Company lists · Data refreshed September 2026
Top 19 Fintech consultants based in Charlotte, United States
RevenueBase identified 48 fintech consultants headquartered in Charlotte, United States as of September 2026 and tracks 183 professional contacts across them, including 55 with verified work emails. Across the United States, New York is the largest hub for this category (511 companies); Charlotte has 48.
This list covers fintech consultants 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.
The 19 largest fintech consultants based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 29 contacts → | ||||
Indirect evidence “Infinant provides resilient financial technology that acts as the growth platform for financial institutions to power their digital and embedded finance channels without the need…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 24 contacts → | ||||
Partial evidence “TheoremLabs.io is a hybrid of management consulting, build & experimentation labs for Fintech products that apply advances in AI and mature Web 3 technologies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 17 contacts → | ||||
Indirect evidence “Kingsmen Software, a Sparq company, is a software development company that crafts high-quality custom software and helps their clients do the same.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 6 contacts → | ||||
Indirect 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 5 contacts → | ||||
Indirect evidence “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).” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 4 contacts → | ||||
Indirect evidence “We provide thorough, business-focused technology diligence and fractional CTO services to software product companies being acquired by search fund entrepreneurs and private equity” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Indirect evidence “We help businesses financially flourish by simplifying complex financial decisions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Partial evidence “OnTrajectory is a Charlotte-based fintech developing cash-flow and goals-based planning software, neo-bank interfaces, and AI-driven solutions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Indirect evidence “Ulysses Partners is a results-focused specialist consulting firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “PREMIUM, FRACTIONAL FINANCIAL & ACCOUNTING SERVICES Feeling unclear about your finances and how to achieve your business’ goals?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence “Versapien is a specialized consulting firm committed to strengthening financial services risk and compliance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Indirect evidence “iKinetiq is your alternative to traditional consulting services, offering a new way to tackle the challenges of regulatory compliance in financial services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “Clocktower Financial is devoted to elevating financial planning and education to engage individuals of all ages and backgrounds.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Indirect evidence “Experienced, trusted advisory and operational capabilities on a bespoke basis to the financial crime, risk, and compliance technology ecosystems.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence “We provide customized analytics, research and consulting services to financial services firms.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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: fintech consultants. 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 fintech consultants.
- Partial evidence
- Its own public description names part of fintech consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fintech consultants. 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 19 of 48 fintech consultants based in Charlotte, United States
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Fintech consultants based in Charlotte, United States at a glance
As of Sep 28, 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 48 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 fintech consultants, 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 “fintech consultants”. 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 fintech consultants), 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 fintech consultants, 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, 55 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.
Fintech consultants by metro in the United States
- Fintech consultants in New York511
- Fintech consultants in San Francisco148
- Fintech consultants in Chicago132
- Fintech consultants in Miami108
- Fintech consultants in Austin94
- Fintech consultants in Atlanta90
- Fintech consultants in Los Angeles89
- Fintech consultants in Boston84
- Fintech consultants in Dallas78
- Fintech consultants in Houston61
- Fintech consultants in Washington58
- Fintech consultants in San Diego44
- Fintech consultants in Denver43
- Fintech consultants in Tampa43
- Fintech consultants in New York City42
- Fintech consultants in Seattle39
- Fintech consultants in Orlando30
- Fintech consultants in Las Vegas29
- Fintech consultants in Jacksonville26
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 fintech consultants, 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 fintech consultants are there based in Charlotte, United States?
RevenueBase identified 48 fintech consultants 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?
Infinant, headquartered in Charlotte, tops this list with the largest team on record.
Which city in the United States has the most fintech consultants?
New York leads the United States with 511 headquartered companies, followed by San Francisco (148) and Chicago (132). Charlotte has 48.
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 55 verified decision-maker contacts tracked across these 48 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.
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