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 integrated wealth platforms headquartered in 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 (229 companies); Charlotte has 63.

This list covers integrated wealth platforms 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

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 integrated wealth platforms based in Charlotte, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to integrated wealth platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Horizon	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	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, 2026
2	Linden Thomas & Company	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Partial 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, 2026
3	Stone Press Financial Group	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	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, 2026
4	Biltmore Family Office, LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	29 contacts →
	Partial evidence “An independent wealth advisory firm founded by our family and designed for your family.” Source: RevenueBase Database · checked Sep 28, 2026
5	Novare Capital Management	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Indirect evidence “Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Source: RevenueBase Database · checked Sep 28, 2026
6	Insight Folios	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	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, 2026
7	Alloy Wealth Management	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “Retirement is more than simply a destination, it is a journey.” Source: RevenueBase Database · checked Sep 28, 2026
8	Blueprint Financial Advisors	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial 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, 2026
9	Yellowwood Wealth Solutions, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “At YellowWood, we understand that life is dynamic and your financial needs will change.” Source: RevenueBase Database · checked Sep 28, 2026
10	Davis Williams Wealth Management	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial 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, 2026
11	Wealthplan Financial Group	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	51-200	8 contacts →
	Partial evidence “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Source: RevenueBase Database · checked Sep 28, 2026
12	Carroll Financial	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Source: RevenueBase Database · checked Sep 28, 2026
13	Cygnus Asset Management, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Indirect evidence “Why Cygnus?” Source: RevenueBase Database · checked Sep 28, 2026
14	Tricapital Wealth Management	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
15	Summitas	Strong evidence	Charlotte, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Strong evidence “Award-winning Summitas Platform® helps wealth managers enhance client engagement with an unsurpassed combination of security, privacy, and flexibility.” Source: RevenueBase Database · checked Sep 28, 2026
16	Auctus Advisors	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “A concierge wealth advisory firm, specializing in working with high net worth clients.” Source: RevenueBase Database · checked Sep 28, 2026
17	Cannon Advisors	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Partial evidence “Financial Planning, Wealth Management, Investment Strategies, Tax & Accounting, Estate Planning, Asset Protection, Retirement Planning, Tactical Investment Management…” Source: RevenueBase Database · checked Sep 28, 2026
18	WMS Advisors, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect 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, 2026
19	Redwood Wealth Management LLC	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Client First Redwood Wealth Management was built on the idea that the client should always come first.” Source: RevenueBase Database · checked Sep 28, 2026
20	E2i Financial Group, LLC	Strong evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	3 contacts →
	Strong evidence “E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology.” Source: RevenueBase Database · checked Sep 28, 2026
21	Calamita Wealth Management	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Your finances, your future - that’s the passion behind Calamita Wealth Management.” Source: RevenueBase Database · checked Sep 28, 2026
22	Holland Capital Management, LLC	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Benefit From Our Multi-Disciplinary Approach Today's climate is complex.” Source: RevenueBase Database · checked Sep 28, 2026
23	Advisor Controls	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	11-50	2 contacts →
	Indirect evidence “Advisor Controls offers a comprehensive suite of tools designed to enhance client financial planning outcomes and boost the profitability of advisors’ practices.” Source: RevenueBase Database · checked Sep 28, 2026
24	Legend Private Wealth	Indirect evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Legend is the part of the map that gives a map meaning.” Source: RevenueBase Database · checked Sep 28, 2026
25	Altum Wealth Alliance	Partial evidence	Charlotte, NC, United StatesHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026

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: integrated wealth platforms. 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 integrated wealth platforms.
Partial evidence: Its own public description names part of integrated wealth platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name integrated wealth platforms. 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 25 of 63 integrated wealth platforms based in Charlotte, United States

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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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among integrated wealth platforms, 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 “integrated wealth platforms”. 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 integrated wealth platforms), 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 integrated wealth platforms, 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, 207 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.

Integrated wealth platforms by metro in the United States

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

RevenueBase identified 63 integrated wealth platforms 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?

Horizon, headquartered in Charlotte, tops this list with the largest team on record.

Which city in the United States has the most integrated wealth platforms?

New York leads the United States with 229 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 207 verified decision-maker contacts tracked across these 63 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.