Company lists · Data refreshed September 2026

Top 25 Financial services consultancies based in Charlotte, United States

Name: Financial services consultancies based in Charlotte, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 56 companies tracked

RevenueBase identified 56 financial services consultancies headquartered in Charlotte, United States as of September 2026 and tracks 520 professional contacts across them, including 142 with verified work emails. Across the United States, New York is the largest hub for this category (405 companies); Charlotte has 56.

This list covers financial services consultancies 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 28, 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 28, 2026 86% judged on-target in blind review

56Companies

520Contacts tracked

142Verified emails

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The 25 largest financial services consultancies based in Charlotte, United States

Ranked by team size

Top 25 of 56 financial services consultancies based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial services consultancies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Origintek Solutions LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	72 contacts →
	Indirect evidence “Welcome to Origintek Solutions, where expertise and innovation converge to deliver exceptional business consulting services.” Source: RevenueBase Database · checked Sep 28, 2026
2	Lodestar Consulting, INC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	41 contacts →
	Indirect evidence “From strategy to results, Lodestar Consulting provides support to our client's most challenging issues.” Source: RevenueBase Database · checked Sep 28, 2026
3	Workwell Consulting Group	Indirect evidence	Charlotte, United StatesHQ checked Sep 28, 2026	11-50	33 contacts →
	Indirect evidence “WorkWell Consulting Group is a multidisciplinary, end-to-end consulting firm, equal parts strategic advisor and hands-on execution partner.” Source: RevenueBase Database · checked Sep 28, 2026
4	Croixstone Consulting	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	31 contacts →
	Indirect evidence “Croixstone is a 3x Inc.” Source: RevenueBase Database · checked Sep 28, 2026
5	Sherman & Company	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Indirect evidence “Sherman & Company is an investment banking/M&A firm focused on the insurance, healthcare, technology, and asset & wealth management industries.” Source: RevenueBase Database · checked Sep 28, 2026
6	Bridgemark Strategies	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	21 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 28, 2026
7	Zivanta Analytics	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial evidence “Zivanta Analytics is a management consulting firm serving the niche financial services & social sectors across diverse domains of analytics.” Source: RevenueBase Database · checked Sep 28, 2026
8	Vance Flouhouse & Garges, Pllc	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Indirect evidence “Vance Flouhouse and Garges is a premier tax, accounting and consulting firm headquartered in the Ballantyne area of Charlotte.” Source: RevenueBase Database · checked Sep 28, 2026
9	7 Mile Advisors	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect evidence “7 Mile Advisors provides Investment Banking & Advisory Services to the Business Services and Technology Industries globally.” Source: RevenueBase Database · checked Sep 28, 2026
10	Tobin & Company Investment Banking Group LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
11	Chmg Solutions, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
12	Grandview Advisors Of Raymond James	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “Whether specializing in nuanced insurance, lending or trust needs, our extended team helps us keep our focus on you and your financial plan.” Source: RevenueBase Database · checked Sep 28, 2026
13	Third HAT Consulting	Indirect evidence	Charlotte, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
14	R88, INC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	6 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
15	Executive Financial Partners, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Here at Executive Financial Partners (EFP), relationships define our passion, period.” Source: RevenueBase Database · checked Sep 28, 2026
16	Finteam Business Consulting	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “We help businesses financially flourish by simplifying complex financial decisions.” Source: RevenueBase Database · checked Sep 28, 2026
17	Ulysses Partners	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Ulysses Partners is a results-focused specialist consulting firm.” Source: RevenueBase Database · checked Sep 28, 2026
18	West 4th Capital	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “We are obsessed with our clients’ success before, during, and after their M&A deal closes.” Source: RevenueBase Database · checked Sep 28, 2026
19	Klaystone Business Solutions	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Charlotte-based, Klaystone Business Solutions, is a professional services firm that provides clients with financial, tax and business consulting solutions.” Source: RevenueBase Database · checked Sep 28, 2026
20	Business Advisory Solutions Group, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	2 contacts →
	Indirect evidence “Business Advisory Solutions Group (BASG) is a relationship-based Consulting Firm founded on three core values: • Serving our Clients with integrity, commitment, and expertise •…” Source: RevenueBase Database · checked Sep 28, 2026
21	Trade Street Advisors	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
22	L Michael Wofford Consultants And Advisors	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “A full service consulting firm providing technology consulting and advice to community banks and credit unions throughout the United States.” Source: RevenueBase Database · checked Sep 28, 2026
23	Versapien	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Versapien is a specialized consulting firm committed to strengthening financial services risk and compliance.” Source: RevenueBase Database · checked Sep 28, 2026
24	Advisor Consulting HUB	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “What’s next for the future of your business?” Source: RevenueBase Database · checked Sep 28, 2026
25	Lehns Capital Advisory, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “We provide customized analytics, research and consulting services to financial services firms.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial services consultancies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial services consultancies.
Partial evidence: Its own public description names part of financial services consultancies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services consultancies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 56 financial services consultancies based in Charlotte, United States

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Financial services consultancies based in Charlotte, United States at a glance

As of Sep 28, 2026

27.3%Verified-email coverage

9.3Average contacts per company

1-10Median size (employees)

Sep 28, 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 56 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 financial services consultancies, 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 “financial services consultancies”. 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 financial services consultancies), 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 financial services consultancies, 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, 142 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 28, 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.

Financial services consultancies 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 financial services consultancies, 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 financial services consultancies are there based in Charlotte, United States?

RevenueBase identified 56 financial services consultancies 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?

Origintek Solutions LLC, headquartered in Charlotte, tops this list with the largest team on record.

Which city in the United States has the most financial services consultancies?

New York leads the United States with 405 headquartered companies, followed by Chicago (113) and Houston (98). Charlotte has 56.

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 142 verified decision-maker contacts tracked across these 56 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 28, 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.