Company lists · Data refreshed September 2026

Top 25 Investment companies based in Charlotte, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 101 companies tracked

RevenueBase identified 101 company matches for investment companies associated with Charlotte, United States as of September 2026 and tracks 2,478 professional contacts across them, including 1,423 with verified work emails. Across the United States, New York is the largest hub for this category (839 companies); Charlotte has 101.

This list covers company matches for investment companies 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 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

101Companies

2,478Contacts tracked

1,423Verified emails

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The 25 largest investment companies based in Charlotte, United States

Ranked by team size

Top 25 of 101 company matches for investment companies based in Charlotte, 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	Truist Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,661 contacts →
	Exact match “Building wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Sterling Capital Management LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	51-200	219 contacts →
	Exact match “Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Berkeley Capital Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	11-50	36 contacts →
	Exact match “Berkeley Capital Advisors is a retail investment brokerage firm that deals exclusively in the representation of income-producing real estate in the Carolinas and throughout the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Linden Thomas & Company	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
5	Stone Press Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
6	TEN Oaks Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	11-50	29 contacts →
	Exact match “Ten Oaks Group is now a holding company for extraordinary businesses and is not pursuing new investments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	NEW Republic Partners	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	11-50	26 contacts →
	Exact match “New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Wedge Capital Management L.L.P	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	11-50	24 contacts →
	Exact match “WEDGE Capital Management is dedicated to offering stable, diversified investment products in the equity and fixed income markets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Novare Capital Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
10	QC Capital	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “We specialize in acquiring and optimizing institutional-grade assets across alternative sectors, including Car Care (Car Wash & Oil Change Centers), Flex Industrial, and Private…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Tobin & Company Investment Banking Group LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	11-50	11 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 · Sep 20, 2026 · View company records in RevenueBase
12	Davis Williams Wealth Management	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
13	Wealthplan Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	51-200	8 contacts →
	Exact match “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Carroll Financial	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
15	Cygnus Asset Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “Why Cygnus?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Blystone & Donaldson	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “An innovative private equity firm based in Charlotte, NC.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Emerald Holdings LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Emerald Holdings LLC "D.B.A" Emerald Direct Capital is a North Carolina based real estate investment company that generates profit by implementing a multitude of different short…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Tannin Capital, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Preserve \| Strengthen \| Grow ™ Bringing Institutional Investment Management Capabilities to Clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	WMS Advisors, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
20	Copeley Capital Management, INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Copeley Capital is a private investment firm based in Charlotte, NC, that manages a dedicated pool of capital and focuses on acquisitions of privately-owned, high-quality…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Eagle Marsh Holdings	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Eagle Marsh Holdings is a privately held company with subsidiary business operations in three principle areas: business investments, commercial real estate, and transaction…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Holland Capital Management, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
23	Seward Capital LLC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Seward Capital serves high net worth individuals, family offices and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Eastern Federal Corporation	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Eastern Federal Corporation and its affiliates Consolidated Realty Company, M&S Shopping Centers, and General Shopping Centers (together, “EFC”) have invested in real estate and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Vintage Wealth Management Group, INC	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match Recorded description not available. 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 101 investment companies based in Charlotte, United States

See the full list, filter by size, metro and specialty, and access 1,423 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment companies based in Charlotte, United States at a glance

As of Sep 20, 2026

57.4%Verified-email coverage

24.5Average 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

5,001-10,000

10001+

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 101 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 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 1,423 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 Charlotte, United States?

RevenueBase identified 101 company matches for investment companies 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?

Truist Wealth 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). Charlotte has 101.

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 1,423 professional contacts with verified work emails tracked across these 101 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.