Company lists · Data refreshed October 2026

Top 25 Life insurance consulting services based in Charlotte, United States

Name: Life insurance consulting services based in Charlotte, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 61 companies tracked

RevenueBase identified 61 company matches for life insurance consulting services associated with Charlotte, United States as of October 2026 and tracks 938 professional contacts across them, including 180 with verified work emails. Across the United States, New York is the largest hub for this category (110 companies); Charlotte has 61.

This list covers company matches for life insurance consulting services 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 17, 2026 How this list was built

61Companies

938Contacts tracked

180Verified emails

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The 25 largest life insurance consulting services based in Charlotte, United States

Ranked by team size

Top 25 of 61 company matches for life insurance consulting services based in Charlotte, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 17, 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	TIH	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	5,001-10,000	374 contacts →
	Exact match “TIH, the fifth largest insurance broker in the United States, offers highly consultative risk management services and nearly all types of coverage, including personal, small…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	Massmutual Carolinas	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	51-200	153 contacts →
	Exact match “At MassMutual Carolinas, we listen closely to gain a thorough understanding of your goals and your dreams.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Main Street Insurance Group	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	51-200	44 contacts →
	Exact match “At Main Street Insurance Group, we strive to provide a true, concierge client experience which is unique in the insurance industry.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	American Insurance Marketing Solutions	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	29 contacts →
	Exact match “Since the start of American Insurance Marketing Solutions, one goal has remained steadfast-to build an organization that our customers can rely upon as their trusted advisor.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Litaker Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	26 contacts →
	Exact match “Family owned and operated since 1933, Litaker Insurance is managed by the third generation of the Litaker family.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Hobart Wealth	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	24 contacts →
	Exact match “Hobart Wealth is a financial services firm serving valued clients throughout the Carolinas.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Highstreet Insurance & Financial Services	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	51-200	17 contacts →
	Exact match “Our experienced team of insurance professionals delivers personalized guidance, high-quality coverage, and competitively priced solutions-always with your best interests in mind.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Barry, Evans, Josephs, And Snipes Bejs	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	15 contacts →
	Exact match “We at Barry, Evans, Josephs & Snipes are life insurance specialists.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Assurtrak Insurance Brokers, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	12 contacts →
	Exact match “Assurtrak Insurance Brokers was created on the belief that starting with a great plan is the only way to finish with the best result.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Ensemble Financial Strategies	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	9 contacts →
	Exact match “We are an advice-centric financial services firm offering comprehensive planning, insurance and investment solutions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Wealthplan Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	51-200	8 contacts →
	Exact match “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Grandview Advisors Of Raymond James	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	11-50	7 contacts →
	Exact match “Whether specializing in nuanced insurance, lending or trust needs, our extended team helps us keep our focus on you and your financial plan.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Morehead Group	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “For more than 80 years, Morehead Group has worked closely with our clients and their professional advisory teams to help affluent individuals, families, and business owners…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Saltzman Insights	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “Saltzman Insights provides data-driven services designed by industry experts, enabling companies to holistically manage their annuity and life insurance programs.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Telos Family Office	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “At Telos Family Office, our name is rooted in the ancient wisdom of Aristotle."Telos" is a Greek term for the ultimate purpose or end goal of a person or thing.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	The Pomfret Financial Company, INC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “Whether you’re a family, professional, or business owner, we help you plan for the uncertainties in life.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Stillwater Financial Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Life is full of chaos and turbulence.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Elevated Financial & TAX	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Our team of professionals can help you create a well-thought-out strategy, using a variety of tax planning strategies and investments and insurance products and services, to help…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Optima Financial Services	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “We provide insurance, investments, and financial planning, for individuals and business owners.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Executive Benefits Group, INC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Lily Insurance	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “At Lily Insurance, we offer a wide range of policies to meet your specific needs.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Northstar Capital Advisors	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Through financial planning, we help people make the best use of their financial resources, freeing their time to enjoy what matters most in life.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	Bowman Financial Group, LLC	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Our mission is to create and preserve wealth for our clients through long term effective financial planning and wealth management.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Springdale Benefits Group	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Our firm works with businesses and individuals to do one simple thing: Provide financial peace of mind to the people that we touch.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Nork Financial Group	Exact match	Charlotte, NC, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Financial Solutions in Today's World." Nork Financial Group is a full service insurance brokerage and financial services firm comprised of 3 divisions.” 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 “life insurance consulting services”. 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 61 life insurance consulting services based in Charlotte, United States

See the full list, filter by size, metro and specialty, and access 180 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Life insurance consulting services based in Charlotte, United States at a glance

As of Oct 17, 2026

19.2%Verified-email coverage

15.4Average contacts per company

1-10Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

5,001-10,000

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 61 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 “life insurance consulting services” 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 180 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.

Life insurance consulting services 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 “life insurance consulting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many life insurance consulting services are there based in Charlotte, United States?

RevenueBase identified 61 company matches for life insurance consulting services 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?

TIH 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 life insurance consulting services?

New York leads the United States with 110 company records, followed by Houston (104) and Miami (95). Charlotte has 61.

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 180 professional contacts with verified work emails tracked across these 61 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.

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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.