Company lists · Data refreshed September 2026

Top 23 Financial services executives based in Charlotte, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 55 companies tracked

RevenueBase identified 55 company matches for financial services executives associated with Charlotte, United States as of September 2026 and tracks 227,671 professional contacts across them, including 68,442 with verified work emails. Across the United States, New York is the largest hub for this category (240 companies); Charlotte has 55.

This list covers company matches for financial services executives 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 16, 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 16, 2026 How this list was built

55Companies

227,671Contacts tracked

68,442Verified emails

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The 23 largest financial services executives based in Charlotte, United States

Ranked by team size

Top 23 of 55 company matches for financial services executives based in Charlotte, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 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	Bank Of America	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	10001+	160,963 contacts →
	Exact match “Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Truist	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	10001+	24,278 contacts →
	Exact match “Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Bank Of America Merrill Lynch	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	10001+	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 · Sep 16, 2026 · View company records in RevenueBase
4	Bb&t	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	10001+	13,591 contacts →
	Exact match “We’d love to stay connected with you!” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Bank Of America Business	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	10001+	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 · Sep 16, 2026 · View company records in RevenueBase
6	Massmutual Carolinas	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	51-200	162 contacts →
	Exact match “At MassMutual Carolinas, we listen closely to gain a thorough understanding of your goals and your dreams.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	GCG Wealth Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	11-50	29 contacts →
	Exact match “GCG Wealth Management offers Investments, Annuities and Risk Management, specializing in Wealth Management and Tax Deferred Strategies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Hobart Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	11-50	20 contacts →
	Exact match “Hobart Wealth is a financial services firm serving valued clients throughout the Carolinas.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Supreme Alliance LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	51-200	10 contacts →
	Exact match “We are a Broker Dealer, Member FINRA Firm, an SEC Registered Investment Advisor Firm, and an Insurance Distribution Firm (all in one).” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Ensemble Financial Strategies	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	9 contacts →
	Exact match “We are an advice-centric financial services firm offering comprehensive planning, insurance and investment solutions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Davis Williams Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	8 contacts →
	Exact match “Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Wealthplan Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	51-200	8 contacts →
	Exact match “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Grandview Advisors Of Raymond James	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	11-50	7 contacts →
	Exact match “Whether specializing in nuanced insurance, lending or trust needs, our extended team helps us keep our focus on you and your financial plan.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Carroll Financial	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	11-50	7 contacts →
	Exact match “One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	WMS Advisors, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Newton Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Our mission is to assist our clients in reaching their financial goals by providing financial services and creative, intelligent solutions to their needs.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Optima Financial Services	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “We provide insurance, investments, and financial planning, for individuals and business owners.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Bowman Financial Group, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Our mission is to create and preserve wealth for our clients through long term effective financial planning and wealth management.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Northstar Capital Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
20	KSK Investors, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “KSK Investors, LLC (“KSK Investors”) is an investment firm focused on the financial services sector.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Flat FEE Financial LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Forth Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Our team has almost 100 years of combined experience in the financial services industry.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Vine & Branch Capital	Exact match	Charlotte, NC, United StatesHQ recorded Sep 16, 2026	n/a	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 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 executives”. 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 23 of 55 financial services executives based in Charlotte, United States

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

As of Sep 16, 2026

30.1%Verified-email coverage

4139.5Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

5,001-10,000

10001+

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 55 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 executives” 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 68,442 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 16, 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 executives 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 executives”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 55 company matches for financial services executives 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?

Bank Of America 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 executives?

New York leads the United States with 240 company records, followed by Dallas (77) and Houston (65). Charlotte has 55.

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 68,442 professional contacts with verified work emails tracked across these 55 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 16, 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.