Company lists · Data refreshed October 2026
Top 25 Investment banking advisors based in Charlotte, United States
RevenueBase identified 53 company matches for investment banking advisors associated with Charlotte, United States as of October 2026 and tracks 611 professional contacts across them, including 256 with verified work emails. Across the United States, New York is the largest hub for this category (679 companies); Charlotte has 53.
This list covers company matches for investment banking advisors 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 October 17, 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.
The 25 largest investment banking advisors based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 83 contacts → | ||||
Exact match “An industry leader in investment and advisory services for individuals, corporations and institutions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 2 | 68 contacts → | ||||
Exact match “BlackArch is a leading middle-market investment bank offering a full spectrum of advisory services to financial sponsors, private companies and diversified corporations.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 3 | 67 contacts → | ||||
Exact match “Bourne Partners is a financial services firm specializing in the pharma, pharma services, healthcare services, and consumer health sectors.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 4 | 47 contacts → | ||||
Exact match “At First Tryon, we believe in the basic principle that relationships built on trust will be the cornerstone of our success.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 5 | 27 contacts → | ||||
Exact match “Envoy delivers tailored investment banking services at every key milestone of a business lifecycle and specializes in M&A Advisory, Capital Advisory, and Private Equity Services.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 6 | 27 contacts → | ||||
Exact match “Sherman & Company is an investment banking/M&A firm focused on the insurance, healthcare, technology, and asset & wealth management industries.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 7 | 25 contacts → | ||||
Exact match “McColl Partners is an independent investment banking firm specializing in the needs of management and owners of middle-market companies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 8 | 20 contacts → | ||||
Exact match “Established in 1989, Bundy Group is an industry-focused investment bank that specializes in representing business owners and management teams in business sales, acquisitions, and…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 9 | 20 contacts → | ||||
Exact match “Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 10 | 18 contacts → | ||||
Exact match “Fidus Partners, with offices in Charlotte, North Carolina and New York, New York, provides merger and acquisition advisory and related services to private equity firms…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 11 | 17 contacts → | ||||
Exact match “Our mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “PB & W is a leading investment banking firm specializing in advising middle-market companies throughout North America and Europe.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “Investment Banking for Lower Middle Market Companies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 14 | 11 contacts → | ||||
Exact match “7 Mile Advisors provides Investment Banking & Advisory Services to the Business Services and Technology Industries globally.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 15 | 10 contacts → | ||||
Exact match “Helping you thrive in your financial situation, with a local touch you won't find in national firms.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 16 | 10 contacts → | ||||
Exact match “We at Tobin & Company Investment Banking Group, together with our subsidiary Tobin & Company Securities, offer a wide range of investment banking services to our constituents.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Aqueduct Capital Group is now part of Harris Williams, a global investment bank specializing in M&A and private capital advisory services.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “North Inlet partners with our clients to offer dedicated senior resources combined with a systematic and sustainable approach to growth.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Titus Alliance is a people-centric, full-service M&A advisory and business valuation firm based in the Carolinas.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 22 | 6 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “We are obsessed with our clients’ success before, during, and after their M&A deal closes.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Portus Wealth Advisors is the strategic partner for founders and investors who have outgrown standard financial advice.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “Clearpact is a full-service investment bank, purpose-built for tech and tech-enabled companies, providing our partners with M&A, capital raising and strategic advisory solutions.” Recorded in the RevenueBase company graph · Oct 17, 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 “investment banking advisors”. 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 53 investment banking advisors based in Charlotte, United States
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Investment banking advisors based in Charlotte, United States at a glance
As of Oct 17, 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 53 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 “investment banking advisors” 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 256 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 October 17, 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.
Investment banking advisors by metro in the United States
- Investment banking advisors in New York679
- Investment banking advisors in Chicago143
- Investment banking advisors in Los Angeles130
- Investment banking advisors in Atlanta100
- Investment banking advisors in Miami99
- Investment banking advisors in Houston96
- Investment banking advisors in Dallas94
- Investment banking advisors in San Francisco85
- Investment banking advisors in Boston74
- Investment banking advisors in Washington57
- Investment banking advisors in Austin55
- Investment banking advisors in Denver49
- Investment banking advisors in Newport Beach39
- Investment banking advisors in Tampa39
- Investment banking advisors in Minneapolis38
- Investment banking advisors in San Diego37
- Investment banking advisors in Scottsdale29
- Investment banking advisors in Boca Raton27
- Investment banking advisors in St. Louis27
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 “investment banking advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment banking advisors are there based in Charlotte, United States?
RevenueBase identified 53 company matches for investment banking advisors associated with Charlotte, United States as of October 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?
Wachovia Corp 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 investment banking advisors?
New York leads the United States with 679 company records, followed by Chicago (143) and Los Angeles (130). Charlotte has 53.
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 256 professional contacts with verified work emails tracked across these 53 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 October 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 53 investment banking advisors based in Charlotte, United States. Start with a free account, no credit card.
Download this list →Related lists
Investment banking advisors by geography
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- Investment banking advisors based in Melbourne, Australia
- Investment banking advisors based in Perth, Australia
- Investment banking advisors based in Sydney, Australia
- Investment banking advisors based in Dhaka, Bangladesh
- Investment banking advisors based in Belo Horizonte, Brazil
- Investment banking advisors based in Rio De Janeiro, Brazil
- Investment banking advisors based in Sao Paulo, Brazil
- Investment banking advisors based in Calgary, Canada
- Investment banking advisors based in Montreal, Canada
- Investment banking advisors based in Toronto, Canada
- Investment banking advisors based in Vancouver, Canada
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment banking advisors based in Buenos Aires, Argentina
- Investment banking advisors based in Melbourne, Australia
- Investment banking advisors based in Perth, Australia
- Investment banking advisors based in Sydney, Australia
- Investment banking advisors based in Dhaka, Bangladesh
- Investment banking advisors based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 25 investment banking advisors based in Charlotte, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 53 matching company records for investment banking advisors based in Charlotte, United States, with 611 tracked contacts and 256 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment banking advisors based in Charlotte, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Wachovia Corpwachovia.comHQ: Charlotte, NC, United StatesReported employees: 5,001-10,000 | Charlotte, NC, United States | 5,001-10,000 | Exact match | 83 contacts → |
“An industry leader in investment and advisory services for individuals, corporations and institutions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Blackarch Partnersblackarchpartners.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 68 contacts → |
“BlackArch is a leading middle-market investment bank offering a full spectrum of advisory services to financial sponsors, private companies and diversified corporations.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Bourne Partnersbourne-partners.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 67 contacts → |
“Bourne Partners is a financial services firm specializing in the pharma, pharma services, healthcare services, and consumer health sectors.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | First Tryon Advisorsfirsttryon.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 47 contacts → |
“At First Tryon, we believe in the basic principle that relationships built on trust will be the cornerstone of our success.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Envoy Capital Advisorsenvoycapitaladvisors.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 27 contacts → |
“Envoy delivers tailored investment banking services at every key milestone of a business lifecycle and specializes in M&A Advisory, Capital Advisory, and Private Equity Services.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Sherman & Companysherman-company.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 27 contacts → |
“Sherman & Company is an investment banking/M&A firm focused on the insurance, healthcare, technology, and asset & wealth management industries.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Mccoll Partnersmccollpartners.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 25 contacts → |
“McColl Partners is an independent investment banking firm specializing in the needs of management and owners of middle-market companies.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Bundy Groupbundygroup.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 20 contacts → |
“Established in 1989, Bundy Group is an industry-focused investment bank that specializes in representing business owners and management teams in business sales, acquisitions, and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Bridgemark Strategiesbridgemarkstrategies.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 20 contacts → |
“Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Fidus Partnersfiduspartners.comHQ: Charlotte, United StatesReported employees: 11-50 | Charlotte, United States | 11-50 | Exact match | 18 contacts → |
“Fidus Partners, with offices in Charlotte, North Carolina and New York, New York, provides merger and acquisition advisory and related services to private equity firms…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  GCG Advisory Partnersgcgap.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 17 contacts → |
“Our mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Philpott Ball & Werner, LLCpbandw.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“PB & W is a leading investment banking firm specializing in advising middle-market companies throughout North America and Europe.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Davidson Capital Advisorsdavcapadvisors.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 12 contacts → |
“Investment Banking for Lower Middle Market Companies.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  7 Mile Advisors7mileadvisors.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 11 contacts → |
“7 Mile Advisors provides Investment Banking & Advisory Services to the Business Services and Technology Industries globally.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Convergent Financial Partnersconvergentfp.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 10 contacts → |
“Helping you thrive in your financial situation, with a local touch you won't find in national firms.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Tobin & Company Investment Banking Group LLCtobinandcompany.comHQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 10 contacts → |
“We at Tobin & Company Investment Banking Group, together with our subsidiary Tobin & Company Securities, offer a wide range of investment banking services to our constituents.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Klarventuresklarventures.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 |  Harris Williams Primary Fund Placementharriswilliams.comHQ: Charlotte, NC, United StatesReported employees: 501-1,000 | Charlotte, NC, United States | 501-1,000 | Exact match | 7 contacts → |
“Aqueduct Capital Group is now part of Harris Williams, a global investment bank specializing in M&A and private capital advisory services.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  North Inlet Advisorsnorthinletgroup.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 7 contacts → |
“North Inlet partners with our clients to offer dedicated senior resources combined with a systematic and sustainable approach to growth.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Titus Alliancetitusalliance.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 7 contacts → |
“Titus Alliance is a people-centric, full-service M&A advisory and business valuation firm based in the Carolinas.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Guideboat Advisorsguideboatadvisors.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 |  Third HAT Consultingthirdhatconsulting.comHQ: Charlotte, United StatesReported employees: 1-10 | Charlotte, United States | 1-10 | Exact match | 6 contacts → |
“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…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  West 4th Capitalwest4thcapital.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
“We are obsessed with our clients’ success before, during, and after their M&A deal closes.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Portus Wealth Advisorsportusadvisors.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“Portus Wealth Advisors is the strategic partner for founders and investors who have outgrown standard financial advice.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Clearpactclearpact.coHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“Clearpact is a full-service investment bank, purpose-built for tech and tech-enabled companies, providing our partners with M&A, capital raising and strategic advisory solutions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 53 company matches
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Investment banking advisors: dataset insights
October 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
53 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 53 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment banking advisors by metro in the United States
- Investment banking advisors in New York679
- Investment banking advisors in Chicago143
- Investment banking advisors in Los Angeles130
- Investment banking advisors in Atlanta100
- Investment banking advisors in Miami99
- Investment banking advisors in Houston96
- Investment banking advisors in Dallas94
- Investment banking advisors in San Francisco85
- Investment banking advisors in Boston74
- Investment banking advisors in Washington57
- Investment banking advisors in Austin55
- Investment banking advisors in Denver49
- Investment banking advisors in Newport Beach39
- Investment banking advisors in Tampa39
- Investment banking advisors in Minneapolis38
- Investment banking advisors in San Diego37
- Investment banking advisors in Scottsdale29
- Investment banking advisors in Boca Raton27
- Investment banking advisors in St. Louis27
Questions about this company list
What does Exact match mean for investment banking advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment banking advisors did RevenueBase find based in Charlotte, United States?
The saved snapshot records 53 matching company records, 611 tracked contacts and 256 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment banking advisors by geography
- Investment banking advisors based in Buenos Aires, Argentina
- Investment banking advisors based in Melbourne, Australia
- Investment banking advisors based in Perth, Australia
- Investment banking advisors based in Sydney, Australia
- Investment banking advisors based in Dhaka, Bangladesh
- Investment banking advisors based in Belo Horizonte, Brazil
- Investment banking advisors based in Rio De Janeiro, Brazil
- Investment banking advisors based in Sao Paulo, Brazil
- Investment banking advisors based in Calgary, Canada
- Investment banking advisors based in Montreal, Canada
- Investment banking advisors based in Toronto, Canada
- Investment banking advisors based in Vancouver, Canada
Cite this list
RevenueBase Data Team. Top 25 investment banking advisors based in Charlotte, United States. Snapshot: October 17, 2026. https://revenuebase.ai/companies/investment-banking-advisors/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment banking advisors based in Buenos Aires, Argentina
- Investment banking advisors based in Melbourne, Australia
- Investment banking advisors based in Perth, Australia
- Investment banking advisors based in Sydney, Australia
- Investment banking advisors based in Dhaka, Bangladesh
- Investment banking advisors based in Belo Horizonte, Brazil
Company intelligence · public preview
Top 25 investment banking advisors based in Charlotte, United States
RevenueBase records 53 matching company records for investment banking advisors based in Charlotte, United States, with 611 tracked contacts and 256 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 investment banking advisors based in Charlotte, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Wachovia Corpwachovia.com HQ: Charlotte, NC, United StatesReported employees: 5,001-10,000 | Charlotte, NC, United States | 5,001-10,000 | Exact match | 83 contacts → |
“An industry leader in investment and advisory services for individuals, corporations and institutions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Blackarch Partnersblackarchpartners.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 68 contacts → |
“BlackArch is a leading middle-market investment bank offering a full spectrum of advisory services to financial sponsors, private companies and diversified corporations.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bourne Partnersbourne-partners.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 67 contacts → |
“Bourne Partners is a financial services firm specializing in the pharma, pharma services, healthcare services, and consumer health sectors.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | First Tryon Advisorsfirsttryon.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 47 contacts → |
“At First Tryon, we believe in the basic principle that relationships built on trust will be the cornerstone of our success.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Envoy Capital Advisorsenvoycapitaladvisors.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 27 contacts → |
“Envoy delivers tailored investment banking services at every key milestone of a business lifecycle and specializes in M&A Advisory, Capital Advisory, and Private Equity Services.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Sherman & Companysherman-company.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 27 contacts → |
“Sherman & Company is an investment banking/M&A firm focused on the insurance, healthcare, technology, and asset & wealth management industries.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Mccoll Partnersmccollpartners.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 25 contacts → |
“McColl Partners is an independent investment banking firm specializing in the needs of management and owners of middle-market companies.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Bundy Groupbundygroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 20 contacts → |
“Established in 1989, Bundy Group is an industry-focused investment bank that specializes in representing business owners and management teams in business sales, acquisitions, and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Bridgemark Strategiesbridgemarkstrategies.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 20 contacts → |
“Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fidus Partnersfiduspartners.com HQ: Charlotte, United StatesReported employees: 11-50 | Charlotte, United States | 11-50 | Exact match | 18 contacts → |
“Fidus Partners, with offices in Charlotte, North Carolina and New York, New York, provides merger and acquisition advisory and related services to private equity firms…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | GCG Advisory Partnersgcgap.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 17 contacts → |
“Our mission is to empower financial advisors through equity partnerships, scalable growth strategies, and comprehensive succession planning.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Philpott Ball & Werner, LLCpbandw.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 12 contacts → |
“PB & W is a leading investment banking firm specializing in advising middle-market companies throughout North America and Europe.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Davidson Capital Advisorsdavcapadvisors.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 12 contacts → |
“Investment Banking for Lower Middle Market Companies.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 7 Mile Advisors7mileadvisors.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 11 contacts → |
“7 Mile Advisors provides Investment Banking & Advisory Services to the Business Services and Technology Industries globally.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Convergent Financial Partnersconvergentfp.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 10 contacts → |
“Helping you thrive in your financial situation, with a local touch you won't find in national firms.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Tobin & Company Investment Banking Group LLCtobinandcompany.com HQ: Charlotte, NC, United StatesReported employees: 11-50 | Charlotte, NC, United States | 11-50 | Exact match | 10 contacts → |
“We at Tobin & Company Investment Banking Group, together with our subsidiary Tobin & Company Securities, offer a wide range of investment banking services to our constituents.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Klarventuresklarventures.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 | Harris Williams Primary Fund Placementharriswilliams.com HQ: Charlotte, NC, United StatesReported employees: 501-1,000 | Charlotte, NC, United States | 501-1,000 | Exact match | 7 contacts → |
“Aqueduct Capital Group is now part of Harris Williams, a global investment bank specializing in M&A and private capital advisory services.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | North Inlet Advisorsnorthinletgroup.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 7 contacts → |
“North Inlet partners with our clients to offer dedicated senior resources combined with a systematic and sustainable approach to growth.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Titus Alliancetitusalliance.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 7 contacts → |
“Titus Alliance is a people-centric, full-service M&A advisory and business valuation firm based in the Carolinas.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Guideboat Advisorsguideboatadvisors.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Third HAT Consultingthirdhatconsulting.com HQ: Charlotte, United StatesReported employees: 1-10 | Charlotte, United States | 1-10 | Exact match | 6 contacts → |
“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…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | West 4th Capitalwest4thcapital.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 5 contacts → |
“We are obsessed with our clients’ success before, during, and after their M&A deal closes.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Portus Wealth Advisorsportusadvisors.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“Portus Wealth Advisors is the strategic partner for founders and investors who have outgrown standard financial advice.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Clearpactclearpact.co HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 4 contacts → |
“Clearpact is a full-service investment bank, purpose-built for tech and tech-enabled companies, providing our partners with M&A, capital raising and strategic advisory solutions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 53 company matches
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Investment banking advisors: dataset insights
October 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
53 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 53 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment banking advisors by metro in the United States
- Investment banking advisors in New York679
- Investment banking advisors in Chicago143
- Investment banking advisors in Los Angeles130
- Investment banking advisors in Atlanta100
- Investment banking advisors in Miami99
- Investment banking advisors in Houston96
- Investment banking advisors in Dallas94
- Investment banking advisors in San Francisco85
- Investment banking advisors in Boston74
- Investment banking advisors in Washington57
- Investment banking advisors in Austin55
- Investment banking advisors in Denver49
- Investment banking advisors in Newport Beach39
- Investment banking advisors in Tampa39
- Investment banking advisors in Minneapolis38
- Investment banking advisors in San Diego37
- Investment banking advisors in Scottsdale29
- Investment banking advisors in Boca Raton27
- Investment banking advisors in St. Louis27
Questions about this company list
What does Exact match mean for investment banking advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment banking advisors did RevenueBase find based in Charlotte, United States?
The saved snapshot records 53 matching company records, 611 tracked contacts and 256 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 investment banking advisors based in Charlotte, United States. Snapshot: October 17, 2026. https://revenuebase.ai/companies/investment-banking-advisors/united-states/charlotte.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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