brazil
- Banking and financial services consultants based in Porto Alegre, Brazil
- Banking and financial services consultants based in Rio De Janeiro, Brazil
- Banking and financial services consultants based in Sao Paulo, Brazil
- Banking and financial services consultants based in Calgary, Canada
Cite this list
RevenueBase Data Team. Top 22 banking and financial services consultants based in Charlotte, United States. Snapshot: October 8, 2026. https://revenuebase.ai/companies/banking-and-financial-services-consultants/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Banking and financial services consultants based in Buenos Aires, Argentina
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- Banking and financial services consultants based in Sydney, Australia
- Banking and financial services consultants based in Brussels, Belgium
- Banking and financial services consultants based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 22 banking and financial services consultants based in Charlotte, United States
RevenueBase records 41 matching company records for banking and financial services consultants based in Charlotte, United States, with 26,907 tracked contacts and 7,714 verified work emails.
This public preview shows 22 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 8, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 22 banking and financial services consultants based in Charlotte, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Bank Of America Merrill Lynchbofaml.com HQ: Charlotte, NC, United StatesReported employees: 10001+ | Charlotte, NC, United States | 10001+ | Exact match | 15,554 contacts → |
“From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Suntrusttruist.com HQ: Charlotte, NC, United StatesReported employees: 10001+ | Charlotte, NC, United States | 10001+ | Exact match | 10,440 contacts → |
“We’d love to stay connected with you!” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bank Of America Businessbofa.com HQ: Charlotte, NC, United StatesReported employees: 10001+ | Charlotte, NC, United States | 10001+ | Exact match | 733 contacts → |
“From local communities to global markets, we are dedicated to shaping the future responsibly and helping clients thrive in a changing world."Bank of America” and "BofA Securities"…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Lodestar Consulting, INClodestarcs.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 41 contacts → |
“From strategy to results, Lodestar Consulting provides support to our client's most challenging issues.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Zivanta Analyticszivanta-analytics.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 17 contacts → |
“Zivanta Analytics is a management consulting firm serving the niche financial services & social sectors across diverse domains of analytics.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Vance Flouhouse & Garges, Pllcvfgcpa.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 16 contacts → |
“Vance Flouhouse and Garges is a premier tax, accounting and consulting firm headquartered in the Ballantyne area of Charlotte.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 7 Mile Advisors7mileadvisors.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 13 contacts → |
“7 Mile Advisors provides Investment Banking & Advisory Services to the Business Services and Technology Industries globally.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Tobin & Company Investment Banking Group LLCtobinandcompany.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 11 contacts → |
“We at Tobin & Company Investment Banking Group, together with our subsidiary Tobin & Company Securities, offer a wide range of investment banking services to our constituents.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Greenway Solutionsgreenway-solutions.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 10 contacts → |
“Greenway Solutions provides business strategy and strategic consulting services.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | R88, INCr88inc.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 6 contacts → |
“Since 1988, R88 has been on the cutting edge of technological innovation for banking and financial services, through all aspects of retail and commercial banking, including…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Executive Financial Partners, LLCexecutivefinancialpartners.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
“Here at Executive Financial Partners (EFP), relationships define our passion, period.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Finteam Business Consultingthefinteam.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“We help businesses financially flourish by simplifying complex financial decisions.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ulysses Partnersulysses-partners.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 3 contacts → |
“Ulysses Partners is a results-focused specialist consulting firm.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Business Advisory Solutions Group, LLCbasgllc.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 2 contacts → |
“Business Advisory Solutions Group (BASG) is a relationship-based Consulting Firm founded on three core values: • Serving our Clients with integrity, commitment, and expertise •…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Northwestern Capital Partners LLCnorthwesterncapital.net HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 2 contacts → |
“Northwestern Capital Partners, LLC is a uniquely diversified merchant banking and advisory firm.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Versapienversapien.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“Versapien is a specialized consulting firm committed to strengthening financial services risk and compliance.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Lehns Capital Advisory, LLClehnscap.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“We provide customized analytics, research and consulting services to financial services firms.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | C6 Intelligencec6intel.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“Experienced, trusted advisory and operational capabilities on a bespoke basis to the financial crime, risk, and compliance technology ecosystems.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | The Maclean Groupthemacleangroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“We collaborate with community banks, credit unions, and retailers to build foundational analysis and infuse a fresh perspective to guide key delivery channel decisions that…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Aetucker Consultingaetuckerconsulting.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“My mission and purpose is to utilize my expertise, knowledge and education to help owners, CEOs and Presidents of small to midsize privately held companies develop solutions to…” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | L Michael Wofford Consultants And Advisorsmichaelwofford.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“A full service consulting firm providing technology consulting and advice to community banks and credit unions throughout the United States.” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Advisor Consulting HUBadvisorconsultinghub.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 1 contacts → |
“What’s next for the future of your business?” Recorded description excerpt · October 8, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 22 of 41 company matches
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Banking and financial services consultants: dataset insights
October 8, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
41 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 41 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 8, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Banking and financial services consultants by metro in the United States
- Banking and financial services consultants in New York291
- Banking and financial services consultants in Miami81
- Banking and financial services consultants in Chicago68
- Banking and financial services consultants in Dallas63
- Banking and financial services consultants in Houston60
- Banking and financial services consultants in Atlanta59
- Banking and financial services consultants in Washington54
- Banking and financial services consultants in Los Angeles48
- Banking and financial services consultants in San Francisco43
- Banking and financial services consultants in Boston42
- Banking and financial services consultants in Tampa26
Questions about this company list
What does Exact match mean for banking and financial services consultants?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many banking and financial services consultants did RevenueBase find based in Charlotte, United States?
The saved snapshot records 41 matching company records, 26,907 tracked contacts and 7,714 verified emails. The public preview displays 22 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 8, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 22 banking and financial services consultants based in Charlotte, United States. Snapshot: October 8, 2026. https://revenuebase.ai/companies/banking-and-financial-services-consultants/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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