Company lists · Data refreshed October 2026

Top 25 Financial services consulting firms based in Charlotte, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 65 companies tracked

RevenueBase identified 65 company matches for financial services consulting firms associated with Charlotte, United States as of October 2026 and tracks 603 professional contacts across them, including 122 with verified work emails. Across the United States, New York is the largest hub for this category (469 companies); Charlotte has 65.

This list covers company matches for financial services consulting firms 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 1, 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 Oct 1, 2026 How this list was built

65Companies

603Contacts tracked

122Verified emails

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The 25 largest financial services consulting firms based in Charlotte, United States

Ranked by team size

Top 25 of 65 company matches for financial services consulting firms based in Charlotte, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Origintek Solutions LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	11-50	72 contacts →
	Exact match “Welcome to Origintek Solutions, where expertise and innovation converge to deliver exceptional business consulting services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Lodestar Consulting, INC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
3	Workwell Consulting Group	Exact match	Charlotte, United StatesHQ recorded Oct 1, 2026	11-50	33 contacts →
	Exact match “WorkWell Consulting Group is a multidisciplinary, end-to-end consulting firm, equal parts strategic advisor and hands-on execution partner.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Croixstone Consulting	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	51-200	31 contacts →
	Exact match “Croixstone is a 3x Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Bridgemark Strategies	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	21 contacts →
	Exact match “Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Zivanta Analytics	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	11-50	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 1, 2026 · View company records in RevenueBase
7	Chmg Solutions, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	11-50	8 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	R88, INC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	11-50	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 1, 2026 · View company records in RevenueBase
9	Executive Financial Partners, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “Here at Executive Financial Partners (EFP), relationships define our passion, period.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Nextkey Services	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
11	Visual Risk IQ	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
12	Finteam Business Consulting	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “We help businesses financially flourish by simplifying complex financial decisions.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Ulysses Partners	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Ulysses Partners is a results-focused specialist consulting firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	GW Partners	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
15	West 4th Capital	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “We are obsessed with our clients’ success before, during, and after their M&A deal closes.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Klaystone Business Solutions	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
17	JOY Of Taxes	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Change Leader We Innovate And Bring New Possibilities To Small Businesses.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Business Advisory Solutions Group, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
19	Trade Street Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
20	Millo Capital	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Millo Capital provides capital markets consulting services to firms ranging from investment advisors & fund managers to manufacturing & service firms in the lower middle market.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	L Michael Wofford Consultants And Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	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 1, 2026 · View company records in RevenueBase
22	Versapien	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	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 1, 2026 · View company records in RevenueBase
23	Advisor Consulting HUB	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “What’s next for the future of your business?” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Magnolia Capital Partners LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “We invite you to discover and experience the power of our services.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Ikinetiq Innovation Solutions	Exact match	Charlotte, NC, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “iKinetiq is your alternative to traditional consulting services, offering a new way to tackle the challenges of regulatory compliance in financial services.” Recorded in the RevenueBase company graph · Oct 1, 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 “financial services consulting firms”. 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 65 financial services consulting firms based in Charlotte, United States

See the full list, filter by size, metro and specialty, and access 122 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services consulting firms based in Charlotte, United States at a glance

As of Oct 1, 2026

20.2%Verified-email coverage

9.3Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 65 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 “financial services consulting firms” 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 122 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 1, 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.

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

How many financial services consulting firms are there based in Charlotte, United States?

RevenueBase identified 65 company matches for financial services consulting firms 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?

Origintek Solutions LLC 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 financial services consulting firms?

New York leads the United States with 469 company records, followed by Chicago (139) and Houston (132). Charlotte has 65.

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 122 professional contacts with verified work emails tracked across these 65 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 1, 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.