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Company lists · Data refreshed September 2026

Top 24 Investment firms based in Raleigh, United States

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 62 companies tracked

RevenueBase identified 62 investment firms headquartered in Raleigh, United States as of September 2026 and tracks 902 professional contacts across them, including 382 with verified work emails. New York is the largest hub.

This list covers investment firms headquartered in Raleigh, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
62Companies
902Contacts tracked
382Verified emails
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The 24 largest investment firms based in Raleigh, United States

Ranked by team size
Top 24 of 62 investment firms based in Raleigh, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
First Citizens Investor ServicesIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 202651-200186

“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…”

Source: company website · checked Sep 4, 2026
2
Capitol Financial SolutionsIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 202651-20074

“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…”

Source: company website · checked Sep 4, 2026
3
Capital Investment CompaniesStrong evidence
Raleigh, NC, United StatesHQ checked Sep 4, 2026201-50070

“Securities offered through Capital Investment Group, Inc, and Capital Investment Brokerage, Inc, Members FINRA/SIPC Advisory Services through Capital Investment Counsel, Inc.”

Source: company website · checked Sep 4, 2026
4
Plexus Capital, LLCIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 202611-5056

“Plexus Capital invests across the United States in a variety of transaction types, including acquisitions, buyouts, recapitalizations, and growth capital.”

Source: company website · checked Sep 4, 2026
5
Alliance Investments Management LLCStrong evidence
Raleigh, NC, United StatesHQ checked Sep 4, 202611-5042

“We are an Investment management company that manages and regulates multiple investments for retail investors and drive portfolio companies towards excellence.”

Source: company website · checked Sep 4, 2026
6
Falcon Square CapitalStrong evidence
Raleigh, NC, United StatesHQ checked Sep 4, 202611-5020

“Falcon Square Capital is a boutique investment bank with strengths in fixed income trading, capital markets, public finance, and client portfolio solutions.”

Source: company website · checked Sep 4, 2026
7
Triangle Wealth ManagementStrong evidence
Raleigh, NC, United StatesHQ checked Sep 4, 202611-5013

“Triangle Wealth Management is an SEC registered Investment Advisor serving over 500 families primarily in North Carolina and the Southeast.”

Source: company website · checked Sep 4, 2026
8
TradewindsIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 20261-1012

“TradeWinds was born of the desire to be a force of financial good.”

Source: company website · checked Sep 4, 2026
9
Weston Banks Wealth PartnersIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 20261-1010

“We support your life and legacy goals by managing your assets in a way that aligns with your value system.”

Source: company website · checked Sep 4, 2026
10
Townsend Asset Management CorpIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 20261-1010

“Welcome to Townsend.”

Source: company website · checked Sep 4, 2026
11
Socratic Better WealthIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 202611-508

“Socratic Better Wealth offers customized financial planning and asset management to people looking to make smart decisions with their money.”

Source: company website · checked Sep 4, 2026
12
Pendleton FinancialIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 20261-107

“At Pendleton Financial Wealth Management, your goals and objectives come first.”

Source: company website · checked Sep 4, 2026
13
TRG Capital Management, INCIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 20261-107

“TRG Capital Management Inc.”

Source: company website · checked Sep 4, 2026
14
Timeless SolutionsIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 202611-506

“The Timeless Approach.”

Source: company website · checked Sep 4, 2026
15
Cook WealthIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 202611-505

“As life becomes more complex, money starts to feel overwhelming.”

Source: company website · checked Sep 4, 2026
16
Copperleaf Capital, LLCIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 20261-105

“From day one, and for over 35 years, we’ve invested in making a positive impact on families through strategic wealth management and financial planning.”

Source: company website · checked Sep 4, 2026
17
First OAK Wealth ManagementStrong evidence
Raleigh, NC, United StatesHQ checked Sep 4, 20261-104

“First Oak Wealth Management is an Investment Advisory firm serving individuals and their families.”

Source: company website · checked Sep 4, 2026
18
Vesta Wealth AdvisorsIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 20261-104

“Vesta Wealth Advisors, founded in January 2021, is a female-led team based in Raleigh, NC, that focuses on financial planning and wealth management with our clients.”

Source: company website · checked Sep 4, 2026
19
Wolfbridge WealthIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 20261-104

“WolfBridge Financial is revolutionizing financial planning.”

Source: company website · checked Sep 4, 2026
20
Patriot WealthIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 20261-103

“Let’s create the retirement you dream about, together.”

Source: company website · checked Sep 4, 2026
21
Pcidx Group LLCIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 20261-103

“We manage private funds which track indices on diversified baskets of private late-stage companies in different geographies and sectors that allow qualified investors to…”

Source: company website · checked Sep 4, 2026
22
Madison Oaks Wealth Partners, LLCIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 20261-103

“At Madison Oaks Wealth Partners, LLC, we deliver private investing strategies with institutional-grade expertise.”

Source: company website · checked Sep 4, 2026
23
Yanke Financial, LLCIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 20261-102

“Yanke Financial, LLC is an independent office with an outward focus.”

Source: company website · checked Sep 4, 2026
24
Franklin Watkins Financial GroupIndirect evidence
Raleigh, NC, United StatesHQ checked Sep 4, 20261-102

“At Franklin Watkins Financial Group, our most important work revolves around your goals and dreams.”

Source: company website · checked Sep 4, 2026

Showing 24 of 62 investment firms based in Raleigh, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 382 reachable decision-makers.

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Investment firms based in Raleigh, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
47
11-50
9
51-200
4
201-500
1

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Raleigh, over 62 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Raleigh, United States whose own description of what they do matches “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment firms, and records with no verified work email. Companies headquartered outside Raleigh are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 382 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 4, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Raleigh, United States?

RevenueBase identified 62 investment firms headquartered in Raleigh, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

First Citizens Investor Services, headquartered in Raleigh, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 382 verified decision-maker contacts tracked across these 62 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 4, 2026.

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Related lists

Browse: Companies home · Investment firms in United States · All United States lists · All Investment firms lists · New lists

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.

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