Company lists · Data refreshed September 2026

Top 25 Enterprise financial consulting companies based in Charlotte, United States

Name: Enterprise financial consulting companies based in Charlotte, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 64 companies tracked

RevenueBase identified 64 company matches for enterprise financial consulting companies associated with Charlotte, United States as of September 2026 and tracks 353 professional contacts across them, including 134 with verified work emails. Across the United States, New York is the largest hub for this category (447 companies); Charlotte has 64.

This list covers company matches for enterprise financial consulting companies 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 September 29, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 29, 2026 How this list was built

64Companies

353Contacts tracked

134Verified emails

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The 25 largest enterprise financial consulting companies based in Charlotte, United States

Ranked by team size

Top 25 of 64 company matches for enterprise financial consulting companies based in Charlotte, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Lodestar Consulting, INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	11-50	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 · Sep 29, 2026 · View company records in RevenueBase
2	Croixstone Consulting	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	51-200	31 contacts →
	Exact match “Croixstone is a 3x Inc.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	The Kormac Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	51-200	29 contacts →
	Exact match “Kormac is a management consulting firm committed to helping clients achieve real improvements in profitability and shareholder value.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Vance Flouhouse & Garges, Pllc	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	11-50	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 · Sep 29, 2026 · View company records in RevenueBase
5	TBH Consulting LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	11-50	14 contacts →
	Exact match “TBH Consulting offers a wide range of consulting services to meet our clients' accounting and financial reporting needs, including transaction diligence/ quality of earnings…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Lucrum Consulting, INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	13 contacts →
	Exact match “Lucrum Consulting, Inc works with business owners and accounting teams of mid-sized, locally owned companies to create, measure and manage their financial resources – leveraging…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Greenway Solutions	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	11-50	10 contacts →
	Exact match “Greenway Solutions provides business strategy and strategic consulting services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Wealthplan Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	51-200	8 contacts →
	Exact match “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Chmg Solutions, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	11-50	8 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Third HAT Consulting	Exact match	Charlotte, United StatesHQ recorded Sep 29, 2026	1-10	6 contacts →
	Exact match “At Third Hat Consulting we foster the success of midsize investment banks, corporate finance advisors and private clients by focusing on short-duration, high-impact moments during…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Executive Financial Partners, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “Here at Executive Financial Partners (EFP), relationships define our passion, period.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Nextkey Services	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “NextKey Services is a group of financial consultants – or as we like to say, storytellers – for small and mid-size companies.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Cardinal Finance	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “Cardinal Finance provides entrepreneurs with access to high level financial management expertise at a fraction of the cost of hiring a full-time Chief Financial Officer (CFO).” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Visual Risk IQ	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “Advisory services firm focusing on governance, risk and compliance - specifically data mining & analysis, continuous auditing, and visual reporting.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Finteam Business Consulting	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “We help businesses financially flourish by simplifying complex financial decisions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Bottom Line Technologies	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Founded in 1992, we have over 20 years of consulting experience and client testimonials regarding results Experience matters: We've worked inside the Fortune 50, venture capital…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	GW Partners	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “GW Partners is a unique firm that combines the best elements of operational consulting, financial management, strategic planning and M&A Advisory services to partner with consumer…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Klaystone Business Solutions	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Charlotte-based, Klaystone Business Solutions, is a professional services firm that provides clients with financial, tax and business consulting solutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Fincom Services	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Fincom Services Inc.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Innovation Bookkeeping & Consulting, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Innovation Bookkeeping & Consulting: Your Partner in Growth Why We Do What We Do At Innovation Bookkeeping & Consulting, we're more than just number crunchers.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	JOY Of Taxes	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Change Leader We Innovate And Bring New Possibilities To Small Businesses.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	Business Advisory Solutions Group, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	51-200	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 · Sep 29, 2026 · View company records in RevenueBase
23	Trade Street Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	11-50	2 contacts →
	Exact match “Trade Street Advisors, LLC (Trade Street) is a provider of financial advisory and analytical services to asset managers, issuers of debt/equity and lending institutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	TLC Group, INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Do you know how to begin to plan for your software project?” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Northstar Capital Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Through financial planning, we help people make the best use of their financial resources, freeing their time to enjoy what matters most in life.” Recorded in the RevenueBase company graph · Sep 29, 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 “enterprise financial consulting companies”. 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 25 of 64 enterprise financial consulting companies based in Charlotte, United States

See the full list, filter by size, metro and specialty, and access 134 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Enterprise financial consulting companies based in Charlotte, United States at a glance

As of Sep 29, 2026

38.0%Verified-email coverage

5.5Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 64 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 “enterprise financial consulting companies” 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 134 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 September 29, 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.

Enterprise financial consulting companies by metro in the United States

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 “enterprise financial consulting companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many enterprise financial consulting companies are there based in Charlotte, United States?

RevenueBase identified 64 company matches for enterprise financial consulting companies associated with Charlotte, United States as of September 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?

Lodestar Consulting, INC 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 enterprise financial consulting companies?

New York leads the United States with 447 company records, followed by Atlanta (173) and Chicago (171). Charlotte has 64.

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 134 professional contacts with verified work emails tracked across these 64 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 September 29, 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 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.