Company lists · Data refreshed September 2026
Top 24 Fintech investment companies based in Charlotte, United States
RevenueBase identified 43 fintech investment companies headquartered in Charlotte, United States as of September 2026 and tracks 1,673 professional contacts across them, including 974 with verified work emails. Across the United States, New York is the largest hub for this category (561 companies); Charlotte has 43.
This list covers fintech investment companies 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 24 largest fintech investment companies based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,101 contacts → | ||||
Indirect evidence “Allspring is welcoming a new era of investing that pursues both financial returns and positive outcomes.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 219 contacts → | ||||
Indirect evidence “Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 101 contacts → | ||||
Indirect evidence “Horizon is an industry-recognized firm that provides modern goals-based solutions to empower financial advisors to help their clients reach their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 34 contacts → | ||||
Indirect evidence “About Tradier, Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 31 contacts → | ||||
Partial evidence “WestEnd Advisors, a Victory Capital Investment Franchise, is an institutional asset management firm and a registered investment advisor based in Charlotte, NC.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 31 contacts → | ||||
Indirect evidence “At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 30 contacts → | ||||
Indirect evidence “At Stone Press Financial Group, our mission is to help people achieve their greatest potential, and we do that by creating strategic opportunities for growth.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 16 contacts → | ||||
Partial evidence “Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 12 contacts → | ||||
Indirect evidence “At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 12 contacts → | ||||
Indirect evidence “FINDING SOLUTIONS FOR FINANCIAL ADVISORS IS IN OUR BEST INTEREST Tired of the ordinary relationship between wealth management firms and financial advisors?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Indirect evidence “Davis Williams Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Indirect evidence “Why Cygnus?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Indirect evidence “Wilson Wealth helps investors build the portfolio they need to live the life they want.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Partial evidence “Preserve | Strengthen | Grow ™ Bringing Institutional Investment Management Capabilities to Clients.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Partial evidence “WMS Advisors, LLC is a financial services company and investment advisory firm with over 40 years of experience in the financial industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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. | |||||
| 17 | 3 contacts → | ||||
Partial evidence “MPact Capital addresses critical sustainability challenges through market-based solutions delivered by its Asset & Investment Management, Capital Markets Divisions - both…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Partial evidence “Old Well Partners is a global investment firm managing capital on behalf of leading institutional investors and family offices.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Indirect evidence “Our mission is to assist our clients in reaching their financial goals by providing financial services and creative, intelligent solutions to their needs.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Partial evidence “KSK Investors, LLC (“KSK Investors”) is an investment firm focused on the financial services sector.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Partial evidence “WealthShield is an investment company designed with the goal of helping entrepreneurial financial advisors succeed.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “We invite you to discover and experience the power of our services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “Our team has almost 100 years of combined experience in the financial services industry.” 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 investment companies. 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 investment companies.
- Partial evidence
- Its own public description names part of fintech investment companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fintech investment companies. 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 24 of 43 fintech investment companies based in Charlotte, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 974 reachable decision-makers.
Free signup · no credit card
Fintech investment companies 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 43 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 investment companies, 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 investment companies”. 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 investment companies), 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 investment companies, 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, 974 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 investment companies by metro in the United States
- Fintech investment companies in New York561
- Fintech investment companies in San Francisco156
- Fintech investment companies in Chicago109
- Fintech investment companies in Miami105
- Fintech investment companies in Boston98
- Fintech investment companies in Los Angeles71
- Fintech investment companies in Atlanta69
- Fintech investment companies in Dallas62
- Fintech investment companies in Austin57
- Fintech investment companies in San Diego55
- Fintech investment companies in Denver45
- Fintech investment companies in Houston43
- Fintech investment companies in New York City42
- Fintech investment companies in Seattle38
- Fintech investment companies in Las Vegas32
- Fintech investment companies in Palo Alto30
- Fintech investment companies in Newport Beach27
- Fintech investment companies in Tampa27
- Fintech investment companies in Washington25
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 investment companies, 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 investment companies are there based in Charlotte, United States?
RevenueBase identified 43 fintech investment companies 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?
Allspring Global Investments, headquartered in Charlotte, tops this list with the largest team on record.
Which city in the United States has the most fintech investment companies?
New York leads the United States with 561 headquartered companies, followed by San Francisco (156) and Chicago (109). Charlotte has 43.
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 974 verified decision-maker contacts tracked across these 43 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.
Ready to reach these companies? Verified emails and direct dials for all 43 fintech investment companies based in Charlotte, United States. Start with a free account, no credit card.
Download this list →Related lists
Fintech investment companies by geography
- Fintech investment companies based in Melbourne, Australia
- Fintech investment companies based in Sydney, Australia
- Fintech investment companies based in Rio De Janeiro, Brazil
- Fintech investment companies based in Sao Paulo, Brazil
- Fintech investment companies based in Montreal, Canada
- Fintech investment companies based in Toronto, Canada
- Fintech investment companies based in Vancouver, Canada
- Fintech investment companies based in Paris, France
- Fintech investment companies based in Berlin, Germany
- Fintech investment companies based in Hong Kong, Hong Kong
- Fintech investment companies based in Ahmedabad, India
- Fintech investment companies based in Bangalore, India
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fintech investment companies based in Melbourne, Australia
- Fintech investment companies based in Sydney, Australia
- Fintech investment companies based in Rio De Janeiro, Brazil
- Fintech investment companies based in Sao Paulo, Brazil
- Fintech investment companies based in Montreal, Canada
- Fintech investment companies based in Toronto, Canada