Company lists · Data refreshed September 2026

Top 25 Investment companies based in Birmingham, United States

Name: Investment companies based in Birmingham, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 45 companies tracked

RevenueBase identified 45 company matches for investment companies associated with Birmingham, United States as of September 2026 and tracks 772 professional contacts across them, including 150 with verified work emails. Across the United States, New York is the largest hub for this category (839 companies); Birmingham has 45.

This list covers company matches for investment companies associated with Birmingham, 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 20, 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 20, 2026 How this list was built

45Companies

772Contacts tracked

150Verified emails

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The 25 largest investment companies based in Birmingham, United States

Ranked by team size

Top 25 of 45 company matches for investment companies based in Birmingham, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	NBC Securities, INC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	51-200	73 contacts →
	Exact match “NBC Securities is a full-service broker-dealer and registered investment advisor catering to individuals and companies across the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Highland Associates	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	11-50	22 contacts →
	Exact match “Highland Associates is an institutional investment advisor headquartered in Birmingham, Alabama.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	GCP	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	11-50	20 contacts →
	Exact match “We are a commercial real estate holding company focused on investment growth through acquisition, development and management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Strength Capital Partners	Exact match	Birmingham, MI, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “Strength Capital Partners is a private investment company that invests throughout the United States across a wide range of industries, primarily manufacturing, distribution…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Johnson Sterling, INC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Accelerated Assets, LLC	Exact match	Birmingham, MI, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Accelerated Assets is a boutique investment firm concentrated on the acquisition, development, sale, and financing of strategic leisure and hospitality assets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Wealth Strategies, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Wealth Strategies was created to assist individuals in navigating the complex world of financial services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Peninsula Private Wealth Of Raymond James	Exact match	Birmingham, MI, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Everthrive Financial Group	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “At EverThrive Financial Group®, we are dedicated to offering creative solutions, objectivity, personalized advice and proactive service to our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Featheringill Capital	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Opus Holdings	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “A private holding company designed to align interests and create ‘win-win’ outcomes.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Volare Wealth Advisors	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Wealth building to take you beyond.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Shades Creek Wealth Advisors, INC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “We are the modern realization of three generations of financial services industry expertise.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Providence Investments	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “Providence Investments is a privately held investment firm located in Birmingham, Alabama.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Swift Investment Group	Exact match	Birmingham, MI, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “A swift and upcoming investment firm with a strong focus on real estate Find us on the or visit our website!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Vision Financial Group, INC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “At Vision Financial Group, Inc, we specialize in working with professionals and companies concerning their insurance, investments, and overall financial planning needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Collateral Holdings, LLC	Exact match	Birmingham, United StatesHQ recorded Sep 20, 2026	201-500	3 contacts →
	Exact match “At Collateral, we are active investors that look to acquire, manage, and grow great companies within our Family.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	The Avery Companies	Exact match	Birmingham, MI, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “The Avery Companies is a diversified privately-held investment holding company deploying long-term capital to transformative enterprises.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Kickpoint Ventures	Exact match	Birmingham, MI, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We’re experienced operators and investors focused on acquiring and growing established, profitable companies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Long Lake Capital Management, LLC	Exact match	Birmingham, MI, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Long Lake Capital Management, LLC constructs and manages investment portfolios for individual clients, trusts, estates and other entities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Ebsco Capital, LLC	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “EBSCO Capital is the investment and acquisition team of EBSCO Industries – a family-owned and private held conglomerate headquartered in Birmingham, AL.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Cope Private Wealth	Exact match	Birmingham, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Services are offered through Cope Private Wealth, a Registered Investment Adviser with the state of Alabama.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	AC Financial Partners	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “LIFE - MONEY - BALANCE Linda Allison, CFP ® and Derrell Crimm, CFP ® are financial advisors located at AC Financial Partners, LLC, 1800 International Park Drive, Suite 10…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Walton Financial	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Walton Financial is a company based out of Birmingham, Alabama, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Unionstate Investment Services	Exact match	Birmingham, AL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “At UnionState Investments, we believe investing is personal.” Recorded in the RevenueBase company graph · Sep 20, 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 companies”. 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 45 investment companies based in Birmingham, United States

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Investment companies based in Birmingham, United States at a glance

As of Sep 20, 2026

19.4%Verified-email coverage

17.2Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for Birmingham, so it is reported there. Company counts and contact totals on this page are exact for Birmingham, over 45 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 Birmingham, United States whose business descriptions match “investment companies” 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 150 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 20, 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 companies 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 “investment companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment companies are there based in Birmingham, United States?

RevenueBase identified 45 company matches for investment companies associated with Birmingham, 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?

NBC Securities, INC 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 companies?

New York leads the United States with 839 company records, followed by Dallas (215) and Chicago (214). Birmingham has 45.

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 150 professional contacts with verified work emails tracked across these 45 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 20, 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.