Company lists · Data refreshed September 2026

Top 25 Integrated wealth platforms based in Charlotte, United States

Name: Integrated wealth platforms 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 63 companies tracked

RevenueBase identified 63 company matches for integrated wealth platforms associated with Charlotte, United States as of September 2026 and tracks 433 professional contacts across them, including 207 with verified work emails. Across the United States, New York is the largest hub for this category (243 companies); Charlotte has 63.

This list covers company matches for integrated wealth platforms 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 28, 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 28, 2026 How this list was built

63Companies

433Contacts tracked

207Verified emails

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The 25 largest integrated wealth platforms based in Charlotte, United States

Ranked by team size

Top 25 of 63 company matches for integrated wealth platforms based in Charlotte, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Horizon	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	51-200	101 contacts →
	Exact match “Horizon is an industry-recognized firm that provides modern goals-based solutions to empower financial advisors to help their clients reach their financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Linden Thomas & Company	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	11-50	31 contacts →
	Exact match “At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Stone Press Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	51-200	30 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Biltmore Family Office, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	11-50	29 contacts →
	Exact match “An independent wealth advisory firm founded by our family and designed for your family.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Novare Capital Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	11-50	16 contacts →
	Exact match “Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Insight Folios	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “At Insight Folios our job is to make the complications surrounding Wall Street understandable and accessible.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Alloy Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “Retirement is more than simply a destination, it is a journey.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Blueprint Financial Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “FINDING SOLUTIONS FOR FINANCIAL ADVISORS IS IN OUR BEST INTEREST Tired of the ordinary relationship between wealth management firms and financial advisors?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Yellowwood Wealth Solutions, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “At YellowWood, we understand that life is dynamic and your financial needs will change.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Davis Williams Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
11	Wealthplan Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	51-200	8 contacts →
	Exact match “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Carroll Financial	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
13	Cygnus Asset Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “Why Cygnus?” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Tricapital Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “The firm was established in by Randy White with a simple vision: to assist our clients in accomplishing their financial goals by providing the highest quality advice available.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Summitas	Exact match	Charlotte, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “Award-winning Summitas Platform® helps wealth managers enhance client engagement with an unsurpassed combination of security, privacy, and flexibility.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Auctus Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “A concierge wealth advisory firm, specializing in working with high net worth clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Cannon Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “Financial Planning, Wealth Management, Investment Strategies, Tax & Accounting, Estate Planning, Asset Protection, Retirement Planning, Tactical Investment Management…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	WMS Advisors, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
19	Redwood Wealth Management LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Client First Redwood Wealth Management was built on the idea that the client should always come first.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	E2i Financial Group, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	11-50	3 contacts →
	Exact match “E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Calamita Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Your finances, your future - that’s the passion behind Calamita Wealth Management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Holland Capital Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Benefit From Our Multi-Disciplinary Approach Today's climate is complex.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Advisor Controls	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	11-50	2 contacts →
	Exact match “Advisor Controls offers a comprehensive suite of tools designed to enhance client financial planning outcomes and boost the profitability of advisors’ practices.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Legend Private Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Legend is the part of the map that gives a map meaning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Altum Wealth Alliance	Exact match	Charlotte, NC, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “At Altum Wealth Alliance, we are a client-first, truly comprehensive wealth planning and investment management firm committed to your overall success, the result: an uncompromised…” Recorded in the RevenueBase company graph · Sep 28, 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 “integrated wealth platforms”. 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 63 integrated wealth platforms based in Charlotte, United States

See the full list, filter by size, metro and specialty, and access 207 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Integrated wealth platforms based in Charlotte, United States at a glance

As of Sep 28, 2026

47.8%Verified-email coverage

6.9Average 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 63 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 “integrated wealth platforms” 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 207 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 28, 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.

Integrated wealth platforms 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 “integrated wealth platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many integrated wealth platforms are there based in Charlotte, United States?

RevenueBase identified 63 company matches for integrated wealth platforms 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?

Horizon 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 integrated wealth platforms?

New York leads the United States with 243 company records, followed by Chicago (110) and Atlanta (102). Charlotte has 63.

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 207 professional contacts with verified work emails tracked across these 63 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 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 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.