Company lists · Data refreshed September 2026

Top 25 Investment firm recruiting companies based in Raleigh, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 70 companies tracked

RevenueBase identified 70 company matches for investment firm recruiting companies associated with Raleigh, United States as of September 2026 and tracks 2,661 professional contacts across them, including 1,700 with verified work emails. Across the United States, New York is the largest hub for this category (1,821 companies); Raleigh has 70.

This list covers company matches for investment firm recruiting companies associated with Raleigh, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

70Companies

2,661Contacts tracked

1,700Verified emails

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The 25 largest investment firm recruiting companies based in Raleigh, United States

Ranked by team size

Top 25 of 70 company matches for investment firm recruiting companies based in Raleigh, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Captrust	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1,001-5,000	1,768 contacts →
	Exact match “CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Neerinfo Solutions	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	201-500	209 contacts →
	Exact match “Neer Info Solutions is a boutique executive search firm and has been in the search industry since 2005.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	First Citizens Investor Services	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	51-200	185 contacts →
	Exact match “First Citizens Investor Services, which was formed in 1994 as a subsidiary of First Citizens Bank, has continued building on the bank’s success with such timeless values as…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Capitol Financial Solutions	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	51-200	75 contacts →
	Exact match “Capitol Financial Solutions is an independent financial services firm with a team of experienced professionals who are licensed and trained to help their clients achieve their…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Capital Investment Companies	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	201-500	70 contacts →
	Exact match “Securities offered through Capital Investment Group, Inc, and Capital Investment Brokerage, Inc, Members FINRA/SIPC Advisory Services through Capital Investment Counsel, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Alliance Investments Management LLC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	11-50	42 contacts →
	Exact match “We are an Investment management company that manages and regulates multiple investments for retail investors and drive portfolio companies towards excellence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Falcon Square Capital	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	11-50	20 contacts →
	Exact match “Falcon Square Capital is a boutique investment bank with strengths in fixed income trading, capital markets, public finance, and client portfolio solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Dunning Capital	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	15 contacts →
	Exact match “Investment banking and financial consulting services to emerging and middle-market companies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Weston Banks Wealth Partners	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “We support your life and legacy goals by managing your assets in a way that aligns with your value system.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Townsend Asset Management Corp	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Welcome to Townsend.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Oakbridge Financial Group	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “Oakbridge Financial Group, LLC.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Socratic Better Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “Socratic Better Wealth offers customized financial planning and asset management to people looking to make smart decisions with their money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Chapel Hill Solutions	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “Chapel Hill Solutions is a superior talent acquisition search firm delivering extraordinary talent acquisition services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Pendleton Financial	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “At Pendleton Financial Wealth Management, your goals and objectives come first.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	TRG Capital Management, INC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “TRG Capital Management Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Timeless Solutions	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	11-50	6 contacts →
	Exact match “The Timeless Approach.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Nautical Advisory Services	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Nautical Advisory is an independent investment banking firm that specializes in M&A advisory for founder and family owned businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Cook Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	11-50	5 contacts →
	Exact match “As life becomes more complex, money starts to feel overwhelming.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	John Hughes Company	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “John Hughes Company is based in North Carolina and specializes in strategic deal sourcing and executive talent search within the real estate and technology sectors across the…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	First OAK Wealth Management	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “First Oak Wealth Management is an Investment Advisory firm serving individuals and their families.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Shah Capital	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Shah Capital is a valuation-driven investment firm which combines proprietary deep-research and global experience targeting equities typically held over a medium to long-term…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Wolfbridge Wealth	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “WolfBridge Financial is revolutionizing financial planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Franklin Watkins Financial Group	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “At Franklin Watkins Financial Group, our most important work revolves around your goals and dreams.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Yanke Financial, LLC	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Yanke Financial, LLC is an independent office with an outward focus.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Aloft Capital Advisors	Exact match	Raleigh, NC, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Aloft Capital Advisors provides our clients with solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “investment firm recruiting 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 70 investment firm recruiting companies based in Raleigh, United States

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Investment firm recruiting companies based in Raleigh, United States at a glance

As of Sep 28, 2026

63.9%Verified-email coverage

38.0Average contacts per company

1-10Median size (employees)

Sep 28, 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 Raleigh, so it is reported there. Company counts and contact totals on this page are exact for Raleigh, over 70 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 Raleigh, United States whose business descriptions match “investment firm recruiting 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 1,700 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Investment firm recruiting 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 firm recruiting companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment firm recruiting companies are there based in Raleigh, United States?

RevenueBase identified 70 company matches for investment firm recruiting companies associated with Raleigh, 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?

Captrust 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 firm recruiting companies?

New York leads the United States with 1,821 company records, followed by Chicago (432) and Dallas (358). Raleigh has 70.

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 1,700 professional contacts with verified work emails tracked across these 70 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.